Integrating your organization's Vertice account with Slack allows you and your colleagues to initiate procurement workflows and receive notifications in your Slack workspace. You can also interact with Vertice AI which can provide instant, AI-powered answers about your procurement stack and insights based on our proprietary dataset.
The end-to-end set-up process involves an initial set-up of the integration in Vertice and then testing the connection by installing the Vertice app in Slack and linking your account.
You will then need to decide whether you'd like to install and link your colleagues' accounts on their behalf or allow them to do it themselves.
Before you begin
You must have the following permissions to set up this integration. If you don't have these permissions, pass this guide to your platform administrator.
Platform | Required role |
Vertice | Administrator |
Slack | Any role with permission to add apps in Slack |
1. Set-up the integration
In Vertice, open Settings in the left-hand menu
Click Integrations
Scroll to Notifications
Click Set Up on the Slack tile
Click Connect to Slack to begin the integration
Log in using your Slack workspace credentials
Click Allow to accept the requested permissions and confirm the integration.
Expand Requested permissions to see the full list.
Requested permissions
Requested permissions
Information that Vertice can view
View basic information about public channels in your workspace
View basic information about private channels that "Vertice" has been added to
View messages and other content in direct messages that "Vertice" has been added to
View files shared in channels and conversations that "Vertice" has been added to
View people in your workspace
View email addresses of people in your workspace
Actions that Vertice can take
Send messages as @Vertice
Send messages to channels that @Vertice isn’t a member of
Start direct messages with people
View messages that directly mention @Vertice in conversations that the app is in
Upload, edit and delete files as "Vertice"
Add shortcuts and/or slash commands that people can use
Allow "Vertice" to act as your app agent
Your integration is now live. You can view the details of the integration by clicking View on the Slack tile.
2. Access the Vertice app in Slack
Once you have set-up the integration, the Slack app will be automatically added to your workspace. To access it:
Click Agents & tools in the left side-bar menu
Click Apps in the sidebar menu
Find Vertice in the list
Click the Vertice card
Click Open app
3. Link your account
Linking your account is the final step which completes the connection between Slack and your Vertice account. You cannot use the Vertice app until you have linked your account.
Switch to the Home tab in the app window
Click Connect Vertice account
Click Confirm link to complete the process
You'll receive a message in Slack from the Vertice app letting you know the connection is successful. You can now use the Vertice app.
We recommend you perform a few tests to ensure everything is working as you expect. Interact with the Vertice app through the chat: try asking to see your organization's active contracts or open requests or ask for more details about a vendor.
For help with any issues, contact Vertice support.
Next steps
Now the integration is set up and working, you'll need to decide how to manage your organization's access to the app. See Linking user accounts following a Slack integration for more information.
Vertice will automatically start connecting Vertice users to their Slack account if an exact email match is found. Once linked, the users will receive a welcome message in Slack and can begin using Vertice AI.
See Manually matching Vertice users after integrating Slack if you'd prefer to match users manually or if a match has failed.