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Set up the Vertice AI assistant in Slack

You can add Vertice AI to your Slack workspace with our native, no-code integration. Once the integration has been set up, you'll be able query Vertice AI about your account, receive platform support, get insights about your data, and carry out tasks like raising or approving procurement requests, all without leaving Slack.

See About Vertice AI for a full overview of its capabilities.

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

During set-up, you will also be prompted to grant certain permissions to Vertice. Expand the Requested permissions below to see the full list.

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

Set-up the integration


  1. Go to Settings Integrations

  2. Ensure you're in the Native Integrations tab

  3. Find Slack under Notifications

  4. Click Set up

  5. Click Connect to Slack

  6. Log in using your Slack workspace credentials

  7. Click Allow to accept the requested permissions and confirm the integration — see Requested permissions for the full list.

If the connection is successful, you will see information about your Slack workspace in Vertice and a confirmation that your workspace is connected.

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.

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See Manually matching Vertice users after integrating Slack if you'd prefer to match users manually or if a match has failed.

Additional resources


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