Communicate with your agent through Slack and email

MerchantAI provides messaging options for interacting with an agent and delivering operational information.

Slack: converse with an agent

A Slack integration lets authorized users communicate with a MerchantAI agent through their Slack workspace.

To configure it:

1. Open the main Agents page and select Integrations for the relevant agent.
2. Select Messaging, then expand Slack.
3. Complete the settings shown: Slack Bot Token, Slack App Token, Slack Allowed Users, and Slack Home Channel ID.
4. Save the changes.

The configured Slack app credentials and authorization settings govern how the agent communicates through Slack. Slack-originated sessions can be identified by a SLACK label in the Chat conversation history.

Email Delivery: send reports and requests for input

Email Delivery is MerchantAI's outbound operational-email capability. It is intended for messages such as:

• Results of scheduled or long-running tasks
• Reports and findings
• Notifications about work that requires attention
• Questions that require a person's input

Configure the Allowed Recipients list under the Messaging integration settings. Agents can send through this tool only to the approved addresses.

Email Delivery is not intended as a customer-marketing email tool. For marketing campaigns, configure an appropriate customer engagement integration instead.

Two different purposes

• Slack: A channel for conversations with the agent.
• Email Delivery: A restricted way for the agent to initiate operational emails to approved recipients.

Related articles

• Connect external business platforms
• Schedule recurring work with your agent