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Before adding agents to Slack channels, the Realm Slack app must be installed in your workspace by an admin. See Slack app for setup instructions.

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Adding an agent to a Slack channel

1

Invite Realm

In the desired Slack channel, type @Realm and add the Realm app.
2

Copy Channel ID

Click the channel name at the top and find the Channel ID at the bottom of the pop-up window.
Finding the Slack Channel ID
3

Configure the agent

In the Realm agent editor under Advanced Settings, paste the Channel ID into the Slack Integration section.
Pasting the Channel ID in the agent editor

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How to interact with an agent in a channel

Team members can mention the agent with the @ key followed by their question in the connected channel. The designated agent will post a threaded reply with the answer and source citations.

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Example use cases

  • #sales-support: An agent trained on product documentation, pricing, and competitive battle cards.
  • #customer-success: An agent connected to your CRM and support systems for quick customer account summaries.

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Tips

  • You can call a different agent than the default one by typing @Realm <Agent name> <your question>.
  • Admins can control how Realm replies in Slack: automatically or with a preview before posting.
Only users with an active Realm license can interact with agents in Slack.