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Slack Integration

Aliveo AI plugs into Slack so your team can ask analytics questions and receive workflow updates without leaving where work already happens. Mention @Aliveo AI in a channel, send a DM, or set up Slack as the delivery target for an Automation Agent—your choice.

What You Can Do in Slack

  • Ask questions inline. Mention @Aliveo AI in any channel where the bot is installed. The bot replies in-thread with the same analyst-grade response you’d get in Analytics Chat, including tables and charts.
  • Continue an investigation. Threaded follow-ups carry context across messages—just like a regular chat in the app.
  • Receive Automation Agent results. Schedule any Automation Agent to deliver its report into a specific Slack channel.
  • Get alerted. Dashboards and agents can post to Slack when thresholds break or anomalies are detected.
  • Apply recommended changes. When a reply includes recommended campaign changes, apply them right from the thread—once a primary user enables it. Learn more.

Slack chats and web chats share the same underlying engine, so the answers are consistent across surfaces.

Connecting Slack

  1. Open My Account → User Management → Slack (or follow the onboarding prompt for new workspaces).
  2. Click Connect Slack.
  3. Authorize the Aliveo AI Slack app for the workspace you want to integrate.
  4. Once connected, invite @Aliveo AI into the channels where you want it to respond.

You only need to connect Slack once per organization. Once connected, all primary and secondary users in the org can use it.

External-User Toggle

By default, only Aliveo workspace members can call @Aliveo AI from Slack. If you want to extend access to anyone in your Slack enterprise, even those without Aliveo accounts:

  1. Open My Account → User Management → Slack.
  2. Toggle Allow Non-Aliveo Users to invoke @Aliveo AI in Slack.
  3. Confirm the change via email OTP.

This is useful when you want the bot to be a self-service helper across a broad org, but it does mean people outside the Aliveo workspace can run queries. Decide based on data sensitivity.

Account & Context Resolution

When you mention @Aliveo AI in Slack, the bot has to figure out which business and which accounts you’re asking about. It uses a tiered resolution:

  1. Explicit mention — if you name the account or business in the message, that wins.
  2. Channel mapping — channels can be mapped to a specific business/account so all questions in that channel default there.
  3. User preference — falls back to your saved preferences in Personal Account → Preferences.

If the bot can’t resolve confidently, it asks you a clarifying question inline. The inline Slack picker lets you click the right account from a short list right inside the thread.

Delivering Automation Agents to Slack

When configuring an Automation Agent’s notifications:

  1. In the Notifications step, pick Slack.
  2. Choose the channel (or DM) where the report should land.
  3. Optionally tag specific users (@channel, @here, or named recipients) to draw attention.

The bot posts the run’s summary and headline visuals directly into Slack with a link back to the full run in Aliveo. Click through any time you want to drill in further.

Actioning from Slack

When Aliveo recommends changes to your campaigns—budgets, bids, pausing, and the like—you can apply them without leaving Slack.

Turn it on first

Applying changes from Slack is off by default. A primary user enables it in My Account → User Management → Slack by turning on Slack actioning. This is in addition to the usual actioning permissions—the same rules about who can action still apply.

Applying changes

  1. When a Slack reply includes recommended changes, it shows an Apply all button.
  2. Click Apply all — the controls switch to Confirm and Cancel so you can double-check first.
  3. Confirm applies the changes; Aliveo updates the message and posts a short result summary in the thread, with a link back to the full details in Aliveo.
  4. Cancel leaves everything untouched—you can apply later.

Confirming runs the same permission checks as the web app. If you don't have actioning access for that account, applying won't go through.

Undo

Every change applied from Slack is recorded in the Action Log, where it can be restored with one click—follow the link in the result summary, or open the Action Log in Aliveo. See Action Log & Restore.

Permissions & Re-authentication

Toggling Slack-level permissions (especially the external-user toggle) requires a fresh email OTP re-authentication, even if you’re already signed in. See User Management → Step-Up Auth.

Troubleshooting

Symptom Likely cause Fix
Bot doesn’t respond when mentioned The bot isn’t in the channel /invite @Aliveo AI in the channel
Bot replies “Couldn’t figure out the account” No channel mapping or explicit account Mention the business/account name, or ask your admin to map this channel
Non-Aliveo teammates can’t use the bot External-user toggle is off Primary user can flip it in User Management → Slack
Workflow not posting to channel Bot wasn’t invited to that channel Re-invite @Aliveo AI and re-run the agent

For administrator-side settings (toggles, OTP reauth, hiding Slack for specific tenants), see User Management.