Install from the Shopify App StoreOverview
Internally, the agent works like a teammate who has read all your documentation. Anyone in the workspace can DM it or mention it in a channel and get an answer grounded in the same knowledge that powers your customer-facing channels.
The integration also carries your operational signal. Handoff requests, new leads, completed training runs, quota warnings, and billing events can be forwarded to a Slack channel you choose, so the team learns about things when they happen rather than when someone checks the dashboard.
Bot-loop protection is built in, so the agent will not get stuck answering other bots or itself in busy channels.
How it works
- 1
Install the Slack app
Connect your workspace from the dashboard with the standard Slack authorization flow.
- 2
Ask the agent anything
DM the agent or mention it in a channel. It answers from the same approved knowledge as your customer channels.
- 3
Route notifications
Choose a channel for operational events: handoffs, leads, training, quota, and billing.
- 4
Act without switching tools
A handoff notification in Slack tells your team a customer is waiting before anyone opens the inbox.
Key facts
- Answers DMs and channel mentions from your approved knowledge.
- Operational notifications: handoffs, leads, training, quota, and billing events.
- Notification events are forwarded to a channel you choose.
- Bot-loop protection prevents runaway bot-to-bot conversations.
- Works alongside customer channels without any extra training.
Frequently asked questions
Is the Slack agent separate from my website agent?
No, it is the same agent with the same knowledge, so answers are consistent whether a customer asks on your site or a teammate asks in Slack.
Which events can be sent to a Slack channel?
Handoff requests, new leads, training completions, quota warnings, and billing events, each toggleable so the channel only carries what you care about.
Can it answer in a busy shared channel?
Yes. It responds when mentioned, and bot-loop protection keeps it from reacting to other bots.