Slack Integration with Thunai AI

Overview:

Thunai AI’s Slack integration is designed to enhance communication and automate workflows within Slack workspaces. By linking Thunai AI with Slack, businesses can improve real-time collaboration, streamline meeting summaries, and engage in secure AI-powered interactions. The integration provides an intuitive way to access AI features directly within Slack channels and DMs.

Key Features of Thunai AI's Slack Integration:

1. Meeting Summary Post to Slack Channel:

   Automatically posts meeting summaries from the Call Agent to a configured Slack channel after each meeting.

2. Slack Direct Messaging:

   Enables direct interaction with Thunai AI via Slack DMs, providing a consistent, secure, and optimized AI experience.

3. Executive Query Assistant (Mention Bot):

   Users can mention Thunai AI in a designated Slack channel to ask queries and receive AI-driven responses.

4. Slack Brain Notes:

   Captures and organizes important messages in a designated Slack channel for easy retrieval and future reference.

Step-by-Step Guide to Integrating Thunai AI with Slack:

Step 1 - Login to Thunai Portal:

1. Open the Thunai portal: https://app.thunai.ai/.
2. Sign in using your Thunai credentials.

Step 2 - Connect Slack to Thunai:

1. In the Thunai portal, navigate to the Applications section in the side menu.
2. Locate the Slack card and click the Connect button.
3. Verify your workspace and click Allow to authorize the connection.
4. After authorization, click Continue to complete the connection to Slack.
5. Once connected, click the Explore button to start configuring Slack features.

Step 3 - Configure Slack Features:

1. Meeting Summary Post to Slack Channel:
   • Click on the Slack card.
   • From the Meeting Summary card, select a Slack channel.
   • Click Save to configure the channel.
   • After configuration, meeting summaries from the Meeting Assistants will be automatically posted to the selected Slack channel after each meeting.

2. Slack Direct Messaging:
   • Enable the Direct Message toggle.
   • Click Save to activate this feature.
   • You can now engage directly with Thunai AI via Slack DMs.

Once you enable the Direct Message toggle in the Thunai portal, open your Slack account, click Add App, search for Thunai AI, and add it to your app list. You can then start using the Direct Message feature.

3. Executive Query Assistant (Mention Bot):

   • Select a Slack channel and a Chat Agent.

     Click Save to enable the configuration.

     Once set up, you can mention Thunai AI (e.g., @Thunai AI) in the selected Slack channel to ask queries.

     • Example: @Thunai AI What services do you provide?

4. Slack Brain Notes:
   • Select Brain Notes as the note type.
   • Choose a Slack channel where the notes will be captured.
   • Click Save to complete the setup.
   • Only the user who configures the Brain Notes can remove them from the channel.
   • Messages posted in the selected channel will automatically be added to Thunai AI’s Brain Notes for easy reference in the future.

Integration with Agents

Slack can be integrated with Chat, Voice, and Email Agents to simplify collaboration. Based on predefined workflows, conversation summaries are automatically shared to the mapped Slack channels, ensuring teams stay updated without switching between tools.

Supported Agents & Features

1. Chat Agents

• Send Conversation Summary – Automatically share conversation summaries from chat interactions to mapped Slack channels.
• Workflow-Based Mapping – Direct summaries to the correct Slack channel based on the configured workflow.
• Authorization (Optional Security Layer) – Add OTP or user verification before posting summaries.

2. Voice Agents

• Send Conversation Summary – Capture summaries from voice interactions and send them to mapped Slack channels.
• Workflow-Based Mapping – Ensure summaries are routed to the right channel as per workflow rules.
• Authorization (Optional Security Layer) – Secure posting with OTP or voice authentication.

3. Email Agents

• Send Conversation Summary – Extract summaries from email interactions and forward them to mapped Slack channels.
• Workflow-Based Mapping – Route summaries to the appropriate channel based on workflow mapping.
• Authorization (Optional Security Layer) – Use OTP or email verification before allowing summaries to be sent.

Configuration

1. Create & Configure Common Agents
   • Set up Chat, Voice, or Email agents for Slack integration.

👉 Learn how to create & configure agents

2. Set Workflow & Map with Slack
   • Define workflows for sending conversation summaries.
   • Map workflows to Slack channels to ensure summaries are delivered correctly.

👉 Learn more about workflows here

Once configured, Slack channels receive real-time conversation summaries via Chat, Voice, or Email Agents, improving team collaboration and productivity.