The Slack integration does three separate things: it captures customer threads from Slack channels as conversations, lets you ask the Four/Four Analyst questions by direct message, and lets workflows post summaries and alerts to channels. All three depend on one connection and on the Four/Four bot being a member of the channels involved.

You need permission to add apps to your Slack workspace. If your workspace requires app approval, a Slack admin must approve Four/Four.

Four/Four requests permission to read messages in public and private channels it is a member of, read direct messages sent to it, post messages and add reactions as the bot, respond to shortcuts and commands, read links, and read people's names and email addresses.

Anyone who captures threads or chats with the Analyst must be a Four/Four user with a confirmed email address that matches their Slack email address. Four/Four also refreshes its list of your Slack channels every hour so you can pick them in workflows.

Only threads are captured: a message with replies. Single messages without replies are not imported, and direct messages and group direct messages cannot be captured. Messages are processed as Slack sends them.

Four/Four posts a message in each channel to say it is capturing, imports the threads already there, then imports each new thread as it starts. Replies and edits to captured threads are added to the conversation.

Open the three-dot menu on any message in the thread and choose the Four/Four capture action for messages. Four/Four captures the thread, adds an eyes reaction to it, and keeps adding replies.

After you capture a channel, Four/Four sends you a direct message saying which customer website it guessed from the channel name, or that it could not find one. Reply with the customer's website address to link the channel to that customer, or reply none if the channel is not about one customer. Internal-only channels are not linked to a CRM account. Threads are linked to customers through that confirmed website and the people who take part.

Four/Four sends you a private message explaining why. The usual reasons are that the bot has not been invited to the channel, the channel or thread is already being captured, or you tried to capture a direct message.

Each new question starts a new Analyst chat, and the answer includes a link to open it in Four/Four. The Analyst answers as your Four/Four user. If Four/Four cannot find you as a user, it tells you to ask your administrator for an invite.

Add the Send a Slack message step to a workflow and choose the channels to post to. The step is available after conversation, insight, Analyst and topic model steps. Typical uses are an alert to a product channel when a conversation contains a high-severity issue, a competitor-mention alert to a sales channel, or a scheduled weekly digest to a leadership channel. Use workflow filters so channels receive only high-value signals.

The bot must be a member of every chosen channel; if not, the workflow run log says so. A channel can be used only for notifications without being captured.

Messages it posts (replies, workflow alerts, capture confirmations) and an eyes reaction on threads captured one at a time. It never edits or deletes your messages. Capture only customer-facing channels, or channels where product feedback appears, and avoid channels with sensitive company-only discussion.

Connecting Slack requires the Manage connections permission, which is normally held by admins. Who can create or edit workflows is controlled by assigning Creator licences.