The Slack for Zendesk integration includes the Answer Bot for Slack integration.
The integration implements the autoreplies with articlescapability in Slack, so your end users can get help without waiting for someone to reply. It listens on selected Slack channels and resolves questions by providing article suggestions from your Guide knowledge base.
Answer Bot for Slack is a free feature available in the Slack for Zendesk integration.
This article includes the following topics:
About the Answer Bot for Slack integration
This integration is built on top of the Slack for Zendesk integration. It is automatically available when you install the Slack for Zendesk integration. After Answer Bot for Slack is installed, Zendesk admins can use Admin Center to add it to Slack channels.
Adding the integration to a Slack channel
Zendesk administrators can add autoreplies with articles to specific Slack channels in Admin Center. The feature can be added to public and private channels. You must have access to the private channels to add this feature to them.
You first need to install the Slack for Zendesk integration and activate autorepliesfor this feature to be available.
To add Answer Bot to a specific channel
- In Admin Center, click Apps and integrations in the sidebar, then select Integrations > Integrations.
- Click the options menu icon () next to Slack, then click View.
- Click Configure under the name of the Slack workspace you want to configure.
- Click the Answer Bot tab.
- Click
Add Answer Bot.
The Add Answer Bot page appears.
- In the
Slack Channel
field, select the channel where you want to add
Answer Bot.
The drop-down list displays public and private channels (that you have access to) where Zendesk is invited and Answer Bot for Slack is not already set up.
The Slack channel list includes private channels that you are a member of. If the app is a member of a private channel that you're not a member of, you won't see it here until you are also invited to that channel.
If you don't see your private channels in Zendesk (and you do see them in Slack), make sure you added the Zendesk app to these channels. Also, ensure that your default email in Zendesk matches your Slack email address.
- In the Brand field, select the brand to associate with this Answer Bot.
- In the Segments field, select user segments to refine article recommendations by user segment.
- Click Save.
Answer Bot is added to the channel.
Removing the integration from a Slack channel
To remove Answer Bot from a channel, you need to delete the integration from that channel. You can’t recover it after you delete it.
To delete Answer Bot for Slack from a single channel
- In Admin Center, click Apps and integrations in the sidebar, then select Integrations > Integrations.
- Click the options menu icon () next to Slack, then click View.
- Click Configure under the name of the Slack workspace you want to configure.
- Click the Answer Bot tab.
- Hover over the channel, click the options menu that appears ( ), then click Delete.
- Click Delete configuration.
Editing autoreply settings for a Slack channel
After you’ve added Answer Bot for Slack to a channel, you can update the settings. The changes take effect within the Slack channel immediately after you save them.
To edit autoreply settings for a Slack channel
- In Admin Center, click Apps and integrations in the sidebar, then select Integrations > Integrations.
- Click the options menu icon () next to Slack, then click View.
- Click Configure under the name of the Slack workspace you want to configure.
- Click the Answer Bot tab.
- Hover over the channel, click the options menu that appears ( ), then click Edit.
- Update the Answer Bot settings as needed.
- Click Save.
Asking a question in Slack
Answer Bot for Slack listens on configured Slack channels and offers article suggestions when a question is posted. The integration only listens on Slack channels and does not interact with direct messages in Slack.
If your company uses multiple Zendesk accounts and has them configured in the same channel, you'll receive article suggestions from all help centers tied to the Slack workspace. The article suggestions aren't combined into one response; you will see multiple Answer Bot responses.
To ask a question using autoreplies with articles in Slack
- Post a question in the Slack channel containing at least five words
ending with a question mark. The bot responds to the question by starting a
thread.
If the bot doesn't respond, no articles were found related to your question. Try rephrasing your question.
- Click
Yes
or
No
to indicate whether your question is
answered.
Clicking No gives you options to give feedback and Submit a Request to create a ticket.
- If more than one article is found, click More suggestions to see additional articles.
- Click the article number button if it answers your question, or None of the above if a suitable answer is not provided.
Your response to article suggestions is visible as a green tick or red cross emoji reaction after the question. This is particularly useful in a busy Slack channel. It indicates to other members of the channel whether the question was successfully resolved or whether it needs someone to respond.
If the suggestion doesn’t answer your question, you can create a ticket directly from Slack by clicking Submit a Request. For more information on submitting and viewing tickets created in Slack, see Using the Slack for Zendesk integration .