Guide
Connecting Slack, end to end
From "nothing connected" to an agent answering in a channel and approvals landing in Slack — with the routing rules explained.
Connect it
- Open Surfaces and turn on Slack. You will authorize a workspace — use an account that can add apps to the channels you care about.
- Pick the agent that handles inbound Slack work. One agent per surface keeps behavior predictable.
- Set routing: which channels the pod listens to, and whether it responds to every message or only mentions. Start with mentions-only in one channel.
- In Slack, mention the bot with a real request. Watch the reply arrive in-channel, then open Conversations in Lemma to see the same thread with every tool call visible.
- If a workflow has approval steps, assignees with connected Slack get those approvals as messages — approve without leaving the channel.
Routing rules of thumb
- Mentions-only in shared channels; every-message only in dedicated channels like #support-inbox.
- Separate noisy intake (every message) from collaboration channels (mentions) using two routing rules.
- The agent answers with its scoped knowledge — if it should know your policies, grant it the policies folder.