Connecting Slack to The SysAid AI Agent Builder

Integrating the AI Agent Builder with Slack transforms how teams communicate and collaborate. By embedding intelligent automation directly into Slack, you can streamline workflows, provide instant support, and automate repetitive tasks—without leaving your workspace.

Whether it’s handling employee requests, managing customer inquiries, or surfacing critical insights, a Slack-integrated AI agent enhances productivity and responsiveness.

In this article, we’ll walk you through the process of connecting the AI Agent Builder with your Slack account.

Setting up the connection

The connection process consists of 2 main steps:

1. Creating an AI Agent Builder app in Slack

2. Connecting the AI Agent Builder and Slack

We’ll walk you through the steps.

Step #1: Creating an AI Agent Builder app in Slack

1. In Slack, log in as the primary owner of the Slack team you want to sync with SysAid.

2. Click Create New App.

3. Choose From a manifest and select the relevant Slack workspace.

4. Under the Display Information section, enter the name of your app. We recommend that you enter "SysAid AI Agent Builder" here.

   Tip:

   Upload an image such as the SysAid icon to visually represent this app in Slack. Add a short description field explains what the app does. For example, "Syncs Slack data with SysAid.”

5. On the left-hand menu, go to OAuth & Permissions.

6. Under Scopes, add the following scopes:

   1. Under Bot Token Scopes, click Add an Oauth Scope, and select the following scopes:

      • channels:history

      • channels:manage

      • channels:read

      • chat:write

      • commands

      • files:read

      • files:write

      • groups:history

      • groups:read

      • groups:write

      • im:read

      • incoming-webhook

      • mpim:write

      • users:read

      • users.profile:read

      • Users:read.email

   2. Under  User Token Scopes, click Add an Oauth Scope, and select the following scopes:

      • channels:history

      • channels:read

      • channels:write

      • chat:write

      • groups:history

      • groups:read

      • groups:write

      • im:read

      • mpim:read

      • usergroups:read

      • user:read

      • users:write

      • users:read.email

7. On the left-hand menu, go to Install app.

8. Click Request to Install.

Step #2: Connecting the AI Agent Builder and Slack

1. In Slack, log in as the primary owner of the Slack team account you want to sync with SysAid.

2. Once the admin approves the app, go to Basic Information > App Level Tokens.

3. Click Generate Token and Scopes and copy the token.

4. In your SysAid account, go to Settings > SysAid AI Agents > AI Agent Builder.

5. Search for the Slack API prebuilt AI Connection.

6. Paste the Slack token under Bot Token.

7. Click Test to make sure there are no issues with the details.

8. Click Publish.

Next steps

You can now use the following prebuilt AI Agent or create your own AI Agent from scratch:

• Slack - Send a Message to Channel

• Slack - Send Direct Message By Email