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 consist 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 Copilot > 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

The Slack AI Connection enables the creation of AI agents that enhance team collaboration and communication.

These agents can automate interactions within Slack by managing messages, channels, and user engagement. They can send reminders, respond to queries, and provide real-time updates, ensuring seamless communication and improved efficiency.

Here are some examples of AI Agents you can create:

• Send Slack notifications to specific channels for system updates

• Send a Slack notification to an end-user to inform them about the status of their service record

• Sens messages in the IT Slack channel to help track software licenses, hardware inventory, and subscription renewals to optimize IT resources.

• Automate user access requests, approvals, and provisioning for internal systems and applications by sending scheduled messages according to specific flow triggers.