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Connect

  1. Open Settings → Integrations → Slack and click Add to Slack.
  2. Choose the workspace you want to connect, review the requested permissions, and authorize.
  3. The card shows the connected workspace name and the install date.

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Chat with Zelto in Slack

Ask Zelto about your agents, calls, findings, and analytics right from Slack — the same assistant you get in the dashboard, in read-only form. Two ways to reach it:
  • Direct message the Zelto app. Open a DM and ask a question — no setup beyond connecting Slack.
  • @mention the app in a channel you’ve marked for chat. On the Slack settings page, hit Use for chat on a channel, invite the bot (/invite @Zelto), then mention it: @Zelto how many calls did Sales handle yesterday?
Zelto replies in a thread and holds the context as the conversation continues. In a DM, just keep replying in that thread. In a channel, @mention the app again in your thread reply — Zelto only sees messages that mention it, so a plain reply won’t reach it. @mentions in channels you haven’t marked for chat are ignored, so your channels stay quiet.
Zelto can also make changes from Slack — create or edit agents, findings, buckets, review queues, and solution drafts — but never silently. Every change is proposed with Approve / Cancel buttons and only runs when a teammate with edit access taps Approve. Deleting is dashboard-only, as is listening to recordings or viewing charts.

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Who can chat

Zelto matches your Slack email to your Zelto account and answers as you — scoped to your organization and your permissions. If your Slack email isn’t on a Zelto member, Zelto replies asking you to have an admin invite you first.
Connected Slack before chat shipped? Reconnect from Settings → Integrations → Slack to grant the new permissions — the page shows a Reconnect prompt when it’s needed.

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Route channels

Routing lives on the Slack card under Settings → Integrations → Slack:
  • Add a channel — pick the channels Zelto can post to. For a private channel, invite the bot first (/invite @Zelto) or adding it will fail.
  • Set a default channel — where an agent’s updates go unless you route that agent somewhere more specific.
  • Map a channel per agent — send a high-priority agent’s updates to its own channel.
  • Send a test message — confirm a channel is wired up before you rely on it.
An agent posts to Slack only when routing exists for it — a per-agent channel, or the default. With no routing for the agent, there’s nowhere to send its updates, so nothing posts.

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Daily status message

Each agent can post a once-a-day summary to its Slack channel: how many conversations it handled the day before. It’s opt-in per agent and off by default. Turn it on from the agent’s settings (Agents → pick an agent → Settings), in the Slack section that appears once Slack is connected:
  • Send daily status to Slack — toggle the message on for this agent.
  • Delivery time — pick the time of day it sends, in your organization’s timezone. The picker steps in 15-minute increments.
The message lands in the agent’s routed channel — its per-agent channel if you mapped one, otherwise the default channel. With no routing for the agent, there’s nowhere to send it, so nothing posts (the settings page prompts you to pick a channel). The post names the agent, the previous day’s conversation count, and a View agent link back into Zelto.

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What Zelto can do

Zelto posts the opt-in daily status message to the channels you wire up, and answers chat in DMs and in channels you mark for chat. It only reads messages addressed to it — direct messages and @mentions — never other channel traffic, and never channels it isn’t invited to. Chat can both look things up and propose changes; proposed changes wait for an explicit Approve tap from a teammate with edit access before anything is written, and deletions are never offered from Slack.

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Disconnecting

Disconnect revokes our OAuth token and stops Slack delivery immediately. Re-connect to resume.
  • Google Chat — the other notification channel.
  • Agents — turn on an agent’s daily status message.