Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.xpander.ai/llms.txt

Use this file to discover all available pages before exploring further.

You can add your AI Agents to your Slack workspace as slack bots that can be prompted through DMs or @mentioned in channels. Once set up, you can:
  • Route your prompts to any AI Agent created on Xpander
  • Define conditions for the bot to jump into a conversation on its own
  • Have agents process long conversation histories, files, links and media
Pre-requisites:

​
Create a Slack Agent

To connect your Xpander agent to Slack, you create a Slack agent. A Slack agent is a wrapper that holds a Slack workspace’s OAuth tokens and channel settings, then routes incoming messages to your Xpander agent for processing. Think of it as the bridge: the Slack agent handles the Slack side (authentication, channels, rate limits), and your Xpander agent handles the thinking. Each Slack workspace needs its own Slack agent with its own tokens, but you can connect multiple Slack agents to the same Xpander agent, so one agent can serve several workspaces.
1

Open the Slack Agents page

Go to the Slack Agents page in Xpander and click Create new Slack agent. This opens the setup page where you’ll provide a name and Slack tokens.New Slack agent setup page with name, token fields, and Connect agent section
2

Get your Slack tokens

Go to api.slack.com/apps. Under Your App Configuration Tokens, click Generate Token.Slack API Your Apps page with Generate Token buttonSelect the workspace you want from the dropdown and click Generate.Generate Your App Configuration Token dialog with workspace selectionCopy both the Access Token and Refresh Token.Slack API tokens page showing Access Token and Refresh Token with Copy buttons
3

Authorize the workspace

Back on the Xpander setup page, enter a Slack agent name, paste the Access Token and Refresh Token, then click Connect to Slack.Slack will prompt you to review permissions. Click Allow.Slack OAuth permissions page requesting access to channels and conversations
4

Add channels

Once connected, add the Slack channels the bot should be active in and click Add to channels.Successfully connected Slack agent page with channel selection and Connect agent section
5

Choose and connect Xpander agents

On the same page, select the Xpander agent (or agents) you want this Slack agent to route messages to and click Connect agent. The Slack agent will now hand off conversations to the connected Xpander agents.

​
Configure Your Slack Agent

Once connected, manage all your Slack agents from the Slack Agents page. Each Slack agent has four configuration tabs.

​
Edit Agent Details

Change the Slack agent name, description, and which Xpander agent or workflow it’s connected to. You can swap the underlying agent at any time without recreating the Slack integration.
Slack agent details tab showing name, description, and connected AI agent

​
Toggle Capabilities

When a user sends a message with attached files, these toggles control whether the bot automatically processes them before the agent starts thinking. All are enabled by default.
CapabilityWhat it does
Auto OCR from imagesAutomatically extracts text from every attached image (jpg, jpeg, png, gif, bmp, tiff, webp, heic, avif) and injects it into the agent’s context
Auto transcribe audio messagesAutomatically transcribes attached audio into text so the agent can process spoken content
Auto OCR from PDFAutomatically extracts text from attached PDF files
Auto crawl linksAutomatically crawls the first page of any link in the message and feeds the content to the agent
Capabilities tab with toggles for Auto OCR, audio transcription, PDF OCR, and link crawling

​
Set Up Auto-Engage

Add the Slack channels the bot is active in, and define auto-engage conditions. Auto-engage conditions are natural language rules like “When user is asking about stock price” - when a message in the channel matches a condition, the bot responds automatically without being @mentioned. Click + Add to channel to add channels, and + Add condition to create auto-engage rules. Write conditions as specific intent descriptions, not keyword lists. “When a user asks about deployment status or CI failures” works better than “deployment, CI, failure”. Describe the scenario you want the bot to respond to.
Channels and auto-engage tab with channel list and condition builder

​
Add Conversation Starters

Add suggested prompts that appear on the first interaction in every new DM conversation. These help users understand what the agent can do. Click + Add conversation starter to create prompts like “Summarize today’s tickets” or “What’s the deployment status?”
Conversation starters tab with Add conversation starter button

​
Troubleshooting

Check that the bot is added to the channel (Channels tab in the Slack agent config). Verify the connected Xpander agent is published and not stopped.
Slack configuration tokens expire. Go to api.slack.com/apps, regenerate your Access Token and Refresh Token, and paste the new values.
Review your auto-engage conditions. Overly broad conditions like “when someone asks a question” will trigger on most messages. Make conditions more specific.

​
Remove a Slack Agent

To disconnect and delete a Slack agent, go to the Slack Agents page, select the agent, and click Delete. This revokes the bot’s access to the Slack workspace and removes it from all channels. The underlying Xpander agent is not affected, only the Slack connection is removed.

​
Next Steps

Chat Widget

Share a chat URL or embed in your website

Webhooks

Trigger agents from external systems

Monitor Runs

Trace execution, debug failures, and review AI performance