Needl.ai-Slack integration allows you to sync all or specific chats into Needl.ai. Follow these steps to get started:
Video Tutorial 📽
1.Link your Slack
- Click on the
All apps are synced
bar on the top right corner, or go to theApps & Website
section on the left side of the app, and click onAdd
- Hover over the Slack icon, and click on
Connect
- A pop-up will open. Make sure you have read the Terms of Service and Privacy Policy before agreeing to them. Click on
Get Started
- You will be asked to authenticate with your Google account or log in to your workspace
- You will see all your Direct Messages, Channels, and Bots listed. Choose the ones you would like to
Sync
from the list
- Click on
Sync
. You will see a success message once the integration is complete
2. Modify your integration
- Hover over Slack on the
Connected Apps
section, and click onOptions
- Click on
Manage
. You will see a list of all your Slack chats classified into Direct Messages, Channels, and Bots
- Select/ deselect the ones you would like to sync to Needl.ai. Click on
Sync
. Chats from the selected contacts will start reflecting in your Needl.ai. account within 2 hours
- Hover over Slack on the
Connected Apps
section, and click onOptions
- To add a new account, click on
Add new account
and follow the steps again. To Delink the existing account, click onDelink\
Unable to Connect Slack to Needl.ai?
If you encounter issues connecting Slack to Needl.ai, follow these steps for resolution. Please note that the following instructions are specifically for workspace administrators.
For Members:
If you are a member of the workspace and facing difficulties in connecting Slack, please contact your administrator. The administrator needs to ensure that the "Required app approval" setting is enabled for Needl.ai integration. Here's how to do it:
For Workspace Admins:
- Go to your Slack workspace settings -
https://<your-slack-workspace>.slack.com/apps/manage/settings
- Under the App management settings, locate and turn off the "Only allow apps from the Slack App Directory" option.
- On the same page, find and turn on the "Require app approval" toggle. Enabling this setting allows members to request access to integrate new apps.
- Once both settings are done, members attempting to connect their Slack to Needl.ai will see a screen to request approval for the app from the workspace admin.
- As an administrator, you will receive the request in Slack via Slackbot.
- Review the request and, if appropriate, approve it to enable successful integration between Slack and Needl.ai.
FAQs
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