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The Slack integration brings Charlie, telli’s AI assistant, into your Slack workspace. Once connected, your team can mention Charlie in a channel to ask about agents, calls, and results without leaving Slack.

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Before you start

You need:
  • Access to the telli app.
  • A Slack workspace admin who can approve the Charlie app during installation.
  • Permission to add Charlie to the channels you want it to see.

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Connect Slack

Connect a Slack workspace before your team can talk to Charlie in Slack. telli installs the Charlie Slack app into the workspace and securely stores the workspace bot token for your telli account.
1

Open the Slack integration

In telli, go to Settings > Integrations > Slack and select Enable.
2

Approve the Charlie app in Slack

Sign in with a Slack account that can administer the workspace and approve the Charlie app permissions.
3

Return to telli

Slack redirects you back to telli after approval. telli saves the connection and shows the connected workspace.
4

Add Charlie to channels

Choose the channels Charlie should be part of. Charlie only sees messages in channels it has been added to.
5

Say hi

Pick a channel where Charlie introduces itself, so your team knows how to reach it.

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How the connection works

A workspace admin starts the OAuth flow from telli, and Slack asks them to approve the Charlie app permissions. telli then verifies the OAuth response, encrypts the Slack bot token, and stores the workspace metadata so Slack event handling can use the correct installation. Once connected, Charlie can receive Slack events for mentions, channels, files, and reactions according to the scopes approved during installation.

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Talk to Charlie in Slack

Charlie answers questions about your telli agents and calls, the same way it does in the Charlie chat panel in telli.
  • In a channel, mention Charlie in a message and it replies in the thread.
  • In a thread, keep the conversation going by mentioning Charlie in your reply. Send mute to have it stop listening in that thread and unmute to have it listen again.
Charlie only works in channels it has been added to; it does not respond to direct messages. Try asking Charlie things like:
  • How did our calls go yesterday?
  • Why wasn’t this contact reached?
  • Which of my agents handles the most calls?
  • Summarize this week’s call results.

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Manage channels

Charlie only sees messages in channels it has been added to. From the Slack integration page in telli, select Manage channels to add Charlie to more channels or remove it from channels it no longer needs.

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Manage the connection

From the Slack integration page in telli, you can:
  • Reconnect the Slack workspace.
  • Disconnect the workspace so Charlie stops responding to Slack messages, while keeping the integration in place.
  • Delete the integration entirely.

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Troubleshooting

  • Charlie doesn’t respond in a channel: confirm Charlie has been added to that channel, and that you mentioned it in the message.
  • Reconnect required: if the integration shows an error, reconnect the workspace from the Slack settings page in telli.