Slack Integration

Chat with Corcava's AI assistant directly in Slack for instant access to your business data without switching apps.

Overview

The Slack AI assistant brings the full power of Corcava's AI capabilities into your team's communication hub. Ask questions in natural language and get instant answers about projects, time tracking, deals, invoices, and more - all without leaving Slack.

Who Can Use It

The Slack AI assistant is available to:

• Super Administrators
• Organization Managers

This ensures sensitive business data remains accessible only to authorized personnel.

Getting Started

Step 1: Connect Your Slack Account

1. Log into your Corcava dashboard
2. Navigate to Settings → Integrations
3. Find the Slack section
4. Click Connect Slack
5. You'll be redirected to Slack to authorize the integration
6. Review the permissions and click Allow
7. You'll be redirected back to Corcava with a success message

Step 2: Start Chatting

Once connected, you can interact with the AI assistant in two ways:

Direct Messages (DMs)

1. Open Slack and find the Corcava bot in your Direct Messages
2. Send any message to start a conversation
3. The bot will respond with AI-generated answers

Example:

You: How much time did the team track yesterday?
Bot: The team tracked a total of 47.5 hours yesterday...

Channel Mentions

1. In any channel where the Corcava bot is present
2. Mention @Corcava followed by your question
3. The bot will respond in the channel thread

Example:

You: @Corcava what deals are in the proposal stage?
Bot: There are 3 deals currently in the proposal stage...

Using the AI Assistant

Common Queries

The AI assistant can answer questions about:

Time Tracking:

• "How many hours did John track this week?"
• "Show me time tracked on Project Alpha yesterday"
• "What's the total billable time for January?"

Projects & Tasks:

• "List all tasks assigned to Sarah"
• "What projects are currently active?"
• "Show me overdue tasks"

CRM & Deals:

• "How many deals did we close this month?"
• "What's in the sales pipeline?"
• "Show me contacts added this week"

Financial Data:

• "What's our revenue this quarter?"
• "List unpaid invoices"
• "Show me expenses from last month"

Team Performance:

• "Who tracked the most time this week?"
• "Show me team productivity metrics"
• "What's the average response time?"

Natural Language Understanding

The AI assistant understands flexible language:

• Names: Use first names, last names, or nicknames - "John," "Smith," or "Johnny"
• Dates: Say "yesterday," "last week," "this month," or specific dates
• Casual Language: Ask questions naturally as you would to a colleague

Conversation History

The bot maintains conversation context, so you can ask follow-up questions:

You: How much time did John track last week?
Bot: John tracked 42 hours last week.

You: What about this week?
Bot: This week John has tracked 18 hours so far.

You: Which projects?
Bot: The time was tracked across Project Alpha (12h) and Project Beta (6h).

Tips for Best Results

1. Be Specific: Include relevant details like names, dates, and project names
2. One Question at a Time: For complex queries, break them into multiple questions
3. Use Context: Reference previous answers in follow-up questions
4. Check Permissions: The AI respects your role-based access - you'll only see data you have permission to view

Troubleshooting

"Please link your Slack account first"

If you see this message, your Slack account isn't connected yet. Go to Settings → Integrations in Corcava and click Connect Slack.

"You do not have permission to use the AI assistant"

The Slack AI assistant is only available to organization managers and super administrators. Contact your workspace admin if you need access.

Bot Not Responding

1. Check Connection: Verify your Slack account is still connected in Settings → Integrations
2. Reconnect: Try disconnecting and reconnecting your Slack account
3. DM vs Channel: If app mentions aren't working, try sending a direct message instead

Messages Not Showing Context

The bot maintains separate conversation histories per user. If context seems lost:

• Start a fresh conversation by clearly stating your question with full details
• Ensure you're chatting with the same bot (DM or specific channel)

Getting Technical Errors

If the bot responds with an error message:

1. Try rephrasing your question
2. Check if the data you're requesting exists in Corcava
3. Verify you have permission to access the requested information
4. Contact support if the issue persists

Privacy & Security

• Encrypted Tokens: All Slack authentication tokens are encrypted in the database
• Secure Webhook: Webhook requests are verified using Slack's signing secret
• Role-Based Access: You can only query data you have permission to see in Corcava
• Audit Trail: All AI interactions are logged for security and compliance

Disconnecting Slack

To disconnect your Slack account:

1. Go to Settings → Integrations in Corcava
2. Find the Slack section
3. Click Disconnect
4. Your Slack account will be unlinked immediately

You can reconnect anytime by clicking Connect Slack again.

Related Documentation

• AI Assistant Overview - Learn about all AI assistant features
• Getting Started with AI Assistant - Using the web chat interface
• Screenshot Analysis - AI-powered screenshot insights
• Slack & Telegram Notifications - Automated notifications (different from AI chat)

The Slack AI assistant provides the same capabilities as the web chat interface, just in a different platform. Use whichever is most convenient for your workflow.