Slack

Ask the AY Inbox assistant from Slack, work inbox replies in a Slack channel, and route notifications to the right channels.

AY Inbox for Slack brings the AI assistant, your inbox replies and AY Inbox notifications into the Slack workspace your team already uses.

Connect Slack

Open Integrations > Slack and select Connect.

Pick the Slack workspace and approve the app's permissions.

Mention @ayinbox or message it to link your Slack account. When your Slack email matches your AY Inbox account, it links you automatically.

Under Integrations > Slack, pick a Default channel for notifications and, if you want, an Inbox channel.

Good to know

  • Connecting and changing Slack settings need the Manage settings permission.
  • The assistant acts as you, with your permissions, and asks before changing anything. In a DM, an action your workspace has set to Always allow can go ahead without asking again.
  • Anything that sends mail to a real recipient needs your approval every time.
  • Every member of the inbox channel can read the mail posted there.
  • On a self-hosted instance, the operator has to create a Slack app first.

AY Inbox for Slack brings three things into the Slack workspace your team already lives in:

  • The assistant. Ask the same AI assistant you use in the dashboard by mentioning @ayinbox or messaging it, the way you would ask a teammate. It is the same assistant, with the same tools and the same answers, and it acts as you, with your permissions, and asks before changing anything.
  • Inbox in Slack. Replies from the Unibox land in a channel of your choice, one thread per conversation, where the team can discuss, label, draft and reply.
  • Notifications. Post AY Inbox notifications to a default channel, route each category to its own channel, and optionally get your own as DMs.

The app's Home tab shows whether your Slack account is linked, with buttons to link or unlink, ask AY Inbox, and open AY Inbox.

Open Integrations > Slack and select Connect. Slack asks you to pick the Slack workspace and approve the app's permissions, then returns you to AY Inbox. Connecting and changing Slack settings need the Manage settings permission.

When the connection was made before AY Inbox asked for a permission it now uses, the Slack panel lists the missing permissions and a Reconnect button. Reconnecting grants them and keeps your settings and linked accounts.

Self-hosted instances need a Slack app first

On a self-hosted instance the Slack card stays unavailable until the operator creates the instance's own Slack app. See Slack app.

The assistant and the inbox buttons do things in AY Inbox on your behalf, so AY Inbox has to know which AY Inbox member you are. Linking ties your Slack account to your AY Inbox account in this workspace. Until you link, the bot can post notifications and inbox replies but will not act for you.

Most members never see a link step. When the email on your Slack profile is the email of an AY Inbox account that is a member of the connected workspace, AY Inbox links the two the first time you mention @ayinbox, message it, press one of its buttons or open its Home tab. It answers straight away and sends you a DM saying it linked you. The member who connects Slack is linked the same way to the Slack account that approved the install.

When the emails differ, or Slack does not share yours, you link once:

  1. Ask the bot something: mention @ayinbox or message it. The bot sends you a Link your AY Inbox account button in a DM. In a channel it also replies in the thread to say it is waiting for you, and the button itself is only ever sent to you.
  2. The button opens AY Inbox. Sign in if you need to, and check the Slack account and the AY Inbox account it shows.
  3. Select Continue with Slack. Slack asks you to sign in to the Slack account the button was made for, which proves the account is yours whatever email it uses. When your Slack and AY Inbox emails already match, the button is Connect account instead and needs no Slack sign-in.
  4. The bot confirms in that account's DM and answers the question you asked, where you asked it. You do not have to ask again.

The link button works once and expires after 15 minutes; ask the bot for a new one if it lapses. A question waiting for the link is dropped with it. You can only link to an AY Inbox workspace you are a member of.

A link button only ever links the Slack account it was made for: either its Slack email is your AY Inbox email (capitalization does not matter), or you signed in to that Slack account with Continue with Slack. Signing in to a different Slack account is refused.

Automatic linking needs Slack emails

Matching by email needs the users:read and users:read.email permissions. A connection made before AY Inbox asked for them lists them as missing under Integrations > Slack. Until someone with Manage settings selects Reconnect, members link with Continue with Slack. Links made before then keep working.

A Slack account links to one AY Inbox account at a time. Linking again replaces the previous link. Unlink from the app's Home tab or from Integrations > Slack in AY Inbox. If your membership in the workspace ends, the link stops working and the bot asks you to link again.

Where to ask

WhereHow
Direct messageOpen the AY Inbox app in Slack and write in its Messages tab
Assistant paneOpen AY Inbox from Slack's AI apps entry to chat in a side pane next to whatever you are reading. It offers a few suggested prompts to start from
A channelMention @ayinbox with your question. It answers in a thread, and you continue by replying in that thread
On a messageChoose Ask AY Inbox about this from the message's More actions menu. The assistant starts a thread with that message as context

To use it in a channel, the bot has to be a member: invite it with /invite @ayinbox. Slack offers to add it when you mention it in a channel it is not in.

Each Slack thread is one conversation. Follow-ups in the thread continue it, with everything said before, and you do not need to mention the bot again. When you mention it inside an existing thread, it reads the thread first, so you can ask about a discussion that is already under way.

The bot reacts with 👀 to the message it is working on and swaps it for ✅ when the answer is done. A workspace connected before AY Inbox asked for the reactions permission shows no reactions until it is reconnected.

Working a thread together

A thread belongs to whoever is talking to the assistant in it, and only they continue it without a mention. A teammate who mentions @ayinbox in that thread takes it over: from then on the assistant acts as them, with their permissions, and starts from what the thread already says. Anyone outside your AY Inbox workspace who mentions it is turned away.

What it can do

Everything the dashboard assistant can: find and edit contacts, read campaign stats, pause a campaign, turn warmup off on a mailbox, draft replies, and the rest of the list in What you can ask. The reply appears as one message that updates while the assistant works, with a line for each step it takes.

It can also set up Slack itself. Ask @ayinbox send reply notifications here or @ayinbox use this channel for the inbox in the channel you mean, or @ayinbox only answer in DMs. For an integration that is not connected yet, it gives you a link that opens the connect window in AY Inbox, because connecting needs you signed in to the other service.

It can do exactly what your role can do in the dashboard and nothing more: changing Slack setup needs Manage settings, as it does under Integrations > Slack.

It runs as your linked AY Inbox account with the permissions your role has at that moment. If your role cannot do something in the dashboard, the assistant cannot do it from Slack either, and a permission removed from your role takes effect on the next message.

Approvals

Reading runs straight away. A change shows an approval card in the thread with the action, every argument the assistant passed, and these buttons:

  • Approve runs that one action.
  • Deny skips it.
  • Always allow approves it and every later action of that kind, as in the dashboard. It is offered only to a member with Manage settings, and never for the actions that always ask.

In a channel, every change asks, even one your workspace always allows, because anyone in the channel can post there. The same holds in a DM when the assistant is reading text someone else wrote (a thread, a message you asked about, or an email), and for changes that follow an approval in the same request. Always allow applies in a DM with only your own messages, and in the dashboard.

Only the person whose conversation it is can press them. Anyone else in the channel sees the card but cannot act on it. Each card decides the one action it shows: once it is decided, here or in the dashboard, its buttons do nothing. A teammate who takes the thread over skips any card still waiting.

When the details do not fit in a Slack message, the card says so and carries Open in AY Inbox, so you can read all of it before you decide. Secrets a step returns, such as a webhook signing secret, are never shown in Slack.

Sending always asks

Anything that sends mail to a real recipient needs your approval every time, and Always allow is never offered for it. The card shows the sending mailbox, the recipient, the subject and the message, and only that exact message goes out.

Credits and history

A conversation in Slack costs AI credits exactly like the same conversation in the dashboard, and needs the same things: a paid plan and the Use AI permission.

Every Slack conversation is also in your assistant history in the dashboard, and the bot's reply carries an Open in AY Inbox link to it. It follows the same privacy rules as any other conversation: private to you unless the workspace turned on shared history.

Where it does not answer

  • Slack Connect channels. In a channel shared with another organization the assistant declines, because people outside your company would read what it says about your workspace.
  • When the workspace limits it. Under Integrations > Slack, a member with Manage settings can set the assistant to On, DMs only (it answers in DMs and the assistant pane, never in channels) or Off.

Pick an Inbox channel under Integrations > Slack and incoming mail from the Unibox is posted there, so the team can work replies without leaving Slack. Leave it empty and nothing is posted.

Everyone in the channel reads these emails

Every member of the inbox channel can read the mail posted there, including people who have no AY Inbox account or no inbox access. Pick a channel whose members you would let read your inbox.

SettingWhat it does
Inbox channelThe channel conversations are posted to, picked from the list. Empty turns the inbox off
What to postReplies (the default) posts human replies only: messages that answer something and are not bounces or auto-replies such as out-of-office notices. All posts every inbound message. With inbox tagging on, a reply is judged as the inbox judged it, and its card's Positive, Negative or Unsubscribe tag is that verdict

The inbox channel cannot be a Slack Connect channel. For a private channel, invite the AY Inbox app to it first, then pick it.

One thread per conversation

Each conversation gets one Slack thread. The first message opens it with the sender, subject and, when it answers a campaign, the campaign's name. Later messages in the same conversation land in that thread, and so do replies a teammate sends from AY Inbox, shown as Sent by (or Scheduled by for a scheduled send) with their name.

The posted text has quoted history removed and is cut at 1,500 characters. Open in AY Inbox shows the whole message.

Buttons

ButtonWhat it does
ReplyOpens a form with the recipient and subject fixed and the body editable, filled with the latest draft for the conversation. Sending goes out from the conversation's mailbox, as you, with the same permission, plan and suppression checks as replying in the dashboard
Draft with AIThe assistant writes a draft in the thread, as you. Review it, then use Review and send to send it through the reply form
Interested, Not interestedApply the inbox labels of those names to the conversation
Assign to meMarks the Slack card Handled by you, so teammates know who has it. It shows on the Slack card only; the inbox itself has no assignee
Open in AY InboxOpens the conversation in the Unibox

Every button except Open in AY Inbox needs a linked Slack account and the Use unified inbox permission.

Talking in the thread

Typing in a conversation's thread is team discussion. It never sends email, and the assistant does not read it. Mention @ayinbox in the thread to ask the assistant about the conversation: it starts with that conversation as context, and still asks before sending anything.

AY Inbox posts a notification to Slack when the category is enabled for Slack in the recipient's Settings > Notifications. A notification meant for several teammates is posted once, not once per person.

SettingWhat it does
Default channelWhere every notification goes unless its category has its own channel
Per-category channelsSend a category to a different channel, for example replies to #sales and health alerts to #deliverability
Personal DMsEach member can also get their own notifications as DMs from the bot

The channel picker lists public channels and the private channels the bot has been invited to. To post to a private channel, invite the bot there first.

Each post carries an Open in AY Inbox button. A Reply received notification also has Draft a reply, which starts the assistant in a thread on that post, for whoever pressed it, with the reply already in front of it. The draft is never sent without your approval. Pressing it needs a linked account.

Personal DMs are off until you turn them on, from Integrations > Slack in AY Inbox (they need a linked account). You then get a DM for every category you have enabled for Slack in Settings > Notifications.

To work every reply in Slack rather than be pinged about it, use the inbox channel instead.

ActionWho
Connect, reconnect or disconnect SlackManage settings
Choose channels, per-category routing, the inbox channel, and the assistant settingManage settings
See the Slack connection, its settings and any missing permissionsManage settings or Use integrations
See every member's linked Slack account, and remove anyone's linkManage settings
Link or unlink your own Slack account, and turn your personal DMs on or offAny member
Use the assistant from SlackAny linked member with Use AI
Reply, draft, label or assign from the inbox channelAny linked member with Use unified inbox

Removing a member from the workspace ends what their Slack account can do here, because everything runs as their AY Inbox membership at the time.

The bot acts only on messages addressed to it:

  • direct messages to the bot and messages in its assistant pane
  • messages that mention @ayinbox
  • replies in a thread the assistant is answering for you
  • a message you run Ask AY Inbox about this on

Slack delivers other messages from channels the bot is in, including the team's discussion in inbox threads, and AY Inbox ignores them. When you mention the bot inside an existing thread, or use the message shortcut, it also reads that thread's earlier messages so it knows what you are asking about. Those messages are passed to the assistant as quoted material, never as instructions, so text in a thread cannot tell the assistant to do something. The same holds for email text in the inbox channel.

What you seeWhat to do
The Slack card says Slack is not availableThe instance has no Slack app. On a self-hosted instance, ask the operator to follow Slack app
Notifications post, but the bot never answers and buttons do nothingThe Slack app is only partly configured: posting works but Slack cannot reach AY Inbox. On a self-hosted instance the operator needs to set the signing secret (Slack app)
The Slack panel lists missing permissionsSelect Reconnect. A feature needing a permission the connection lacks stays off until then
The bot says it sent you a link, or replies with a Link your AY Inbox account buttonYour Slack account is not linked yet, or the link was removed. Follow the button in your DM with AY Inbox; the bot then answers what you asked
AY Inbox did not link you automaticallyYour Slack email is not the email of an AY Inbox member of the workspace, or the connection predates email matching. Follow the link button and select Continue with Slack
Continue with Slack says you signed in as someone elseSlack signed you in to a different account than the one the button was made for. Sign in to Slack with that account, or ask the bot for a new link from the account you want to link
The bot says the thread is someone else's conversationThe thread belongs to a member of a different AY Inbox workspace. Start a new thread
The bot does not answer in a channelCheck that it is a member of the channel, that the channel is not a Slack Connect channel, and that the assistant is not set to DMs only or Off
An inbox button says you need inbox accessYour role lacks Use unified inbox. Ask a workspace admin
The inbox channel cannot be savedPick it from the list. A private channel needs the AY Inbox app invited first, and a Slack Connect channel is refused
A reply you expected is not in the inbox channelWith Replies selected, auto-replies, bounces and mail that answers nothing are left out. Switch to All to post every inbound message
The bot answers without the thread's earlier messagesSlack limited how often the app may read message history, so it answered with only your message. Paste the relevant text into your question, or try again in a minute
A notification did not reach a private channelInvite the bot to that channel

A key with INTEGRATIONS reads the Slack status, lists channels, replaces the workspace's Slack settings and removes a member's link, under the same member permissions as the panel. Linking a Slack account binds it to a signed-in person, so it stays with that person's session. See Slack settings.

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