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The Slack integration installs the Rallied.ai bot into your client’s Slack workspace. Once connected, employees can message the agent directly or mention it in a channel, and the agent responds in real time. Technicians receive approval requests as Slack DMs and can approve or deny without leaving Slack.
Slack is configured in MSP Settings → Integrations.

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How to connect

1

Open the Integrations tab

Navigate to MSP Settings → Integrations in the Rallied.ai dashboard.
2

Connect Slack

Find the Slack card and click Connect. A Slack authorization window opens.
3

Authorize the bot

Sign in to the client’s Slack workspace and grant Rallied.ai the requested permissions. The bot is installed automatically once you approve.
4

Confirm the connection

The Slack card shows Connected. The bot is now present in the workspace and the agent can send and receive messages.

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What the agent can do

Once Slack is connected, the agent gains the following tools in that client’s workspace:
ToolDefault policyDescription
slack:list-usersAutoList workspace members with profile details, email, and admin status
slack:lookup-user-by-emailAutoFind a Slack user by email address
slack:get-user-infoAutoGet detailed profile for a user by their Slack ID
slack:list-channelsAutoList channels in the workspace with membership status
slack:send-messageAutoSend a message to a channel or open a DM with a user
slack:update-messageAutoUpdate an existing message
slack:set-channel-topicAutoSet the topic of a channel
slack:get-reactionsAutoRead emoji reactions on a specific message
slack:invite-to-channelApproval neededInvite one or more users to a channel

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How employees interact with the agent

Employees can reach the agent in two ways:
  • Direct message — employees send a DM to the Rallied.ai bot. The agent responds in the same thread and continues the conversation until the issue is resolved.
  • Channel mention — employees mention the bot in any channel (@Rallied). The agent responds in a thread on that message.
The agent reads the employee’s request, diagnoses the issue, and takes action using the tools available from all connected integrations (Microsoft 365, Jira, RMM, etc.).

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Approval notifications via Slack

When the agent’s plan includes a step that requires technician approval, a DM is sent to the assigned technician in Slack. The message describes the proposed action and includes an approve or deny option. Technicians reply to the DM to approve or deny. A reply of “approve” (or similar affirmative) approves the request; “deny” (or similar negative) rejects it. The agent detects the intent automatically — the technician does not need to use a specific command.
If you have both Jira and Slack connected for a client, approval requests are posted as a Jira comment and sent as a Slack DM simultaneously. Technicians can approve from either channel.

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After approval is resolved

If a technician approved or denied via Slack for a ticket that originated in Jira or another ticketing integration, Rallied.ai posts a back-channel note on the original ticket documenting who resolved the approval and when. This keeps your ticket history accurate regardless of which channel the technician used.

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Policies

All Slack tools that send or modify messages default to auto — the agent can use them without requesting approval. The invite-to-channel tool defaults to approval needed because it changes workspace membership. You can adjust any of these defaults from the Policies tab on the client’s settings page.