Slack

Setup has two required steps: connect your workspace, then add Rox to the channels you want it to use. You can also configure automatic channel joining and optionally link channels to customer accounts.

Before you begin

• Workspace-wide Slack integration is available to Enterprise customers. Contact <help@rox.com> if you need it enabled.

• You need admin privileges in Rox and the appropriate Slack permissions to authorize the integration.

• Rox matches users across Rox and Slack by email address. Users with different email addresses in the two systems will not be connected automatically.

Connecting your workspace does not give Rox access to every conversation. Rox can only read channels it has been added to. It does not read direct messages between workspace members.

1. Connect your Slack workspace

1. Open Settings → Integrations in Rox.

2. Find Slack and click Connect.

3. In the Connect your Slack workspace window, click Connect to start Slack authorization.

4. Select the correct Slack workspace, review the requested permissions, and click Allow.

If your workspace requires approval for new apps, request approval from your Slack admin. Once approved, return to Rox and restart the connection process.

Rox will sync your Slack users and channels. This typically takes 5–10 minutes. When the sync finishes, the person who connected the integration receives a Slack notification and an email.

Click Add Rox to channels in the notification to continue setup.

2. Add Rox to channels

Rox must be added to a channel before it can use that channel’s messages as context.

During setup

1. In the Add the bot to your Slack channels window, search for the channels you want to connect.

2. Select the channels.

3. Click Add to channels.

Choose channels where your team discusses customers, deals, and account updates.

Private channels require an invitation from inside Slack. Follow the steps under Add Rox from Slack below.

After setup

You can add more public channels at any time:

1. Open Settings → Integrations → Slack → Channels.

2. Select Public channels.

3. Click the + icon beside a channel to add Rox.

4. To add Rox to multiple channels, select their checkboxes and click Add bot.

The channel’s Bot status changes to Connected once Rox has been added.

Use Refresh if a recently created channel does not appear.

Add Rox from Slack

Use this method to add Rox to an individual public or private channel.

1. Open the channel in Slack.

2. Click the channel name at the top.

3. Select Agents and apps.

4. Click Add Agent or App.

5. Search for Rox and add it to the channel.

Your workspace may require Slack admin approval.

Automatically join channels

If your team follows a channel naming convention, you can configure Rox to automatically join matching public channels. Rules apply to both existing channels and channels created later.

During setup

1. On the Automatically join channels screen, choose a matching condition, such as Starts with.

2. Enter the value to match.

3. Click Add rule to create additional rules.

4. Click Save and finish.

For example, if your customer channels use names such as int-cust-acme, choose Starts with and enter int-cust-.

Rox joins public channels whose names match any of your rules. Select Skip if you prefer to add channels manually.

Update rules later

1. Open Settings → Integrations → Slack → Overview.

2. Find Auto join channels.

3. Add, edit, or remove rules.

4. Click Save.

Automatic joining applies only to public channels. Add Rox to private channels from inside Slack.

Link channels to customer accounts (optional)

Link a channel to a Rox account to associate its conversations with the right customer. Account linking is optional and is separate from adding Rox to the channel.

Rox must already be in the channel before you link an account.

From Slack

1. Open the channel.

2. Run /rox.

3. Click Link Account.

4. Search by account name or company domain.

5. Select the correct account and click Link.

From Rox

1. Open Settings → Integrations → Slack → Channels.

2. Locate the channel.

3. Click Connect next to the channel’s account connection.

4. Search for and select the appropriate account.

Manage channel context

Messages from channels where Rox has been added are automatically included as context in Rox.

To stop using a channel’s messages as context:

1. Open Settings → Integrations → Slack → Channels.

2. Locate the channel.

3. Turn off Use as Context.

Sync timing and access

• Initial sync: Historical messages may take up to 30 minutes to become available after adding Rox or enabling Use as Context.

• Ongoing sync: After the initial sync, new messages become available in Rox context within 15 minutes.

• Channel access: Channel message context is available only to members of that Slack channel.

• Private channels: Private channel context is not used to answer questions in other Slack channels. Members can still use that context in the Rox web app and in direct messages with Rox.

Manage private data sources

By default, Rox does not use private data sources such as notes, meeting transcripts, and emails when answering questions in Slack channels. These sources remain available when interacting with Rox through direct messages, the Slack Agents view, or the Rox web app.

To enable private data sources for responses in Slack channels:

1. Open Settings → Integrations → Slack → Overview.

2. Scroll to Private data sources.

3. Enable the sources you want Rox to use: Notes, Meetings, or Emails.

4. Click Save.

Use Rox in Slack

• Ask a question in a channel. Mention @Rox in a channel where Rox has been added. For example: “@Rox, what changed at Acme this week?”

• Continue in the same thread. Ask follow-up questions in the thread to build on the conversation without repeating context.

• Message Rox directly. Use a direct message with Rox for individual research and questions.

• Check App Home. Open Rox’s App Home in Slack to view personalized insights and meeting information.