What does the Slack integration do?
Once an admin connects your Slack workspace, anyone in a channel where the Introzy bot has been invited can mention @Introzy Kai or use the /kai slash command to:
Ask relationship-related questions using Introzy contact, company, and referral connection context.
Create a contact/person record in Introzy.
Create a company record in Introzy.
Create a referral opportunity in Introzy.
Kai checks for duplicates using the same rules as manual record creation, asks follow-up questions when it needs more detail, and replies with confirmation and a link back to the record in Introzy once it's created.
Who can connect Slack to Introzy?
Only an organization admin can connect Slack. The connection is workspace-wide, not per-channel or per-user — once an admin installs it, it applies to the whole Slack workspace.
Externally invited users (Solution Providers and Connectors) can see the Slack integration listed on the Integrations page, but connecting or disconnecting it is an admin-only action.
How do I connect Slack to Introzy?
Log in to Introzy as an org admin.
In the left sidebar, go to Settings → Integrations/APIs → Integrations.
Find the Slack card (under the Communication category) and click into it.
Approve Slack's authorization screen for your workspace.
You're returned to the Slack integration page, now showing a Connected status with your Slack Workspace ID, the install date, and the bot permissions (scopes) that were granted:
Scope | What it's for |
| See when someone mentions the bot |
| Respond to slash commands |
| Post messages and confirmations |
| Read message context in public and private channels the bot has joined |
| Match the Slack user sending a message to the right Introzy user and org |
To use Kai in a private channel, invite the Introzy bot user to that channel first — this is a standard Slack requirement, not an Introzy-specific step. In Slack, you can invite the bot by typing /invite @Introzy Kai in the channel.
What can I do with @Introzy Kai in Slack once it's connected?
Ask relationship-related questions. Mention @Introzy Kai or use /kai to ask questions using Introzy contact, company, and referral connection context. If Kai has enough detail, it can answer the question or help create the right record. If Kai needs more information, it asks a follow-up question instead of guessing.
Create a contact/person record. Use /Create contact to open a structured creation modal, or mention @Introzy Kai / run /kai and describe the person. Kai collects the required details, checks for an existing match, and either creates the record or asks you to confirm before creating a possible duplicate. Once created, Kai posts a confirmation with a link back to the person's record in Introzy.
Create a company record. Use /Create company to open a structured creation modal, or mention @Introzy Kai / run /kai and describe the company you want to add. Kai collects the required details, checks for duplicates, and confirms once the company is created.
Create a referral opportunity. Use /Create opportunity to open a structured creation modal, or mention @Introzy Kai / run /kai describing the seeker and provider you want to connect. Kai walks the conversation through the referral-creation logic used elsewhere in Introzy and tags the resulting opportunity with source "Slack" for reporting.
If Kai isn't confident what you're asking for, it asks a clarifying question rather than guessing — so a vague mention won't silently create the wrong kind of record.
Which Slack command should I use?
Use the option that matches how visible and structured you want the interaction to be:
Command | Best for | What happens |
@Introzy Kai | Channel-visible conversations | Kai responds in a thread that starts from your channel message. Other channel members can see the initial message and the thread. |
/kai | Private command-style conversations | Slack captures your command privately and starts a thread for you without posting the command in the channel. |
/Create contact | Structured contact creation | Opens a modal to create a contact/person record. |
/Create company | Structured company creation | Opens a modal to create a company record. |
/Create opportunity | Structured referral opportunity creation | Opens a modal to create a referral opportunity. |
Does @Introzy Kai answer relationship questions in Slack, or only create records?
Yes. In Slack, Kai can use Introzy contact, company, and referral connection context to answer relationship-related questions and help create records when the request includes enough detail.
If Kai needs more information, it asks a follow-up question instead of guessing.
Can I disconnect or reconnect Slack?
Yes. From Settings → Integrations/APIs → Integrations → Slack, an admin can:
Disconnect — removes the connection for the whole workspace.
Reconnect — re-runs the Slack authorization flow, useful if scopes change, permissions need to be refreshed, or Slack shows Needs Reconnect.
Frequently asked questions
Can I connect Slack myself if I'm not an org admin?
No. Connecting or disconnecting Slack is an admin-only action, even though other roles can see that the integration exists.
Can I limit @Introzy Kai to specific channels?
No. The connection is workspace-wide. Kai can respond in any channel it has been added to — invite it to specific channels if you want to control where it's active, and skip inviting it to channels where you don't want it responding.
Will using Slack ever create a duplicate person record?
No, not silently. Kai runs the same duplicate checks used for manual record creation and asks you to confirm before creating a record that looks like an existing match.
Is the full @Introzy Kai conversational experience in Slack available today?
Yes. Relationship Q&A and record creation are available for Slack-connected Introzy customers.
Can I send multiple details in the same thread?
Yes. Keep your details in the same thread so Kai has the right context. If Kai asks a follow-up question, reply in that thread with the missing information.
Troubleshooting
@Introzy Kai didn't respond when I mentioned it
Cause: The bot may not have been invited to that channel, which is required for private channels.
Solution: Invite the Introzy bot to the channel by typing /invite @Introzy Kai, confirm Settings → Integrations/APIs → Integrations → Slack still shows Connected, and check with your admin if the issue persists.
I got a generic message instead of a clear reason my contact wasn't created
Cause: If the bot can't post its opening message — for example, it lacks channel permissions or the channel is archived — Slack currently shows a generic "check the channel for next steps" message rather than the specific reason.
Solution: Check that the bot has permission to post in the channel and that the channel isn't archived, then try again.
Kai says my Slack account is not linked to Introzy
Cause: Kai matches your Slack profile's primary email to your Introzy login email. If those emails do not match, Kai cannot confirm which Introzy user is sending the request.
Solution: Update your Slack profile email or Introzy user email so they match, then try again. If you use multiple emails, make sure Slack's primary email is the one used in Introzy.
Slack shows Needs Reconnect
Cause: Your Slack workspace may have been connected before Introzy requested the users:read.email permission. Kai needs this permission to match Slack users to Introzy users.
Solution: An organization admin should click Reconnect from Settings → Integrations/APIs → Integrations → Slack and approve the updated Slack permissions.