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The Slack integration lets you chat with your Crevio AI from inside Slack. DM the bot for a private conversation, @mention it in a channel to bring it into a discussion, or reply to its messages in a thread to keep working together.

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What you can do

  • DM the bot for a private back-and-forth — anything you can ask the AI inside Crevio, you can ask it in Slack. A DM is your own conversation: Crevio ties it to you, so it can look back at your private chats when you ask. Threads in a channel belong to the team instead.
  • @mention the bot in any channel to pull it into the conversation
  • Reply in threads the bot is in, and it’ll keep the context. When people reply in a thread without mentioning Crevio, it waits until the thread has been quiet for about 30 seconds and then reads all the new replies together, so a quick back-and-forth gets one answer instead of one per message. Mention Crevio to get an answer straight away.
  • Edit or delete a message in a thread Crevio is in, and it works from the corrected version from then on
  • Other apps’ bots can ask Crevio too. A bot that @mentions Crevio in a channel gets an answer in the thread. Crevio answers bots without anyone’s access, and asks for approval before acting on what a bot asked. If two bots keep mentioning each other, Crevio stops after a few replies an hour. Bots are only answered when everyone, guests included, may use the AI under Settings → AI assistant.
  • Share files and screenshots — the bot can read images and documents you drop in

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Connecting your workspace

1

Open your Slack settings

In your Crevio dashboard, go to Settings → AI assistant and open Slack.
2

Add to Slack

Click Add to Slack. You’ll be sent to Slack to choose which workspace to install Crevio into.
3

Approve the install

Review the permissions Crevio requests and click Allow. Slack sends you back to your dashboard and the workspace appears in your connected list.
4

Choose channels

Crevio asks which channels it should join. Choose Invite Crevio to all public channels, or choose Select channels, search, tick the ones you want and click Invite Crevio. You can skip this and pick channels later with the Channels button next to the workspace in Settings → AI assistant. If you leave before picking any, Crevio DMs you a little later with Join #channel buttons for your busiest channels. Crevio can’t add itself to a private channel: type /invite @Crevio in that channel instead.
5

Say hi

In Slack, open a DM with Crevio or type @Crevio in any channel it’s been invited to. Send your first message and the AI will reply. Each teammate who opens Crevio’s Messages tab for the first time finds a short welcome waiting there.
You can also start from Slack’s side, before you have a Crevio account. Click Add to Slack on crevio.co/integrations/slack, approve the install, and sign up. Crevio connects the workspace to your new account when you finish signing up, and the bot sends you a welcome DM.

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Signing in with Slack

You can also use Slack to sign in to Crevio. Pick Slack next to Google, Apple, ChatGPT, and Discord on the sign-in and sign-up pages. If you already signed in with Slack, Add to Slack skips Slack’s sign-in screen and goes straight to installing the bot in your workspace. During onboarding you can connect Slack before setup finishes, and Crevio brings you back to where you left off.

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Rules for one channel

Tell the AI how to behave in a single channel and it keeps to it there, and only there. For example, DM the bot “in #support, keep answers to two sentences” or “whenever you answer in #dev, reply in Polish”. Every later conversation in that channel follows the rule, while your other channels and DMs stay as they were. To change or remove a rule, just tell the AI. Rules for your whole business, like a sign-off or words to avoid, still go in your custom instructions under Settings → AI assistant.

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Chat commands

Type a command as its own word anywhere in a message to Crevio. Commands inside code or a > quote are treated as text. !fast and !deep apply to one reply only. If you use both in one message, neither applies. Anyone on your team who can use Crevio can send these commands.

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Approving actions

When Crevio needs your OK, it posts a card with Approve and Deny. When the card is for a single tool, it also shows Always approve: this approves the action and changes that tool’s setting, so Crevio stops asking for it next time. Admins can change any tool’s setting, and a teammate can change it for an account they connected themselves (unless an admin locked that connection). If someone else clicks Always approve, the action is approved once and the setting stays as it was. Some tools, like those that move money or change who has access, always ask, so their card shows a link to your approval settings instead. To change an action’s details first (an email’s subject or recipients, say), follow Edit before approving on the card: it opens the same approval in Crevio, where you edit and approve it. Only teammates who have linked Slack to their Crevio account can answer a card. If anyone else clicks Approve, Deny or Always approve, Crevio replies to them privately that they need to link their account first, and the action stays waiting. After someone answers, the card shows who did, for example “Approved by @Sam”.

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Covering for teammates who are out

Crevio can answer questions for a teammate who is away, so they don’t sit unanswered until that person is back.
  1. Go to Settings → AI assistant and open Slack.
  2. Under your workspace, turn on Cover for teammates who are out.
From then on, when someone @mentions a teammate in a channel and that teammate’s Slack status says they’re out (for example “On vacation”, “OOO” or a palm tree), Crevio replies in the thread. It answers only from what your team can already see, says it is covering while they’re out, links its sources, and adds a note that the answer may be incomplete. Approvals, HR questions and anything that needs the person’s own decision are left for them. Backups. Tell Crevio who covers for whom, for example “Dana is Axel’s backup while he’s away”. Then, instead of answering, Crevio points the question to the backup and mentions them in the thread. A backup named in someone’s Slack status works too. To keep Crevio out of one channel, ask it: “Don’t cover for people in #leadership.” Turn the setting off to stop covering everywhere.

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Channels shared with other companies

In a Slack Connect channel, people from another company read everything posted there. So the AI doesn’t post in one straight away. Its reply first shows up only for the person who asked, as a private preview.
  1. Read the preview.
  2. Click Post here to post it in the channel, or Reject to throw it away.
Nobody else sees the reply until you click Post here. If you’re not in the channel, the preview comes to you as a DM instead. Files and edits to earlier messages aren’t posted in shared channels at all. Approval cards also go only to the person who asked, and results of tasks set up in a shared channel wait for your Post here too.

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Bots post under their own name

If you’ve set up named bots in Crevio — a Marketer, a Support rep — their work shows up in Slack under the bot’s own name and avatar instead of plain Crevio. That covers job results, approval requests, and messages the bot sends for you, so your team can tell at a glance which bot is talking. Everyday chats with the AI still post as Crevio.

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Tips

  • Invite the bot to channels you want it in — /invite @Crevio from inside the channel
  • Introduce Crevio to a teammate — ask “introduce yourself to Dana” and Crevio DMs them a few ways it can help, each based on something they posted in a channel Crevio is in. The offers usually come as a short welcome PDF in your brand kit’s colors, fonts and logo, and nothing starts until they reply with the one they want. Nobody is pitched twice, whether by an introduction or by Crevio’s own suggestions for the team.
  • The same Crevio account works across platforms — a chat you start in Slack continues from where you left off in the web app
  • Multiple workspaces are supported — connect as many Slack workspaces as you want, each acts independently
  • Give the AI more to work with — link your other tools through connected apps so it can take action across your stack from Slack

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Disconnecting

Go to Settings → AI assistant, open Slack, find the workspace, and choose Disconnect from its menu. The bot will no longer respond in that workspace. You can reinstall any time.

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Troubleshooting

The bot doesn’t reply when I DM it. Make sure the workspace is still connected under Settings → AI assistant. If it is, try removing and re-adding the integration — Slack occasionally invalidates app tokens after workspace changes. The bot doesn’t reply when I @mention it in a channel. Invite it to the channel first with /invite @Crevio. Slack apps can only read messages in channels they’ve been added to. Crevio stopped replying in a thread. Someone may have muted it with !mute or 🏁. Mention Crevio in the thread to bring it back. I clicked Always approve but Crevio still asks. Only admins, or the teammate who connected the account the action runs on, can change a tool’s setting. Ask an admin, or change it in your approval settings. Clicking Approve says only linked teammates can answer. Your Slack account isn’t linked to a Crevio account yet. Sign in to Crevio with that Slack account, then click the button again. The AI’s reply in a shared channel is only visible to me. That’s the preview for channels shared with other companies. Click Post here to post it for everyone. I get “account isn’t linked” when I message the bot. Sign in to Crevio with the same Slack account you’re messaging from — that’s how the bot knows who you are.