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Create a Custom Chatbot For Slack
Reimagine the way work gets done at your company with Copilot.Live Slack chatbot that answers common employee questions, streamlines workflows, and keeps teams aligned.
Create a Custom Chatbot For Slack
Reimagine the way work gets done at your company with Copilot.Live Slack chatbot that answers common employee questions, streamlines workflows, and keeps teams aligned.
Build an AI assistant in 3 minutes
How to create a chatbot for Slack?
Sign up for free
Open Copilot.Live website and click on the “Sign Up” button from the top tab. Then enter your name, email address, and password to create your account. You can also quickly set up a profile with your Google or Apple ID.
Add data sources
After creating your account, click on the “Add data sources” button. Here you can add the company’s databases to train the chatbot on your knowledge. You can also integrate the chatbot with your CRM so it can access and analyse customer data.
Customize and train
Once you have successfully added the data sources, you can set the tone, style, name, colour, and overall appearance of the chatbot. You can also train the chatbot to respond in a specific way.
Test and deploy the chatbot
You can monitor the performance of the chatbot and retrain it to improve the quality of answers. This is an ongoing process. After minutely testing, you can quickly integrate the chatbot with your Slack dashboard.
What is a chatbot for Slack?
A chatbot for Slack is an AI bot that you can run on your Slack dashboard. The chatbot answers common employee questions like leaves, company policy, task status, office hours, and more. You can also connect the chatbot with your Google Calendar or Calendly. So it can remind you about meetings. The chatbot can also provide your employees instant access to the right information. So, they do not have to waste hours searching for the right product information, customer data, or company policies.
They can simply ask the chatbot to give them the information. Also, the Slack chatbot can summarize details about the conversation or tasks in specific channels. It can alert your employees to pending tasks and update the status on task progress. The best part? Team managers can quickly run a survey or poll to gather input about several matters like project timelines, issues, and more. They can also use the chatbot for Slack to give feedback and approve the tasks. This streamlines the workflow and keeps everyone aligned.
You can also ask the Slack chatbot for any specific information discussed long ago in the channel. The chatbot quickly finds the information from the conversations and gives you accurate details. So you don’t have to go through past conversations to find a small piece of information. Overall, the Copilot.Live chatbot for Slack improves your employees' productivity, saves time, streamlines the work, and keeps the team aligned.
Why is there a need for a chatbot for Slack?
Answer employee questions
Employees often run to HR and managers for trivial matters. Copilot.Live chatbot for Slack gives employees instant answers to their common queries. For example, employees can ask, “What is the leave policy?”, “Is there a leave tomorrow?”, or “Who do I report to for a project?”. They can even ask questions related to company services, products, and other policies. But this is only possible if you integrate the chatbot with CRM and company databases.
Finds the right information from conversations
You and your employees have to go through endless conversations in various channels to find small pieces of information related to tasks. It is frustrating and time-consuming. A chatbot for Slack quickly gives you the right information you are looking for from the conversations. This saves time and improves employee efficiency.
Updates tasks progress
You don’t have to ask your team members for continuous updates or remind them about pending tasks (Integration with task management tools (e.g., Trello, Jira, Asana, ClickUp). The chatbot for Slack can automatically identify tasks assigned to team members and track their progress. You can simply ask the chatbot about the current status of any specific task, and it will give you the details. It can also remind or notify concerned members about tasks.
Streamlines workflow approvals
Often, team managers are burdened with emails for different types of approvals like leaves, half-days, and work-related requests. They may forget some requests. A chatbot for Slack makes it easy for employees to directly put in their requests. The chatbot directs the request to the concerned person and notifies them. So they can take action on the request quickly without a thread of emails and delays.
Who needs a chatbot for Slack?
If you have multiple teams handling your business and want to improve the collaboration and efficiency of your employees, having only Slack won’t do the trick. You need a smart Slack chatbot to manage everything on the platform. Slack only helps you communicate with your team members. But what if you want to manage tasks, take approvals, send meeting reminders, and find information? A Slack chatbot will help you get instant answers to common questions, quickly find the right information from multiple conversations, and find relevant documents.
Moreover, it can also notify employees about their assigned tasks, track task progress, and help managers check work status from team members instantly. This is possible only if you integrate the Slack chatbot with Trello, Asana, or Jira. You can also integrate the chatbot with CRM and company databases so it can access company and customer data and give employees instant access to information related to company services, products, and customer behaviour.
So it doesn’t matter if you are in retail, e-commerce, real estate, IT, SaaS, beauty, fashion, health, or finance. If your business requires handling multiple teams, the Copilot.Live chatbot for Slack will help you keep everything aligned and improve overall efficiency.
Key features and benefits of a Slack chatbot
Transform the way your employees collaborate and work together with Copiloit.Live chatbot for Slack. Streamline workflows and make finding small details from conversations quick with our chatbot.
Helps you stay organized
Task updates, reminders, or meeting notes no matter what it is, the chatbot stays on top. It provides friendly reminders and posts updates, keeping your team informed about what's going on. You have less time spent following up and more time actually accomplishing things.
Connects all your tools in one place
The chatbot can integrate with tools such as Google Calendar, Trello, or GitHub. That is, you can receive updates, make tasks, or view schedules all without leaving Slack. It happens in one location, so your team works more quickly without switching apps all day.
Reduces repetitive work
The chatbot does routine work like sending reminders, sending messages on channels, or checking up with employees easy and efficient. You can set the chatbot to send specific messages to channels every day. This saves you from sending the same message to different channels every day. It also saves time and keeps things moving without exertion.
Gathers feedback easily
Need to know what your team thinks about something? The chatbot can execute quick polls or surveys within Slack. It's perfect for gathering feedback, monitoring team morale, or making group decisions, without having to use additional tools or meetings.
Copilot.Live chatbot for Slack use cases
Team standups
Copilot.Live chatbot makes daily standups super easy. Instead of scheduling meetings, it pings your team in Slack for their updates, then shares a clean summary with everyone. This saves time, keeps everyone in sync, and helps remote or busy teams stay on track without needing to talk over each other on a call. It is like your standup runs itself but quietly and efficiently, right inside your team’s main chat.
Onboarding new hires
Copilot.Live Slack chatbot helps new joiners understand and adapt to the work culture quickly. It answers commonly asked questions related to tools, workflows, and team habits. So new members don't feel like they are in the dark. No more digging through extensive documents or interrupting teammates with questions. It streamlines onboarding by providing newcomers with all they need, directly within Slack, from the first day. Imagine having an understanding co-worker who never minds answering questions.
Project updates
You don't have to chase people or navigate tools to keep up with project progress. Copilot.Live chatbot integrates with tools such as Trello, Asana, or Jira and posts current updates in Slack. So, your team is always aware of what's completed, what's on hold, and what requires additional work. No additional status meetings or emails just constant updates that keep everyone on the same page and minimize surprises later.
Quick approvals
Need something approved, such as a request for time off, expense, or task adjustment? Copilot.Live simplifies it. Requests can be sent by team members in Slack, and managers can approve or deny them with one click. No back-and-forth emailing or platform switching. All in one place keeps workflows moving quickly and makes approval seamless for all.
Knowledge sharing
Want to find that file someone sent last week? Or the URL of a tool your team uses? Copilot.Live Slack chatbot can go through past Slack interactions and find out what you are looking for (If configured with the proper permissions and indexing). It preserves time and frustration, particularly when your team sends lots of information on a daily basis. Rather than scrolling forever, simply ask the chatbot. It's much like having a clever helper who always recalls where everything is.
Team polls & feedback
Want to get a quick sense of how your team is feeling about something? A Slack chatbot lets you conduct polls, collect feedback, or even have some fun check-ins - right in Slack. It gets everyone participating without creating more meetings or tools. Whether you're deciding something, checking morale, or just having a bit of fun, it's an easy way to keep your team's voice heard.
Best practices to build a chatbot for Slack
If you are making a chatbot for Slack, begin small. Don't try to get it to do too much all at once. First, choose one or two useful things, such as answering FAQs or sending reminders and get those working first. Also, keep the bot easy to converse with. To achieve this, use simple and friendly language so that people like using it.
Then, let your bot feel like part of the crew. Assign it a name, perhaps even a bit of personality, but don't go crazy. Please always try and keep messages brief and concise. Slack is a place where there's too much going on, and nobody wants lengthy responses.
You can also integrate your bot with platforms your team uses already, such as Google Calendar, Trello, or Jira. Thus, users will be able to accomplish things without app-switching. Don't forget to roll it out to actual users. Observe the way they are interacting with the bot and make adjustments according to their feedback.
And always include a fallback mechanism if the bot is unsure about something, it should pass that off to an actual human or provide useful choices. Final tip? Continue improving. Even once it's released, monitor how it's going and introduce new features gradually on the basis of what your actual team needs.
The future of Slack chatbot
The future of Slack chatbots is bright. They will be more intelligent, faster, and efficient. At present, the majority of Slack bots perform simple tasks like sending reminders, status checking, and answering FAQs. However, in the near future, they will be able to perform much more than that.
With AI and machine learning, chatbots will comprehend your team's requirements more. They will learn through conversations and will propose things even before you request them, such as indicating a clogged task or suggesting a deadline from project progress.
They will also integrate with your other tools more seamlessly. Picture your Slack bot automatically pulling Google Sheets reports, scheduling meetings, or even condensing lengthy threads in seconds. Less clicking, more getting things done.
Chatbots will also have a larger role to play in team culture checking in on team well-being, assisting with onboarding, or running fun games and polls to keep remote teams tight. In short, Slack bots will move from being basic assistants to intelligent colleagues. As they continue to get better, they will save even more time, cut noise, and make your Slack workspace feel tidy and a bit more human.
Frequently Asked Questions
You can reach out to us in case of any queries, feedback, or suggestions via [email protected] or read below.
A. You can easily integrate a chatbot with Slack. All you need to do is log in to your Slack. Then go to Slack integrations and click on “Add bot”. Then add your Copilot.Live chatbot on your channels.
A. You can build a chatbot for Slack in 4 easy steps. First, sign in to Copilot.Live website, then add your data sources, set chatbot tone& style, test the chatbot performance, and deploy it on your Slack channels.
A. Yes! You can track user behaviour directly on Slack with our chatbot. For this, you will have to integrate the chatbot with CRM so it can access customer data for analysis.
A. Copilot.Live has several plans for businesses of all sizes, starting from $59/month. We also have a free basic plan and custom pricing for enterprises. Please check our pricing section for more details.
A. Yes! Copilot.Live ensures that all interactions on our Slack chatbot are secure and protected.
A. Copilot.Live supports over 80+ languages, so you can work with global teams without any hassle.
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