> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/admin-guide/integrations/rox-enterprise-integrations/slack-integration.md).

# Slack Integration

### Slack Org Wide Integration

> Note: Make sure you have the proper admin permissions in your Slack workspace to authorize this integration.

Setting up Rox in Slack is a two step process:

1. [Connect Slack Org Wide (OAuth)](#step-1-connect-slack-org-wide-oauth)
2. [Connect Channels](#step-2-connect-channels)

Once both steps are done, your Slack connection is complete and you can start using Rox in Slack.

### Step 1: Connect Slack Org Wide (OAuth)

Note:

* This feature connects all existing Rox users to all matching users in your Slack instance
* Rox uses the email address as the key. If a user has a different email address in Rox vs. Slack (e.g. <diogo@roxhq.ai> vs. <diogo@rox.com>) this method will not connect their account.
* This feature is only available to enterprise customers. If you are an admin for your org, please contact <help@rox.com> to get this feature set up for you.

**Connecting/Disconnecting Slack Org Wide**

*Note: only available in Enterprise edition and for users given "admin" privileges.*

1. Head over to Rox integrations settings page(<https://run.rox.com/settings?tab=integrations>)

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F5P4ifd3gLIqEGYHIxJZq%2FScreenshot%202026-09-16%20at%204.08.51%E2%80%AFPM.png?alt=media&amp;token=d56cf0fb-1b24-4e00-9929-9cca718f8776" alt=""><figcaption></figcaption></figure>

2. Once in the integrations settings page, click "Connect" on Slack.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FxloML81XJxlGEY5LK3Oe%2FScreenshot%202026-09-16%20at%204.04.38%E2%80%AFPM.png?alt=media&amp;token=2aeb220f-fdbf-487b-ba43-dfaffc659ac9" alt=""><figcaption></figcaption></figure>

3. If you workspace requires admin approval for adding new Slack apps, you will see a confirmation page after you request access. Workspace admin will have to approve the Slack app before it can be added to the Slack workspace.
4. Once approved, from the Rox integration settings page(<https://run.rox.com/settings?tab=integrations>), restart the connection process. Now click connect, you'll be taken to the Slack's permissions page, and hit "Allow"

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F1UqhhwmREalNb9Aop1c2%2FScreenshot%202026-09-16%20at%204.06.49%E2%80%AFPM.png?alt=media&amp;token=9ff2781a-d37a-4860-9c03-54e9a6c7749a" alt=""><figcaption></figcaption></figure>

5. After successful Slack oauth flow, you will be taken to the Rox integrations settings page where Slack will be in "Syncing" state and will convert to connected in a few minutes.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F4eUQpznuJctY3pJ9VmyO%2FScreenshot%202026-09-16%20at%204.07.35%E2%80%AFPM.png?alt=media&amp;token=f944882b-ba1c-45c7-ab46-b48a2b87e707" alt=""><figcaption></figcaption></figure>

### Step 2: Connect Channels

To use Rox in a Slack channel, the Rox bot must first be added to that channel to enable channel messages as context inside Rox.

#### Add Rox bot to Slack Channels

**Option 1: Add the bot from Rox Settings (Admin UI)**

Best for: Rox admins who want to add the Rox bot to many channels at once (bulk join).

1. Open the Rox Integrations page:\
   <https://run.rox.com/settings?tab=integrations>
2. Go to Slack Integration Settings(click on the Slack integration) -> go to Channels tab

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FBVdWkvrTj3PxDVtnLbTU%2FScreenshot%202026-09-16%20at%204.21.22%E2%80%AFPM.png?alt=media&amp;token=ffe042b7-5f9d-4ea5-b348-6b29765c0749" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F3CwAB0ul7kCz038MRrbc%2FScreenshot%202026-09-16%20at%204.22.05%E2%80%AFPM.png?alt=media&amp;token=48adb80f-40c2-4b9d-8296-bc068052ff2a" alt=""><figcaption></figcaption></figure>

3. Toggle to "Public channels" to see all public channels in your Slack workspace.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FlzbmB0hBOi1irtx3L6So%2FScreenshot%202026-09-16%20at%204.23.35%E2%80%AFPM.png?alt=media&amp;token=67b193d1-1e85-4c70-bada-25d3a9f84c0c" alt=""><figcaption></figcaption></figure>

4. To add the bot to a single channel, click the **+** icon in the Actions column next to the channel name.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FKneQoMHLywh67Dgpm7Us%2FScreenshot%202026-09-16%20at%204.25.28%E2%80%AFPM.png?alt=media&amp;token=f656ee47-6f80-495d-9fe6-16775a0458f8" alt=""><figcaption></figcaption></figure>

5. To add the bot to multiple channels in bulk, select the checkboxes next to each channel and click **Add bot** in the selection bar at the top of the table.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FZILFRyYfH4f9dWEueukw%2FScreenshot%202026-09-16%20at%204.27.30%E2%80%AFPM.png?alt=media&amp;token=5a26b612-3e60-4943-a34a-b7eafe776b0a" alt=""><figcaption></figcaption></figure>

Once added, the Bot status for the channel will change to "Connected".

> Note: Use the Refresh button if a recently created Slack channel does not appear in the list. The Rox bot can only be added to private channels from within Slack (Option 2).

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FysdpfkQZg44lyNJkY0RH%2FScreenshot%202026-09-16%20at%204.28.48%E2%80%AFPM.png?alt=media&amp;token=064202ab-16b4-4c9f-8083-1a6aa6a07d68" alt=""><figcaption></figcaption></figure>

**Option 2: Add the bot from Slack**

Best for: Slack users who want to add Rox to individual channels directly from Slack or to add Rox Slack bot to private channels.

1. Open the Slack channel where you want to use Rox.
2. Click the channel name at the top.
3. Select the "Agents and apps".

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FDWEGPQRM2GrAqhPJ4hVp%2FScreenshot%202026-09-16%20at%204.33.21%E2%80%AFPM.png?alt=media&amp;token=96cb3740-0a82-42ee-ab3e-b9d3cb15cc49" alt=""><figcaption></figcaption></figure>

4. Click "Add Agent or App".

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F9OBPgw0MCjHesyuoKUbq%2FScreenshot%202026-09-16%20at%204.34.10%E2%80%AFPM.png?alt=media&amp;token=aa71ab95-d70b-419e-97b1-d88d627ce649" alt=""><figcaption></figcaption></figure>

4. Search for Rox and add the app to the channel.

> Note: You may need Slack admin approval if your workspace restricts adding apps to channels.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FHnhf61ryweZBfaNAVjXb%2FScreenshot%202026-09-16%20at%204.35.57%E2%80%AFPM.png?alt=media&amp;token=0e9a2692-1d01-42e4-bc8b-aefd3cc24d1d" alt=""><figcaption></figcaption></figure>

#### Connect Slack Channels to Rox Accounts

> Note: Rox bot must be added to the Slack channel before linking

Rox allows you to connect Slack channels to customer accounts so conversations, insights, meeting prep, and proactive updates stay tied to the right account context.

**Option 1: Link a Channel Using the `/rox` Command**

Best for: Slack users who want to quickly connect individual channels directly from Slack.

1. Open the Slack channel you want to connect.
2. Run the following Slack slash command `/rox`

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FtXx5isFk8YipwSZQr8ZP%2FScreenshot%202026-09-16%20at%204.36.52%E2%80%AFPM.png?alt=media&amp;token=d3bf4ce4-fb66-464a-9509-f8b5f5ca610e" alt=""><figcaption></figcaption></figure>

3. Click the Link Account button.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FYHdB5cbNwd12YoR5qYI4%2FScreenshot%202026-09-16%20at%204.40.18%E2%80%AFPM.png?alt=media&amp;token=4d39baef-4317-4211-a089-c360f921f16f" alt=""><figcaption></figcaption></figure>

4. In the search modal, search for an account by either account name or company domain

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FiwBIrpBhNlZ5cpLzeS1E%2FScreenshot%202026-09-16%20at%204.39.26%E2%80%AFPM.png?alt=media&amp;token=7d27ea02-3b69-4d2d-873a-709b25be925c" alt=""><figcaption></figcaption></figure>

5. Select the correct account and click Link.

**Option 2: Link Channels from Rox Settings**

Best for: Rox admins managing multiple accounts to connect channels in bulk.

1. Open the Rox Integrations page:\
   <https://run.rox.com/settings?tab=integrations>
2. Go to Slack Integration Settings(click on the Slack integration) -> go to Channels tab
3. Locate the Slack channel you want to connect.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FFb8IxokQuoYHgrRT11df%2FScreenshot%202026-09-16%20at%204.43.11%E2%80%AFPM.png?alt=media&amp;token=05a504d2-b468-491d-a45e-12053dfba202" alt=""><figcaption></figcaption></figure>

4. Click Connect next to the channel name.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2F03o5PBNqOMpvdWTgrUx2%2FScreenshot%202026-09-16%20at%204.44.45%E2%80%AFPM.png?alt=media&amp;token=81ed6020-9443-4382-8f3e-1d9ee8bafd42" alt=""><figcaption></figcaption></figure>

5. Search and select the appropriate account in the modal dropdown to link.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FLS4yIZSQtuEwTjPfA968%2FScreenshot%202026-09-16%20at%204.45.50%E2%80%AFPM.png?alt=media&amp;token=5f9092b7-1cdc-4a80-ab65-31aa588cecea" alt=""><figcaption></figcaption></figure>

#### Disabling Slack Channel Message Context in Rox

After the Rox Slack bot is added to a channel, channel messages are automatically included as context in Rox chats (either in Slack or the Rox web app). To disable Slack channel messages as context in Rox:

1. Open the Rox Integrations page:\
   <https://run.rox.com/settings?tab=integrations>
2. Go to Slack Integration Settings(click on the Slack integration) -> go to Channels tab
3. Disable "Use as Context" for the channels you want Rox to not use as contextual sources

**Important Notes**

1. After adding bot to a channel or enabling Use as context, Rox may take up to 30 minutes to fetch historical messages and build the initial context.
2. Once the initial sync is complete, new channel messages will appear in Rox context within 15 minutes.
3. Channel message context is only visible to members of that Slack channel when using Rox in Slack or the Rox web app.
4. Context from private channels will not be accessible when questions are asked from other Slack channels. However, private channel context will still be available to channel members in Rox web and Slack DMs with Rox.

#### Using private data sources with Rox bot in Slack channels

By default, Rox does not include private data sources such as notes, meeting transcripts, and emails when responding to questions asked in Slack channels. These sources remain available when interacting with Rox through Slack DMs, the Slack Agents view, or the Rox web app.

To enable private data sources for Slack channels:

1. Open the Rox Integrations page:\
   <https://run.rox.com/settings?tab=integrations>
2. Go to Slack Integration Settings(click on the Slack integration) -> go to Channels tab
3. Navigate to the "Private sata sources" tab.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2Fql7lVoEYsEFtsZfK6y6e%2FScreenshot%202026-09-16%20at%204.49.20%E2%80%AFPM.png?alt=media&amp;token=5543d430-0e9c-4a69-8efe-a929bd70b04d" alt=""><figcaption></figcaption></figure>

4. Select the data sources you want Rox to access in Slack channels.
5. Click Save.

### How to use Rox in Slack

Rox’s Slack integration brings account research and meeting prep directly into Slack, so reps can ask questions and get actionable answers without leaving their workflow.

1. **Start with `@Rox` in any channel or DM**\
   Mention `@Rox` with a question (for example, “what changed at Acme this week?”). Rox treats that message as the start of a working thread.
2. **Rox keeps context in-thread**\
   Follow-up replies in the same thread are handled as one continuous conversation, so users can refine questions without repeating context.
3. **Get structured, actionable responses**\
   Rox responds in Slack with concise summaries, key findings, and recommended next actions.
4. **Use App Home for quick daily signal**\
   Slack App Home surfaces personalized insight and meeting panels so users can quickly scan what matters now and drill deeper when needed.
5. **Receive proactive updates where teams already work**\
   Rox can deliver pre-meeting briefings and insight digests to designated Slack channels, helping teams stay aligned without extra tools or tabs.<br>