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Integrating with Slack

Connect Slack to Cora.ai for automated notifications, customer health updates, and team collaboration.

Overview

The Slack integration enables Cora.ai to post updates, alerts, and insights directly into your team's Slack channels. Once connected, Cora can deliver lifecycle event notifications, customer health updates, and other automated messages where your team already collaborates.

Integration Type: OAuth 2.0, Organization-Level
​Setup Time: 2-3 minutes
​Required Role: Slack Workspace Admin (to approve the app) + Cora.ai Organization Administrator

Prerequisites

  • Active Slack workspace

  • Workspace admin permissions in Slack (to approve app installation)

  • Organization administrator access in Cora.ai

Permissions

The Cora.ai Slack app requests a pre-approved set of permissions during installation — no manual scope configuration is needed. These permissions allow Cora to read and post messages in channels it has been added to, identify workspace members, and respond to @mentions and slash commands.

Note: Cora.ai only reads messages in channels it has been explicitly added to. It does not have access to channels or direct messages it has not been invited to.

Setup Steps

Step 1: Install the Cora.ai Slack App

  1. Click the installation link below to begin the OAuth flow:
    ​Install Cora.ai for Slack

  2. You will be redirected to Slack's authorization page

  3. Select the Slack workspace you want to connect

  4. Review the permissions Cora.ai is requesting

  5. Click Allow to approve the installation

Step 2: Add Cora to Your Channels

Once the app is installed in your workspace, you need to invite Cora to the channels where it should post:

  1. Open the Slack channel where you want Cora to post

  2. Type /invite @Cora or click the channel name → Integrations → Add an App → select Cora

  3. Repeat for each channel where you want Cora to be active

Tip: Start with a dedicated channel (e.g., #cora-alerts or #customer-updates) to test the integration before rolling it out more broadly.

Use Cases

  • Lifecycle Event Alerts — Receive notifications in Slack when key customer events are detected

  • Customer Health Updates — Get alerted when customer health scores change significantly

  • EBR Reminders — Automated reminders for upcoming Executive Business Reviews

  • Team Collaboration — Ask Cora questions directly in Slack via @mentions

Important Notes

  • Cora only posts to and reads from channels it has been explicitly added to

  • Any workspace admin can approve the initial app installation

  • Channel members can invite or remove Cora from individual channels at any time

  • To fully disconnect, a workspace admin can uninstall the Cora app from Slack Admin → Manage Apps

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