Integration

WhatsApp and Slack integration

Quick answer

The integration between CertuAI and Slack authorizes the Slack workspace on the CertuAI agent, so an automation alerts the team in the right channel without anyone copying messages by hand.

Written by Bernardo Villela, CEO of CertuAI

About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent

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Summary in 5 facts

Quick answer The integration between CertuAI and Slack authorizes the Slack workspace on the CertuAI agent, so an automation alerts the team in the right channel without anyone copying messages by hand.
It authorizes the Slack workspace once.
Connecting happens inside the account, in the Integrations tab of the dashboard.
Quick answer CertuAI is AI automation software for small and medium-sized Brazilian businesses: an agent answers on WhatsApp through Meta's official API, the Brain stores what your business knows how to answer and the CRM records every contact automatically.
The Slack integration is an add-on: the agent, the Brain and the CRM work without it, and turning it on or off does not interrupt customer service.

What does the WhatsApp and Slack integration do?

It authorizes the Slack workspace once.
Lets the Automation Agent write to Slack inside a routine.
Takes the internal alert out of copy and paste.

How do you connect Slack?

Connecting happens inside the account, in the Integrations tab of the dashboard.

Open Dashboard, Integrations tab.
Choose Slack and click connect.
Choose the workspace and authorize.
The permission is stored on the account.

What is CertuAI?

Quick answer

CertuAI is AI automation software for small and medium-sized Brazilian businesses: an agent answers on WhatsApp through Meta's official API, the Brain stores what your business knows how to answer and the CRM records every contact automatically.

The Slack integration is an add-on: the agent, the Brain and the CRM work without it, and turning it on or off does not interrupt customer service.

Frequently asked questions

Can anyone on the team connect it?

Whoever connects it needs permission in Slack to authorize an app in the workspace. On the CertuAI side, the permission is stored on the owner's account.

Is this useful for alerting the team about a hot lead?

It is one of the direct uses: the routine runs with the permission you gave and writes to the channel, instead of someone watching the inbox to pass things along.

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In short

The integration between CertuAI and Slack authorizes the Slack workspace on the CertuAI agent, so an automation alerts the team in the right channel without anyone copying messages by hand.