Before you start
- An organization owner or admin connects Slack. It’s one connection for the whole workspace.
- Each person who talks to Emma in Slack needs a Reyda account in your organization with the same email address as their Slack account, and a role that can use Emma.
Connect Slack
1
Go to Settings → Integrations
2
Under Your company, find Slack and click Connect
3
Approve the Reyda app in the Slack window that opens
If nothing opens, allow pop-ups for Reyda and try again.
4
The card shows Connected
5
In each channel where Emma should answer, send /invite @Emma
Talk to Emma in Slack
- Direct message: open a DM with Emma and write as you would in the Reyda chat.
- In a channel: @mention Emma. She replies in a thread. If you mention her inside an existing thread, she reads the earlier messages in that thread for context.
- Files in: attach files to your message. See Limits for how many and how large. Files you send are available only to you and that conversation. They aren’t added to the library.
- Files out: when Emma creates a document, it is saved in Reyda and attached to her reply. If an upload fails, she points you to the saved document in Reyda.
- Approvals: actions that need approval show Approve and Reject buttons. Only the person who asked can answer them.
In Slack
In Slack
Who can talk to Emma in Slack
Emma answers people who have a Reyda account in your organization. This keeps your company’s data inside your company, so she doesn’t answer:- Slack guests and Slack Connect participants from other companies;
- people with no Reyda account in your organization;
- channels shared with other companies.
Channel conversations are shared. Conversations that start in a channel are stored as shared conversations. Anyone in the channel
can see Emma’s replies, so avoid asking for sensitive information there. Use a DM instead.
Deliver routines and briefings to Slack
- Routines: in Delivery method, choose Slack, then DM me or a public channel. See Routines.
- Opportunity briefing: in Settings → Notifications, choose Slack DM or a channel. See Opportunity briefing.