Connect a workspace

Connect your team's Slack workspace and Salfio auto-joins shared channels in the background — no per-channel setup required.

A workspace is your organization's shared connection to a chat platform. Today, Salfio supports Slack; Microsoft Teams is on the roadmap.

This is different from the per-user integrations under Settings → Integrations: a workspace is connected once for the organization by an admin, and every team member benefits.

1. In the app, open Settings → Workspaces.
2. Click Connect Slack workspace. You are redirected to Slack's app installation screen.
3. Choose the Slack workspace you want to connect and approve the requested permissions.
4. You are redirected back to Salfio. The workspace is listed with status Active — that's the whole setup.

The moment Slack returns you to Salfio, two things start in the background:

• Channels — Salfio joins every public channel in the workspace and every channel shared with another organization (Slack Connect). Internal-only private channels are not joined; the bot has no visibility into them.
• Members — Salfio fetches the workspace member list and links each Slack user to a Salfio user by email (case-insensitive). New Slack members and new Salfio users get linked automatically the next time either side adds them.

There is nothing to configure on either of these. Salfio re-checks for new channels and members periodically, so anything created in Slack later gets picked up without operator action.

To disconnect, click the trash icon on the workspace card and confirm. Salfio leaves Slack's side of the connection. The historical member record (used to attribute past Slack activity to Salfio users) is preserved so the assistant continues to make sense of older conversations.

Salfio can answer questions from inside Slack. Anywhere the Salfio bot is already a member, mention @Salfio followed by a question. The bot adds a 🤔 reaction within a couple of seconds to confirm it's working on it, and replies as a thread on the message once the answer is ready. Replies are short — typically one to three sentences — and grounded in the same data the assistant uses in the web app.

A few notes on how this behaves:

• You need a Salfio account in this organization. Salfio matches your Slack profile to a Salfio user by email — automatically, the first time you mention the bot, so you don't have to wait for the periodic member sync to pick you up. If no Salfio account in the organization matches your Slack email, the bot replies once explaining that and pointing you to ask an admin for an invite — it does nothing else.
• The bot picks the right client from context. If you mention it in a channel like #cust-acme, it answers about Acme. If the channel name doesn't clearly map to a client, the bot may ask which client you mean.
• Keep the conversation going in the thread. Once Salfio has replied, post follow-up questions in the same thread — you don't need to mention @Salfio again. Salfio reads the whole thread, so it answers with the full context of what's already been discussed rather than treating each message in isolation.
• If a question takes a while, you'll see a "Still on it — give me a moment." message in the thread, followed by the real answer when it's ready. Most replies arrive within ten to thirty seconds.
• Anything the bot says is visible to every member of the channel. Treat client information accordingly when choosing where to mention it.

You can also send Salfio a direct message instead of mentioning it in a channel. Open a DM with the Salfio app in Slack and ask your question — no @-mention needed, since messaging the bot directly is the signal that you're talking to it. The same rules apply: you need a matching Salfio account in the organization, and replies are short and grounded in your organization's data.

A DM is private to you, so it's the right place for questions you'd rather not put in a shared channel.

If you connected your Slack workspace before a given capability shipped — the channel-mention surface, or direct messages — the bot can't use that capability until you disconnect and reconnect the workspace from Settings → Workspaces to grant the additional Slack permissions Salfio now needs. The new install picks up the right scopes automatically; there's nothing else to configure.

If you have not connected your per-user data sources yet, head to Connect an integration.