> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# Slack

> Search Slack channels, threads and direct messages you can access, link a channel to a project, and post a message or reply as yourself after you confirm.

With the Slack integration, you can trace a decision back to the message it was made in. Ask what the Contoso team agreed about the readout date, pull a thread into a status update, or post the update to the project channel. Hebno cites each message it reads, and posts to Slack only after you confirm.

## At a glance

| | |
| - | - |
| **Connection** | Personal connection. Each member connects their own Slack user, so Hebno acts as you in the workspace. |
| **Default access** | Read and write. |
| **Attach** | A thread, or recent messages from a channel or conversation you can open |
| **Search** | Hebno searches messages you can see when a request mentions a decision, a discussion or a person's message |
| **Link** | A project links to one Slack channel |
| **Write** | Post a message to a channel or conversation, reply in a thread. Every write needs a person to confirm. |

## Before you start

You need:

* A Slack workspace where you have an account.
* Approval of the Hebno app for the workspace. In many workspaces only an owner or admin can approve new apps, and members see a **Request approval** screen. Ask your Slack admin to approve Hebno first.
* On Slack Enterprise Grid, an org owner or admin approves the app for the organisation and for each workspace where members use it. Members then connect one workspace at a time.

Hebno connects as you, using a Slack user token. These are the permissions requested:

| Scope | Why Hebno needs it |
| - | - |
| `search:read` | Searches messages and files you can see |
| `channels:read` | Lists public channels |
| `channels:history` | Reads messages and threads in public channels you can open |
| `groups:read` | Lists private channels you belong to |
| `groups:history` | Reads messages in private channels you belong to |
| `im:history` | Reads your direct messages when you ask about them |
| `mpim:history` | Reads your group direct messages when you ask about them |
| `users:read` | Shows names for authors and people you mention |
| `chat:write` | Posts a message or reply as you when you confirm |

Hebno reads only conversations your Slack account can already open. It never joins a channel on your behalf.

## Connect Slack

**1. Check the integration is allowed**

An owner or admin controls this under **Admin → Connectors → Catalogue**. If **Slack** shows **Blocked**, ask an admin to set it to **Allow**.

**2. Start the connection**

Open **Settings → Connections**, find **Slack** under **Communication** and select **Connect**. You can also select **Connect** on the prompt that appears in chat the first time you use Slack.

**3. Approve access in Slack**

Choose the workspace, review the permissions and select **Allow**. Hebno returns you to the app with a **Slack connected** message.

The row shows **Connected** with your workspace and Slack name. To connect another workspace, select **Reconnect** and choose it. Admins can revoke any member's connection from **Admin → Connectors → Connections**.

## What Hebno reads

Hebno reads Slack live, with your account. Only the messages a reply used are stored with the conversation as its sources.

| Slack object | Fields Hebno uses | Typical questions |
| - | - | - |
| **Channel** | Name, topic, purpose, recent messages | "What has been discussed in the Contoso channel this week?" |
| **Thread** | Parent message, replies, authors, timestamps | "What did we decide in the thread about the readout date?" |
| **Direct message** | Messages in your own one-to-one and group conversations | "What did Priya say about the pricing assumptions?" |
| **Message search** | Messages that match a query, with channel, author and date | "Find where we agreed the scope change for Contoso Retail." |
| **User** | Display name and real name | "Who raised the data access concern?" |

Each message in a source links back to the message in Slack.

> [!WARNING]
>
> Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including messages from private channels and direct messages they could not open in Slack.

## What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select **Confirm**.

| Action | Slack object | Fields on the card |
| - | - | - |
| **Post a message** | Message in a channel or conversation | Channel or person, message text |
| **Reply in a thread** | Thread reply | Channel, thread, message text |

![Confirmation card for Slack with editable fields](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/card-slack.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=6087b12384638730cc72027d49ba5671)

A Slack change pending confirmation. Nothing is written until you confirm.

Messages are posted as you, so Slack shows your name and photo. Hebno never edits or deletes messages, adds reactions, uploads files, creates channels or invites people.

```mermaid theme={"system"}
sequenceDiagram
  participant You
  participant Hebno
  participant Slack
  You->>Hebno: Post this status update to the Contoso channel
  Hebno-->>You: Confirmation card with channel and message
  You->>Hebno: Confirm
  Hebno->>Slack: Post the message as you
  Slack-->>Hebno: Message posted
  Hebno-->>You: Done, with a link to the message
```

## Link a project to a channel

Linking marks which Slack channel belongs to a project, so you can ask "what has the team said?" without naming the channel.

1. Open the project and select **Brain**.
2. Under **Linked records**, select **Link record**, then **Slack**.
3. Search by channel name and select the channel. Private channels appear only if you belong to them.

In chats tagged to the project, Hebno starts with the linked channel for questions about discussions and decisions, and post cards default to it. Each person still reads the channel with their own Slack access. See [Linked records](https://hebno.com/docs/projects/linked-records.md).

## Use Slack in chat

* **Attach**: open the **+** menu, choose **Sources → Slack**, and pick a channel, a conversation or a thread. Or type `/` and choose **Slack**.

* **Ask**: name the channel, person or topic in your request. For example:

  > Find where the Contoso team agreed to move the readout to 20 November and quote the messages.

  > Summarise what the Contoso Retail project channel discussed this week and list any open questions.

  > Post a short status update to the Contoso channel with the three decisions from this chat.

* **Research runs** show a **Reviewing Slack** step, with a chip for each message or thread Hebno read.

* **Agents** can read Slack on a schedule, for example a Friday summary of a project channel. Posts an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review.

## Troubleshooting

| Symptom | Fix |
| - | - |
| Slack shows **Request approval** instead of **Allow** | Your workspace restricts apps. Ask a Slack owner or admin to approve Hebno, then connect again. |
| A private channel does not appear | You are not a member of it. Hebno reads only conversations your account can open. |
| Search finds nothing in a channel you can see | Name the channel and a date range in your request, or attach the thread directly. |
| A post fails with a permissions message | The channel restricts who can post, or you are not a member. Join the channel in Slack, or post somewhere you can write. |
| Messages from the wrong workspace appear | You are connected to a different workspace. Select **Reconnect** and choose the right one. |
| You are asked to sign in again | Slack ended the session or your admin changed app access. Select **Reconnect** under **Settings → Connections**. |

## Related

* [How integrations work](https://hebno.com/docs/integrations/index.md)
* [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md)
* [Linked records](https://hebno.com/docs/projects/linked-records.md)
* [Microsoft Teams](https://hebno.com/docs/integrations/microsoft-teams.md)


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