> For the complete documentation index, see [llms.txt](https://docs.sortment.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sortment.com/connectors/slack-integration.md).

# Slack Integration

The Sortment Slackbot lets you work with Sortment directly from your Slack workspace. Instead of switching tabs to check a campaign's performance, build an audience, or draft a template, you can just ask the bot in Slack.

### What you can do with it

* **Analyze performance:** campaigns, journeys, engagement, retention, drop-offs, KPI trends
* **Manage AI work:** create or steer Quests and coordinate longer-running Tasks, and get reports and updates on their progress
* **Build audiences:** create or refine segments, filters, and targeting logic
* **Create marketing assets:** email templates, push templates, campaigns, journeys
* **Work with data:** inspect relations, fields, custom attributes, SQL, saved charts, dashboards
* **Document knowledge:** save strategy, definitions, and rules into workspace intelligence
* **Guide setup:** explain where things live in Sortment and what to do next

### Example prompts

* "Why did engagement drop last week?"
* "Create an audience of users active in 30 days but not purchased"
* "Build a reactivation journey"
* "Draft a win-back email template"
* "Create a KPI for weekly repeat purchasers"
* "Summarize this CSV / template / report"

### How to connect it

1. Click the workspace name in the top right corner of Sortment.
2. Select **Manage \[Organisation Name]**.\
   ![](https://233844858-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmbOMKRXus6KHDbeQALkO%2Fuploads%2FriH8zxsZMBPViTq10yIX%2Fimage.png?alt=media\&token=e61215cf-bce6-4fc7-b772-1dad7592d833)
3. Go to **Slackbot**.
4. Click **Install** or **Reinstall** if installed already.\
   ![](https://233844858-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmbOMKRXus6KHDbeQALkO%2Fuploads%2F59PuxCLfbzOMSXUW8ZPe%2Fimage.png?alt=media\&token=f3a0273a-3a00-498d-96e4-8aa31bed6f20)
5. Authorize the Slack app when prompted by Slack.

### Things to know

* Only workspace admins can install the Slackbot.
* The bot only has access to the data and actions your Sortment role already permits. It doesn't grant any additional permissions beyond what you have in Sortment.