Help Center
Help Center
  1. 🔗 Integrations
  2. Slack Integration Overview

Answer one-off questions

Have ConveyorAI answer your one-off questions

Time to complete: ~3 minutes
Prerequisites: The ConveyorAI Slack app is installed.

Overview

Mention @Conveyor in Slack to get an AI-drafted answer to a one-off question, generated from the in-scope sources you've provided to Conveyor. It's the same ConveyorAI that answers questions in the web app — now available where your team already works.

Ask a Question

Mention @Conveyor in a public channel or the ConveyorAI app channel with one or more questions. ConveyorAI replies in a thread and works the request there.

@Conveyor {your questions}
A Slack message mentioning @Conveyor with the question 'A customer wants to know if we encrypt data in transit? How about at rest?'

Choose the Products in Scope

If your organization has more than one product line set up, ConveyorAI first asks which products the customer is evaluating, so it draws from the right sources. Select Select products, choose one or more product lines, and click Confirm. ConveyorAI confirms it will use information from the products you specified. (With a single product line, this step is skipped.)

A Slack reply from the Conveyor app reading 'I'm happy to help! Quick question though - which products is this customer evaluating?' with a Select products button.
The Select products modal in Slack with a multi-select field and Cancel and Confirm buttons.

Get Your Answer

ConveyorAI posts a quick "I'm on it!" while it works, then replies with the answer as a question-and-answer block in the thread.

A Slack thread where the Conveyor app replies 'Got it! I'll use information from all products that Haley Turner specified,' then 'I'm on it!', then 'And I'm back!' followed by an answer block: 'Do we encrypt data in transit? How about at rest? Yes, data is encrypted in transit using TLS 1.2 and at rest using AES-256 encryption.'

When every question in the thread has been answered, ConveyorAI checks the thread off (✅) and lets you know you can tag it again anytime another question comes up.

If a thread doesn't close out cleanly, ConveyorAI follows up after a configurable time period — for example, "Hey [name], wanted to close the loop here — was your question answered?" — to check whether the question was resolved. Set that delay with the Reminder to Close the Loop option on the Answers via Slack settings.

A Slack message from the Conveyor app reading 'Hey @Haley Turner, wanted to close the loop here - was your question answered?'
💡

See a good answer worth keeping? A Conveyor admin can save it to the knowledge library with the Create a Curated Q&A action — see Add knowledge from Slack.

See How an Answer Was Generated

To see the sources behind a response, open the overflow menu (⋯) on the answer and choose How did you get this answer?. ConveyorAI replies with a message visible only to you — "Here are the sources I used to generate this answer" — listing each source, tagged by type such as [Curated Q&A] or [External Source]. Select Show more to see the full list.

The overflow menu on a Conveyor answer in Slack showing the 'How did you get this answer?' option.
An ephemeral Slack message visible only to you titled 'Here are the sources I used to generate this answer,' listing numbered sources tagged [Curated Q&A] and [External Source], with a Show more link.

Control Which Answers Get Released

Manage self-serve answers on the Answers via Slack settings page in Conveyor, under Sales Self-Serve in settings. Turn on Enable my team to self-serve ConveyorAI provided one-off answers via Slack, and choose which Workspace's settings to use when responding.

The Conveyor settings left navigation with 'Answers via Slack' selected under the Sales Self-Serve section.
The Answers via Slack settings page in Conveyor showing the enable toggle, a Workspace selector, the Safety Threshold options, and Below Threshold Answer Escalation with designated approvers.

Safety Threshold

The Safety Threshold determines which answers non-admins can self-serve:

  • Least restrictive — Release all answers provided by ConveyorAI, no approvals needed.
  • Somewhat restrictive — Release high confidence (blue dot) answers or verbatim answers from our Knowledge base.
  • Most restrictive — Release only verbatim answers from our Knowledge Library.

Escalate Below-Threshold Answers

Choose what happens to answers that fall below the threshold. Turn on Notify designated approver(s) in Slack that an answer needs their approval to be released, then select the approver(s). If escalation is off, the asker is simply told no answer was found.

When escalation is on, each designated approver receives a Slack message to review the held answer and release it.

Customize Messaging

From the same page, customize two messages:

  • No Answer Found — sent to the asker when no answer is found, or when escalation is off and a below-threshold answer is found (default: I wasn't able to find an answer to this question.).
  • Reminder to Close the Loop — the time period after which ConveyorAI follows up with the user to see if their question was resolved (for example, 1 Day).
The Customize Messaging section of the Answers via Slack settings, with the No Answer Found message field and the Reminder to Close the Loop time-period dropdown set to 1 Day.

Common Questions

Q: Where do the answers come from?
A: From the in-scope sources you've connected to Conveyor. Use How did you get this answer? on any response to see the exact sources.

Q: Why does ConveyorAI ask which products to use?
A: When your organization has multiple product lines, ConveyorAI scopes its answer to the products the customer is evaluating so it pulls from the right sources.

Q: Can I turn a good answer into reusable knowledge?
A: Yes — see Add knowledge from Slack.

What's Next?

Need help? Visit the Troubleshooting guide or contact [email protected].

Updated 17 days ago

Next Up

Did this page help you?