---
updatedAt: 2026-08-14T16:11:28.000Z
agentTools:
  projectIndex: https://docs.conveyor.com/llms.txt
---

# Triaging requests in Slack

How to use Slack as the main channel for ConveyorAI to triage requests

ConveyorAI can integrate with Slack and triage questionnaire requests directly there.  :movie\_camera: Check out [this short video](https://www.loom.com/share/72f385fa42694f21946e91e13991fe08) to learn more! :movie\_camera:

# Setup

You can enable triage via Slack by going to Settings → Workflow Automation → Automation Rules and enabling 'Intake', or you can let your Customer Success Manager (or email <support@conveyor.com>) know that you'd like to use ConveyorAI to triage requests in Slack. We'll ensure ConveyorAI is enabled for triaging in Slack and help get your rules configured for you.  Once that is done, these are the steps you will have to take in Slack to get the integration running:

1. Ensure you have the [Slack integration installed.](https://docs.conveyor.com/docs/installation-slack)
2. Select the channel where you'd like to have ConveyorAI triage requests, and add the Conveyor slackbot to it.  (E.g., by @-mentioning `Conveyor`).
3. Run the command `/conveyor subscribe questionnaire`

That's it!  You're now ready to upload questionnaires to Conveyor directly from Slack.

# Using ConveyorAI to Triage in Slack

After you have set up ConveyorAI set up to triage in Slack, to submit a questionnaire, just run the command

`/conveyor questionnaire`or

`/conveyor sq`or

to open the questionnaire request submission modal:

<Image src="https://files.readme.io/5a5ad8ef7b3b6cfa8dd985c70cdb8c6c000071a00fd0896678aef1afd2dc505c-image.png" alt="Creating a questionnaire in Slack." align="center" width="600px" caption="Creating a questionnaire in Slack." border={true} />

Files can be uploaded using the "Attachments" link, and portals can be inserted directly in the "additional details" field.  The "Products" picker will only show if you have [Product lines](https://docs.conveyor.com/docs/product-lines) configured in your organization.

<Image src="https://files.readme.io/993c03c6b5468f535939ec62afb949beaf5ade43edc8f6fe8f3ad9fd71c6dfd5-Screenshot_2026-08-14_at_9.10.05_AM.png" alt="Sue responding in Slack to a questionnaire request, and importing it into Conveyor." align="center" width="600px" caption="ConveyorAI responding in Slack to a questionnaire request, and importing it into Conveyor." border={true} />