Payhawk Administrators at your company can connect your Payhawk account to Slack, enabling the Payments AI Agent as a communication channel that employees can use to interact with the AI Agent.
Before you start
To connect the AI Agent to Slack, you must be an administrator in both Payhawk and your Slack workspace. This ensures you have the necessary permissions to authorize the integration and manage notifications.
Once Slack is connected, the Payments AI Agent immediately starts by sending a welcome message to the employees in the associated Payhawk entity.
If a user's Slack email differs from their Payhawk email, they must authenticate in Slack to start managing their card payments.
Connecting your Payhawk account to Slack
As a Payhawk administrator, you can connect Payhawk to Slack to start utilizing the channel for the Payments AI Agent in the following way:
In the Payhawk web portal, go to Settings > AI Office.
Click on Connect.
Select Slack and click on Continue. As a result, the Slack connection flow will start.
Grant permissions to share data between Payhawk and Slack by clicking on Continue.
Disconnecting from Slack
As a Payhawk administrator, you can disconnect Slack in the following way:
Go to Settings > AI Office > Payments Agent > Slack.
Click on the three-dot menu and select Disconnect.
Disconnecting Slack stops the connection for users in that Payhawk entity.
The Payhawk app will remain visible in Slack until manually removed from the Slack workspace settings.
Users will no longer be able to take actions for that entity in Slack after disconnection.
Disclaimer
This application integrates large language models (LLMs) to deliver AI-powered functionality, including conversations and automated suggestions. Due to the nature of machine learning, responses may sometimes be inaccurate or incomplete. Payhawk does not use your data to train any public or third-party models.
For more information about how Payhawk processes personal data for the Payments AI Agent feature, see the Global Privacy Policy, which covers personal data for which Payhawk acts as a Controller.