How it responds
The app decides who answers based on how a message arrives:
Replies from a routed agent are posted under that agent’s name and icon, and channel replies from a personal Omni are posted as “‹name›‘s Omni” - a channel always shows exactly who answered. DMs keep the app’s own identity. After you @mention the app in a thread, your follow-up replies in that thread keep reaching your Omni for a few minutes - no need to re-mention it on every message.
Everyone always talks to their own Omni, with their own context and permissions - even in a shared channel or the same thread. If two people are chatting with the app in one thread, each reply is labelled with that person’s name (“Dana’s Omni”, “Sam’s Omni”), and neither person’s Omni sees or acts on the other’s private data. There is no shared or company-wide Omni.
Connect the workspace
A Slack workspace connects to your xpander organization once, workspace-wide, by an organization admin. After that, no per-user or per-agent setup is needed.1
Open Channels settings
In the xpander app, open Settings and pick the Channels tab (admins only).
2
Connect Slack
Click Connect Slack. A Slack window opens asking you to authorize the xpander app for your workspace - review the permissions and click Allow.
3
Done
The window closes on its own and the Channels tab shows your workspace as connected. Members can start DMing the app immediately.
Talk to your Omni
1
DM the app
Find the xpander app in your Slack sidebar and send it a message.
2
Automatic sign-in
If your Slack email matches your xpander account, you’re linked automatically and the answer arrives right away. Otherwise you’ll get a Link account button - one click connects your Slack to your xpander profile.
3
Work as usual
Your Slack DM is a real Omni conversation: it appears in the xpander app’s sidebar, remembers context, runs tools, and builds dashboards. Replies stream in as the agent works. Send
new chat (or reset) to start a fresh conversation.Route a channel to an agent
Untagged channel messages can be handled by one of your organization’s agents. Any member can set this up.1
Open Slack channel settings
In the xpander app, open your agent’s settings and find Slack channels, or use the channel selector under the Omni composer. Both open the same surface.
2
Pick a channel and an agent
Choose the Slack channel and the agent that should own its untagged traffic, then click Add. The app joins public channels automatically; for private channels, invite it with
/invite so it can see messages.3
Write engagement rules
Expand Rules on the channel row. Each rule is a plain-language description of when the agent should step in - the agent engages when a message matches any rule. Rules apply within a minute; no publish step is needed.
- ✅ “When someone reports a bug, error, or outage”
- ✅ “When a question about pricing or plans goes unanswered”
- ❌ “bug, error, pricing” (too broad - triggers on most messages)
Where conversations live
- DM conversations appear in your xpander sidebar like any other Omni conversation.
- Channel conversations (mentions and routed replies) stay out of the personal sidebar but are visible under the organization’s Tasks, where every run is tracked.
Troubleshooting
The routed agent doesn't respond in a channel
The routed agent doesn't respond in a channel
The app must be a member of the channel - check the member list and
/invite it if needed (always required for private channels). Then check that the channel row’s auto-engage toggle is on and that a rule actually matches your message. If the message was a reply inside a thread, note that thread replies only engage when Also engage in thread replies is enabled on the channel row (or when the app is @mentioned). Rule edits take up to a minute to apply.The app says the organization is out of credits
The app says the organization is out of credits
Runs stop with a billing notice when your organization’s credits run out. An organization admin can top up under Settings in the xpander app - then send your message again.
The agent responds when it shouldn't
The agent responds when it shouldn't
Tighten the rules: overly broad conditions like “when someone asks a question” match most messages. Note that after an engagement, follow-ups in the same channel may engage without re-checking rules for a few minutes.
I get a link-account prompt instead of an answer
I get a link-account prompt instead of an answer
Your Slack email doesn’t match an xpander account in this organization. Tap Link account to connect, or ask your admin to invite that email to the organization.
The previous per-workspace Slack Agents flow (creating a Slack agent with configuration tokens under
app.xpander.ai/slack_agents) is deprecated. Existing Slack agents created that way keep working until you migrate them to channel routing.Next Steps
Chat Widget
Share a chat URL or embed in your website
Webhooks
Trigger agents from external systems

