🎯 Who this article is for: This article is for all users who want to search Happeo content from Slack, and for admins who need to enable the integration.

💼 Package requirements: Happeo’s Slack Agent is available to all Happeo packages. A paid Slack plan is also required: Pro, Business+, Enterprise, or Enterprise+. The free Slack plan is not supported.

🔒 Permissions: Any user on a supported Slack plan can use Happeo’s Slack Agent once an admin has enabled it. Enabling the integration requires a Happeo admin account.

1. Overview

Your organization's information lives in your intranet. But questions come up mid-conversation in Slack, and the answer usually means switching apps, interrupting a colleague, or letting it wait. Happeo’s agent for Slack closes that gap, bringing Happeo's AI features into Slack so your team gets answers directly in the conversation, without breaking their flow.

2. How Happeo’s agent is accessed in Slack

In Slack, Happeo’s agent is accessible in three ways:

1. Through the side panel.
2. Via direct message.
3. By mentioning @Happeo in a channel.

All three access points use Model Context Protocol (MCP) and support the same capabilities, including:

• Searching Happeo Pages, Channels, and People, and the Happeo knowledge base. On the Enterprise Package, federated search also covers connected tools (Slack, Jira, Miro, and any other integrations configured). Starter and Growth packages search Happeo sources only.
• Retrieving your Happeo notifications.
• Creating posts.
• Pushing Slack threads to Happeo.

The key difference between them is context.

• Direct message mode is multi-turn: the agent retains the history of the DM conversation, so you can build on earlier questions without starting over.
• The side panel provides the same multi-turn conversation experience as direct message and is accessible from the Slack desktop app. It acts as a shortcut to quickly access Happeo's agent.
• The @mention in a channel includes the text of the @mention itself. When used inside an existing thread, the agent reads up to 20 recent replies from that thread for additional context.

Note: Admins do not need to set up any OAuth client manually. This setup happens when you reconnect Slack Bot to use AI features (see section 5).

3. Use cases

• Get answers in the middle of a Slack conversation: When a question comes up mid-conversation in Slack, open the Happeo Agent side panel to search across Happeo and your connected tools and get a cited answer instantly. The conversation keeps moving, without switching apps or interrupting a colleague.
• Get an official, sourced answer in front of the whole channel: Mention @Happeo in any channel. The answer surfaces in the thread, cited and sourced directly from Happeo, visible to everyone, not just the person who asked. This is useful when an answer needs to reach the whole conversation, not just land in a single inbox.
• New hires get accurate answers from day one: A new team member can message Happeo’s Agent directly to ask about onboarding steps, benefits, or team processes. Because the conversation is multi-turn, one question naturally leads to the next. They can work through what they need in a single conversation, without waiting for a colleague to become available or holding a question until the next meeting.
• Capture Slack decisions in Happeo: When a thread contains something worth keeping, ask Happeo’s Agent to turn it into a Happeo post. The agent drafts it, shows a preview, and waits for confirmation before publishing. Policies, decisions, and process updates that happen in Slack get a home in Happeo, without switching apps or writing it up separately.
• Stay current on Happeo activity without switching apps: Ask Happeo’s Agent for a summary of your Happeo notifications at any point in the conversation. Announcements, page updates, mentions, and channel posts — surfaced in Slack without opening another tab.

4. Before you begin

Before using Happeo’s agent for Slack, check the following:

• A Happeo admin has enabled the Agent features setting in the Slack Bot integration. If you are the admin, see Section 5. If you are a user, check with your admin.
• You will need to authenticate your Happeo account the first time you use the agent in Slack. See Section 6.

🗒️ Note: Your Happeo environment can only be connected to a single Slack workspace. Multi-workspace setups are not supported.

🔒 Permissions: Happeo’s agent for Slack answers are based on your individual Happeo permissions, not the permissions of others in the channel. When you ask a question in a shared Slack channel, the agent draws only on content you are authorized to see in Happeo. This means that you may receive an answer that other members in the same channel cannot, depending on their own access levels.

5. How to enable and disable Happeo’s Slack Agent

Enable Happeo’s Slack Agent

Enabling Happeo’s agent for Slack requires a Happeo admin account. This agent is part of the Happeo Bot for Slack integration and is controlled via the bot's settings modal.

If your organization already has the Bot for Slack enabled

If the Bot for Slack is already enabled in your organization, you will need to reconnect it to access agent features.

1. In Happeo, click your avatar and navigate to Admin Settings → Integrations.
2. Find the Bot for Slack (Slack Bot) and click the settings icon (gear icon) next to its toggle.
3. In the Bot for Slack settings, click Reconnect to use new AI features (if you haven’t done so already).

Reconnecting installs the required OAuth client and reinstalls the Bot for Slack in your workspace with agent features enabled. Once reconnected, the settings modal shows two feature toggles you can control independently:

• Allow Happeo broadcast: Links Slack channels with Happeo channels to receive Slack notifications for new activity in Happeo.
• Agent features: Enables the AI-powered assistant and search via @Happeo in Slack and via the Happeo Agent panel in Slack.

If your organization does not yet have the Slack Bot enabled

1. In Happeo, click your avatar and navigate to Admin Settings → Integrations.
2. Toggle the Slack Bot on. This installs the OAuth client and enables Happeo Agent features. Both Allow Happeo broadcast and Agent features are on by default.
3. To configure individual features, click the settings icon next to the Slack Bot toggle to open the settings modal.

Disable Happeo’s Slack Agent

To fully remove the Bot for Slack from your workspace (including all agent features and content-push), toggle the Slack Bot off from Admin Settings → Integrations. To disable only the agent features while keeping content-push active, open the settings modal via the gear icon and disable the Agent features toggle.

6. How to authenticate

Every user must connect their Happeo account to Happeo’s Agent in Slack before using it. Authentication happens in context, so you will be prompted automatically the first time you interact with the agent. You can also trigger it manually at any time.

• When you mention @Happeo in a channel for the first time: If you have not yet authenticated, you will receive a direct message from Happeo’s Agent asking you to authorize your Happeo account. Once authorized, re-ask your question in the channel or edit your original message. Other channel members do not need to authenticate themselves to see bot responses, which is why no channel-wide prompt is sent when the bot is added.
• When you send Happeo’s Agent a direct message for the first time: The agent will ask you to authenticate before it can answer. Follow the link in the prompt to connect your Happeo account, then ask your question.
• When you open the side panel (desktop only): Opening the Happeo Agent side panel automatically prompts you to authenticate. Once connected, the agent will send you an introduction outlining what it can do.
• At any time: Run the /happeo auth command in any Slack channel or direct message to connect or reconnect your account. Use this if your session has expired or you have been logged out.

During authentication, you will see the following consent screen:

"Connect your Happeo account to ask questions, summarise your notifications, and create posts — without leaving Slack. The bot only sees content you already have access to."

Happeo’s Agent in Slack requests the following permissions:

• View your channels and posts.
• View your pages.
• (Required) view your profile.
• View user profiles you have access to.
• Edit and create your channels and posts.
• Edit your pages.

To revoke your individual access at any time, open your Happeo user settings and navigate to Security → Happeo Slack Bot → Manage → Revoke. You can also run the command /happeo logout in any Slack channel or direct message.

7. How to use Happeo’s Slack Agent

@mention in a channel

You can mention @Happeo in any Slack channel to ask a question. The answer is returned in the thread, visible to everyone in the channel.

From a channel mention, you can:

• Search across Happeo and your connected tools via federated search.
• Ask Happeo’s Agent to summarize your Happeo notifications.
• Create a Happeo post. Happeo Agent drafts the post based on the text of your message, shows you a preview before publishing, and waits for your confirmation before anything goes live. You need editing permission in the relevant Happeo channel to publish.
• Create a Happeo post based on a Slack thread discussion by mentioning @Happeo in any existing thread in the channel. It does not need to be a thread the bot started. The agent reads up to 20 recent replies from that thread for context. For example: "@happeo create a post out of this discussion in [happeo channel name]".

🗒️ Note: When creating a new post from a channel mention, Happeo’s Agent drafts it based on the text of your message. For the agent to read thread context in a channel, the bot must first be added as a member of that channel.

Answers include numbered source citations ([1], [2], ...). Long answers collapse behind Show more / Show less.

Deleting an answer: Every answer posted in a channel thread includes a Delete answer button. The button is visible only to the original requestor.

Direct message

Open a direct message with Happeo’s Agent to access its full capabilities in a conversational, multi-turn format: the agent keeps context from earlier in the conversation, so you can ask follow-up questions without starting over.

Direct message supports the same search, notification, post, and push capabilities as an @mention. The one behavioral difference: when creating a post, Happeo’s Agent uses your full conversation history as context rather than just the text of a single message.

Side panel (desktop only)

The side panel is accessible from the Slack desktop app and provides the same multi-turn conversation experience as a direct message. It currently acts as a shortcut to quickly access Happeo's agent. To open it, click the Happeo logo in the top right of the Slack window. If you have multiple agents installed, a dropdown appears: select Happeo to open the agent.

To add the agent to your Slack top bar for quick access: open the Happeo bot, click the three-dot menu, and select Add to top.

8. Best practices

• Ask one question at a time: Happeo’s Agent gives the most complete answers when given a single, focused question. Multi-part questions may result in partial answers. If you have several questions, ask them one by one in a direct message thread.
• Give the agent context: Happeo’s Agent understands plain language questions, so describe what you need rather than searching for an exact title or name. "How do I submit a travel expense?" works better than "expense form." If you cannot name the content precisely, describe its purpose: "the document that explains our remote work policy" will surface the right page even without knowing the exact title.
• Use direct message or the side panel for focused tasks: Both offer the same multi-turn conversation experience, making them better suited than a channel @mention for tasks like creating posts or reviewing notifications, where the agent retains context from earlier in the conversation. Use a channel @mention for quick questions you want visible to the whole channel.

9. Frequently asked questions

Can two users get different answers to the same question from Happeo’s Agent?

Yes. Because Happeo’s Agent respects each user's individual Happeo permissions, two users with different access levels may receive different answers to the same question.

Do searches from Slack count in Happeo analytics?

Yes. Searches made through Slack are counted in your intranet's Search analytics and contribute to Knowledge Engine's failed-search detection. Content gaps identified through Slack searches are surfaced in Knowledge Engine alongside gaps from direct Happeo searches. Currently, Happeo cannot differentiate whether a search originated from Slack, via MCP, or from within Happeo directly.

🗒️ Note: Search Analytics are available on Growth and Enterprise packages only. Starter Package users do not have access to Search Analytics, including data from Happeo’s Agent searches. Knowledge Engine is available as an add-on. Contact your CSM for more information.

What happens if Happeo’s Agent cannot find an answer?

Happeo’s Agent will return the following message: "Hmm, I didn't get a response back. Give it another try — if it keeps happening, let your admin know. Or contact Happeo Support at https://www.happeo.com/knowledge." The exact response may vary depending on the issue. Try rephrasing your question and ask again.

Can I revoke the agent's access to my Happeo account?

Yes. To revoke your individual access, open your Happeo user settings and navigate to Security → Happeo Slack Bot → Manage → Revoke. You can also run /happeo logout in any Slack channel or direct message. To reconnect at any time, run the /happeo auth command.

Can I flag outdated or missing content as a gap from Slack?

Yes, if Knowledge Engine is enabled. When you receive an answer that is outdated or insufficient, you can mention @Happeo in the conversation, flag it as a gap, and add context. The gap surfaces in Knowledge Engine's Gap Dashboard, where it can be assigned to an owner and acted on. 

10. Troubleshooting

Happeo’s Agent says I need to authenticate before it can help.

Your Happeo account is not connected, or your session has expired. Run /happeo auth in any channel or direct message to reconnect.

I cannot find the Happeo’s Agent in Slack.

Happeo’s Agent is accessible from the side panel and via direct message. To open the side panel, click the Happeo logo in the top right of the Slack window and select Happeo from the dropdown. To add it to your Slack top bar for quick access, open the Happeo bot, click the three-dot menu, and select Add to top. To use it via direct message, search for Happeo’s Agent in Slack and open a conversation. If neither option is available, check with your Happeo admin that the Agent features setting has been enabled in the Slack Bot settings under Admin Settings → Integrations.

I see the message "This feature is not enabled for your organisation."

This message appears when agent features are disabled for your workspace, or when a command that requires bot features (such as /happeo connect) is used and the corresponding setting is turned off. Ask your Happeo admin to enable the Agent features toggle under Admin Settings → Integrations → Slack Bot settings.

My organization uses a custom domain and Happeo’s Agent is not working as expected

Happeo’s Agent does not support custom domains yet. If your organization uses a custom domain, you need to access Happeo via app.happeo.com to use Happeo’s Agent. All links and search results returned by Happeo’s Agent also point to app.happeo.com. Support for custom domains will be added in a future update.