Guide to Setting Up Slack Agent with Katara
Get instant answers in Slack! An AI-powered Slack agent is a smart assistant that lives inside your Slack workspace, enabling your team to instantly get answers, automate tasks, and interact with internal knowledge—right where work happens.
It can search across docs, wikis, support tickets, and other data sources to provide accurate, real-time responses to team questions. It streamlines onboarding, reduces repetitive questions, and speeds up decision-making.
Turning Slack from just a chat tool into an intelligent knowledge hub—helping your team move faster, stay aligned, and spend less time digging for information.
Step-by-Step
How to Install Katara's Slack Agent
Step 01
Click Create an Agent
From the Agent Library in the Katara dashboard
Step 02
Select Slack Agent
Fill out a short application.
Step 03
Name Your Agent
(you can come back an update this later)
(Optional) You can add a tag to your agent, eg ‘sales’, marketing, finance, engineering, ‘customers’, internal,
Step 04
Install Katara Agent in Slack
1. For private channels you'll need to add the app to each private channel individually.
‘/invite @Katara’
2. Register the agent in a channel
Type the following command into a channel to register this agent:
‘/register zhKgPY2zdK’
3. Verify registration
Once you've registered this agent, click the button below to verify that registration was successful.
Step 05
Configure Your Channel
The agent will be enabled by default in the channel you register in.
To make changes:
Click the Pencil
Here is where you can enable or disable the bot
You can modify if you want the bot to:
- Always reply
- Reply when threshold it met
- Reply when prompted
- or Listen only
Select your Q&A agent, this is the knowledge base that your slack bot will reply from.
*YOU MUST HAVE A 1) Q&A AGENT AND A 2) DATA LOADER!! without a Q&A agent and data loader agent the Slack agent will not have what it needs to send replies
You're Done!
Send a message to test your agent out
Learn More about Setting Up Your Q&A Agent
Q&A agents are the brains behind the channel agents. The are AI-powered assistants designed to answer questions using your company’s data—like docs, wikis, support content, and more.
They use advanced retrieval techniques to find the most relevant information and generate clear, accurate responses.
They reduce manual support, improve team productivity, and ensure consistent, reliable answers across your organization or customer channels.
Try Different Channels Like Discord Agent
Katara has loader agents for your website chat, telegram, and slack. Meaning you can unify and consolidate community conversations across multiple channels [web chat, telegram, discord] to establish a unified conversation every where your organization lives
