Integrations
Slack
About Slack
Slack is a team collaboration platform that brings together messaging, file sharing, and integrations in one place. Connecting Slack to Serval enables powerful chat-ops workflows, automated help desk functionality, and seamless ticket management directly from your Slack workspace.What the Slack integration enables
| Capability | Description |
|---|---|
| Help Desk | Transform Slack channels or DMs into a full-featured help desk with ticket routing, tracking, and management |
| Automation workflows | Trigger workflows, receive notifications, and interact with Serval directly from Slack |
Connect Slack to Serval
Step 1: Initiate the Connection
- In Serval, find the team you want to connect Slack to under My Teams
- From there, navigate to Applications → Available → Slack
- Click Connect to begin the OAuth flow
Step 2: Authorize in Slack
You’ll be redirected to Slack’s authorization page:
Slack authorization page - ensure correct workspace is selected
- Review the requested permissions
- Click Allow to authorize the connection
Configure Slack as Your Help Desk
After connecting Slack, you can configure it to work as your help desk. The recommended approach is to use a dedicated Slack channel for centralized ticket management.Connect a Channel (Recommended)
To use a dedicated Slack channel as your help desk:-
Connect Serval to your channel:
- Go to the Slack channel you want to use for help desk
- Type @serval to mention the Serval app
- When Slack shows the prompt, click the Add them button to add Serval to the channel
Mention @serval and click 'Add them' to connect your channel
-
Configure channel settings:
- Once Serval is added, it will automatically link the channel to the help desk system
- Return to Serval and click into the Slack app to configure your connected channel settings
Enable Direct Messaging (Optional)
In addition to channel-based support, you can also enable direct messaging for more private support interactions:- Navigate to the Slack app in Serval
- Access the help desk configuration settings
- Enable the Direct Messaging option
Enable Direct Messaging for private support conversations
Recommended: Start with Silent Mode
When first setting up your Slack help desk, we recommend enabling Silent Mode:- This allows you to test the integration without immediately notifying users
- You can observe how tickets are created and routed
- Once comfortable, disable Silent Mode to fully activate the help desk
Configure your Slack help desk settings, including Silent Mode
Channel Configuration Modes
When you connect a Slack channel to Serval, you can configure it to operate in different modes depending on your needs:Disabled Mode (Default)
Serval will do nothing- Serval will not create tickets from messages
- Serval will not respond to any messages in the channel
- This allows you to safely add Serval to a channel before activating any features
Silent Mode
Serval monitors the channel but operates quietly- Creates tickets based on messages in the channel
- Does not post responses or acknowledgments in the channel
- Ideal for testing or when you want ticket creation without channel noise
- If you @Serval when making a request or at any point in a message thread, Serval will be toggled on and attempt to help resolve the ticket.
Help Desk Mode
Full help desk functionality- Creates tickets from channel messages
- Responds with a link to the created ticket
- Attempts to resolve tickets using AI guidance and help desk workflows
- Provides the complete support experience for end users
Team Only Mode
Designed for internal Serval team channels- Team members can create tickets and request automation workflows
- Access to all available workflows, including secure team-only workflows
- Provides maximum functionality for internal operations
- Should only be used in channels restricted to your Serval team members
Need help? Contact support@serval.com for assistance with your Slack integration.