Overview

The Slack Workspace Integration connects your Slack workspace to UserGuiding via OAuth. Once connected, UserGuiding posts real-time messages to the Slack channels you select — one channel per survey, and one channel per notification type (Weekly Digest, Daily Activity, Custom Alerts).

What you need

• A Slack workspace
• A Slack workspace administrator must approve the OAuth request
• Access to the Integrations page in UserGuiding (Admin or Account Owner role recommended)

Permissions UserGuiding requests

When you authorize the app, Slack will ask you to approve:

• channels:read — list the public channels in your workspace so you can pick one in UserGuiding
• groups:read — list the private channels the bot has been added to
• chat:write — post messages as the UserGuiding bot
• chat:write.public — post to any public channel without being invited to it first

UserGuiding never reads messages from your workspace.

Connecting Slack

1. Go to Settings → Integrations and open the Slack card.
2. Click Connect to Slack. You'll be redirected to Slack.
3. Pick the workspace, review the requested permissions, and click Allow.
4. You'll be redirected back to UserGuiding. The Slack card now shows Slack workspace connected: <your workspace name>.
   
   
   

Choosing channels for Survey responses

Open the survey you want to route to Slack, scroll to the Integrations section, and:

1. Turn on Slack Notifications.
2. Pick a channel from the Slack Channel dropdown.
3. Optionally turn on Send User Attributes and pick which attributes to include in the message.
   
   

Each survey can post to a different channel. Once saved, every new response for that survey is posted as a message to the selected channel.

Choosing channels for Notifications

The Weekly Digest, Daily Activity, and Custom Alerts notifications each have their own Slack channel. Go to Settings → Notifications and:

1. Open the tab you want to configure (Digest, Activity, or Alerts).
2. Turn on Post to Slack.
3. Pick a channel from the Slack Channel dropdown.
4. Click Save in the top-right corner.
   
   

You can pick a different channel per notification type (for example, #ug-digest, #ug-activity, #ug-alerts).

If Slack isn't connected

When Slack isn't connected (or has been disconnected), the Slack Integration toggle is disabled on every Slack-aware page — survey configuration, Settings → Notifications → Digest, Activity, and Alerts. You'll see an inline warning under the toggle: "Your Slack workspace is disconnected. Reconnect it to send notifications." with a Go to Integrations link that takes you to Settings → Integrations, where you can connect (or reconnect) your workspace. Once connected, the toggle becomes interactive and the Slack Channel dropdown appears.

Disconnecting Slack

In Settings → Integrations → Slack, click the Disconnect link in the connected-workspace banner. UserGuiding removes the integration configuration and asks Slack to revoke the bot token, so the bot will leave the channels it was posting to.

After disconnecting, Slack posting stops across all surveys and notification types. Channel selections are preserved, so reconnecting with the same workspace restores them.

Troubleshooting

• "Slack connection failed" banner — the OAuth flow was interrupted or Slack returned an error. Click Connect to Slack and try again. If the problem persists, contact UserGuiding support.
• Channel dropdown is empty — the bot's token may have been revoked from the Slack side. Disconnect, then re-connect. The dropdown refreshes automatically every few minutes.
• Messages stop arriving — verify the integration is still connected in Settings → Integrations, and that the channel hasn't been archived in Slack.

Related articles

• Notification Management
• Custom Alerts
• Slack Integration (Legacy)