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Setting Up Communication Channels

Connect Vexly to your team's messaging platforms so your AI agents can communicate with users through Slack, Discord, or Microsoft Teams.

Supported Channels

  • Slack - For team workspaces
  • Discord - For community servers
  • Microsoft Teams - For enterprise organizations

How to Add a Channel

Step 1: Open the Channels Tab

  1. Log in to your Vexly dashboard
  2. Click the Channels tab in the top navigation

Step 2: Add a New Channel

  1. Click the "Add Communication Channel" button
  2. You'll see cards for Slack, Discord, and Microsoft Teams
  3. Click on the platform you want to connect

Step 3: Connect Your Platform

  1. Click "Connect with [Platform]" button
  2. You'll be taken to the platform's login page
  3. Log in with your account
  4. Approve the permissions Vexly is requesting
  5. You'll be redirected back to Vexly

That's it! Your channel is now connected.

Platform-Specific Setup

Slack

What You Need: - Admin access to your Slack workspace (or permission to install apps)

Steps: 1. Click "Connect with Slack" 2. Choose your workspace from the dropdown 3. Click "Allow" to grant permissions 4. Done! Your Slack workspace is connected

Can't Install Apps? If you see an error about permissions, contact your Slack workspace admin to install the Vexly app or grant you installation permissions.

Where to Check Permissions: - Open Slack - Click your workspace name → Settings & administration → Workspace settings - Look for "App Management" - you need permission here

Discord

What You Need: - "Manage Server" permission on your Discord server

Steps: 1. Click "Connect with Discord" 2. Select which server you want to add Vexly to 3. Click "Authorize" 4. Complete the security check (CAPTCHA if prompted) 5. Done! Vexly is added to your Discord server

Don't See Your Server? You can only add bots to servers where you have "Manage Server" permission. Contact the server owner if you need this permission.

To Check Your Permissions: - Right-click on the server icon - If you can see "Server Settings", you have the right permissions - If not, ask the server owner to either give you permission or add Vexly themselves

Microsoft Teams

What You Need: - Microsoft 365 account - Team owner or admin permissions

Steps: 1. Click "Connect with Microsoft Teams" 2. Sign in with your Microsoft account 3. Click "Accept" to grant permissions 4. If prompted for admin consent, contact your IT administrator

Need Admin Approval? Many organizations require IT admin approval for new apps. If you see "Admin approval required": 1. Contact your IT department 2. Share this information: "Please approve the Vexly app in the Microsoft 365 Admin Center" 3. They can approve it under Enterprise Applications

After Connecting: You also need to add Vexly to specific teams: 1. Open Microsoft Teams 2. Go to the team where you want the bot 3. Click "Apps" in the sidebar 4. Search for "Vexly" 5. Click "Add"

Managing Your Channels

Customize Channel Name

Make it easier to identify your channels:

  1. Find your channel in the Channels tab
  2. Click the gear icon (⚙️)
  3. Edit the name (e.g., "Customer Support Slack")
  4. Add a description (e.g., "Main support channel")
  5. Click "Save"

Remove a Channel

To disconnect a channel:

  1. Find the channel in your list
  2. Click the Delete button
  3. Confirm the removal

Note: Your conversation history in Slack/Discord/Teams stays intact. Only the Vexly connection is removed.

Troubleshooting

"Permission Denied" or "Access Denied"

Problem: You don't have the right permissions to install apps.

Solution: - Slack: Ask your workspace admin to install Vexly or grant you admin permissions - Discord: Ask the server owner for "Manage Server" permission - Teams: Contact your IT administrator for app approval

"OAuth Error" During Connection

Problem: Something went wrong during the authorization process.

Solution: 1. Make sure pop-ups are enabled in your browser 2. Clear your browser cache and cookies 3. Try connecting again 4. If it still fails, try a different browser

Channel Not Showing Up After Connecting

Problem: You authorized but don't see the channel in your list.

Solution: 1. Refresh the page 2. Click the Channels tab again 3. If still missing, try reconnecting

Bot Not Responding in Slack/Discord/Teams

Problem: The bot is connected but not replying to messages.

Solution: - Slack: Make sure the bot is invited to the channel (type /invite @Vexly in the channel) - Discord: Check that the bot has permission to read and send messages in that channel - Teams: Verify you added the bot to the specific team (not just connected your account)

Need Help?

If you're still having trouble: - Email support@agentspot.com - Include which platform you're trying to connect (Slack/Discord/Teams) - Describe what error message you're seeing