AI assistant for Slack

Ask Merlin in a channel or DM. Get answers from HubSpot, Salesforce, and your other tools, with approval before writes. Same AI as desktop, phone, and Teams.

How to find Add to Slack

The Add to Slack button is behind login, because each install must link to your CallMerlin account. Follow these steps:

  1. Create an account at callmerlin.app/signup, or log in at callmerlin.app/login.
  2. Open Dashboard → Slack channel (or go to callmerlin.app/dashboard/slack-settings).
  3. Click the green "Add to Slack" button on that page.
  4. Choose your Slack workspace and authorize CallMerlin.
  5. You return to the dashboard with status Connected.

Configure after install

  1. On the same Slack channel page, enable Slack inbound and click Save.
  2. Optional: set a Default PIN so team members without a linked PIN still get answers.
  3. Optional: set a channel filter or notification channel.
  4. In Slack, invite the bot: /invite @CallMerlin

When Merlin responds in Slack

  • Channel mention: type @CallMerlin followed by your question. Merlin replies in a thread.
  • Direct message: open a DM with CallMerlin and send a message. Merlin replies in the DM.
  • Workflow approvals: if your account uses approval workflows, Merlin can post approval requests in Slack.
  • Merlin does not reply to every channel message. Only @mentions, DMs to the bot, and configured workflow/alert posts.

Merlin uses AI and can sometimes give incomplete or inaccurate answers. Check important results in the connected tool before you act.