Slack channel

With the Slack channel, employees can chat with Merlin in Slack. Type @CallMerlin followed by a question in a channel or send a DM, and Merlin replies with data from your connected services.

Availability

The Slack channel is available on the Professional plan and higher.

How it works

1. An employee types @CallMerlin how many invoices do I have? in a Slack channel
2. Slack sends the message to CallMerlin
3. Within 5-15 seconds Merlin replies in a thread
4. Merlin has access to the same tools as webchat, phone and desktop

Requirements

• A Professional plan or higher
• A Slack workspace where you can install apps
• Workspace owner or admin rights in Slack

Setup

Step 1: Add to Slack

1. Go to callmerlin.app → Dashboard → Slack channel
2. Click Add to Slack
3. Choose your workspace and grant CallMerlin permission
4. You return to the dashboard with status Connected

Step 2: Finish in the dashboard

1. Turn Slack inbound on
2. Optionally set a default PIN, channel filter and notification channel
3. Click Save
4. Click Test connection (auto-matches Slack users to PIN users by email)

Step 3: Send the first message

1. Open Slack
2. Invite the bot: /invite @CallMerlin
3. Type @CallMerlin hello
4. Merlin replies in a thread

User mapping

Each Slack user is linked to a PIN. The PIN controls which rights and template Merlin uses.

Automatic

Click Test connection. Merlin links Slack members to PIN users when emails match exactly.

Manual

1. Open Slack channel in the dashboard
2. Find the user in User mappings
3. Select a PIN
4. The link is active immediately

Channel filter

• Empty: Merlin responds in all channels
• Specific channel IDs: Merlin only responds there

Brief commands

In Slack you can request short briefs (no extra setup):

You can also ask: "create a weekly Slack summary of our communications". Merlin drafts a workflow; you activate it in the dashboard.

For automation hints, enable Manage tasks via chat/voice and Build workflows via chat/voice for the PIN under PIN users → Permissions.

Voice clips and meeting summaries

Voice clip

Send @CallMerlin with a voice clip (voice message, max. 5 min). Merlin transcribes and replies in the thread. Works with the standard CallMerlin Slack app; no extra setup needed.

Keyboard mic (easier on mobile)

On your phone you do not need to send a separate voice clip. This is often faster:

1. Type @CallMerlin in the message field
2. Tap the microphone on your keyboard (iOS, Gboard, SwiftKey, etc.)
3. Speak your question
4. Press Send

Merlin treats this as a normal chat message.

Slack voice clip (alternative): Want to send a real voice recording? Swipe the keyboard away so the Slack microphone appears on the right of the compose bar. Record, and make sure @CallMerlin is in the same message before you send.

Zoom/Teams meeting summary

Ask @CallMerlin summarize the latest Zoom meeting. Requires Zoom or Microsoft 365 connected and PIN permission Meeting summaries.

Full setup: Meeting summaries.

Summarize conversations and ask for advice

Merlin does not listen passively in team channels. You always start with @CallMerlin. Useful commands in the thread where your team is discussing:

For another channel or longer history you need a connected Slack workspace. Your admin must have enabled Read messages on your PIN (under PIN users → Permissions):

• @CallMerlin read #marketing and give advice
• @CallMerlin what was discussed in this channel in the past hour?

Billing: same as any Slack chat session (starts as 1 minute; extra messages in the same session can increase the forfait). See Billing.

Note: for summarize commands (e.g. "summarize this conversation") Merlin automatically reads up to 50 messages from the current thread. For other questions the 15-minute context applies. Cross-channel questions (e.g. "read #marketing") use the Slack connection tool.

Tip after a meeting: Type @CallMerlin summarize this conversation and then @CallMerlin create tasks for each action item in the same thread. Within 10 minutes that counts as one chat session.

Billing

Slack messages are billed as chat sessions: first message = 1 minute. Extra messages in the same session (within 10 minutes) can increase the forfait. After 10 minutes of silence a new session starts. See Billing.

Workflow Discovery

On Business+ (opt-in), CallMerlin can send up to 3 automation proposals in Slack each week. See Workflow Discovery. Enable it under Automations in the dashboard.

Troubleshooting

1. Status must be Connected
2. Slack inbound must be on
3. Bot invited with /invite @CallMerlin
4. Channel filter allows the channel (or is empty)
5. User has a PIN (or default PIN is set)

To disconnect: click Disconnect in the dashboard, or remove the CallMerlin app from the Slack workspace.