Messaging channels

Use this page to deploy an agent to external messaging channels where your users already work.

Slack, Microsoft Teams, and Discord are the primary deployment paths for live agent conversations.

Before you start

Make sure you have:

  • A working Agents config
  • A saved agent with a connected AI model
  • An agent set live (status Live)

Link requirement for external channels

Before a user can chat with an agent in Slack, Microsoft Teams, or Discord, they must link their messaging identity to a Budibase account.

Use /link (Teams also accepts link) in the channel conversation to start linking.

If a user sends a normal message before linking, Budibase sends a private link prompt and guides them through account linking.

Recommended rollout order

  1. Configure one channel first
  2. Run end-to-end tests in that channel
  3. Add additional channels only after the first is stable
  4. Standardize account linking and support runbooks for each channel

Available channel guides

Important endpoint note

Budibase channel webhooks are validated against the production workspace route. Use the endpoint URL generated in the deployment UI, and do not replace the workspace segment manually.

Related guides