Channels

Overview

The Channels tab serves as the configuration hub for routing digests and alerts to the right team members. By connecting your communication tools, you ensure that critical updates from your data collections are delivered directly to where your team already works.

It primarily supports Slack integration and Email as delivery methods. Once a channel is established, it becomes a selectable destination for Digests and Alerts.

Creating New Data

Adding a new delivery destination requires a one-time setup, particularly for Slack which involves a third-party OAuth flow.

  1. Click the + Add Slack channel button in the top right corner.

  2. Authorize Slack: A new window will open directing you to Slack’s authorization page.

  3. Select Workspace: Use the dropdown menu to select the specific Slack workspace you wish to connect.

  4. Channel for Webhook: Search for and select the specific public or private channel where Birdie.ai should post messages.

  5. Click Allow to finalize the permission grant.

Removing Data

If a channel is no longer needed or was added in error:

  1. Locate the channel in the Slack channels list.

  2. Click the Trash/Delete icon on the far right of the channel row.

  3. Confirm the deletion to immediately stop all transmissions to that specific Slack endpoint.

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Troubleshooting & FAQs

  • "App is not approved by Slack" Warning: You may see a red warning during installation. This occurs because the Birdie.ai app is being installed directly via a developer link rather than the public Slack Marketplace. You may need a Slack Admin to approve the installation.

  • Channel Not Appearing: Ensure the Birdie.ai app has been invited to the channel if it is a Private Slack channel.

  • Permissions: If notifications stop sending, check the "Review app permissions" section in Slack to ensure the integration hasn't been revoked.

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