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How-to guide

Connect Slack

Connect the Shuffl app to Slack, approve new permissions, and know what works on the web without it.

For Workspace administrators

Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the prompt
Help me with "Connect Slack" in my Shuffl workspace.

1. Read the guide: https://shuffl.ai/docs/markdown/slack
2. Add Shuffl's MCP server: https://shuffl.ai/api/mcp
   Claude Code: claude mcp add --transport http shuffl https://shuffl.ai/api/mcp
   When the browser opens, choose my workspace and allow the access the guide needs.
3. Work through the steps in order: Connect Slack. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack.

Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.
On this page

App links open your signed-in workspace. Check the selected workspace before making changes.

Connect Slack

  1. As a company owner or administrator, open Settings → Workspace → Integrations → Slack.
  2. Choose Manage on the Shuffl workspace’s row, then Connect Slack. A Slack owner or administrator may need to approve the app.
  3. Shuffl reads messages sent to it, @Shuffl mentions and its own threads, and the member list with email addresses.
  4. It also reads the praise channels an administrator picks, with up to 365 days of history, and no other channels. Privacy and data lists everything it reads.
  5. Eligible Slack members, including later joiners, appear in People with access automatically. Bots, guests and deactivated accounts are left out. Suspended access and provisioning denials stay in place.
  6. Titles and time zones come from Slack profiles.
  7. The person who connected Slack gets a welcome message with setup as a checklist. Send me the welcome again on that page resends it.

Shuffl is listed on the Slack Marketplace, where Slack admins can review the app and the permissions it asks for. Connect from Shuffl’s Slack settings so the app joins the right Shuffl workspace.

Each Slack connection belongs to a company. Enterprise Grid lets you connect the organization once and map its Slack workspaces to Shuffl workspaces; newly granted ones wait for a company administrator to map them.

Welcome for whoever installs ShufflThe person who connects Slack, in a DM from Shuffl · Right after Slack is connected

ShufflAPP

Welcome to Shuffl

Mello answers your team’s HR questions in Slack.• Only from the Knowledge you approve• Anything it can’t answer goes to HR privately
Set up Shuffl 2 of 4 done▰▰▰▰▰▱▱▱▱
✅ Connect Slack✅ Add your handbook so Mello answers with sources▫️ Ask Mello a test question▫️ Invite a coworker
Finish setupOpen Home

Ask Mello• Send a message here• Or mention @Shuffl in a channel
Try “How much PTO do I get?”
This chat is private. Your manager, HR and workspace admins can’t read it, and it’s deleted after 30 days.
The Slack settings page, with a Shuffl workspace picker, its connection state and controls for welcome messages, profile links and sign-in access.
Settings → Workspace → Integrations → Slack shows the connection state and every setting that depends on it.

Approve new permissions

When a feature needs a new Slack permission, Manage shows Slack needs updated permissions and what the reconnect turns on. Choose Reconnect Slack and approve it; nothing else changes.

The Slack settings page shows the same state on the connection card: Connected, Connected, permissions needed, Reconnect required or Not connected.

What employees see in Slack

The Shuffl app’s Messages tab is a private chat with Mello. Its Home tab leads with For you, the same list as Home on the web, three at a time.

Then come Today’s question, your people (buddy, mentor, latest introductions, people to meet), praise with its change and newest badge, and teammates’ days this week.

Anyone who asked for something sees Your requests: each open request with who it waits on, and those settled this week. A ready letter has Download letter. Whoever approves or carries out a request sees it under Waiting on you.

Managers also see their new hires’ 30/60/90 plans. Administrators see overdue Pulse actions and hires falling behind under Waiting on you, and Pulse answers as a bar with the change since the last question.

HR responders, Knowledge verifiers and administrators see a count of what waits on them first, then HR requests and Knowledge to review. Administrators also get Your workspace, with setup progress, Pulse participation and buttons to People, Praise and Settings.

Each employee gets one welcome message when their access is turned on or they first open the app. It says the chat is private and deleted after 30 days, and lists three first steps.

In a channel, mention @Shuffl for an answer in a thread from Knowledge published to everyone. Anything personal is answered only in a direct message.

While Mello answers in a direct message or channel thread, Slack shows what it is doing and a Stop button. Suggested questions sit at the top of the Messages tab. Each direct-message chat gets a short name in Slack’s sidebar, which you can change there.

The message examples in this guide show what employees receive and when.

Employee welcomeEach employee, once, in a DM from Shuffl · When their access is turned on or they first open Shuffl

ShufflAPP

Hi, I’m Mello, Shuffl’s AI. Ask me about time off, benefits, policies or who’s who.• I answer from your company’s approved Knowledge, with sources• If I can’t help, I’ll help you send it to HR
Get started
▫️ Add your photo and bio
Add photo
▫️ Join a community
See communities
▫️ Ask me something. Just reply here, or tap one:
Who should I meet at work?Help me fill in my profileWhich communities could I join?
Open Home
This chat is private. Your manager, HR and workspace admins can’t read it, and it’s deleted after 30 days.
Home tab for employeesEach employee, on the Shuffl app’s Home tab · Every time they open it

ShufflAPP

Your HR teammate

Open Messages to ask Mello, Shuffl’s AI, about policies, benefits or anything else at work. If you need HR, you’ll review what gets shared before it’s sent.
Ask Mello

For you

☑️ Pick up your laptop from ITDue today
Open
📄 Read and confirm Remote work policyHR asked on Sep 25
Open
💬 Answer your 30-day check-inDue Oct 2
Open
See all 4

Your requests

A second monitorWaiting on Morgan Lee
Open
Proof of employment letterYour letter is ready
Download letter
All your requests

Today’s question

Quick one from Mello · 10 seconds
I have what I need to do my job well.
Strongly disagreeDisagreeNeutralAgreeStrongly agree
Skip this oneNeed help with this?
🔒 Confidential: HR sees totals for groups big enough to report, never your answer. Open until Thursday 1:00 PM. · Who sees my answers?

Your people

@Priya Natarajan is your mentor in Design mentorship. Next check-in Oct 8. Goals and check-ins

Recent introductions

Coffee chats · Sep 28With @Jonah Whitfield · Pick a time for your group
Open
Coffee chats · Sep 21With @Mei Lin Zhou, @Alex Kim · Pick a time for your group
Open
See all 5

Praise

You were praised 3 times in the last 30 days ↑ 2 vs the 30 before🏅 Newest badge: Customer heroLatest from @Priya Natarajan: turning the benefits FAQ around in a day
Give praiseYour praise
Thank someone in #kudos and mention them. Shuffl adds it to their profile.

This week

🎂 @Mei Lin Zhou’s birthday is today🎉 @Jonah Whitfield marks 3 years Thursday👋 @Alex Kim starts Monday
1 more this week. Say congrats on Home

Communities

You’re in 2 communities• Weekend hikers• Parents at Northwind5 more you can join.
Browse

Connections

Coffee chats · #coffee-chatsYou’re in
Take a break
A break keeps you out of new introductions until it ends or you resume.

What I can do here• How much time off do I have left?• Who should I meet at work?
See everything

Your bio

Product designer. Ask me about Figma, hiking or the best tacos near the office.
Edit bio
Everything for youAn employee who pressed See all under For you · When they open it from the Home tab

ShufflAPP

4 waiting on you, what’s due first at the top
☑️ Pick up your laptop from ITDue today
Open
📄 Read and confirm Remote work policyHR asked on Sep 25
Open
💬 Answer your 30-day check-inDue Oct 2
Open
👋 Add your photo and a line about youDue Oct 6
Open

Open Home in Shuffl
All introductionsAn employee who pressed See all under Recent introductions · When they open it from the Home tab

ShufflAPP

1–5 of 5, newest first
Coffee chats · Sep 28With @Jonah WhitfieldProfiles: Jonah WhitfieldPick a time for your group
Open
Coffee chats · Sep 21With @Mei Lin Zhou, @Alex KimProfiles: Mei Lin Zhou, Alex KimPick a time for your group
Open
Coffee chats · Sep 14With @Jordan LeeProfiles: Jordan LeePick a time for your group
Open
New hire lunches · Sep 7With @Priya NatarajanProfiles: Priya NatarajanPick a time for your group
Open
Coffee chats · Aug 31With @Alex KimProfiles: Alex KimPick a time for your group
Open

See your introductions in Shuffl
Home tab for HR and adminsHR responders, Knowledge reviewers and administrators · Every time they open it

ShufflAPP

Your HR teammate

Waiting on you: 2 approvals · 2 HR requests · 2 overdue Pulse actions · 1 hire falling behind · 1 setup step
Open Messages to ask Mello, Shuffl’s AI, about policies, benefits or anything else at work. If you need HR, you’ll review what gets shared before it’s sent.
Ask Mello

Your workspace

Setup ▰▰▰▰▰▰▰▰▱▱ 3 of 4 steps ready✓ Connect Slack✓ Add your handbook✓ Choose who handles HR requests○ Invite a coworker: Invite a coworker. Their access turns on when they accept.
Pulse is openI have what I need to do my job well.▰▰▰▰▰▰▰▱▱▱ 31 of 42 answered (74%) ↑ 6 pts vs last question · closes Thursday 1:00 PM
Open Pulse
Continue setup

Waiting on you

Priya Shah · A standing deskEquipment request · waits until Oct 4
Decide
Sam Rivera · Figma (Editor)Access request · approved, to do
Open
Open Approvals

HR requests waiting on you

Can I carry unused vacation days into next year? I have six left.Updated 25 minutes ago
Open
My new address needs to go on my paycheck before the next run.Updated 3 hours ago
Open
Open Inbox
Draft replies with Shuffl in Messages. Drafts stay private until you choose Send.

For you

☑️ Pick up your laptop from ITDue today
Open
📄 Read and confirm Remote work policyHR asked on Sep 25
Open
💬 Answer your 30-day check-inDue Oct 2
Open
See all 4

Your requests

A second monitorWaiting on Morgan Lee
Open
Proof of employment letterYour letter is ready
Download letter
All your requests

Your new hires

@Alex Kim starts Oct 5 · No 30/60/90 plan yet@Jordan Lee started Sep 14 · 2 of 6 goals done
Open plans

Today’s question

Quick one from Mello · 10 seconds
I have what I need to do my job well.
Strongly disagreeDisagreeNeutralAgreeStrongly agree
Skip this oneNeed help with this?
🔒 Confidential: HR sees totals for groups big enough to report, never your answer. Open until Thursday 1:00 PM. · Who sees my answers?

Your people

@Priya Natarajan is your mentor in Design mentorship. Next check-in Oct 8. Goals and check-ins

Recent introductions

Coffee chats · Sep 28With @Jonah Whitfield · Pick a time for your group
Open
Coffee chats · Sep 21With @Mei Lin Zhou, @Alex Kim · Pick a time for your group
Open
See all 5

Praise

You were praised 3 times in the last 30 days ↑ 2 vs the 30 before🏅 Newest badge: Customer heroLatest from @Priya Natarajan: turning the benefits FAQ around in a day
Give praiseYour praise
Thank someone in #kudos and mention them. Shuffl adds it to their profile.

This week

🎂 @Mei Lin Zhou’s birthday is today🎉 @Jonah Whitfield marks 3 years Thursday👋 @Alex Kim starts Monday
1 more this week. Say congrats on Home

Communities

You’re in 2 communities• Weekend hikers• Parents at Northwind5 more you can join.
Browse

Connections

Coffee chats · #coffee-chatsYou’re in
Take a break
A break keeps you out of new introductions until it ends or you resume.

What I can do here• How much time off do I have left?• Who should I meet at work?
See everything

Your bio

Product designer. Ask me about Figma, hiking or the best tacos near the office.
Edit bio
Hello in a channelA channel · When someone adds Shuffl to it

ShufflAPP

Mello is here.• Mention @Shuffl with a question and I’ll reply in a thread• Answers come from your company’s approved Knowledge• For anything personal, message me directly. Those chats are private.
Ask “What can you help me with?”
The button answers in your DM with Shuffl. Everyone can open Shuffl’s Home tab to find Knowledge.

Shuffl can link each person’s Shuffl profile on their Slack profile. It needs a paid Slack plan, profile-editing permission and a Link field named Shuffl profile; the Slack settings page shows which are in place. Turn the switch on and choose Sync now.

Automatic access for synced people

Automatic access for Slack is on by default in People → Sync. Active full members get access when Slack syncs, including people already waiting. No separate selection or access reason is needed. A previously recorded opt-out stays off.

Turn the setting off to review Slack members waiting for access in Sync. Turning it off leaves existing access intact. After turning it on, choose Sync now on the Slack card to include people already waiting.

Automatic access never changes employment, administrator roles, suspensions or program opt-outs. It excludes bots, guests and inactive Slack accounts. Each grant is recorded in the person’s access history and queues their welcome message.

What works without Slack

Chat, HR requests, Knowledge, People, profiles, Praise and every report and setting work on the web. Pulse, HR replies, the HR digest and Shuffl’s emails can go by email. Connections intros, onboarding, praise and celebration messages are Slack only for now.

Connections introductions, praise captured from channels, celebration posts in a channel and community channels need Slack connected and the person’s Slack account linked in People.

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