As a Payhawk administrator, you can enable the Travel Agent, configure its settings, and set up the communication channel connection for individual or multiple entities.
Before you begin
The Travel Agent is part of Payhawk Labs where you can experience it in advance. To activate it, see the article on managing Beta features in Payhawk Labs.
Enabling the Travel Agent for individual entities
As a Payhawk administrator, you can enable the Travel Agent for individual entities in the following way:
In the Payhawk web portal, go to Settings > Payhawk Labs.
Switch on the toggle on the Travel Agent card.
Configuring the Travel Agent
As a Payhawk administrator, you can configure the Travel Agent for individual entities in the following way:
In the Payhawk web portal, go to Settings > AI Office > Travel Agent.
Click on Configuration.
Select Connect Slack to set up Slack as a chasing channel. As a result, the Slack connection flow will start.
Connecting Payhawk to Slack for the Agent
Once the Travel Agent has been enabled and configured, you can connect Payhawk to Slack to utilize the channel.
To connect Slack, you must be an administrator in both Payhawk and your Slack workspace. This ensures you have the necessary permissions to authorize the integration and manage notifications.
As an administrator in both Payhawk and Slack, start the connection flow by selecting Settings > AI Office > Travel Agent.
Click on Continue and follow the instructions in the Slack integration wizard.
Grant permissions to share data between Payhawk and Slack by clicking on Allow.
Once Slack is connected, the Travel Agent immediately starts by sending a welcome message to the employees in the linked Payhawk entity.
If the Travel Agent is enabled for multiple Payhawk entities, you can connect them to one or multiple Slack workspaces.
If a user's Slack email differs from their Payhawk email, they must authenticate in Slack to start communicating with the Travel Agent.
Managing the Slack connection
As a Payhawk administrator, you can disconnect Slack in the following way:
Go to Settings > AI Office > Travel Agent > Slack.
Click on the three-dot menu and select Disconnect.
Disconnecting Slack stops the connection for users in that Payhawk entity.
The Payhawk app will remain visible in Slack until manually removed from the Slack workspace settings.
Users will no longer be able to take actions for that entity in Slack after disconnection.