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Employee guide for using Payhawk's Payments Agent in Slack

Connect Payhawk to Slack to manage company cards and transactions directly within your company’s workspace.

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Written by Payhawk
Updated over 2 weeks ago

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If a Payhawk administrator at your company has enabled the Payhawk-Slack connection, you will see the Payhawk app in your company’s Slack workspace.

The Payhawk application, called Payments Agent, can be found in your Apps section and appears as shown in the following image.

This integration allows you to manage company cards and transactions directly within Slack.

To fully utilize the Payhawk-Slack integration, you must authenticate, granting Slack access to your Payhawk data.

When you are on the go, you can use the Payhawk application from the Slack mobile app or use the Payhawk Mobile app.

Authenticating in Slack

Before you can use Slack to manage company cards and transactions, you must first authenticate to Slack.

  • If your Slack and Payhawk emails match but you haven’t authenticated, you will still see the Payhawk app in Slack, but you won’t be able to take any actions.

  • If your Slack and Payhawk emails don’t match or you have multiple Slack accounts, you will see the Payhawk app in Slack but won’t be able to take any actions until you authenticate.

As an employee, you can authenticate to Slack in the following way:

  1. Go to Slack and select Payments Agent. If the Payhawk app is not visible in the list, click on Add apps and search for Payments Agent.

  2. To start the authentication flow, enter the /payhawk-login Slack command. As a result, you'll get the following reply:

  3. On the next screen, click on Allow.

Alternatively, you will be prompted to authenticate to Slack by the Payments Agent once you try to do your first action.

Submitting card and fund requests via Slack

As an employee, you can submit your card or fund requests for approval directly in Slack using the Payments Agent, which will:

  • Guide you through the process.

  • Automate request details based on your description.

  • Keep you updated and answer any questions along the way.

The Payments Agent is a conversational tool, meaning that submitting a card or fund request can be done through "talking" to it and providing it with the necessary information:

  1. Go to Slack and select the Payments Agent app.

  2. Tell the Agent what you want to request.

  3. The Agent will ask for any necessary information so it can provide the request data required for submission and submit your request.

  4. Once the necessary data is collected, the Agent will summarize the state of your request and ask you to confirm.

Updating the language preferences for Slack notifications

You can change the language of the notifications you receive in Slack from your profile settings.

The change will only apply to new messages; previously sent notifications will remain in the original language.

Useful resources

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