Getting members to engage with their coaching benefit shouldn't require extra steps. The BetterUp Slack Integration removes friction by bringing BetterUp into the tool your employees use every day.
Benefits include:
- Increased Engagement & Adoption: Integrating BetterUp with Slack reduces friction and makes it easier for members to engage with their coaching benefit in their daily flow of work.
- Simple Deployment: The Slack integration requires minimal setup — partners can configure it in a few clicks from the BetterUp Partner Portal, with no code required.
- Broad Reach: Slack is where employees already communicate. Enabling BetterUp in Slack means members receive timely nudges, session reminders, and coach messages without having to leave the tool they're already in.
- Demonstrable ROI: Higher engagement and easier access lead to greater program impact, proving ROI in employee development.
Partner Recommendation: We strongly recommend that Slack workspace administrators pre-authorize the BetterUp bot for all members. This ensures members receive BetterUp notifications, session reminders, and AI Coach access without needing to install or configure anything themselves. Partners who take this step typically see faster activation and higher initial engagement.
Jump to: Configuration Instructions | How to Authorize Your Account | How to Reauthorize Your Account | Additional information | Complete List of Features | FAQ
Configuration Instructions
Use these steps to configure the Slack integration for the first time or to reauthorize access to enable AI Coach in Slack.
How to Authorize Your Account
- Login to your BetterUp Partner account and click the Profile circle in the upper right corner of the app.
- Navigate to the Account Settings page
- Click the Integrations tab
- Click the Configure Integrations link on the Slack card.
- Click allow on the next page. You have successfully configured the Slack bot.
How to Reauthorize Your Account
- Login to your BetterUp Partner account and click the Profile circle in the upper right corner of the app.
- Navigate to the Account Settings page
- Click the Integrations tab
- Click the Configure Integrations link on the Slack card.
- Click the Reauthorize button to connect your Slack Workspace.
- Click allow on the next page. You have successfully configured the Slack bot.
Additional Information
What's the difference between configuring and reauthorizing? Configuring sets up the Slack integration for the first time. Reauthorizing is for accounts that already have the Slack integration but need to grant additional permissions to enable AI Coach in Slack.
If you've previously configured the Slack integration and want members to have access to AI Coach in Slack, follow the steps above to reauthorize access.
Troubleshooting
- Can't see Settings or Integrations? Contact your BetterUp account team for assistance enabling this feature.
- Unable to add the bot? You may need Slack workspace admin permissions. Contact your IT team or Slack administrator for assistance.
Complete List of Features
Below you will find the full list of features and notifications for members with the Slack integration enabled. Please note that features vary depending on BetterUp product experience.
| Category | Feature | Lead | Manage | Ready | Grow |
| Messaging | Initiate message with coach (when one coach) |
|
|||
| Initiate message with coach (when more than one coach) | |||||
| Receive and Reply to messages from coach | ✔ | ✔ | ✔ | ||
| Initiate message with AI coach (if AI Coach is enabled) | ✔ | ✔ | ✔ | ✔ | |
| Receive recommended resources from AI coach | ✔ | ✔ | ✔ | ✔ | |
| Receive CTA for AI experiences from AI coach | ✔ | ✔ | ✔ | ✔ | |
| Receive and Reply to messages from AI coach (if AI Coach is enabled) | ✔ | ✔ | ✔ | ✔ | |
| Session Notifications | Session confirmation | ✔ | ✔ | ||
| Session created | ✔ | ✔ | |||
| Session starting soon | ✔ | ✔ | |||
| 24-hour session reminder | ✔ | ✔ | ✔ | ||
| Regular session reminder | ✔ | ✔ | ✔ | ||
| Session late | ✔ | ✔ | ✔ | ||
| Session missed | ✔ | ✔ | ✔ | ||
| Session rescheduled | ✔ | ✔ | |||
| Missed session policy | ✔ | ✔ | |||
| Rescheduled session policy | ✔ | ✔ | |||
| Canceled session policy | ✔ | ✔ | ✔ | ||
| Session Management | Cancel session | ✔ | ✔ | ✔ | |
| Reschedule session | ✔ | ✔ | ✔ | ||
| View upcoming session schedule | ✔ | ✔ | ✔ | ||
| Resource & Reports Notifications | Whole Person Strengths report available | ✔ | ✔ | ||
| Whole Person 180 report available | ✔ | ✔ | |||
| Whole Person 360 report available | ✔ | ✔ | ✔ | ||
| Post-session assessment reminder | ✔ | ✔ | ✔ | ||
| Coach assigned activity | ✔ | ✔ | |||
| Specialist coaching access granted | ✔ | ✔ | |||
| Group Coaching | Group coaching cohort cancelled | ✔ | ✔ | ||
| Group coaching reflection point reminder | ✔ | ||||
| Group coaching session reminder | ✔ | ✔ | |||
| Group coaching session starting | ✔ | ✔ | |||
| Group coaching session ended | ✔ | ||||
| Engagement Notifications | Plan assigned notification | ✔ | |||
| Weekly engagement reminder (e.g. complete onboarding, complete next plan item, schedule session) | ✔ | ||||
| Welcome onboarding series (if AI Coach is enabled) | ✔ | ✔ | ✔ | ✔ | |
| Whole Person Assessment nudges (if AI Coach is enabled) | ✔ | ✔ | ✔ | ✔ | |
| AI coach conversation & re-engagement nudges (if AI Coach is enabled) | ✔ | ✔ | ✔ | ✔ |
FAQ
What happens when a member no longer has a BetterUp license? Do we deprovision them? Does the app go away?
Members can still see or add the BetterUp app in their Slack workspace even after their license expires. When they open the app, they will see a clear message indicating they no longer have an active account. BetterUp does not automatically remove the app from a member's Slack instance.
If your organization wants to control who has access to the BetterUp app, your Slack workspace administrator can manage app availability at the workspace level. Members can also remove the app from their own Slack instance themselves.
What will members see if they don't have access to AI Coach?
If a member's organization has not enabled AI coaching, they will see a message indicating that AI features are turned off for their organization. They can still receive other BetterUp notifications through Slack, such as session reminders and coach messages, depending on their product experience. Members should reach out to their internal program administrator for more information about AI Coach access.
Jump to: Configuration Instructions | How to Authorize Your Account | Reauthorization Instructions | Additional information | Complete List of Features | FAQ