Vellum is coming to the AI Engineering World's Fair in SF. Come visit our booth and get a live demo!

How I Built an AI-Powered SlackBot for Customer Support

Learn how to build an AI-powered Slackbot that can answer customer queries in real-time.

Written by
Reviewed by
No items found.

At Vellum, we’re all about giving our customers the best support because we know AI development isn’t easy. It takes a lot of trial and error to build a reliable system, and we’re here to help you navigate that process.

But finding answers quickly can be tough. Even though we work hard to keep our documentation up-to-date, our fast-moving engineering team sometimes gets ahead of us. This means our documentation can become outdated quickly, and we might need a bit more time to check with them to give you the most accurate support.

To make things easier, we decided to keep our documentation in a vector store and use AI to help us quickly find answers for our customers right in Slack.

This is a perfect use-case for using embedding models, but this approach doesn’t solve our initial problem — how can we provide an answer if it’s not logged in the documentation?

While there’s no easy solution to this chicken-and-egg problem, thinking about it beforehand and planning for the future can help. If we proactively store question-and-answer pairs from our Slack conversations, we’re setting ourselves up for success — this way, when the same question arises again, we’ll have the answer ready.

To address this, I built a simple Slackbot that listens to specific channels and records user questions and our answers when we react with certain emojis. This way, we can capture and reuse all these conversations to help with future user queries!

I built this Slackbot in just an hour, thanks to Zapier, Vellum & Airtable.

More details in the next sections.

How it Works + Demo

I’ve uploaded our docs and previous Q&A pairs into separate indexes in a vector database. Now, when a user asks a specific question, it searches both indexes, determines which one has the best answer, and posts it in the Slack channel, including the source (yes, it cites the sources too!).

Here’s a high level overview of the workflow :

  1. Indexing: I’ve uploaded our docs and previous Q&A pairs into separate indexes in a vector database.
  2. Query Handling: When a user asks a specific question, the system performs a search and evaluates which answer should send in the Slack channel.
  3. Updating the Index with New Q&A Pairs: If the bot doesn’t have an answer, our team tags the question and the provided answer with specific emojis. This automatically logs the Q&A pair in our vector store and Airtable!
  4. Future Queries: The next time the same question is asked, this AI workflow will search the vector database (including both documentation and Q&A pairs), rank the best answer, and provide it quickly.

I’ll show the exact steps and our process in the next sections — but here’s a quick demo on how it works!

Into the Weeds

The whole process relies on three Zaps, one Vellum AI Workflow, and one Airtable document! Before I set up this automation, I uploaded all of our current documentation in a vector database.

Initialize

I have a total of three Zaps that capture the interactions in our Slack channels:

  • Velly Responses: Monitors specific channels for questions and replies in the thread.
  • Question: Waits for a 📝 emoji to record a user question from Slack into Airtable.
  • Answer: Waits for a 🔎 emoji to record the answer in an Airtable document.

I wont bother you with the details of how these Zaps are set up, because you can find a lot of documentation on that on Zapier!

Search

The RAG-based workflow is triggered by the Velly Responses Zap. Once activated, it performs the following steps:

  1. Searches the documentation vector index for the answer;
  2. Looks up our vector index with previously stored Q&A pairs;
  3. Determines which source provides the best answer;
  4. Uses an LLM to stylize the answer;
  5. Sends the answer to Slack.

Take a look how this workflow looks like below (interactive view):

Click to Interact
×

The interactive demo above is a preview of our Vellum workflow, which searches and evaluates the vector database outputs for any given query.

Upsert Q&A pairs

If our AI workflow can’t find an answer in the vector database, the Slackbot will notify us that it doesn’t have the answer. At this point, team members can respond directly in the thread.

Once we get the answer from someone on the team, we can initialize the rest of the Zaps — the Answer and Response Zap.

Adding the 📝 emoji to the question, and adding the 🔎 emoji to the answer in that slack thread will feed that q&a pair into the Airtable document and the dedicated vector db.

And that’s it—now we can easily add more context to our help docs as new customer queries come in, allowing us to support them much faster.

I’d call that a win-win!

Build Your own AI Workflow with Vellum

From basic RAG to advanced retrieval optimization, Vellum’s out-of-the-box RAG solution les you get started quickly and customize as your system grows.

We provide all the knobs and dials you need to optimize your retrieval strategy by experimenting with different chunking strategies, embedding models, search weights, and more.

If you want to build a similar Slackbot or any other AI system that requires RAG — contact us here!

ABOUT THE AUTHOR
Aaron Levin
Founding Solutions Architect

Aaron Levin works closely with Vellum’s customers to understand their unique challenges and then designs custom AI systems that fit their needs perfectly. He bridges the gap between complex technology and real-world applications, ensuring that the solutions he builds are not only innovative but also easy to implement and scale. Before stepping into this role, Aaron was an engineer, developing advanced AI systems that tackled tough problems. Now, he’s focused on taking these skills to the next level, helping businesses unlock the full potential of AI in their operations.

ABOUT THE reviewer

No items found.
lAST UPDATED
Aug 30, 2024
share post
Expert verified
Related Posts
LLM basics
October 10, 2025
7 min
The Best AI Workflow Builders for Automating Business Processes
LLM basics
October 7, 2025
8 min
The Complete Guide to No‑Code AI Workflow Automation Tools
All
October 6, 2025
6 min
OpenAI's Agent Builder Explained
Product Updates
October 1, 2025
7
Vellum Product Update | September
Guides
October 6, 2025
15
A practical guide to AI automation
LLM basics
September 25, 2025
8 min
Top Low-code AI Agent Platforms for Product Managers
The Best AI Tips — Direct To Your Inbox

Latest AI news, tips, and techniques

Specific tips for Your AI use cases

No spam

Oops! Something went wrong while submitting the form.

Each issue is packed with valuable resources, tools, and insights that help us stay ahead in AI development. We've discovered strategies and frameworks that boosted our efficiency by 30%, making it a must-read for anyone in the field.

Marina Trajkovska
Head of Engineering

This is just a great newsletter. The content is so helpful, even when I’m busy I read them.

Jeremy Hicks
Solutions Architect

Experiment, Evaluate, Deploy, Repeat.

AI development doesn’t end once you've defined your system. Learn how Vellum helps you manage the entire AI development lifecycle.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Build AI agents in minutes with Vellum
Build agents that take on the busywork and free up hundreds of hours. No coding needed, just start creating.

General CTA component, Use {{general-cta}}

Build AI agents in minutes with Vellum
Build agents that take on the busywork and free up hundreds of hours. No coding needed, just start creating.

General CTA component  [For enterprise], Use {{general-cta-enterprise}}

The best AI agent platform for enterprises
Production-grade rigor in one platform: prompt builder, agent sandbox, and built-in evals and monitoring so your whole org can go AI native.

[Dynamic] Ebook CTA component using the Ebook CMS filtered by name of ebook.
Use {{ebook-cta}} and add a Ebook reference in the article

Thank you!
Your submission has been received!
Oops! Something went wrong while submitting the form.
Button Text

LLM leaderboard CTA component. Use {{llm-cta}}

Check our LLM leaderboard
Compare all open-source and proprietary model across different tasks like coding, math, reasoning and others.

Case study CTA component (ROI)

40% cost reduction on AI investment
Learn how Drata’s team uses Vellum and moves fast with AI initiatives, without sacrificing accuracy and security.

Case study CTA component (cutting eng overhead) = {{coursemojo-cta}}

6+ months on engineering time saved
Learn how CourseMojo uses Vellum to enable their domain experts to collaborate on AI initiatives, reaching 10x of business growth without expanding the engineering team.

Case study CTA component (Time to value) = {{time-cta}}

100x faster time to deployment for AI agents
See how RelyHealth uses Vellum to deliver hundreds of custom healthcare agents with the speed customers expect and the reliability healthcare demands.

[Dynamic] Guide CTA component using Blog Post CMS, filtering on Guides’ names

100x faster time to deployment for AI agents
See how RelyHealth uses Vellum to deliver hundreds of custom healthcare agents with the speed customers expect and the reliability healthcare demands.
New CTA
Sorts the trigger and email categories

Dynamic template box for healthcare, Use {{healthcare}}

Start with some of these healthcare examples

SOAP Note Generation Agent
Personalized healthcare explanations of a patient-doctor match

Dynamic template box for insurance, Use {{insurance}}

Start with some of these insurance examples

AI agent for claims review and error detection
Insurance claims automation agent
Collect and analyze claim information, assess risk and verify policy details.

Dynamic template box for eCommerce, Use {{ecommerce}}

Start with some of these eCommerce examples

E-commerce shopping agent

Dynamic template box for Marketing, Use {{marketing}}

Start with some of these marketing examples

Competitor research agent
Scrape relevant case studies from competitors and extract ICP details.

Dynamic template box for Legal, Use {{legal}}

Start with some of these legal examples

PDF Data Extraction to CSV
Extract unstructured data (PDF) into a structured format (CSV).

Dynamic template box for Supply Chain/Logistics, Use {{supply}}

Start with some of these supply chain examples

Risk assessment agent for supply chain operations

Dynamic template box for Edtech, Use {{edtech}}

Start with some of these edtech examples

Turn LinkedIn Posts into Articles and Push to Notion
Convert your best Linkedin posts into long form content.

Dynamic template box for Compliance, Use {{compliance}}

Start with some of these compliance examples

No items found.

Dynamic template box for Customer Support, Use {{customer}}

Start with some of these customer support examples

Trust Center RAG Chatbot
Read from a vector database, and instantly answer questions about your security policies.

Template box, 2 random templates, Use {{templates}}

Start with some of these agents

SOAP Note Generation Agent
AI agent for claims review and error detection

Template box, 6 random templates, Use {{templates-plus}}

Build AI agents in minutes

AI agent for claims review and error detection
Automated Code Review Comment Generator for GitHub PRs
E-commerce shopping agent
PDF Data Extraction to CSV
Extract unstructured data (PDF) into a structured format (CSV).
Synthetic Dataset Generator
Generate a synthetic dataset for testing your AI engineered logic.
Insurance claims automation agent
Collect and analyze claim information, assess risk and verify policy details.

Build AI agents in minutes for

{{industry_name}}

Competitor research agent
Scrape relevant case studies from competitors and extract ICP details.
AI agent for claims review and error detection
E-commerce shopping agent
Retail pricing optimizer agent
Analyze product data and market conditions and recommend pricing strategies.
Risk assessment agent for supply chain operations
Insurance claims automation agent
Collect and analyze claim information, assess risk and verify policy details.

Case study results overview (usually added at top of case study)

What we did:

1-click

This is some text inside of a div block.

28,000+

Separate vector databases managed per tenant.

100+

Real-world eval tests run before every release.