Who can do this: Admins connect the app and map channels for the whole organisation. Any user with access to a folder can link channels to it. · Works with: Slack, Microsoft Teams
There are two ways to link channels to client folders. Both change the same setting.
In bulk (admins): map channels for every folder on one page.
From a folder (anyone with access): link channels to one client folder at a time.
Connect the app
An admin does this once for the whole organisation.
Go to Organisation settings → Connected apps.
In Add integration, select + Connect.
Select Slack or Microsoft Teams.
Sign in and allow access.
Result: The app shows as Connected.
Note: Connecting the app alone does not file any messages. Kaizan reads a channel only after someone links it to a folder.
Method 1: Map channels in bulk (admins)
In Connected apps, select Slack or Microsoft Teams.
Select Map channels.
Find the folder. Use Search folders, or select No channel to see folders with no channel yet.
Open the folder's channel list and tick its channels.
Select Done.
Result: Kaizan saves the mapping. It starts to read newly mapped channels within a few minutes.
Method 2: Link channels from a client folder (anyone with access)
Open the client folder and select Edit.
In Channels, choose the Slack or Teams channels for this client.
Select Save changes.
Result: Kaizan files new messages from those channels into the folder.
Link a private channel
Kaizan cannot see a private Slack channel until you add the Kaizan app to it.
In Slack, open the private channel and select the channel name.
Select Agents and apps.
Add the Kaizan.ai app to the channel.
Link the channel with Method 1 or Method 2.
Result: The channel shows in the channel lists in Kaizan.
Note: In Microsoft Teams, add Kaizan to the group chat first. Then link it.
Note: You can also link a Slack group DM. Add the Kaizan.ai app to the group DM first. Then link it with Method 1 or Method 2. If your organisation connected Slack before 5 Nov 2026, an admin must reconnect Slack first.
See the chats in a folder
Open the client folder.
Select Interactions, then Chats.
Result: You see one entry for each channel, for each day. Kaizan AI uses these chats when you ask about the client.
Note: Kaizan reads only the channels and group chats that someone linked to a folder. It does not read anything else.
What Kaizan does in Slack or Teams
Posts a summary card when a meeting with that client is processed.
Answers questions when you mention Kaizan, with links to its sources.
Drafts emails you can review in Slack.