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Ask OCSEE answering a question with citations inside Slack
Available as an add-on to our Enterprise plan. Enterprise workspaces come with additional features and support to meet your organization’s needs. Check out our pricing page for more information on Enterprise.

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Overview

Ask OCSEE is an add-on integration that brings the voice of the customer directly to your Slack or Teams workspace. Once connected to your workspace, Ask allows anyone in your organization to:
  • Use conversational AI to ask questions in Slack and Teams. For example, a user could ask, “What do new users struggle with during onboarding?”, and receive a summary based on customer feedback, with citations to the source data.
  • Configure text or audio podcast digests, where key information is proactively delivered in an easy-to-consume format. These digests include summaries, key points, and (if delivered in audio format) clips of customer quotes.
There are lots of other ways to use OCSEE with Slack and Teams. Learn more about our integrations →

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Set up chat in Slack or Teams

Ask OCSEE can be enabled by a OCSEE workspace admin after connecting the Slack or Teams integration in your workspace. If you are setting up the integration for the first time, there are a few things to be aware of:
  • It’s common that you may require admin approval from Slack or Teams workspace owners when installing new apps like OCSEE. If this is the case for your workspace, we recommend seeking approval from your internal IT team and sharing this article to provide an outline of the integration’s capability and requested permissions.
  • Only users with a OCSEE admin role can enable the integration in OCSEE. Non-admin users will not be able to view or configure the integration.
To enable Ask OCSEE:
  1. In OCSEE, go to ⚙️ Settings → Integrations and find the Ask OCSEE card.
  2. Toggle Ask OCSEE on. If you haven’t trialed it before, you’ll see an Enable now for free button — click it to request a 30-day trial and you’ll see the message “Thanks! We’ll be in touch soon”.
  3. Once your request is approved, return to the same card and click Connect to Slack or Connect to Teams to authorize the app.
  4. After connecting, use the same card to choose which citable data types (Highlights, Docs, Notes, Channels) and which projects Ask OCSEE can draw from when answering questions.
To turn Ask OCSEE off later, open the same card and toggle it off. You’ll see a Disconnect Ask OCSEE confirmation before it disconnects.
Your request has been received, but Ask OCSEE isn’t active yet. Once we approve it, return to the same card in ⚙️ Settings → Integrations to connect Slack or Teams. If we don’t approve it within 3 days, the button resets to Enable now for free and you can request again.Note that requesting a trial is only available on Enterprise plans that haven’t trialed Ask OCSEE before — if you see a Contact sales option instead, get in touch with our Sales team to add it to your plan. Alternatively, reach out to your CSM for a trial or to purchase.
See our app specific Integration docs for details on how to connect:

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Query OCSEE in Slack or Teams

With Ask, anyone can ask a question to OCSEE in the tools they work in everyday. Where relevant, OCSEE will also provide citations in the response, allowing users to trace evidence back to data within OCSEE. To get started with a query:
  • Slack – Type @ocsee followed by your search or question.
  • Teams – Type @ocsee followed by your search or question.
For anyone without a OCSEE account, they will be required to sign up before viewing any cited data in your OCSEE workspace.

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Create a scheduled digest

Ask OCSEE is an Enterprise add-on. A OCSEE workspace admin turns it on after Slack or Microsoft Teams is connected. Until that’s done, digests won’t run.
  1. Connect Slack or Teams In OCSEE, go to Settings → Integrations, then open Slack or Microsoft Teams. Select Connect, sign in, and approve the requested permissions. A few things to know:
    • Your Slack or Teams admins may need to approve the OCSEE app first.
    • Ask OCSEE is a one-to-one connection: one OCSEE workspace to one Slack (or Teams) workspace.
    • Personal Microsoft accounts aren’t supported for Teams.
    Help articles: Slack · Microsoft Teams
  2. Turn on Ask OCSEE Still in Settings → Integrations, open Slack or Teams and toggle Ask OCSEE on. Only a workspace admin can do this. If you aren’t an admin, you’ll see a prompt to ask one to enable it. If Slack or Teams requires app approval, you may need to submit a request to your IT team.
  3. Choose what Ask OCSEE can use After it’s on, the admin chooses:
    • Which projects can be cited in answers and digests. Public projects are included by default; private projects are never included.
    • Which data types can be cited (for example highlights, docs, notes, and channel themes).
    Anyone in the connected Slack or Teams workspace can then ask questions and create digests. People without a OCSEE account will need to sign up before they can open cited data in OCSEE.
  4. Create a digest
    • Slack – Use the slash command /ocsee digest to open a popup and configure your digest. The OCSEE Slack app also supports /ocsee help and /ocsee settings.
    • Teams – Type create-digest in a direct message with the OCSEE app. list-digests shows any digests you’ve already set up.
    Digests are managed on a per-user basis, so when you create one, only you can edit or delete that digest.