Understand the three controls
Mentioning Sofie discovers a destination. New destinations start inactive for automation. Turning on a destination does not connect a person’s account or approve messages sent as their Slack identity.
Activate a destination
1
Discover the conversation
Install or add Sofie to the intended channel or chat. Have a linked user mention Sofie there. Return to Approved outbound destinations in Sofie.
2
Enable the intended destination
Check the destination’s provider and conversation identifier. Turn on the destination’s switch only for conversations where automated updates should appear.
3
Allow your automations
Click Allow my automations. This grants your Sofie account access to use that destination for automated posts. It does not grant access to every user.
4
Choose the approval policy
The grant starts with Approval each message on. Keep it on when you want to review each automated message in Sofie.Turn it off only when you intend to allow posts under this grant without per-message approval.
5
Send a test
Click Send test and confirm that the test message appears in the intended conversation. This button posts a real message to the destination.
Check connection health
Under Workspace and tenant connections, each installation shows its health, linked-account count, discovered destinations, and available activity timestamps.
Test connection checks provider authorization. It does not prove that every channel can receive messages. Use Send test on an active destination to check delivery to that conversation.
The overall Connected badge means at least one provider is usable. Check the individual Slack or Teams installation you intend to use. If Setup incomplete lists a shared chat connection issue, contact your Sofie administrator or TransferAI support.
Stop automated posts
Turn off the destination’s switch to stop automated delivery there. To disconnect the whole Slack workspace or Teams tenant, click Disconnect on its installation. Complete the passkey confirmation if prompted. Removing Sofie from a Teams conversation disables outbound access for that destination. A Slack app uninstall or bot authorization revocation disables the Slack installation. Manage the provider app separately if you also want to remove it from Slack or Teams.Troubleshooting
A conversation is missing from the destination list
A conversation is missing from the destination list
Confirm that Sofie is installed or added there. Mention Sofie once, then reopen the integration settings. For Teams, use discovery instead of entering a raw channel ID manually.
An automation cannot post to an active destination
An automation cannot post to an active destination
Activation alone is not enough. Confirm that the account running the automation has a grant for the destination. If per-message approval is required, complete it in Sofie.