To use Contextual Buttons, make sure you're using Google Chrome and have the Chrome Extension installed.
Contextual Buttons let you use the Slite agent directly inside Intercom, Zendesk, or any tool or dashboard your team already uses, like ProfitWell, Airtable, or even internal admin tools.
With the Chrome Extension installed, your team can trigger AI-powered actions like drafting replies, summarising accounts, or finding similar issues, all from within the tools they already use.
How they work
You first need to install the Chrome extension . You can create your own custom buttons to show on any tool of your choice. By default, Slite automatically adds to Intercom and Zendesk.
For custom buttons, you decide where the button appears, what the Slite agent reads on the page, and what action it performs. When clicked, the Slite agent reads the selected content on the page, combines it with your connected sources, and runs the action you’ve set.
For Intercom (pictured above) and Zendesk, it will, for example, read the conversation or ticket (including author emails, names, etc., and conversation notes). You’ll see a few default actions to get started, like drafting replies, summarising accounts, finding experts, or surfacing similar issues:
The agent can then use Slite Agent to answer the customer query by clicking on Help me answer directly, or using the other tools available via the button as well. The Slite Agent will open in an a sidebar in the browser window.
Who sees the button
If a user has a Slite account and the Chrome Extension installed, the Contextual Buttons created will appear automatically on the sites for you and your team.
By default, Slite automatically adds a button to the interface in Intercom and Zendesk.
Visibility and shared actions
All actions created for Contextual Buttons are shared across the workspace. Any teammate can create a new action, and it will appear in the button menu for everyone.
This makes it easy to build a shared set of high-impact, in-context actions that reflect how your team works.
Turning buttons off
To disable Contextual Buttons, open Contextual Buttons from the Agent workflows sidebar in Slite.
Select your provider (e.g. Zendesk, Intercom, etc.), then turn off the default presets.
This will remove those actions from the button for your workspace.
Data Handling and Privacy
When you activate the button or Chrome extension, it reads the complete content of your conversation or ticket, including author emails, names, and conversation notes. We do not store any of your data. All information processed through our system is handled temporarily to execute your requested action and is not retained on our servers.
How to create your custom contextual buttons
Custom contextual buttons are easy to set up using a URL rule and a few CSS selectors or XPath, and they work instantly in Chrome with the Slite Chrome Extension installed.
How to find a CSS selector or XPath
To set up a Custom Contextual Button, you’ll need to tell the Slite agent where to place the button and what content it should read on the page. This is done using a CSS selector or XPath.
Here’s how to find it:
Right-click on the element you want to target (e.g. a text block, card, or sidebar).
Choose “Inspect” to open Chrome DevTools.
In the Elements panel, the relevant HTML will be highlighted.
Right-click on that line in the HTML and select:
- “Copy > Copy selector” for a CSS selector
- Or “Copy > Copy XPath” if CSS doesn’t work
Paste the values into the relevant sections on the Custom Button Setup. You’ll need:
A placement selector – where the button should appear
A context selector – what the Slite agent should read from the page
