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document Slack thread mirroring for Case Management#37018

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document Slack thread mirroring for Case Management#37018
roxanne-moslehi wants to merge 3 commits into
masterfrom
roxanne/case-slack-mirror-docs

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@roxanne-moslehi roxanne-moslehi commented May 27, 2026

What does this PR do? What is the motivation?

Adds documentation for the Slack thread mirroring feature in Case Management. When Slack notifications linked to a case receive replies, those replies are automatically mirrored to the case activity timeline.

Merge instructions

Merge readiness:

  • Ready for merge

Additional notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@roxanne-moslehi roxanne-moslehi requested a review from a team as a code owner May 27, 2026 00:23
@roxanne-moslehi roxanne-moslehi requested a review from sinstein May 27, 2026 00:25
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@sinstein what are the limitations for disabling mirroring for a case project? I think it won't stop mirroring in all scenarios?

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what are the limitations for disabling mirroring for a case project?

@roxanne-moslehi the mirroring setting will apply to all incoming messages. If its associated to a case which has the setting disabled (via its project settings), we will skip the message.

The only caveat is that the fallback if we cannot fetch settings is set to enabled to prevent unintended skipping (this can be modified to be the other way round)

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@OliviaShoup OliviaShoup left a comment

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hey, thanks for the PR! it looks great. left a few comments for style changes we need before publishing. let me know if you have any questions!

Ensure the [Slack integration][9] is configured for your Datadog organization.

Slack thread mirroring is enabled by default for all Case Management projects. To disable it for a specific project:
1. Go to [**Project Settings**][1] and click on a project to expand its settings.
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Suggested change
1. Go to [**Project Settings**][1] and click on a project to expand its settings.
1. Navigate to [**Project Settings**][1] and click on a project to expand its settings.

1. In the expanded menu, click **Integrations** > **Slack**.
1. Toggle off **Slack thread mirroring**

### How It Works
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Suggested change
### How It Works
### How it works

Slack thread mirroring is enabled by default for all Case Management projects. To disable it for a specific project:
1. Go to [**Project Settings**][1] and click on a project to expand its settings.
1. In the expanded menu, click **Integrations** > **Slack**.
1. Toggle off **Slack thread mirroring**
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Suggested change
1. Toggle off **Slack thread mirroring**
1. Toggle off **Slack thread mirroring**.


**To configure Slack thread mirroring**:

Ensure the [Slack integration][9] is configured for your Datadog organization.
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Suggested change
Ensure the [Slack integration][9] is configured for your Datadog organization.
Make sure the [Slack integration][9] is configured for your Datadog organization.

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