REVENUE AI / SLACK
Connect Revenue AI to Slack
Setup takes two parts
1. Connect the workspace
A Revenue AI workspace admin signs in to Revenue AI, opens the workspace’s Slack page, and clicks Connect Slack. Review and approve the requested permissions in Slack.
2. Link your team
The admin links each teammate to their Slack user. This tells Revenue AI who is asking and which CRM leads and opportunities they are allowed to see.
3. Ask a question
Send the app a direct message or mention it in an allowed channel. Ask who needs follow-up and why, or ask about a lead or opportunity.
Workspace support
Standard Slack workspaces are supported. Support for a single workspace inside Enterprise Grid is planned. Organization-wide Grid installation is not supported.
Uninstall
Remove the app in Slack to stop replies and posts immediately.
Need help? prakhar@apprevenueai.com.