Slack Integration Guide

Learn how to connect Useful to channels where you work with customers. This guide shows you how to set up the integration and use it to automatically track Slack-based conversations and deal insights.

Overview

Add Useful to Slack channels where you work with customers, and it'll keep your CRM up to date while you focus on selling.:

• Keep track of customer needs and concerns in one place

• See which deals are moving forward, which are stuck, and why

• Work naturally in Slack without changing your process

Connect Slack as Workspace Admin

1. Go to your Useful dashboard

2. Navigate to Settings > Integrations

1. Click "Connect to Slack"

2. Select your Slack workspace

3. Authorize Useful with the required permissions

Note: Only one workspace admin needs to complete this step. Once connected, all team members can use the integration.

Add Useful to Channels With Your Prospects

How to add Useful to a prospect channel.

1. Open the Slack channel where you're working with prospects

2. @ mention "Useful" to mention the Useful bot

3. Respond to the Slackbot prompt to invite the bot to the channel

You can also manually add the bot by clicking the channel name at the top, selecting "Integrations," then clicking "Add apps".

1. Once you add the bot to the channel, Useful will attempt to find the related Account

Useful uses the domains of external members in the channel to identify the related Account. The channel must have external members present for the domain matching to work.

1. Once found, Useful will prompt you to confirm.

2. Click "Confirm" to link the Slack channel to the Account.

Pro Tip: Add Useful to channels where you:

• Run product trials & POCs with customers

• Answer questions about your product and offer

• Share docs, slides, recordings, demos, and documentation

• Coordinate implementation details and followups

Understanding Useful's Slack Bot

What Useful's Slack Bot Does

• Automatically analyzes conversations for deal-relevant information

• Updates your CRM with deal progress and qualification details

• Identifies key decision-makers, stakeholders, and their evolving role in the deal

• Tracks questions, concerns, and feedback from prospects

• Monitors deal risks and opportunities

Real-World Example

Let's say you're working with a prospect on a 2-week POC:

1. You add Useful to your #acme-poc channel

2. Your team and the prospect discuss implementation requirements

3. Useful automatically:

   • Identifies technical requirements mentioned

   • Logs information about their decision-making process

   • Tracks who's engaging and who's listening

   • Alerts you to potential risks or blockers

Important Notes

• Useful refreshes Slack data every 15 minutes

• The bot only processes messages after it's added to a channel

• All data is processed in compliance with Slack's terms of service

Best Practices

1. Add Useful Early: Add the bot to prospect channels as soon as they're created or after a prospect joins the channel

2. Work Naturally: Just communicate as you normally would - Useful's smart enough to understand your conversations and track everything happening with the deal

Troubleshooting

If you encounter any issues:

1. Verify the bot is properly added to the channel

2. Check that your workspace admin has completed the initial Slack connection

3. Contact support if issues persist

Need Help?

Contact our support team at [email protected] or visit our Help Center for additional resources.