Slack Integration: Core Features & Automation Setup

1. Introduction

This guide explores the [ Integration - Slack ] channel on SaleSmartly, enabling seamless team collaboration, automated workflows, and centralized customer support.

 

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search by account name or email address, helping you find your account quickly.

 

2.2. Authorized account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Account to integrate your Slack account. For detailed procedures, please refer to How to integrate Slack?

 

2.3. Add customer service-configure customer service

After integrating Slack into Salesmartly, you can configure customer service for your bot and manage your Slack account conveniently.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.