Slack Overview

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Overview

Conveyor integrates with Slack to empower your team to receive notifications and take certain actions without having to open Conveyor. Specifically, the Slack integration has three main benefits:

  1. Get answers to one-off questions by searching your knowledge base
  2. Save time reviewing and sending Trust Center invitations
  3. Get notified about customer activity in your Trust Center

Getting started is easy. Just head to the Installation and Upgrade Instructions. If you ever need a reminder of what Conveyor can do in Slack, just run the command /conveyor help in Slack.

1. Get answers to one-off questions by searching your knowledge base

After you've setup your (Knowledge Base), you can search those Questions and Answers directly from Slack. The search is performed by the same powerful search within the web application and the results of your search are only visible to the searcher.

With the Conveyor Slack app installed, just run the following Conveyor command to search your Knowledge Base

/conveyor ask {search keywords or question}

An example of running /conveyor ask Do we encrypt data at rest

An example of running /conveyor ask Do we encrypt data at rest

2. Save time sharing your Trust Center

Need a faster way to share your Trust Center with customers and prospects? We recommend setting up Auto-approval and NDA bypass via Salesforce, but you can also save oodles of time via Slack. These commands are your new best friend:

  • /conveyor subscribe requests: Run this command to subscribe a channel to Trust Center access requests. You can then review, approve, and reject the access requests directly in Slack.
  • /conveyor invite: Run this command to bring up a modal that will then let you issue new invitations to your Trust Center via Slack.
Example of the Trust Center access requests you'll see after running `/conveyor subscribe requests`

Example of the Trust Center access requests you'll see after running /conveyor subscribe requests

Run `/conveyor invite` to issue invitations to your Trust Center directly from Slack.

Run /conveyor invite to issue invitations to your Trust Center directly from Slack.

3. Get notified about Trust Center customer activity

Sales reps get an endorphin rush when prospects take action in the Trust Center. You can send notifications in real-time of such activity directly to Salesforce or to Slack using the following commands:

  • /conveyor subscribe activity: Subscribes a given channel to notifications of all activities that customers take in your Trust Center.
  • /conveyor subscribe answerbot: Subscribes a given channel to notifications of questionnaires that customers upload to your Trust Center (if you have that customer self-serve questionnaires feature enabled).
  • /conveyor follow {email address or email domain}: Subscribes a channel to one particular connection's activity. This is a good command for sales reps to use in their own channels to follow the activity of one key prospect.
Example of activity you'll see after running `/conveyor subscribe activity`

Example of activity you'll see after running /conveyor subscribe activity

Example of activity you'll see after running `/conveyor subscribe answerbot`

Example of activity you'll see after running /conveyor subscribe answerbot

  • /conveyor toggle emails: On activities, toggles the visibility of user emails.