Slack Overview

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. Have ConveyorAI answer your one-off questions

Draft answers to your one-off questions based on the in-scope sources you've provided to Conveyor. The answers are generated using the same powerful ConveyorAI used to answer questions within the web application.

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@Conveyor not responding?

This feature was launched on July 19th, 2024. If you installed the Slack integration prior to that date, you will need to re-authenticate the integration to take advantage of the new features. Luckily, it only takes two clicks!

Head to your organization preferences , click the three dots by your Slack integration, then hit Update Credentials and Authenticate. You do not need to archive the integration in order to re-authenticate.

If your Slack org requires approvals for app installation, you'll need to go through the above steps to request approval, then complete the above steps a second time once the app has been approved.

With the Conveyor Slack app installed, just run mention @Conveyor to generate an answer within a public channel or the Conveyor app channel. ConveyorAI will attempt to identify distinct questions within your message, as well as the product lines to which your questions pertain (if applicable).

@Conveyor {your questions}

Organizations have the option to utilize safety thresholds which set the level of confidence required in order for Conv eyorAI to release answers to Slack. Admins are able to configure that safety threshold in the organization preferences menu. There, you can also configure which organization admins will be consulted when answers fall below the threshold.

Users are given the option of whether or not to reach out to an admin to release an answer. The admin can then determine whether to release or reject the answer.

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.

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.

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