Slack

Win more deals by connecting your Slack channels to Opine.

If your team and customers use Slack to communicate with each other, you’ll want to connect relevant Slack channels to deals in Opine so that Opine AI can automatically identify blockers, next steps, or insights from Slack discussions.

There are two steps to configuring Slack:

1. Connect Slack to Opine

2. Connect your customer channels to each deal

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Connect Slack to Opine

Follow these steps to connect Slack to Opine:

1

Navigate to the Slack integration settings in Opine

1. Click Settings at the bottom of the main navigation

2. Under Organization click Integrations

3. Click on the Slack integration

2

Click to connect

Click the Connect button in the top right:

3

Authenticate with your Slack credentials

If you’re not already signed in to Slack, you’ll need to do so.

4

Authorize Opine to connect to your Slack

You must have the necessary permissions to install apps in the target Slack team. (If you don’t have permissions to install apps, you’ll need to ask your App Managers to for access.)

On the authorization screen you’ll be asked to grant permissions to Opine to access your Slack workspace. Click Allow to grant Opine access.

The following permissions are requested by the Opine app during authorization:

• app_mentions:read: View messages that mention @opine.

• commands: Enable Opine shortcuts and slash commands.

• channels:join: Automatically join public channels for posting updates.

• channels:history: View content in public channels where Opine is added.

• channels:read: View basic information about public channels.

• chat:write: Send messages as @opine.

• emoji:read: Access custom emoji in messages Opine can read.

• groups:read: View information about private channels Opine is added to.

• groups:history: Access content in private channels Opine is added to.

• im:read: View basic details about direct messages Opine is part of.

• mpim:read: Access content in group direct messages Opine is part of.

• mpim:history: View history of group direct messages.

• users:read: Access information about workspace members.

• users:read.email: Access email addresses of workspace members.

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Connect your customer channels to each deal

Opine supports two types of Slack channels for ingestion:

1. Customer Slack Connect Channel: Use this if you have a shared Slack Connect channel with the customer to capture direct communications between your teams.

2. Internal Slack Channel: Use this to track discussions within your team about the deal, providing critical internal context.

We recommend that you connect both channels to Opine:

1

Invite the Opine Slack bot to each channel

To invite the Opine Slack bot to a channel:

1. Open the channel in Slack.

2. Type / and select Add apps to this channel.

3. Find Opine and add it to the channel.

2

Connect your deal channels to Opine

To add channels to a deal in Opine:

1. Click Deals in the main navigation in Opine.

2. Locate the Deal you want to connect and click on it.

3. Click the Connections button in the Deal view.

4. Under Slack, specify the channels you want to connect.

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Posting deal updates in Slack

Once connected you can use the Post deal update Slack shortcut to quickly add an update to a deal's Activity log from your connected Slack workspace.

To use the shortcut:

1. Open the channel in Slack

2. Type / and select Post deal update

3. Fill in the appropriate information and submit

Jump to conversation with CMD-K (CTRL-K)

Please note: Only Slack users who are members of your Opine organization and have matching email addresses in both systems can interact with the Opine Slack bot.

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Updating permissions

From time to time, the Opine Slack app may need additional permissions to enable new features or adapt to Slack's permission changes.

Any Slack admin can quickly update these permissions by clicking the Update Permissions button and following Slack's authorization process.