Before a customer handoff
Ask about an update in the relevant team conversation when Slack context is enabled for your account. Check its source before carrying that update into the customer call.
SlackFind the update behind the next step.
A customer decision may be sitting in a team thread. On accounts with Slack context enabled, Ask can use Slack messages to help you find the detail behind your question.
Available connection
Connecting Slack is available. Message access in Ask depends on your account’s enabled tools. Slack search also requires your own opt-in.
Find the handoff detail before you call the buyer.
Ask what changed in the customer handoff. Slack context must be enabled for your account, and Slack search needs your opt-in.
SlackWhat changed in the customer handoff?
Slack message context
Customer handoff
- Team update
- “Alex will own the rollout handoff.”
- Your next step
- Check the cited message before mentioning it to the buyer.
Source to checkSlack example message
Illustrative sources for the fields above. All customer details are fictional.
- Slack message
- “Alex will own the rollout handoff.”Shown in the “Team update” field above.
Use your own records and check the source before carrying a detail into a customer conversation.
When this helps
When a decision is buried in a thread
Use a focused question to look for the decision you need. Read the cited message in context, then decide how it affects the next step with the buyer.
Before your next call.
Connect Slack from Settings, then Integrations in the Mac app. Enable Slack search only if you want it. Check an Ask answer’s sources to see which messages informed it.
Explore AskKeep the scope in view
The released Slack connection provides read-only message context on enabled accounts. It does not include sending Slack drafts. Connecting Slack alone does not guarantee Ask access.
See the current plansA few things
you might ask.
Will it post a message to Slack?
No. This read-only connection provides message context; it does not send Slack drafts.
What is available today?
Connecting Slack is available. Message access in Ask depends on your account’s enabled tools. Slack search also requires your own opt-in.
How do I get started?
Connect Slack from Settings, then Integrations in the Mac app. Enable Slack search only if you want it. Check an Ask answer’s sources to see which messages informed it.
What should I know about the scope?
The released Slack connection provides read-only message context on enabled accounts. It does not include sending Slack drafts. Connecting Slack alone does not guarantee Ask access.
Related tools
Never sell alone.
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