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* add slack docs * prettier * Update slack.mdx Co-authored-by: Youmna Sirgi <[email protected]> * Update slack.mdx Co-authored-by: Youmna Sirgi <[email protected]> * Update slack.mdx Co-authored-by: Youmna Sirgi <[email protected]> * fix add-to-slack.mp4 link --------- Co-authored-by: Youmna Sirgi <[email protected]>
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--- | ||
title: 'Slack' | ||
sidebarTitle: 'Overview' | ||
--- | ||
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We're currently iterating and testing bi-directional Slack support with our design partners. | ||
**Never miss another message from a customer in Slack** | ||
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If you are interested in helping your customers in Slack via Plain, please reach out to us at [[email protected]](mailto:[email protected]) so we can discuss and get you set up. | ||
Our Slack integration lets you sync messages from selected Slack channels to Plain and respond directly to customers from the platform. | ||
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If you'd prefer, you can also [book a demo with us directly](https://cal.com/team/plain/demo). | ||
You will also be able to [add context to Slack messages with customer cards](/customer-cards), [set labels](/labels) and priorities, [create Linear tickets](/linear), and much more. | ||
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### Connecting Slack with Plain | ||
Here’s how to get started: | ||
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<Note> | ||
Only workspaces which have been given early access will see the settings required to connect to | ||
Slack. | ||
</Note> | ||
**1 Connect your workspaces** | ||
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<Steps> | ||
<Step title="Connect your workspaces"> | ||
- In Plain, navigate to `Settings` > `Slack` | ||
- Press `Connect to Slack` | ||
- Follow Slack's instructions making sure the correct Slack workspace is selected. | ||
- In Plain, navigate to **`Settings`** > **`Slack`**. | ||
- Press **`Connect to Slack`**. | ||
- Follow Slack’s instructions to make sure the correct Slack workspace is selected. | ||
- Authorize replies from your Slack profile to respond directly from Plain. | ||
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</Step> | ||
<Step title="Add the Plain app to the channels you want to track"> | ||
Go to the channels you want to track in Plain and invite the Plain app. You can do this by | ||
typing `/invite`, selecting `Add apps to this channel` and then choosing Plain. | ||
</Step> | ||
<Step title="Enjoy 💬"> | ||
That's it! Slack messages from the channels you added our Slack app too will begin appearing as | ||
threads in Plain. | ||
</Step> | ||
</Steps> | ||
**2 Add the Plain app to the channels you want to track** | ||
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Once you’ve set up the integration in Plain, go to the Slack channels you want to track and invite the Plain app. You can do this by typing **`/invite`**, selecting **`Add apps to this channel`** and then choosing Plain. | ||
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<video | ||
controls | ||
className="w-full aspect-video" | ||
src="https://static-assets.plain.com/docs/slack/add-to-slack.mp4" | ||
></video> | ||
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**3 Start responding 💬** | ||
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Slack messages from the authorized channels will begin appearing as threads in Plain. To respond, press `R` and begin typing in Plain. Your responses will appear in Slack as if you are responding directly in the app. | ||
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Emojis ( **`:`** to search for the right one), syntax highlighting, and attachments are all supported in Plain. | ||
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**Note -** Slack messages sent by a Slack user that does **not** have an account in Plain (i.e. a customer) will create threads in Plain. |
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--- | ||
title: 'How Slack messages create threads in Plain' | ||
--- | ||
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Everyone sends messages in Slack differently. Here’s a high-level breakdown of how Slack messages create threads in Plain: | ||
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1. **Multiple messages in main channel -** multiple messages sent subsequently in the main channel will be treated as one thread in Plain. | ||
![Slack Setup 1](/public/images/slack-setup-1.png) | ||
![Slack Setup 2](/public/images/slack-setup-2.png) | ||
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2. **Messages in a Slack thread-** All messages on a Slack thread will be mapped to the thread in Plain created by the message in the main channel. | ||
![Slack Setup 3](/public/images/slack-setup-3.png) | ||
![Slack Setup 4](/public/images/slack-setup-4.png) | ||
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3. **Multiple messages in the main channel, separated by a thread -** Once a Slack thread is created, the next message in the main channel will create a _new_ thread in Plain. | ||
![Slack Setup 5](/public/images/slack-setup-5.png) | ||
![Slack Setup 6](/public/images/slack-setup-6.png) |