When you connect Slack, bont.ai will post key communication signals like deal milestones or task reminders, directly into the channels you choose.
1. Navigate to Workflows & Notifications
Click Settings âď¸ in the topâright corner of bont.ai.
Select Workflows & Notifications from the sidebar.
Locate the Slack tile and hit âConnectâ.
2. Install bont.ai in Your Slack Workspace
Youâll be redirected to Slackâs Add to Slack page:
Choose a Workspace
If youâre in multiple workspaces, pick the one where you want notifications.
Review Requested Scopes
bont.ai asks for the needed scopes to operate.Click âAllowâ
Grant these permissions so bont.ai can send alerts and interact in your channels.
3. Configure Your Notification Channels
Back in bont.ai:
Under Workflows & Notifications, click Slack â Settings.
Choose which channel(s) receive alerts (e.g.,
#sales-updates,#dealâalerts).Save your selectionsâbont.ai will now push signals there in real time!
Pro Tips & Troubleshooting đ ď¸
Scope Updates: To add or remove scopes, go to your Slack Apps page, select bont.ai, then OAuth & Permissions â Scopes
ReâAuthorize: If you change channels or scopes, click Connect again in bont.ai to refresh the OAuth token.
Bot Display Name: In Slackâs App Home, you can rename the bont.ai bot user to match your orgâs style.
Rate Limits: Slack enforces rate limits on postingâtry batching lessâurgent alerts or using threads to avoid hitting limits. > Slack Rate Limits
Need Help? đ¤
Help Center: Browse our Salesforce Integration FAQ for stepâbyâstep guides.
Contact us: Reach out to [email protected] for further assistance!
