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How it works

Connecting Slack allows Clearskies to operate directly inside Slack and incorporate conversations into the Context Graph. Once connected, Clearskies can:
  • Respond when mentioned in Slack
  • Use Slack conversations as customer context
  • Associate Slack activity with accounts and deals alongside CRM, calls, email, and calendar data
Channel-to-account linking is configurable and can be updated at any time.

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What you’ll need

  • Slack workspace admin access (Regular members cannot grant the required permissions)

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Setup steps (~5 minutes)

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1. Open Context Graph in Clearskies

Log in to Clearskies and navigate to Context Graph from the main navigation.

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2. Connect Slack

Find Slack and click Connect. You’ll be redirected to Slack to authorize access.

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3. Review Slack permissions

Slack will ask you to approve permissions that allow Clearskies to read context and take actions in Slack.

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Information Clearskies can view:

Content and info about channels & conversations
  • View messages and other content in public channels that Clearskies has been added to
  • View basic information about public channels in your workspace
  • View messages and other content in direct messages that Clearskies has been added to
Content and info about your workspace
  • View people in your workspace
  • View email addresses of people in your workspace

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Actions Clearskies can take:

Perform actions in channels & conversations
  • View messages that directly mention @clearskies in conversations that the app is in
  • Join public channels in your workspace
  • Send messages as @clearskies
  • Start direct messages with people
Perform actions in your workspace
  • Add shortcuts and/or slash commands that people can use
These permissions allow Clearskies to function as a native Slack agent while remaining scoped to approved conversations. Click Connect to approve.

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4. Verify connection in Clearskies

After approval, return to the Context Graph page in Clearskies. Click Slack to confirm a list of Slack channels detected in your workspace is visible.

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5. Slack channel → account linking

Channels can be linked to customer accounts so Clearskies understands which conversations belong to which customers. There are three ways to link channels: AI-assisted linking (optional)
  • Open the All dropdown
  • Select With suggestions to view AI-recommended channel-to-account matches
  • Review suggestions and accept or decline them individually, or accept all at once
Manual linking
  • Select a Slack channel from the list
  • Click the field under Linked account
  • Search for and select the account you want to associate with that channel
Salesforce-driven auto-linking If your team creates customer channels automatically, you can configure Clearskies to auto-link channels using a Salesforce field. See Auto-link Slack channels to Accounts below. Linking channels allows Clearskies to associate Slack conversations with the correct accounts, improving accuracy when answering questions and generating insights.
If your team creates customer Slack channels automatically (using Salesforce Flow, Slack Workflow Builder, or custom scripts), you can configure Clearskies to auto-link those channels to the correct Account. This removes the need to review bulk suggestions every week. When your automation creates a Slack channel for an Account, it also writes the Slack Channel ID to a Salesforce field. Clearskies reads that field and links the channel to the Account, then begins ingesting messages from the channel automatically.

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Prerequisites

  • You can add a custom field to the Salesforce Account object.
  • Your Slack channel-creation automation can access the Slack Channel ID.
  • Clearskies has access to Salesforce and Slack for your workspace.

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Step 1: Create a Salesforce field on Account

  1. In Salesforce Setup, go to Object Manager → Account → Fields & Relationships → New.
  2. Create a custom field to store the Slack Channel ID.
    • Recommended type: Text
    • Recommended length: 50
    • Example API name: Slack_Channel_ID__c

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Step 2: Update your channel-creation automation to populate the field

Your automation must do two things:
  1. Create the Slack channel.
  2. Write the Slack Channel ID back to the correct Account record.
Important rules
  • Write the Channel ID (example format: C01234567). Do not write the channel name.
  • If you create multiple channels per Account, store the primary deal channel here. Use clearskies bulk suggestions for the rest.

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Step 3: Confirm clearskies is linking and ingesting

After the Account field is populated:
  • clearskies polls Salesforce regularly.
  • When it detects a newly created Account with Slack_Channel_ID__c populated, it creates or updates the mapping.
  • clearskies starts ingesting messages from that channel.
If you need to link existing Accounts in bulk, use Bulk Suggestions. When Salesforce-driven linking is enabled, clearskies will prioritize explicit Channel ID matches in that flow.

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You’re all set

Slack is now connected to your Context Graph, and channels can be linked to customer accounts manually, via AI-assisted suggestions, or automatically through Salesforce-driven linking. Clearskies is ready to support question-answering and context retrieval directly inside Slack. Questions? We’re here to help at support@clearskies.cc