> ## Documentation Index > Fetch the complete documentation index at: https://clearskies.cc/docs/llms.txt > Use this file to discover all available pages before exploring further. # Slack > Connect Slack to your Clearskies Context Graph to incorporate conversations into your revenue AI agents and enable natural language Q&A directly in Slack. ## 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, and covers both internal channels and externally shared (Slack Connect) channels. *** ## What you'll need * **Slack workspace admin access** (Regular members cannot grant the required permissions) *** ## Setup steps (\~5 minutes) ### 1. Open Context Graph in Clearskies Log in to Clearskies and navigate to **Context Graph** from the main navigation. ### 2. Connect Slack Find **Slack** and click **Connect**. You'll be redirected to Slack to authorize access. ### 3. Review Slack permissions Slack will ask you to approve permissions that allow Clearskies to read context and take actions in Slack. ### 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 ### 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. ### 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. ### 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 — including **externally shared (Slack Connect) channels**, so customer channels shared with people outside your workspace can be linked the same way as internal ones * 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](#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. *** ## Auto-link Slack channels to Accounts 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. ### 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. ### 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` ### 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. ### 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. *** ## 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](mailto:support@clearskies.cc)