The People.ai bot for Slack puts AI-powered insights, a modernized CRM, and a streamlined workflow directly in the hands of your sales org. People.ai captures activities between customers and your GTM teams – including relevant Slack activities – filters out private or unrelated info, and matches each activity to the corresponding account and opportunity in the CRM. Then, People.ai turns that data into action that guides your team down the path to closed-won.
The People.ai bot for Slack meets you where you are by putting AI-powered data and action directly inside everyone’s favorite app.
1. In People.ai applications, go to Settings > Integrations > Slack.
2. Click Authorize Slack. You’re redirected to Slack, and asked to choose your Slack workspace.
3. Sign in to your Slack workspace.
4. In the permission request page, click Allow to give People.ai access to Slack. You’re redirected back to our applications page. You are now connected to Slack.
5. If you want to turn on Slack notifications for People.ai users, enable notifications under configurations profile.
"We've had more visibility into data than we ever have and I absolutely attribute that to People.ai"
Julie Champion
SVP, Global Sales Operations