How to connect Arrows to Slack

The install takes about two minutes. You do it once per Arrows organization.

Notifications. Arrows sends a direct message to a rep when:

• a space is created for them,

• a gameplan step is ready for them to review,

• a visitor opens the sales room of their space,

Each message names the space, says what happened, and links back to Arrows. Each rep chooses which messages they get.

Slack tools for the agent. When a rep connects their own Slack, the agent can, as that rep:

• search the public channels, and the private channels the rep is a member of,

• read a channel or a thread,

• find a teammate and read their name, title and email,

• send or schedule a message, after the rep approves it in Arrows,

• create a channel for a deal and invite people, after the rep approves it in Arrows.

The agent sees only what the rep can already see in Slack. It does not read direct messages. The app has no slash commands, and you cannot write to it.

You need:

• An Arrows account that belongs to an organization.

• Permission to install apps in your Slack workspace. Ask a Slack workspace owner or admin if you are not sure.

In Arrows, click Connectors in the left sidebar. Then choose Slack.

Click Add to your team. The Slack connector now shows On your team.

Under Company connection, click Connect Slack. Arrows sends you to Slack.

1. Check the workspace name in the top right corner. Change it if it is the wrong workspace.

2. Read the list of permissions. See Permissions below for what each one is for.

3. Click Allow.

If you click Cancel instead, Arrows returns you to the Slack connector and shows "Slack authorization was cancelled". Nothing is saved and you can start again.

Slack sends you back to Arrows. The company connection now shows Connected.

The install is done.

Arrows matches each Slack member to an Arrows user by email address. Arrows builds this list right after you connect, and again whenever someone joins your Arrows organization. You do not need to do anything.

If a rep's Slack email is different from their Arrows email, the rep opens User settings → Notifications, clicks Pick user in the Slack row, and chooses their Slack user.

Each rep opens User settings → Notifications and turns each message on or off, for Slack and for email. Requests to connect a server always send.

1. An admin opens Connectors → Slack and, under More Slack tools for the agent, clicks + on the Slack card.

2. Each rep opens the Slack server page, clicks Connect Slack, reads the permissions, and clicks Allow.

Under Tool permissions, search and read tools are set to Allow. Tools that send a message or create a channel are set to Ask first, so the rep approves each one.

A rep asks the agent in a space, for example "What did we say about pricing in #deal-acme?". The agent searches and reads the channel, and answers in the space.

When the agent wants to send a message, it shows it to the rep first. The rep clicks Approve, and the message goes out as the rep.

Arrows sends one short message per event. It is always a direct message from the Arrows app.

Arrows never sends an email, updates your CRM, or messages a customer for the rep without the rep's approval. The messages are written to make this clear.

Arrows asks for these bot permissions when the app is installed:

Arrows asks for these user permissions only when a rep connects Slack tools for the agent. The agent uses them as that rep:

Arrows stores the Slack tokens in encrypted form. It keeps your Slack workspace ID, and the Slack user ID, name and email of each member it matched to an Arrows account.

When the agent uses Slack content for a rep, Arrows keeps it as part of that rep's deal record. It is deleted when you delete the space, when you ask us to delete it, or when your organization leaves Arrows. Arrows never uses Slack data to train AI models. Read the privacy policy.

Arrows uses AI, which can make mistakes. Check important information before you act on it.

1. In Slack, click your workspace name.

2. Go to Tools & settings → Manage apps.

3. Find Arrows and click it.

4. Click Remove App.

Arrows stops sending messages as soon as you do this, and every rep's Slack tools in that workspace are disconnected. To also delete the data Arrows keeps, email help@arrows.to.

For anything else, email help@arrows.to.