Steps to Integrate Slack with Staircase AI

Login and click the cog in the left side bar to open up your Integrations panel. Click on the Slack card. Then 'connect'.

Allow Staircase access to your Slack workspace.

Open Slack, navigate to the client channel(s) you want Staircase to analyze and add the Staircase app to that channel. Repeat this step for all channels to wish to add.

Note: This process has to be done for each channel one at a time.

Staircase will attempt to automatically match your channel to the corresponding customer in Staircase. Sometimes, it isn't able to make that match if the client name and the channel name are too different.

In that case, go back to the Integrations settings page in Staircase, click the cog symbol on the Slack card, and map the channels you added to the corresponding customer.