Slack

Connecting Slack does two things at once. Tenali becomes someone you can talk to in Slack — message it directly, or tag it in a channel and it answers in the thread. And Tenali can learn from the channels you choose, so your team's running conversations become answerable everywhere you use Tenali.

Both come from a single connection. You authorize once on the Integrations page and pick up whichever half you need.

What connecting unlocks

• Ask Tenali in a DM — message the Tenali app in Slack and ask about your meetings, your documents, your action items, or your pipeline. It answers with everything you'd get in the web app, without leaving Slack.
• Tag it in a channel — mention Tenali in any channel it's been invited to and it replies in that thread, so the whole team sees the answer. Channel answers come only from what your organization has published for everyone.
• Send it a file — drop a document into the DM and Tenali indexes it as one of your sources, then messages you when it's ready to answer questions about it.
• Update your CRM from Slack Rolling out — ask Tenali to update a deal or log a call and it posts the proposed changes for you to approve or discard before anything is written. Switched on per workspace — ask support whether it's live for you. See Tenali in Slack.
• Channel-backed answers — add a Slack channel as a source and Tenali draws on its messages and threads when answering in chat and during live calls, citing the channel it used.

Connect Slack

Slack connects through a secure OAuth handshake — you authorize once in a new browser tab and Tenali stays connected from then on.

1. 1

   Open Integrations

   In the web app at app.tenali.ai, go to the Manage Integrations page. You'll see Slack listed in the table under the "Application" column.

2. 2

   Click Connect

   Click the Connect button in the "Action" column on the Slack row. A new browser tab opens, and Tenali shows the message "Complete the Slack connection in the new tab."

3. 3

   Authorize your Slack workspace

   Sign in to Slack and approve access for your workspace. When you're done, the tab closes automatically and Tenali detects the connection.

4. 4

   Confirm it's connected

   The Slack row now shows a green Connected badge with a Disconnect option, and you'll see the toast "Slack connected!"

Right after you connect, Tenali sends you a direct message in Slack to confirm it's working and suggest a few things to ask:

You're connected. I'm Tenali. Ask me anything about your meetings, your documents, or your pipeline, right here.

Everyone connects their own Slack

A Slack connection belongs to the person who authorized it, the same way CRM connections do. Tenali answers you based on what your account can see, and it reads channels through your own Slack access.

That has a practical consequence in channels: if someone who hasn't connected Slack to Tenali tags the app, Tenali can't answer for them. It replies with "Ask a teammate who's connected to Tenali to tag me and I'll answer here."

What access Tenali gets

Slack access is deliberately narrow, and it's worth knowing exactly where the line sits:

• It reads with your own Slack access. Tenali reads through the account of the person who connects — the same channels that person could open in Slack. In practice that means the workspace's public channels, plus the private channels that person belongs to. It never joins a channel by itself.
• It only imports channels you pick. Connecting alone imports nothing. Content comes in one channel at a time, chosen explicitly on the Sources page.
• In channels, it only posts where it's invited. Tenali replies in a channel when someone tags it, and only in channels your team has added it to.
• In channels, it answers from shared knowledge only. A channel reply can only draw on your organization's shared knowledge base. It can't open meetings, call recordings, CRM records, or anyone's private files on that surface. Answers Tenali auto-captured from questions asked on your calls are part of that shared knowledge, so review them before inviting Tenali into a channel with people outside your company — see Tenali in Slack.

Add a channel as a source

Connecting Slack links your workspace — it doesn't add any content yet. To make a channel available to Tenali, add it on the Sources page.

1. 1

   Open the Sources page

   Go to Sources in the web app and start a Slack upload to open the Upload Source from Slack dialog.

2. 2

   Pick a channel

   Open the Select Channel dropdown and choose the channel you want Tenali to learn from. Channels from your connected workspace are listed by name (for example, #competitive-intel).

3. 3

   Upload

   Click Upload. Tenali confirms with "Channel imported successfully as source," and the channel's messages and threads become available for answers.

For the full walkthrough — including private channels, what gets filtered out on import, and sharing a channel org-wide — see Connect Slack Channels.

Disconnect Slack

On the Slack row of the Manage Integrations page, click Disconnect. Tenali confirms with "Your account has been disconnected!" You can reconnect any time by clicking Connect again.

Disconnecting doesn't delete anything: channel sources you've added stay in your Sources list. They stop updating through your account — and if nobody else on your team has Slack connected, they stop receiving new messages entirely. If a teammate is still connected, Tenali can keep a public channel current through their access. Reconnect and updates resume on the same sources — or remove individual channel sources from the Sources list if you're done with them.

Next Guides

• Tenali in Slack
• Connect Slack Channels
• Slack Issues
• How Connecting Works
• Chat — Ask Tenali Anything