Slack

Slack is where the CS team's internal communication happens. LealUp integrates so critical signals land where you're already looking.

What it does

• Notifications — health alerts, upcoming QBRs, assigned tasks land in your DM or configured channel.
• /lealup command — query customers without leaving Slack.

How to connect

Integration at workspace + user level. The admin connects the workspace, then each user connects their personal Slack account for DMs.

Step 1: Admin connects the workspace

1. Admin → Integrations → Slack → Connect workspace.
2. Slack OAuth — authorize the LealUp Slack app.
3. Requested scopes: channels:read, groups:read, chat:write, users:read, commands.
4. Select the default channel for team notifications (e.g., #cs-alerts).

Step 2: Each user connects their DM

1. Settings → Integrations → Slack → My DMs → Connect.
2. Authorize LealUp to send you DMs.
3. Test — LealUp sends you a welcome DM.

Notifications

Types of notifications you can enable:

Health alerts

• Sharp drop (>15 pts in 7 days).
• Threshold crossing (healthy → neutral, neutral → risk).

Default channel: DM to the owner. Configurable to a team channel (#cs-alerts).

Meeting briefings

• Customer meeting summary, prepared in the daily briefings process.

Default channel: DM to the owner.

Tasks

• New task assigned.
• Task due today / tomorrow.
• Task overdue.

Default channel: DM.

QBRs / renewals

• QBR in 14 days.
• Renewal in 60 days.

Default channel: DM to the owner + team channel.

Customization

Settings → Notifications → Slack

Control matrix per event × channel × frequency.

/lealup command

From any Slack channel:

/lealup acme

Returns a card with:

• Current health + trend.
• ARR, renewal date, owner.
• Last 3 timeline events.
• Pending tasks.
• Link to Customer 360 in the app.

Useful when you're in a debate with sales or the team about a customer and don't want to switch context.

Other variants

/lealup health             # portfolio summary
/lealup reds               # at-risk customers (your book)
/lealup renewals 60d       # upcoming renewals
/lealup help               # full menu

Requested scopes

• channels:read, groups:read — list channels to pick where to notify.
• chat:write, chat:write.public — send notifications to channels.
• im:write — open the bot DM with you for your notifications.
• commands — the /lealup command.
• users:read, users:read.email — map your Slack user to your LealUp user.
• incoming-webhook — default channel on install.

We do not request channels:history or files:read: LealUp does not read your channel messages.

Common issues

"I don't get notifications in my DM"

• Verify you connected your DM (step 2 above).
• Check the notifications matrix (some default to off).
• Make sure the LealUp bot can DM you (Slack sometimes blocks new bots until you approve them).

"The /lealup command doesn't respond"

• Reconnect the workspace (bot token expired or was revoked).
• Verify you're in a channel where the bot was invited (or DMing the bot).

"Too many notifications, it's noise"

• Tune the matrix — lower frequency or mute types.
• Consider a centralized channel (#cs-alerts) for the team instead of DMs per CSM.

Disconnect

• User: Settings → Integrations → Slack → Disconnect DM.
• Workspace (admin): Admin → Integrations → Slack → Disconnect workspace. This affects all users.