Integrate to Slack Channels

After installing the Loopio for Salesforce app in Slack, you can integrate it into any Slack channel or conversation for on-the-spot responses. The members of the channel can interact with the application by tagging it to provide answers from your curated Response Library.

To Add Loopio for Salesforce to Channel

1. Open Slack, and go to the Channel where you want to add the application.

2. Click on the Channel Title to get the details.

3. Go to the Integrations tab on the details pop-up.

4. Click the Add an App button.

5. Search and select the Loopio for Salesforce in the search box.

6. Click the Add button.
   You can see the Loopio for Salesforce has joined the channel message appears.

You can send messages to your conversational application in the channels, and it will respond accordingly.

You must tag the application for interaction after adding it to the channel or group.

Basic Interaction

You can start by greeting the application with Hi/Hello to check if it’s active. The application will respond to your greeting.

How it Works in Channel

• Tag and ask the Loopio for Salesforce to fetch answers from your curated Response Library.

• Inquire about specific questions related to any project you’re working on.

• Easily add or update answers for project questions within Slack channel.