Ask Reevo Slack Integration

Ask Reevo brings your Reevo AI sales assistant into Slack. You @mention it in a channel, send it a direct message, or open it in Slack’s native AI assistant pane, and it answers questions about your pipeline, meetings, contacts, and deals, and can take action in your CRM on your behalf. It is the same agent that runs inside the Reevo app. How it works:

• It responds only when you @mention it or message it directly. Regular team chat continues normally.
• You approve every action that writes to your CRM before it happens.
• It reads the current thread you mention it in for context. To answer you, it reads other threads or channel history only when you explicitly ask it to, and only after you approve the request.
• In channels it has been added to, it also receives new messages and emoji reactions so your organization’s workflows can start from Slack activity. Activity that no workflow is listening for is checked and discarded without being saved. See Slack activity and workflows.

---

​

Install Ask Reevo in Slack

1. Sign in to Reevo and open Settings → Integrations.
2. Under Workspace Integrations, click Connect on the Reevo Bot for Slack card.
3. Approve the install in Slack and choose the workspace you want to add it to.
4. Link your personal Slack account so Ask Reevo can give you personalized answers and notifications.

---

​

Use Ask Reevo in Slack

After install, @mention @Reevo in any channel it has been added to, send it a direct message, or open it in the Slack assistant pane, then ask in plain language. In a channel you may need to invite it first by typing /invite @Reevo. Examples of what you can ask:

• “What meetings do I have this week?”
• “Summarize my last call with Acme Corp.”
• “Which of my open deals are at risk?”
• “Draft a follow-up email for the contacts I met this week.”

---

​

What you can do

• Answer questions about your CRM: ask about contacts, accounts, pipeline health, and tasks, and get answers with links back to the relevant records in Reevo.
• Summarize meetings and calls: ask for a recap, key points, or next steps, with links to the full recording and transcript in Reevo.
• Take action with your approval: ask it to update a deal, create a task, or draft a follow-up. It shows you an approval card and proceeds only when you approve.
• Return long-form answers: longer results, such as account research, are posted as a Slack canvas or inline so they stay readable.

---

​

Technology and AI disclosure

Ask Reevo uses generative AI to interpret your requests and generate responses from your Reevo data. Ask Reevo can generate inaccurate or incomplete responses. As with any generative AI product, verify important information in Reevo before you act on it. Your Slack data is not used to train or fine-tune AI models. What the technology does:

• Interprets your natural-language requests.
• Generates responses based on your Reevo data and the Slack messages you share with it.
• Suggests actions, which you approve before anything is written.

---

​

Data and privacy

​

What Ask Reevo accesses

• Messages in a thread when you @mention it there, and messages in other threads or channels only when you explicitly ask it to scan them and approve the request.
• New messages and emoji reactions in the public and private channels it has been added to, so workflows can start from them. See Slack activity and workflows.
• The names of your workspace’s custom emoji, so you can choose which reaction starts a workflow.
• Basic channel and user details needed to respond and to deliver notifications.
• Your email address, used only to match your Slack identity to your existing Reevo account.

​

How the data is handled

• It is used only to operate the assistant and your organization’s workflows.
• It is not used to train or fine-tune AI models, and it is not sold.
• Slack message content is not stored in Reevo beyond what is needed to answer your request or to run a workflow your organization set up, as described below.
• When you remove the app from Slack, Reevo’s access is revoked and the stored connection tokens are deleted.

​

Slack activity and workflows

Your organization can build workflows that start when someone posts a message or adds an emoji reaction in a Slack channel. To make this possible, Ask Reevo receives new messages and reactions in every channel it has been added to, even when nobody @mentions it.

• Only channels it is in. Ask Reevo receives activity only from channels it has been added to. To stop it receiving a channel’s activity, remove it from that channel.
• Checked, then discarded. Each message or reaction is checked against your organization’s workflows. If no workflow is listening for that activity in that channel, it is discarded right away and not saved.
• Saved when a workflow runs. When a message or reaction starts a workflow, the message text, its author, and a link to the message are saved with that workflow run and shown in the run’s history in Reevo. The workflow’s steps can use them, for example to update a CRM record or as input to an AI step.
• Not from other organizations or bots. Messages and reactions from people in other organizations, such as in channels shared through Slack Connect, never start a workflow. Neither do messages posted by bots and apps, including Ask Reevo itself.

---

​

Support

Need help with Ask Reevo for Slack? Email support@reevo.ai. We respond within 2 business days, and you do not need a Reevo account to contact us.

---

​

Troubleshooting and FAQs

Still have questions? Sign in to Reevo and ask Ask Reevo, or email support@reevo.ai.