Slack

Installing Pilea's Slack app to your Workspace

1. In Pilea, go to Settings → Integrations → Slack, and hit Connect
2. Follow the instructions to install the Slack app in your workspace

Select confirmation channel

Pilea's Slack app needs a channel to send confirmations when feedback is successfully added, e.g. #feedback-confirmations.

Select a channel from:

• Settings → Integrations → Slack → Select confirmation channel

Invite the Pilea app to relevant #channels

The Slack app only imports feedback where it's explicitly tagged, and only in channels it's invited to.

We highly recommend to create a channel called #feedback, and inform your team. To invite the Slack app:

• Go to your selected channel (e.g. #feedback)
• In the message composer, type "/invite @pileainsights"

Post Weekly Summaries in Slack

Once installed, you can receive weekly insights and bug summaries in Slack.

• In Pilea, go to Settings → Weekly Summaries → Edit
• Switch on "Notify in Slack" and select a channel

Once Pilea's Slack app is installed and invited to a Slack channel, you can choose between 3 methods of adding feedback.

Using 🌱 Emoji Reaction

• React to a messages with the 🌱 emoji
• You will receive a notification in the receipts channel confirming that the feedback was successfully added

Using Message Menu

• Use the overflow menu (three dots) on any message and select "Add feedback to Pilea Insights".
• Doing so will copy the message into a modal where you can add product and customer.

Using Slash Commands

• Use the forward slash command /pilea-insights to trigger a dialogue to manually add feedback.
• Doing so will open amodal where you can add the feedback, product and customer.