Reevo Bot for Slack

Reevo Bot for Slack brings your CRM data directly into your team conversations. Ask questions about contacts, deals, and accounts using natural language, and get instant answers without leaving Slack.

  • Tag @Reevo in any message to ask questions about your sales data
  • Ask in plain English like "What deals are closing this week?"
  • Follow-up questions in threads remember your previous conversation
  • Only shows data you have access to in your Reevo account
  • Use in team channels or private direct messages

Installation Requirements

  • Active Slack Workspace
  • Slack Workspace Admin
  • Active Reevo Account
  • Reevo Account Admin

Add the @Reevo Bot for Slack

  1. Log in to Reevo
  2. Go to Settings → Integrations
  3. Click Connect on Reevo Bot for Slack
  4. Log in to your Slack Workspace and authorize the Reevo app
  5. That's it! You can now use the @Reevo by inviting the bot to your Slack channels.

Features

Natural Language Queries

Ask questions about your Reevo data in plain English. "Show me all contacts from last week" or "What opportunities are closing this month?"

Contact Management

Search, create, and update contacts directly from Slack. Add contact information, contact notes, and interactions seamlessly.

Account Management

Search, create, and update accounts directly from Slack. Have company information available immediately from Slack.

Opportunity Tracking

Monitor deal progress, update opportunity stages, and get smart insights on your sales pipeline without leaving your Slack channel.

Interaction Details

How to use the Reevo Bot for Slack

  • Invite the Bot:
    • Type '/invite @Reevo' in channels where you want to use it
  • Connect your account:
    • Each team member must authorize their Reevo account. Unauthorized users get a prompt to sign in to reevo.ai and connect when mentioning @Reevo.
  • Start asking:
    • Type @Reevo followed by your question (e.g., "@Reevo show me deals closing this month")

What Triggers the Reevo Bot for Slack

  • @mentions: Any message with @Reevo in channels or direct messages
  • Thread replies: Follow-up questions in existing bot conversations
  • Direct Messages: Any message sent directly to the @Reevo bot

Channel Setup

  • The bot only works in channels where it's been invited using /invite @Reevo
  • Works best in channels connected to your Reevo sales pipelines
  • Regular team chat continues normally - bot only responds to @mentions

Technology Disclosure

This application uses artificial intelligence to process and interpret natural language queries related to your business data. The technology helps translate your requests into database operations and provides intelligent responses based on your Reevo information.

Disclaimer: As with any product that utilizes generative AI technology, there is potential that inaccurate responses can be generated.

What our technology does:

  • Processes natural language queries to understand your intent
  • Translates requests into appropriate business operations
  • Provides contextual responses based on your data
  • Suggests relevant actions and insights

Privacy Policy

  • https://reevo.ai/privacy
  • Data Deletion notes from the above privacy policy link:
    • Opt-Out of the Sale of Leads Data. In accordance with applicable law, you may have the right to opt out of our sale of your Leads Data to third parties. To exercise this right, please email support@reevo.ai. We will process requests in accordance with applicable law.
    • Account Deletion. You have an option to delete your entire account record, along with all associated personal information. You can do so within your Reevo App account settings. However, you won't be able to delete information, including personal information, that we are legally required to maintain.