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Connect Slack to message Sammy for opportunity searches and pipeline questions, and to receive mentions, assignments, and proposal-ready alerts as Slack messages.
This is a shared, org-wide integration — not per AI Profile. Connecting Slack applies to your entire SamSearch organization; every AI Profile and every team member shares the same connection and can see synced data. It is not possible to connect a specific AI Profile to a specific Slack workspace — there is one Slack connection per SamSearch account. SamSearch strongly recommends connecting with a dedicated work account (e.g. ops@yourcompany.com) rather than a personal account, so the connection persists if an individual leaves.
Slack integration card in Account > Integrations showing the Connect Slack button

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What this integration does

  • Get pursuit alerts and @mentions in Slack
  • Notify your team on status changes and deadlines
  • Post new AI-matched leads to a channel
  • Supports Notifications, Mentions, and DMs
  • Chat with @Sammy one-on-one or in a channel

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Part 1 — Connect Slack

1

Open Integrations

In the left sidebar, scroll to Account and click Integrations.
2

Find the Slack card

Scroll to the Messaging & Notifications section. The Slack card shows your current connection status.
3

Click Connect Slack

Click Connect on the Slack card.
4

Authorize SamSearch in Slack

A popup opens asking you to choose your Slack workspace and authorize the SamSearch app. Review the requested permissions and click Allow.
Slack app authorization screen showing the workspace picker and the Allow button for the SamSearch app
5

Confirm connected status

The popup closes and the Slack card now shows Connected, along with your workspace name.

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Part 2 — Chat with @Sammy in Slack

Once connected, Sammy is available directly in Slack:
  • Direct message: open a DM with Sammy in your Slack sidebar and ask it to find opportunities, start a journey, or answer questions about your pipeline.
  • Channel mention: type @Sammy in any channel it’s been added to, followed by your question or request.
Sammy responds in the same thread, so the rest of the channel can follow along.

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Part 3 — Set up notifications

On the connected Slack card, click Configure to choose which notification types post to Slack: Each notification arrives as a Slack message with quick Reply and Mark read buttons, so you can act without switching to SamSearch.

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Posting to a channel

Some notification types can be routed to a channel (rather than a DM) — for example, new AI-matched leads:
  1. On the Slack card, click Configure.
  2. Turn on the channel post you want (e.g. Post new leads to a channel).
  3. Paste the destination Slack channel and click Save.
The Microsoft Teams integration — which shares the same underlying notification system — has two independently configurable channel destinations (new leads digest and proposal/outline-ready), each postable to a different channel, with everything else delivered as a personal DM. Slack’s Configure panel is very likely structured the same way, but this hasn’t been directly verified against Slack’s live UI yet. If you need to confirm exact channel-routing options before promising something to a customer, do a real Configure walkthrough or check with product — don’t rely on this page’s specifics for that one detail yet.

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Troubleshooting

I don’t see Sammy in my Slack sidebar
  • Confirm the Slack integration shows Connected on the Integrations page.
  • Search for “Sammy” in Slack’s app directory and add it to your sidebar if it isn’t there already.
Notifications aren’t arriving in Slack
  • Check which notification types are enabled under Configure on the Slack card.
  • Confirm you haven’t muted the Sammy DM or the notification channel in Slack.
Reply and Mark read buttons aren’t working
  • Make sure you’re using the latest version of the Slack desktop or mobile app.
  • Try reconnecting the integration from the Integrations page if the buttons remain unresponsive.
Still stuck? Contact support@samsearch.co with your SamSearch account email and your Slack workspace name.