Connect Slack to PitchSense
Ask questions and get answers in the channels where your team already talks.
Overview
How PitchSense works with Slack
Ask questions and get answers in the channels where your team already talks.
Most questions about your business start in a conversation. With Slack connected, agents answer where the question was asked and send updates without anyone copying numbers between tools.
Key problems solved
What changes when you connect Slack.
Context switching
Answer questions without leaving the conversation
Missed follow-ups
Agents flag the threads that need a reply
Manual reporting
Scheduled updates go out on their own
Scattered context
Every answer cites the messages it used
Features
Integration features
What PitchSense does with Slack.
What agents can do in Slack
Mention @wrapper in any channel to ask about your data
Post scheduled reports to the channels that need them
Get alerts when a metric moves outside its usual range
Answers in context
Reply in the thread where a question was asked
Cite the sources behind every number
Keep replies short, with details on request
Why it matters: Teams get answers without opening another tool
Scheduled updates
Send daily or weekly summaries
Choose recipients and channels per report
Pause or edit a schedule at any time
Why it matters: Reports arrive before anyone has to ask
Setup
Setup guide
How your team connects Slack to PitchSense.
1
Start the connection
An admin starts the Slack connection from PitchSense.
2
Approve access in Slack
Add Wrapper to your workspace and invite it to the channels you choose. Every reply cites the sources it used, so anyone can check the work.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Slack data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Slack.
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