@Chert Agent can
answer campaign questions or run channel-level operations.
When to use it
Use Slack when operators live in a channel and need to review replies, approve actions, or monitor campaign health without opening the CRM for every message.| Best fit | Shared reply triage, campaign monitoring, and lightweight operator actions. |
| Automation fit | Slack cards should notify the team when a lead replies. |
| Not for | Full CRM data entry. Slack complements Salesforce, HubSpot, or the Chert console. |
What gets connected
| Item | Where it appears | What it does |
|---|---|---|
| Chert Notifications | Slack app install | Posts lead reply cards and supports thread-based triage. |
| Chert Agent | Separate Slack app install | Responds to @Chert Agent mentions for campaign operations. |
| Channel binding | Chert Settings | Routes one Chert project to one Slack channel; switchable without reinstalling. |
| Bot tokens | Chert server-side storage | Stored per project and never exposed to the browser. |
| Canvases | Bound Slack channel | Optional Overview, Daily Summary, and Lead Lists canvases. |
| Signing-secret verification | Chert inbound event handler | Verifies every inbound Slack event. |
OAuth scopes
Both apps request the same scopes because reply cards, app mentions, and canvases share the same workspace surface.| Scope | Why Chert needs it |
|---|---|
chat:write | Post reply cards, agent responses, and alerts. |
chat:write.public | Post in public channels before explicit bot invite. |
channels:read | Populate the Settings channel picker. |
groups:read | Include private channels in the picker. |
canvases:write | Create and update Overview, Daily Summary, and Lead Lists canvases. |
canvases:write scope. Reinstall to grant it.
Minimal usage example
After installing Chert Notifications and binding a channel:- A lead replies to an outbound iMessage.
- Chert posts a reply card in the bound Slack channel.
- An operator reviews the conversation tail and either opens the CRM deep link or replies in the Slack thread for triage.
Next steps
Install
OAuth install for both apps and channel binding.
Configuration
Per-project flags, notification routing, and the Nth-reply filter.
Notifications
Card anatomy and thread-reply triage.
Security
Token storage, signing-secret verification, and data handling.