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      Consensus for Slack

      Receive important notifications for all of your DemoBoards in Slack.

      Privacy Policy: for insights into the Consensus privacy policy, and data handling procedures when it comes to Slack, please view our policies here. 

      Install and Configuration

      Step 1: Installing the Application (Slack Admin required)

      Whoever is the first user for that Org to select the “Add to Slack” button from their Consensus profile page, will be the first user to “request” it to be installed to their Slack workspace. If this is an Admin of Slack, they will be able to immediately approve the app, install it, and grant the app permissions. If not, the user will get a request access page, and their admin will be notified to approve the install.

      Here is what the Request to Install page will look like if your admin has not yet approved the app for your workspace: 

       



      Here is what the permissions page looks like if you have already been granted approval to install the app by an Admin in Slack.

      Personal Data and Scope of Permissions: 


      As for personal data, we do not store any personal data for this integration. We only store:

      • Name of the workspace
      • ID of the workspace
      • logo
      • domain
      • user ID in Slack
      • and the received token.

      Scopes we request

      • Bot Token Scopes

      • User Scopes:

       

      Step 2: Authenticating to the App

       

      After the app has been approved for your Slack Workspace by and administrator, additional users in the workspace can locate it within the App Directory. 

       

       


      For that individual user to authenticate the App, they now have 2 options. They can initiate the “Add to Slack” process via the button on their Profile Page directly in Consensus, OR they can also initiate this directly from Slack on the Home page of our app. 


      Option 1: Use the Add to Slack button from the My Profile page in Consensus

       

      Selecting add to Slack button will pop up the permissions window to allow the app permissions, and then once allowed, will redirect the user back to Slack. 

       

      Option 2: Use the "Connect your Consensus Account" button from within our app home page



      Selecting “Connect your Consensus Account” will bring them to the permissions page, then to the Consensus login screen to enter credentials, and finally reroute them back to Slack to complete authentication.


      Welcome to Consensus for Slack!

      After installing and connecting Slack to their Consensus Account, the user will be sent a welcome message to let them know more about what the app can do. 

       

       

      This message, along with all other notifications we send to Slack, will be collected within our App’s “Messages” tab. 

       

      Notifications

      Our Slack MVP is all about Notifications. For every DemoBoard you have personally created, or that you have been added to for receiving notifications (via Notifications and Access list), the integration will send the following notification messages: 

       

      DemoBoard Watch: 

       

       

      • Provides all information for who is watching the demo, when they were invited, and how long it took them to watch it after it was created/sent..
      • Provides an action button “See Details” that lets a user jump into Consensus for more information. 

      DemoBoard No-Views:

      • Provides information to users about which DemoBoards are not performing well. 
      • This will be sent to Slack based on the no-view settings for the DemoBoard or organization. 
      • Provides an action button Get DemoBoard Link” that lets a user copy the link and resend to their prospect or customer. 

      DemoBoard Share Request:

      • Get notified of when your customers and prospects request to share a demo to users outside of their domain. 
      • Provides a quick action button “Accept Share” which takes the user into Consensus to properly accept the request. 

      DemoBoard Shares:

      • Get notified of when your customers share your demo within their organization. 
      • Provides a quick action button “See Details” which takes the user into Consensus Demo Details page.

      DemoBoard Anonymous Shares:

      • Is sent to the the list of users which are in the 'Notifications & Access' field of the respective DemoBoard when the earlier Unknown Share becomes a Known Share

      Managing Notifications

      It's now easy to enable and disable the individual notification types that you wish to receive via Slack. Simply visit the App's "Home" screen to see a check list of the notification types. You can enable and disable them from flowing into Slack from here at any time. 

       

      Disconnecting Slack

      Revisit your My Profile page in Consensus to fully disconnect from your Slack workspace. 

      Select the "Disconnect" option available next to the configured workspace. A confirmation screen will appear.

       


      Once confirmed, your Consensus account and Slack will no longer be connected. The app will however still be installed in your Slack workspace, and if you want to continue using it at a later date, you will need to re-authenticate again to your chosen workspace.