Internal Slack Channels

Connect internal Slack channels to customer accounts to keep Pylon in sync with internal customer context and conversations.

Overview

Use Internal Slack Channel Connections to link your team’s internal Slack channels to the corresponding customer account in Pylon. For example, your #deal-customer or #internal-customer channels.

This ensures customer context from internal conversations shows up directly in the account view and AI fields.

  • Once connected, Pylon will pull up to 90 days of message history, making relevant context searchable and visible in account notebooks, AI fields, and more.

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