How it works
Slack and Microsoft Teams appear as tiles on the Communication tab. You connect via OAuth, then configure the integration on its page. External channels map a Slack or Teams channel to a specific partner for collaboration; internal channels post org notifications when partner activity occurs, optionally scoped by partner or filter. Both of Introw’s AI agents also answer in these channels: partners @-mention the support agent in shared channels, and your team @-mentions the internal agent in internal channels. Notification event types, pipeline updates, form submissions, tasks, and more, mirror the patterns in the Notifications settings. You map a channel per partner and choose which events post where.Ask Introw in
Introw runs two AI agents inside , so partners and your team get answers and take action without leaving chat. Both read live from your CRM source of truth and act only within each person’s own access - partners stay scoped to their portal, your team stays scoped to theirs.Partner support agent - shared channels
In a shared partner channel, partners just @-mention Introw to ask the same questions they could in the portal - deal status, commissions, tiers, content, or even registering a deal - and get an instant, scoped answer.
Internal agent - internal channels
In your internal channels, your team @-mentions Introw to get insight on the partner ecosystem and act on it - handle open form submissions, surface best-performing partners, check pipeline, and update partner records.
Partners self-serve in shared channels
@-mention Introw in a shared partner channel and the partner support agent answers from your knowledge base and live portal data, scoped to that partner. It is the same agent partners use in the portal, now in : it can answer questions in any language and take action on the partner’s behalf - register a deal, update a record, or surface the right asset - without anyone on your team being pulled in.Your team gets ecosystem insight in internal channels
@-mention Introw in an internal channel and the internal agent answers questions about your whole program and acts on it, scoped to your access - no portal hunt and no RevOps ticket. For example:- Handle open work - “Show me open form submissions,” then approve, reject, or follow up on deal and lead registrations right from chat.
- Spot what’s working - “Who are my best-performing partners this quarter?” to pull ecosystem performance on demand.
- Update partners - “Move Acme to Gold” or “add a note to this partner” to change partner records on the fly.
- Check the numbers - “What’s this partner’s pipeline and commission status?” for a live readout.
Both agents depend on the partner support agent being
enabled. Each agent only ever sees and does what the person talking to it is allowed to -
partners are scoped to their own portal data, your team to your program.
Prerequisites
- Admin access to your Slack workspace or Teams tenant.
- Integrations write access.
Settings & configuration
Chat integrations are managed at Integrations.Connect
Use the Slack or Microsoft Teams tile to authorize via OAuth.Partner channels
Map an external channel to each partner for collaboration; override per partner where needed.Internal notifications
Post org notifications to internal channels, scoped by partner or filter, for events like pipeline updates, forms, and tasks.Notification events
Choose which event types post; these follow the patterns in your Notifications settings.Setup walkthrough
Open Integrations
Go to Integrations.
How-to guides
Configure Slack or Teams for partner activity
Map internal channels to keep your team informed, choose which partner events post, and open shared channels with each partner for collaboration.
Connect Microsoft Teams to run partnerships in chat
Authorize Microsoft Teams so Introw can post partner notifications, run shared partner channels, and keep your team in the loop without leaving Teams.
Connect Slack to run partnerships in chat
Authorize Slack so Introw can post partner notifications, run shared partner channels, and keep your team in the loop without leaving Slack.
Limits & gotchas
Troubleshooting
- Notifications are not posting - confirm the channel mapping and that the event type is enabled.
- A partner’s messages are in the wrong channel - check the per-partner channel override.
- The connection dropped - re-authorize the Slack or Teams integration.