Introduction

A guide to channel management and automation in Channeled

Adding channels

Channeled allows you to add individual channels manually, connect them in bulk, and automate channel creation.

Add individual channels via Slack

Recommended for connecting 4 individual channels or less.

#	Instructions
1	Go to the channel you’re connecting in Slack.
2	Use the /invite-channeled command.
3	Classify the channel as a community channel, customer channel, or internal channel.
4	You should see a success message when the channel is connected.

Bulk connecting channels

Recommended for connecting 5 or more channels at a time.

#	Instructions
1	Go to Channels
2	Select Add Channels
3	Search/select and click Connect channels
4	If you’re connecting a large number of channels, this may take longer! Come back to the page within a minute or two.

Automations

Automating channel detection

This option is for teams who prefer to create Slack channels manually/individually instead of through a CRM automation but want to minimize time or steps connecting channels to the app.

You should have a consistent naming nomenclature for customer channels in your Slack workspace that can be used to consistently differentiate customer channels from internal channels, like -customer.

#	Instructions
1	Go to Channel Settings
2	Under General, toggle Auto-Connect and type in your customer channel keyword.
3	Click Save Settings.

Create channels from CRM

To create channels from Salesforce, use this guide.