The Insightly Assistant is a CRM chatbot for Insightly's paid subscribers. Connect it to the Slack messaging service and use natural language to find records or perform actions. Ask it to "find the contact for Jolene Harrison," "add lead Frank Masters," or "remind me to call Gwyndolyn tomorrow at 5 pm." The Insightly Assistant can find contacts, leads, and opportunities, and add contacts, leads, opportunities, notes, and tasks.To connect to Slack: Add your Slack team and channels, choose where you'd like your notifications to appear, and log in to Insightly through Slack with your Insightly API.Learn more (https://support.insight.ly/hc/en-us/sections/360000109707-slack?utm_medium=referral-partner&utm_campaign=applist&utm_source=slack)
Insightly will ask to:
Post to specific channels in SlackShow more
Insightly will be able to post to specific channels in Slack.
Modify your public channelsShow more
Insightly will be able to modify information about your public channels, including name and purpose, as well as archive and create new ones.
Add a bot user with the username @insightlyShow more
Insightly will be able to install a bot user that appears in and has access to your workspace’s directory. It can also post messages and view activity on messages in any channel it is invited to.
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