Skip to content

Send to Slack — recipients

Every Send-to-Slack action uses a recipient picker. One control covers both channels and people, with multi-select chips. No per-owner setup required — the picker reads your Slack workspace's full roster.

What you can pick

TypeWhat it does
# Channel (public)Posts the message into the channel. Bot uses chat:write.public so it can post to channels it's not invited to
🔒 Channel (private)Posts into the private channel. The bot must be a member — invite it: /invite @SalesSignalEngine
@ PersonOpens a direct-message channel with that user and delivers the message there

You can mix any number of channels and people in one send. The message gets fan-out delivered: one chat.postMessage per recipient, all in parallel.

Company-owner hint

Above the picker, the dialog lists the account owner(s) for the signals you're sending (from the imported owner_name field on each company). When the dropdown is open, Slack users whose display name matches an account owner are floated to the top of the People section with an "account owner" badge — so you can spot the right rep without searching.

Last-used memory

Each send surface (feed, potentials, chat citations, ...) remembers the last recipients you picked in localStorage. Open the dialog again and the same chips are pre-selected. Clear via the small clear link inside the picker.

The input fuzzy-matches across:

  • Channel name
  • User display name + handle
  • User email (when present)

Results are capped at 30 matches; type more characters to narrow.

"Bot not a member" badge

Private channels the bot isn't in are still listed but tagged "bot not a member". Selecting one will fail at send time with not_in_channel — invite the bot first.

Where this replaces the old flow

Previously, each company-owner was mapped to a single Slack user ID in Settings → Slack owners, and sends were routed via that mapping. That UI is gone. The companies.owner_name field is still imported (it shows up as a column + filter and in the recipient picker hint) — only the Slack-ID mapping has been retired in favor of the per-send picker.

Same content as the in-app docs drawer. Source of truth: frontend/src/docs/sections.ts.