Connect Slack
Say your store wants leaders to ask Levi about ratings from Slack, and a post in its leaders’ channel whenever a discipline form is submitted.- On the Slack card, click Connect Slack. Slack opens in the same window.
- In Slack, pick your store’s workspace and approve Levi. You come back to the card, which reads Connected and shows the workspace’s name.
Pick a default channel
The default channel is where automations post unless they name another channel, and where the test message goes. In the example, that is the leaders’ channel. Pick it under Default channel on the card. The list holds every public channel, and Levi adds itself to the one you pick. A private channel shows up only after someone adds Levi to it in Slack. To check the connection, click Send a test message. Levi posts “Levi is connected.” in the channel, and the card confirms it. If Slack refuses, the card says why; usually Levi was removed from the channel, so add it back in Slack or pick another channel. The test message shows that Levi can post; it doesn’t tick the Ask Levi something in Slack step.Link your team
A member link ties a Slack account to a person in Levelset. Levi answers someone in Slack only when their account is linked, because the link is how Levi knows whose access to answer with. Linking happens in the member review, a window listing your Slack members. It opens by itself right after the first connection; later, open it with Review member links. The review sorts your Slack members. Under Suggested, members whose Slack email matches someone in Levelset are already picked, and Link all 12 email matches (with your own count) links every one of them in one click. A phone or name match is offered first in that member’s menu but isn’t picked for you, so check it before choosing it. For anyone else, pick the right person or leave Don’t link, then click the button that links them, for example Link 3 members. When you pick a person, the review shows whether they can use Levi in Slack. No Levelset login means Levi can’t answer them until they’re invited to Levelset; see Access. Can’t ask Levi means they have a login, but their role doesn’t include the permission to ask Levi at their own store, or your organization’s plan doesn’t include Levi. The checklist step then reads, for example, “12 of 20 Slack members linked. 9 can use Levi.” Someone who messages Levi before they’re linked is asked to pick their own name from a list, but that pick is only a claim: it links nothing until it’s confirmed in the review, where it shows as Claimed by the member. The person who reviews member links gets a notification from Levelset about each new claim, and the card shows how many are waiting for review. The reviewer is whoever connected Slack; if their login is no longer active, or they can no longer edit forms, anyone who can edit forms can review.Ask Levi something in Slack
Try Levi yourself: send it a direct message (open Levi under Apps in Slack), or type @Levi in a channel Levi is in, such as your default channel, followed by a question like “How did ratings go this week?”. The Ask Levi something in Slack step ticks once Levi has answered anyone in this workspace. Then tell your team. The Share with your team box on the card holds a short message explaining how to reach Levi and what it can answer, in English or Spanish. Click Copy and paste it in Slack. What your team can ask, and how Levi answers in a channel compared with a direct message, is on Ask Levi in Slack.Create an automation that posts to Slack
Click Create an automation that posts here on the card, or the last checklist step, to open Workflows > Automations. Building the rule is covered in Create an automation; for the example, the rule fires when a discipline form is submitted. Under Deliver via, tick Slack and pick the channels. The step ticks once any automation posts to this workspace. While you build the rule, Levelset checks the channel’s members and warns you under the channel picker when some of them can’t see what the message carries: discipline details, ratings, evaluation results or a form’s answers. The warning names how many members that is, for example “12 of 15 members can’t see that in Levelset”. Members who aren’t linked, or have no login, count as unable to see it. The same warning shows again after you save. The warning never blocks the save and never changes the message: the rule still posts exactly what you wrote. Who is in the channel is your team’s decision. If the warning matters, post to a channel limited to the right people, or take those details out of the message. Position averages don’t raise a warning, since everyone can see them. If Slack doesn’t answer, the warning says the channel couldn’t be checked, which doesn’t mean it’s fine.Who can do what
If you’re missing something here, ask whoever manages roles in your organization to turn it on. See Roles.
Common questions
Someone linked still can't use Levi.
Someone linked still can't use Levi.
Levi tells them why in Slack. The usual reasons are no Levelset login yet, a role without the permission to ask Levi, or a login that was removed or made inactive. Whoever manages logins in your organization fixes that on the Access tab of People > Team & Access; then have them ask again.
Someone isn't under Suggested in the member review.
Someone isn't under Suggested in the member review.
Only an email match is picked for you. A member whose Slack email doesn’t match anyone in Levelset is listed under Needs a choice or Not in Levelset instead. Find them there and pick the right person from their menu.