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Quick Reference:
  • Want automatic Signal creation from a channel? → Run /bb connect and select “Import Conversations”
  • Want to push call summaries to a channel? → Run /bb connect and select “Push Summaries”
  • Want to manually create a Signal from any message? → Use the ••• menu (no /bb connect needed)

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What It Does

BuildBetter connects to Slack in two distinct ways:

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Option 1: Channel Connection (Requires /bb connect)

Connect entire channels to BuildBetter for automated workflows: Push Summaries - Share call summaries automatically to channels Import Conversations - Automatically monitor and create Signals from channel messages daily
You must run /bb connect in a channel to enable automatic Signal creation or push summaries to that channel.

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Option 2: Manual Signal Creation (Using ••• Menu)

Create Signals on-demand from any message:
  • Right-click any message and select “Create Signal in BuildBetter”
  • Works in any channel where BuildBetter is installed
  • No /bb connect required for manual Signal creation
  • Great for one-off important messages you want to track

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Setup Instructions

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Prerequisites

  • Active Slack workspace with admin permissions to install apps
  • BuildBetter organization admin access
  • The Slack channel where you want to connect BuildBetter

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Step 1: Install BuildBetter App in Slack

  1. Connect from BuildBetter
    • Go to Settings → Integrations in BuildBetter
    • Find Slack in the Communication category
    • Click “Connect”
  2. Authorize in Slack
    • Sign in to your Slack workspace
    • Review and approve the permissions
    • Click “Allow” to install the app
After installation, BuildBetter is available in your Slack workspace. Now you can choose how to use it:

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Step 2A: Connect a Channel (For Auto-Scraping & Push Summaries)

Required if you want automatic Signal creation or to push call summaries to Slack
  1. Go to the channel you want to connect in Slack
  2. Invite BuildBetter (if private channel): /invite @BuildBetter
  3. Run the connect command: /bb connect
  4. Select your organization from the dropdown
  5. Choose connection type:
    • Push Summaries - Share call summaries to this channel
    • Import Conversations - Automatically scrape messages and create Signals daily
  6. Click “Confirm”
You’ll see a confirmation message in the channel once connected.

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Step 2B: Manual Signal Creation (No Connection Needed)

You can create Signals manually from any message without running /bb connect
No setup needed! Once the BuildBetter app is installed, you can:
  • Right-click any message
  • Select “Create Signal in BuildBetter”
  • Works immediately in any channel where BuildBetter is installed

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How to Use

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Using Connected Channels (Requires /bb connect)

These features only work in channels where you’ve run /bb connect:

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Push Summaries Mode

From BuildBetter:
  1. Open any call recording in BuildBetter
  2. Click “Share” → “Share to Slack”
  3. Select the connected channel
  4. BuildBetter posts the summary to that channel
Automatic Sharing (via Workflows):
  • Set up workflows in BuildBetter to automatically share summaries
  • Example: Share all customer success calls to #customer-success

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Import Conversations Mode

Automatic Daily Scraping:
  • BuildBetter monitors the connected channel for new messages
  • Runs daily to check for customer conversations
  • Automatically creates Signals from relevant threads
  • No manual action needed—it just works in the background
Automatic Signal creation only happens in channels where you ran /bb connect and selected “Import Conversations”

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Manual Signal Creation (Works Anywhere)

You can create Signals from any message in any channel—no /bb connect needed:
  1. Hover over the message you want to turn into a Signal
  2. Click the ••• menu (or right-click the message)
  3. Select “Create Signal in BuildBetter” from the shortcuts menu
  4. Choose the interaction type:
    • Internal - For team discussions and internal feedback
    • External - For customer conversations and support threads
  5. Click “Create”
  6. BuildBetter adds a :memo: reaction and processes the Signal
What Gets Analyzed:
  • Message text and entire thread
  • Sender information (automatically creates people in BuildBetter)
  • Timestamp and context
  • Channel information

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Configuration

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Connection Types

Push Summaries:
  • Best for: Sharing insights with your team
  • Use cases: Post call summaries, share highlights, notify about important conversations
  • Permissions needed: Post messages, read channels
Import Conversations:
  • Best for: Customer support, community channels, feedback channels
  • Use cases: Analyze customer issues, track feature requests, monitor sentiment
  • Permissions needed: Read message history, post messages, add reactions
  • Schedule: Imports run daily by default

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Managing Connections

View All Connections:
  • Go to Settings → Integrations → Slack in BuildBetter
  • See all connected channels and their types
  • Edit or disconnect channels
Connect Multiple Channels:
  • Run /bb connect in each channel you want to connect
  • Each channel can have a different connection type
  • You can connect the same workspace to multiple BuildBetter organizations
Disconnect a Channel:
  • Go to Settings → Integrations → Slack in BuildBetter
  • Click “Disconnect” next to the channel
  • Or uninstall the BuildBetter app from your Slack workspace

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Slack Commands

Use these commands in any Slack channel where BuildBetter is installed: /bb connect
  • Connect the current channel to BuildBetter
  • Choose Push Summaries or Import Conversations mode
  • Must be run in a channel (not DMs)
/bb help
  • Show available commands and features
  • Get quick help without leaving Slack

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Two Ways to Create Signals from Slack

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Automatic (Requires /bb connect)

Setup Required:
  1. Run /bb connect in the channel
  2. Select “Import Conversations” mode
  3. BuildBetter will automatically check for new messages daily
What Happens:
  • Monitors channel continuously
  • Creates Signals from customer conversations automatically
  • No manual action needed after setup
Automatic scraping only works in channels where you ran /bb connect and selected “Import Conversations”

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Manual (Works in Any Channel)

No Setup Required: Use the message ••• menu to create Signals on-demand How to Use:
  1. Hover over any Slack message
  2. Click the ••• menu (message actions)
  3. Select “Create Signal in BuildBetter”
  4. Choose Internal or External interaction type
  5. Click “Create”
What Happens:
  • BuildBetter processes the message and thread immediately
  • Creates a new Signal with extracted topics, impacts, and emotions
  • Adds a :memo: reaction to the original message
  • Posts a confirmation in the thread
  • Signal appears in your BuildBetter dashboard with link to original Slack message
Manual Signal creation works in any channel where BuildBetter is installed—even if you haven’t run /bb connect

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Troubleshooting

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Installation Issues

“BuildBetter is not authorized”
  • Go to Settings → Integrations in BuildBetter and reconnect
  • Make sure you have permission to install apps in your Slack workspace
  • Check with your Slack admin if app installations are restricted
“/bb connect doesn’t work”
  • Make sure you’re in a channel (not a DM)
  • Verify BuildBetter is installed in your workspace
  • Try /invite @BuildBetter first, then /bb connect
“You need to update your app connection”
  • BuildBetter added new features that require additional permissions
  • Go to Settings → Integrations → Slack in BuildBetter
  • Click “Reconnect” to reauthorize with updated permissions

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Connection Issues

“You are not connected to any organization”
  • First connect Slack in BuildBetter: Settings → Integrations → Slack
  • Make sure you authorized the app
  • Then run /bb connect in your Slack channel
“You are already connected this channel”
  • The channel is already connected to a BuildBetter organization
  • Go to Settings → Integrations → Slack to manage existing connections
  • Disconnect first if you want to change the connection type

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Message Import Issues

“Signals not being created automatically”
  • Verify the channel is connected with “Import Conversations” mode
  • Check that the import schedule is active (daily by default)
  • Ensure BuildBetter has “channels:history” or “groups:history” permission
  • Messages must have text content (attachments-only messages aren’t supported)
“Can’t create Signal from message”
  • Message must contain text (not just images or attachments)
  • BuildBetter must be invited to the channel
  • You must be connected to a BuildBetter organization
  • Check billing credits haven’t been exceeded
“Signal creation says not enough credits”
  • Your BuildBetter plan has run out of conversation import credits
  • Check your billing status in BuildBetter
  • Contact BuildBetter support to upgrade your plan

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Push Summary Issues

“Can’t share to Slack channel”
  • Verify the channel is connected with “Push Summaries” mode
  • Check that BuildBetter is still invited to the channel
  • Ensure the Slack app hasn’t been uninstalled
  • Try reconnecting in Settings → Integrations
“Private channel won’t receive summaries”
  • BuildBetter must be explicitly invited to private channels
  • Type /invite @BuildBetter in the private channel
  • Then run /bb connect to set up the connection

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Privacy & Security

Channel Access:
  • BuildBetter only reads channels where it’s explicitly invited
  • Private channel messages are only accessible if BuildBetter is a member
  • You control which channels are connected
Data Handling:
  • All data is encrypted in transit and at rest
  • OAuth tokens are securely stored
  • BuildBetter only accesses the channels you configure
  • You can disconnect at any time
Message Visibility:
  • Imported messages respect Slack’s privacy settings
  • Signals created from Slack are visible to your BuildBetter organization
  • You control who in BuildBetter can see imported conversations

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Best Practices

Start with Customer-Facing Channels Connect channels like #customer-support or #feedback first to maximize Signal value. Choose the Right Mode
  • Use “Push Summaries” for internal team channels where you want to share insights
  • Use “Import Conversations” for channels with customer feedback and support requests
Use Message Shortcuts for Quick Signals Right-click any important message and create a Signal immediately—don’t wait for automatic import. Set Up Multiple Channels Connect different channels with different modes based on how your team uses Slack. Review Signals Regularly Check your BuildBetter Signals dashboard to see what’s being extracted from Slack. Notify Channel Members Let your team know BuildBetter is monitoring the channel and creating Signals from conversations.

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Workspace-Level Integration

  • One Slack workspace can connect to multiple BuildBetter organizations
  • Each channel can only be connected to one BuildBetter organization at a time
  • If multiple team members connect Slack, they share the same workspace integration
  • Uninstalling the BuildBetter app removes all channel connections

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Support

Need help with Slack integration?
  • Type /bb help in any Slack channel where BuildBetter is installed
  • Check connection status in Settings → Integrations → Slack
  • Verify BuildBetter is invited to the channel
  • Contact BuildBetter support with your workspace name and channel details