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Add Betty to your Slack workspace, and your team can ask her for work where they already talk about it. Mention @Betty in a channel, send her a direct message, or open her from Slack's top bar next to the channel you're reading. She reads the brief, builds the Campaign in Better Email, and replies in the thread with a summary and a link to it.

Betty works for people who have a seat in your Better Email Organization, and she works with their access. Someone without a seat gets a short reply saying so, and Betty doesn't start.

If you don't see Slack under Settings, then Betty AI, then Connectors, it isn't turned on for your Organization yet. Contact us to enable it.

Before you start​

You will need:

  • an admin user in Better Email
  • permission to install apps in your Slack workspace, or a Slack admin who approves the request

Add Betty to Slack​

  1. Open Settings, choose Betty AI, then Connectors.
  2. Open Slack.
  3. Under Workspace, click Add to Slack.
  4. Slack shows what Betty may do. Check the workspace in the top right corner, then click Allow.

Back in Better Email, the workspace appears under Workspace.

One Organization connects one Slack workspace, and a workspace can only be connected to one Organization.

Ask Betty for a Campaign​

Betty needs to be in a channel before you can mention her there. Mention @Betty in the channel, and Slack offers to add her.

Write the brief in a Slack message or a thread: what the Campaign is for, the audience, key messages, dates, and anything else Betty should know. Attach any images you want her to use. Then do one of these:

  • Mention @Betty in the thread, or in a new message with the brief in it.
  • Message Betty directly. Open her from Apps in Slack's sidebar. Every message there is for her, so you don't need to mention her.
  • Open Betty from Slack's top bar to work with her in a side panel next to the channel you're reading. See Work with Betty next to a channel.

Betty reads the thread, including messages from other people and the images in it, builds the Campaign in Better Email, and replies in the thread with a short summary, a picture of the top of the email, and an Open in Better Email button.

While she works, Slack shows that she's working on the thread, with a stop button. In a channel, she also adds a 👀 reaction to your message, and it becomes ✅ when she's done. On a free Slack plan, you see the reactions in her direct messages too.

To ask for changes, mention @Betty again in the same thread. She carries on with the Campaign she built there instead of starting a new one, and replies with what changed. In a direct message, reply in her thread. You don't need to mention her.

If Betty needs more information, she asks in the thread. Answer the same way you asked for changes.

To see how to use Betty, send her help.

Stop Betty​

To stop Betty while she works, click the stop button Slack shows on the thread. Only the person who asked can stop her. Anything she already changed stays in the Campaign. To carry on, reply in the thread, or mention her again in a channel.

What Betty can do​

Betty works in Better Email as the person who asked, with their role. She can do in Slack what she can do for them in Better Email's own chat: build and change Campaigns, find and list them, and tell you how sent ones performed.

Betty only reads a thread when someone mentions her in it or messages her directly, and a channel when someone asks her from the side panel next to it. She doesn't read the rest of your channels.

Betty uses AI, so she can get things wrong. Check what she builds before it goes out, as you would a colleague's draft.

Slack limits apps that aren't listed in its Marketplace yet. Betty can read the whole of a short thread, but in a long one she sees the first 15 messages and the one that called her in. If several people ask her in the same minute, she may only see the message that called her in. Put the important parts of the brief in that message, or near the start of the thread.

Work with Betty next to a channel​

On paid Slack plans, Betty is in Slack's top bar. Click her there to open her in a side panel next to the channel you're reading, so you can keep the brief in view while you talk to her.

The side panel is the same conversation as her direct messages. Each request starts a thread there, with a title Betty gives it, and you'll find the thread in her direct messages too.

When you message Betty from the side panel, she also reads the latest messages in the channel you have open. Ask her to "build a campaign from the brief in this channel", and she works from what was posted there. She can only read a channel she's been added to.

The top of the panel suggests a few things to ask, like building from the channel you have open or finding recent Campaigns.

The side panel needs a paid Slack plan. On a free plan, mention Betty in a channel or message her directly; everything else works the same.

How Betty knows who you are​

Betty matches you by the email address on your Slack profile. If it's the email you sign in to Better Email with, there's nothing to set up.

If you sign in to Better Email with a different email, link your Slack account once:

  1. Open Settings, choose Betty AI, then Connectors, then Slack.
  2. Under Your Slack account, click Link Slack account.
  3. Sign in to Slack with your own account and allow it.

Betty now recognizes you by your Slack account. To remove the link, click Unlink in the same place.

People from other companies in a shared Slack Connect channel can't ask Betty for work, even if they have a Better Email seat. They can ask her in their own workspace, if it's connected.

Get your notifications in Slack​

Once your Organization has connected Slack, Betty sends you your Better Email notifications as a direct message from her app, each with an Open in Better Email button. You get them in Better Email and by email as before, unless you turn those emails off.

Betty sends you:

  • Approval requests: someone asks you to approve a Campaign, or reminds you.
  • Mentions: someone @mentions you in a comment.
  • Change requests: an approver requests changes to a Campaign you asked them to approve.
  • Approvals: someone approves a Campaign you asked them to approve, or one you created.
  • Campaign approved: every required approval is in on a Campaign you created or asked for approval on.
  • Comments on my Campaigns and Replies to my threads: sent together, about 10 minutes after the first, like the emails.
  • Betty finished: Betty finishes something you asked her for in Better Email, and you haven't looked at it 2 minutes later. Work you ask for in Slack gets its answer in the Slack thread instead.

Betty finds you in Slack the same way she recognizes you when you ask her for work: by your Slack link, or else by the email on your Slack profile. See How Betty knows who you are.

Choose what Betty sends you​

  1. Open Settings, then Notifications.
  2. Under Slack, turn off the notifications you don't want. To stop them all, turn off the switch next to Slack.

The Slack card also shows which Slack account Betty messages. If she can't find you in the workspace, it says so, with a link to link your Slack account. Every message she sends has a link back to this page.

Your Email settings on the same page are separate. If you'd rather get a kind of notification only in Slack, turn its email off.

Disconnect Slack​

  1. Open Settings, choose Betty AI, then Connectors, then Slack.
  2. Under Workspace, click Disconnect and confirm.

Betty leaves every channel and stops answering in the workspace, and she stops sending notifications there. Anything she is working on there stops too. Her app stays in Slack's list of installed apps until a Slack admin removes it there.

A Slack admin removing the Betty app in Slack disconnects her too.

Troubleshooting​

  • Betty says she couldn't find a Better Email seat for the email on your Slack profile. Either you don't have a seat in this Organization, or you sign in to Better Email with another email. Link your Slack account as described above, or ask a Better Email admin to invite you.
  • Betty says she only works for members of the workspace she was added to. You're in a shared channel from another company's workspace. Ask in your own workspace instead.
  • Betty says she's still working on the last request in this thread. Wait for her reply, then ask again.
  • Betty doesn't react when you mention her. Check that she's in the channel. Mention her and accept Slack's offer to add her, or add her from the channel's settings.
  • Betty says she can't read the channel you have open. She isn't in that channel. Add her to it, or paste the brief into the side panel.
  • You don't see Betty in Slack's top bar. The side panel needs a paid Slack plan. If your workspace has one, reload Slack.
  • Betty says only someone else can stop her. She's working on another person's request, with their access, so only they can stop it.
  • Better Email says the workspace is already connected to another Organization. Someone in another Better Email Organization added Betty to it. They need to disconnect it first.
  • Better Email says this Organization is already connected to another Slack workspace. Disconnect that workspace first.
  • You don't get notifications in Slack. Open Settings, then Notifications. If the Slack card says Betty can't find you, link your Slack account. Otherwise check that the notification is turned on there.

Privacy and support​

Betty in Slack follows the Better Email privacy policy. For help, email support@better.email.