Floe for Slack.
Floe posts a recap of every qualifying demo and website conversation to the Slack channel you choose: who they are, their lead score and why, what they wanted, and a link to the full conversation.
Works with: Website agent, Demo agent.
Last updated
What does Floe post to Slack?
The lead, up front.
Each recap leads with the company, or the person when there is no company, and marks the leads that scored Hot.
What your team needs to act.
Their role, how to reach them, the lead score and the reasons behind it, their intent and a summary of the conversation.
The detail, one click away.
The buying signals, questions asked and features shown, with a link that opens the whole conversation in Floe.
Returning leads, in context.
A lead who comes back is marked as returning, with their earlier conversations listed underneath.
What lands in Slack?
A finished demo, or a website conversation that produced an email, a phone number or real buying intent. A page view or a generic question on its own sends nothing.
- One recap per qualifying conversation, in the channel you choose.
- The lead's company or name, role, contact details and how far to trust them.
- The lead score with its reasons, their intent and a summary.
- Buying signals, questions asked and features shown.
- A link that opens the whole conversation in Floe.
How do you connect Slack?
Add to Slack.
On Site → Integrations, choose Add to Slack and approve it on Slack's screen.
Pick a channel.
Pick the channel. Public channels are listed straight away; invite Floe to a private one first.
Send a test.
Send a sample recap to check it lands where your team will see it.
What applies.
How far to trust it.
Each recap says how far to trust the contact details: Confirmed contact, Unverified email claim or Anonymous lead.
Not a fit, marked.
A lead asking for something your product doesn't do is marked Not a fit, with no score or intent.
It tells you when it stops.
The card tells you when a channel was archived or Floe was removed, and when Slack needs you to reconnect.
Test it first.
Send a sample recap to your channel to see the format before a real lead arrives.
The pages they read.
With visitor analytics on, a recap also shows their visits and the pages they read most.
Questions. Ask Floe.
Can Floe read our Slack?
Can recaps go to a private channel?
Do we need a CRM as well?
Will we get duplicate posts?
Does it work with Slack Enterprise Grid?
Works with the rest of your stack.
CRM
HubSpot
Qualifying conversations as notes on the prospect's contact, with an optional deal.
CRM
Salesforce
Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Analytics
Factors
Agent conversations and demos as events in your Factors account.
Support hand-off
Periskope
WhatsApp tickets for your team when a support user needs a person.
AI tools
AI tools (MCP)
Ask Claude, ChatGPT or Cursor about your demos and edit your agent.