> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# Connect Slack

Slack is where your team already lives. The Pivotal app for Slack does two jobs: it posts notifications about customers and onboardings into channels you pick, and it lets your team query Pivotal with `@Pivotal` or `/pivotal` from any channel.

Most teams run a **channel-per-customer** pattern: one Slack channel per customer (`#cust-acme`, `#cust-globex`), invite the bot, and let Pivotal pipe every status change for that customer into the channel. Your CSM sees the full timeline without leaving Slack.

## Install the app

Go to **Admin > Integrations > Slack** and click **Add to Slack**.

Slack opens its consent screen. The Pivotal app asks for `chat:write`, `channels:read`, `groups:read`, `users:read`, and `commands`. Click **Allow**. The bot user is added to your workspace as **@Pivotal**.

In Pivotal, set the default channel for workspace-wide events (new customer added, onboarding launched, health drop). `#cs-team` is a safe pick. Per-customer channels override this.

## Set up channel-per-customer

Once the app is installed, route a Slack channel to each customer:

In Slack, type `/invite @Pivotal` in the customer's channel.

In Pivotal, open the customer page, click **Slack** in the right sidebar, and pick the channel from the dropdown. Or run `/pivotal link #cust-acme` from inside the channel itself.

The link panel has four toggles: **Phase moves**, **Task completions**, **At-risk flips**, **Notes and comments**. Default on for the first three, off for the fourth. Tune per customer.

## Bot commands

Anyone in a channel with `@Pivotal` invited can run:

* `@Pivotal status`: current phase, days to launch, open tasks for the linked customer.
* `@Pivotal who owns this`: the CSM and primary contact.
* `/pivotal find acme`: search customers by name from any channel.
* `/pivotal launches this week`: list of customers with target launch dates in the next seven days.

## Notification routing rules

Per-channel routing rules sit at **Admin > Integrations > Slack > Routing**. Each rule is a filter (customer tag, owner, health state) and a destination channel. Rules evaluate top-down and the first match wins. Teams with regional CSM pods use this to route EMEA customers to `#cs-emea` and AMER to `#cs-amer`.

For per-teammate DM preferences (does Pivotal DM you when you are mentioned, when a task is assigned, when an onboarding stalls), open **Account > Notifications** instead.

## Related

* [Notifications](/product/integrations/notifications)
* [Add contacts](/product/customers/add-contacts)
* [Webhooks](/product/integrations/webhooks)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.