Slack

Getting started

Setting up Slack integration happens in two steps inside Lightfield: first your workspace connects Slack, then each user connects their own account. Once both are done, the Lightfield app appears in Slack and you’re ready to go.

Step 1 - Connect Slack for your workspace (admin)

This is a one-time setup done by a workspace admin.

1. In Lightfield, go to Settings → Integrations and find Slack.
2. Confirm whether you want to back sync all channel histories for your workspace. By default, the setting is on so you can make the most of channel connections. If you turn it off, no channel history will be imported, and syncing will start from the moment a channel is connected to an object in Lightfield.
3. Click Connect and approve the requested permissions in Slack.
4. When you return to Lightfield, Slack shows as Connected.

If you’ve previously set up a Slack connection, you’ll be prompted to refresh permissions to use the latest features.

Until an admin completes this step, individual users can’t connect their own accounts.

Step 2 - Connect your personal account

Each user does this for themselves.

1. In Lightfield, go to Settings → External apps, find the Slack card, and click Connect.
2. Approve in Slack. You must connect to the same Slack workspace your organization connected. This maps your Slack member ID to your Lightfield user, so the agent knows who you are and only shows you data you have access to.
3. Slack shows as Connected in Lightfield.

If you don’t see the External apps page, go to Settings → Notifications instead to connect your Slack account.

Step 3 - You’re all set

After you connect your personal account:

• The Lightfield app appears in Slack under Apps in your sidebar.
• You’ll receive a welcome message from the bot confirming you’re set up.

Capabilities

A large share of deal context (internal strategy discussion, fast-moving customer threads in shared channels) lives in Slack, not in the CRM. And when your team is heads-down in Slack or on the road, switching to a browser tab to check a record or run a report is friction that keeps the CRM from staying current.

Slack integration closes that gap with three capabilities: chat with the agent, digests and notifications, and channel sync.

Chat with the Lightfield agent in Slack

The agent in Slack is tuned for quick actions and questions: the things you want answered in seconds.

• Look up records: “What’s the latest on the Acme renewal?”, “Show me open opportunities closing this month.”
• Update records: “Mark the Acme deal as Closed Won.”, “Set the next step on Nimbus to ‘send proposal’.”
• Ask questions across your CRM: “Which accounts haven’t been touched in 30 days?”, “Summarize my last meeting with Globex.”

To keep the Slack experience fast and safe, complex or configuration-heavy workflows are handled in the full Lightfield app instead. When you ask for one of these, the agent points you back to the app. This includes building automations and sequences, composing and sending email, and admin/schema/configuration changes.

Receive digests & notifications

Set up an automation in Lightfield to send its output to Slack, and the agent delivers it as a direct message. For example: “every morning, tell me who to reach out to today,” or “every Monday, review my pipeline.”

You have control over what you receive in Slack. Configure notification types and frequency in Lightfield under Settings → Notifications.

Sync Slack channels to Lightfield

Slack channel sync is in beta testing with a small group of customers for now, and will be available on the Pro and Growth plans. If you’d like early access, reach out to support@lightfield.app.

Now you can add relevant Slack channels to your accounts or opportunities so Lightfield can capture all the customer context for you.

Connect a channel to your records

Connect an existing Slack channel to an account, an opportunity, or a custom object. Once connected, Lightfield syncs all messages into the record’s Activity log.

To connect a private channel, first invite the @Lightfield bot to that channel in Slack. Private channels only appear in Lightfield after the bot has been added.

Reactions, images, and attachments are not visible on Activity log yet. Please stay tuned.

If a Slack message is edited or deleted more than two months after it was originally sent, that change may not be reflected in Lightfield.

Sync existing contacts

Lightfield will automatically map Slack members to your existing contacts by matching email addresses. You can edit contact mapping in the Contact page. Slack messages from the contact and to the contact (in @ mention) are shown on their Activity log. Note that Lightfield will not create new contacts from channel connection yet. One Slack member can only be mapped to a single contact, but a contact can have multiple Slack ID’s.

Privacy for private channels

Lightfield honors Slack’s privacy model. For a private channel, message content is only visible to Lightfield members who are also members of that channel; everyone else sees metadata only. Public-channel messages are visible to your Lightfield workspace.

Disconnect & reassign

Detaching a channel from a record removes those messages from that record’s activity log. If a channel is no longer connected to any record, Lightfield stops syncing it, though existing messages remain in the system in case you reconnect later. Admins choose how far back Lightfield syncs history under Settings → Integrations → Slack.

FAQ

Can I mention @Lightfield in a channel?

Currently, we do not support @Lightfield in the channel, but we plan to build it. For now, chat with the agent directly in the Apps section of your Slack sidebar.

The Connect button on Notifications is greyed out. Why?

Your workspace admin hasn’t connected Slack yet. Ask them to connect it in Settings → Integrations first.

We connected Slack a while ago - do we need to do anything?

If you connected before the agent launched, an admin needs to click Update permission on the Slack integration in Settings → Integrations. This grants the extra permissions the agent needs without disconnecting your existing setup.

Why can’t I find my private channels when connecting Slack channels?

Slack only exposes private channels to apps that have been invited. Open the channel in Slack, invite @Lightfield, then try connecting again in Lightfield.

Why can’t I see the messages in a private channel that I’m a part of?

This usually means your Slack account isn’t connected yet. Channel visibility is based on your individual Slack identity. If you haven’t connected your account under Settings → External apps, Lightfield doesn’t know who you are in Slack and can’t determine which channels you’re a member of, so those messages appear as metadata only rather than full content.

What if I want to turn off back sync after the initial connection?

Setting changes take effect immediately and are not applied retroactively. Turning off back sync won’t delete or alter any content that’s already been synced. It only affects channels you connect going forward, which will start syncing from the moment of connection instead of pulling in prior history.

How much does Slack integration cost?

Slack integration is included with your Lightfield subscription. There’s no separate charge to use it. Channel sync is available on the Pro and Growth plans. See lightfield.app/pricing for Lightfield plan details.

AI disclaimer

Lightfield uses large language models to understand your requests and generate responses, and the agent can make mistakes. Summaries, answers, and suggested record updates may be inaccurate or incomplete. Please review the agent’s output before relying on it, and double-check any record changes it makes. Lightfield does not use your Slack data to train large language models.

Slack plan requirements

The Lightfield agent runs inside Slack’s AI app container, which requires a paid Slack plan. Notifications and digests from the Lightfield app work on all Slack plans; the in-container agent experience is available where Slack’s AI app features are enabled.

Privacy and data

Lightfield only surfaces information you already have access to in Slack and in Lightfield. It never exposes private channel content, messages, or record data to people who wouldn’t otherwise see them. All traffic is encrypted in transit (TLS 1.2+), OAuth tokens are stored securely and invalidated when the app is removed, and incoming requests from Slack are verified using Slack’s signing secret.

Our privacy policy covers what data we collect, how it’s used, how long it’s retained, and how to access, transfer, or delete it:

• Privacy policy: lightfield.app/privacy
• Data requests / questions: support@lightfield.app

Manage or remove the app

• Disconnect your account: in Lightfield, go to Settings → External apps and disconnect Slack.
• Disconnect the workspace: an admin can remove the workspace-level connection in Settings → Integrations.
• Remove from your workspace: a Slack admin can remove the app from Slack → Settings & administration → Manage apps. Removing the app revokes and invalidates its tokens.

Support

We respond within two business days.

• Email: support@lightfield.app
• Help center: support.lightfield.app
• Docs: docs.lightfield.app
• Status: status.lightfield.app