Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). Clu in Slack is included on Pro, Enterprise and the Pro trial. It is not part of the AppSumo deal; see the AppSumo documentation. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: An admin connects Slack with the + on the Clu in Slack card in Integrations → Communication. Each member links their account the first time they message Clu. Then DM Clu or mention it in a channel; it answers in a thread. Searches and reads run straight away; imports, enrichment and other changes wait for Approve. Same credit pricing as Clu, up to 40 credits per request. On plans that don’t include it, Clu stays silent in Slack.
Clu in Slack
Clu in Slack puts Clu where your team already works. The Slack app is called Clu. You can ask it to find people, check what’s on a list, look at your CRM or the web, and, with your approval, import and enrich leads or run a saved agent, without opening CluGTM.
Clu is also available in Microsoft Teams (the Clu in Teams card under Communication), and agents can post to Teams channels; detailed Teams docs are coming, so for now see Integrations.
Who can use it
| Plan | Clu in Slack |
|---|---|
| Pro, Enterprise | Included |
| Pro trial | Included |
| Starter, Free | Not included. Clu doesn’t answer in Slack. |
| AppSumo only | Not included (“Slack Agent is not included with AppSumo-only access.”). A paid CluGTM plan on top unlocks it. |
On an older plan, Clu in Slack works only if it was already enabled for your workspace; otherwise switch to current pricing. See Legacy plans.
A brand-new Free workspace can install the app during signup (“Connect your tools.”) and in its first 14 days, but Clu only answers once the workspace is on Pro, Enterprise or the Pro trial.
Step 1: an admin connects Slack
Open Integrations
Click Integrations in the sidebar. Under Communication, find the Clu in Slack card (“Ask Clu from Slack with an eligible Pro plan.”).
Click +
Click the + on the card. Only workspace admins can connect; other members see Admin required. If your plan doesn’t include it, the card reads “Slack Clu requires an eligible Pro plan.” with a Pro pill that opens the upgrade flow.
Approve the app in Slack
Pick the Slack workspace and approve the Clu app. Back in CluGTM the card moves to Active connections with a Connected pill and reads “Connected to” your Slack workspace, then “Mention @Clu or send Clu a DM.”
Good to know:
- One Slack workspace per CluGTM workspace. A Slack workspace already connected elsewhere shows “That Slack workspace is already connected to another CluGTM organization.”
- Slack Enterprise Grid: org-wide installs aren’t supported (“Install into a single workspace.”).
- Manage it from the card’s ⋯ menu (or click the card). Reauthorize reruns the Slack approval. Disconnect opens “Disconnect Clu from Slack?” and, with Disconnect workspace, disconnects Slack for everyone in your CluGTM workspace. Clu and agent notifications in Slack stop until an admin reconnects.
- Reconnect needed: the Slack connection dropped. An admin clicks Reconnect on the card and approves again.
Step 2: each member links their account
Clu acts as your own CluGTM account, so every member links their Slack account once. The admin who connected Slack is linked automatically.
Message Clu
Send Clu a DM or mention it. The first time, Clu replies privately: “Connect your CluGTM account to use the Copilot from Slack. It takes about a minute.”
Click Connect your CluGTM account
CluGTM opens a Link your Slack account to Clu? dialog showing your CluGTM account and workspace, the Slack workspace and your Slack account. Make sure you’re signed in to the CluGTM workspace that is connected to this Slack workspace. Click Yes, these are my accounts.
Confirm in Slack
Clu DMs you “Link this Slack account to CluGTM user” followed by your CluGTM email, with “Only confirm if that is you.” Click Yes, link my account. Your original question then runs.
The link has to be finished within 10 minutes; if it lapses, message Clu again. Clicking Cancel on that DM replies “Okay, your CluGTM account was not linked.” On the Integrations card, members see “Your Slack account is linked.” or “Mention @Clu in Slack to link your account.”
Step 3: talk to Clu
- DM Clu from its Messages tab in Slack, or mention @Clu in a channel, at the top level or inside a thread.
- Clu answers in a thread. Keep replying in that thread without mentioning it again.
- Each thread belongs to the person who started it. Anyone else who replies gets “This thread belongs to someone else. Mention me at top level or send me a DM to start your own.”
- Clu has to be in the channel. Add it to a private channel before mentioning it there.
- Not supported: slash commands, group DMs and externally shared (Slack Connect) channels (“I can’t run in externally shared channels yet. Send me a DM and I’ll take it from there.”).
- Files: Clu can’t read files in Slack. Import the file in CluGTM with Import from CSV, then ask Clu about the list.
What Clu can do in Slack
| Runs straight away | Needs your approval |
|---|---|
| Search for people or companies (one database search per request) | Import people into a list |
| Search the web (one search, then up to 3 pages read per request) | Enrich leads (email, phone or both) |
| Read your lead lists and leads | Add a column or run a saved custom skill on a list |
| Check your credit balance and estimate a cost | Move leads, delete leads or delete a list |
| Read your company profile | Look up one person’s work email |
| Read your CRM (HubSpot or Salesforce, if connected) | Save, change or forget a memory note |
| Read your memory notes and search your past chats | Run a saved agent on people you just imported |
Results of searches and lists come back as Slack tables.
Not in Slack (use the web app): Knowledge, Google Sheets, Google Docs and Airtable, building or editing agents, creating or renaming lists, reading files, importing company rows, full profile lookups and reverse email lookups.
Approving actions
When Clu wants to do something that changes data or costs credits, it posts what it will do with “Estimated cost: N credits.” and two buttons, Approve and Cancel. “You can also just reply yes or cancel.”
- Reply yes, approve, go ahead or do it to approve; no, cancel or stop to cancel.
- Anything else gets “Reply yes to approve or cancel to stop the pending action.”
- The action runs once, with your CluGTM access, and Clu reports back in the thread.
- If Clu says this connection supports only read-only work right now, run the action in the web app instead.
Limits and costs
| Limit | Value |
|---|---|
| Tool calls per request | 10 |
| Time per request | 2 minutes |
| Credits per request | 40 |
| Answer length | 12,000 characters |
| Credits needed to start a request | 40 available |
| Workspace AI spend for Clu | $37.50 per day (UTC), shared with the web app |
Clu in Slack uses the same pricing as Clu in the web app: 0.2 credits per message you send, 0.2 credits per tool it completes, plus the AI model cost at $0.012 per credit. A charged answer ends with “Used N credits”. Paid actions you approve (enrichment, email lookup, skills) cost their normal price. See What Clu costs.
Clu in Slack vs agent notifications
Two different things use the same Slack connection:
- Clu in Slack is a conversation you start by DMing or mentioning Clu.
- Agent notifications are posts an agent makes after a run, set in the agent’s Delivery settings (a Slack channel or Direct message me) or with a play’s Notify step (“Send a run summary to Slack or email”). See Agents and Notifications.
Members who have linked their Slack account can also receive agent alerts (and, for admins, low-credit warnings) as Slack DMs. See Notifications.
Disconnecting Slack stops all of these.
Troubleshooting
| What you see | Why, and what to do |
|---|---|
| Clu doesn’t respond at all | The workspace isn’t on Pro, Enterprise or the Pro trial, Slack was disconnected, or Clu isn’t in that channel. Check the Clu in Slack card on Integrations, or DM Clu. |
| “The Slack Copilot is available on CluGTM Pro and Enterprise plans.” | The plan changed while a request was in progress. Upgrade in Settings → Plans & billing. |
| “This thread belongs to someone else…” | Start your own thread with a top-level mention or a DM. |
| “I can’t run in externally shared channels yet…” | DM Clu instead. |
| “I can’t read files in Slack yet…” | Import the file in CluGTM, then ask Clu about the list. |
| “You’re out of credits, balance X, this needs up to 40 reserved…” | Your workspace needs 40 credits available to start a request. Add credits in Settings → Plans & billing. |
| “Sign in to the CluGTM organization connected to this Slack workspace…” | Switch to that CluGTM workspace, then message Clu again to link. |
| “Org-wide Enterprise Grid installs are not supported yet…” | Install the app into a single Slack workspace. |
| “That Slack workspace is already connected to another CluGTM organization.” | Disconnect it from the other CluGTM workspace first, or use a different Slack workspace. |
Still stuck? Click Help and support in the CluGTM sidebar or email support@cleanlist.ai.