Ask 4Degrees about your contacts, deals, and warm intros —
then act on what you find without leaving Slack. Almost every write is undoable in one click.
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Per-seat OAuth — every teammate links their own account
Permissions respected — the bot only sees what you can see
Undoable writes — one click to revert (contact reminders excepted)
Six things your team will reach for daily
The Slack moments where the web app costs you a tab switch.
The bot is built around the workflows deal teams already do in Slack — not a generic chat shell with a search bar.
Ask anything by @mention
@4Degrees who's at Acme? — the bot replies in-thread with the deal card, contacts, and last activity. No tab switch.
Follow up in-thread
Reply in the same thread — no need to re-mention the bot. Multi-turn conversation, with context preserved.
Summarise a thread to your CRM
Right-click any thread → Summarise to 4Degrees. Bot drafts a structured note. Edit, then save to a contact, deal, or company.
Quick actions
/4degrees opens the launcher: add a contact, create a deal, log an interaction, set a reminder, reassign owner.
Log a Slack message as an interaction
Right-click any message → Summarise to 4Degrees. Save the thread — or just that one message — as an interaction on the right contact in seconds.
Private by DM
DM the bot for solo reps — nobody else in the workspace sees the conversation. Same answers, just private.
Install
Live in your workspace in under three minutes.
Two steps. A workspace admin adds 4Degrees once; each teammate links their personal 4Degrees account on first use.
Step 1 — add 4Degrees to your workspace
Click Add to Slack. You'll be asked to sign in to 4Degrees if you aren't already.
Pick the Slack workspace you want to connect, then review and approve the requested permissions on Slack's consent screen.
You're done with the admin step. Slack returns you to 4Degrees with a confirmation that the workspace is connected.
Step 2 — teammates link their 4Degrees account
@mention 4Degrees in any channel the bot is in, or open a DM with it, or use /4degrees.
Click the "Connect 4Degrees" button the bot replies with. The link takes about 30 seconds.
Done. The bot now answers questions and runs CRM actions on your behalf, with your permissions.
Identity linking
Per-seat permissions, the right way.
Each teammate links their own Slack identity to their 4Degrees account. The bot only sees what they're entitled to — same permissions as the web app.
The teammate's first interaction triggers a connect prompt. Whether they @mention the bot, DM it, or run the slash command — if they haven't linked their account, the bot replies with a one-click link.
The link opens 4Degrees. Sign in (or you're already signed in) and approve the binding.
That binding is one-time per teammate. The bot now respects their full 4Degrees permission cascade: org-contact visibility, per-contact overrides, owner defaults, teammate exceptions.
Write actions
Act on what you find — safely.
The bot can change your CRM, with guardrails. Per-user opt-in, no destructive operations, every action undoable in one click.
Per-user consent
First write triggers a polite consent prompt. Approve once; subsequent writes proceed directly. Revoke any time from App Home.
Almost every action undoable
Most confirmations include an Undo button valid for ~5 minutes. The one exception is setting a contact reminder — those aren’t reversible by the bot; cancel contact reminders in the web app. Deal and company reminders are undoable.
No destructive operations
The bot can create, update, append, tag, move, reassign. It cannot delete. Updates are PATCH semantics — fields not mentioned stay untouched.
Audited & attributed
Every write shows up in the standard 4Degrees activity feed with "via Slack" attribution. Admins see exactly what the bot did, when, and on whose behalf.
Reminders — create against a contact or deal, with a due date.
Interactions — log against a contact with subject, body, type (note / email / meeting / call), and date.
Features tour
Every Slack surface, covered.
Built for how deal teams use Slack — not a generic chat shell.
@mention in channels and private channels
Any channel where the bot is a member. Public, private, or multi-person DMs. Answers are posted as threaded replies so the original channel stays clean.
Direct messages
DM the bot privately. Conversations are scoped to your seat — only you see them. Same answers, no audience.
Slack Agents pane
Open the bot in Slack's dedicated AI pane for longer working sessions. Same identity, longer context window. Great for end-of-week reporting prompts.
In-thread follow-ups without re-mentioning
The most-loved feature in pilot. After the first @mention starts a thread, subsequent replies in that thread reach the bot automatically — no need to re-mention. The bot keeps thread context across messages.
Save a thread as a CRM note
Right-click any thread → Summarise to 4Degrees. The bot generates a structured note (overview + Key points + Decisions + Next steps). Edit if you want, then save against a contact, deal, or company.
Save a single message as an interaction
The same Summarise to 4Degrees shortcut works on standalone messages too — the bot logs the single message as an interaction on the right contact. Great for "this message changed the deal" moments.
Slash commands
/4degrees <question> — ask a quick question from anywhere. The answer comes back as an ephemeral message visible only to you.
Quick action launcher
Type /4degrees with no argument and pick from the launcher: add a contact, create a deal, log an interaction, set a reminder, reassign owner.
Link unfurls
Paste any 4degrees.ai URL in a channel and the bot unfurls it with a rich preview. Deal cards, contact summaries, company snapshots — right in the conversation.
Feedback reactions
👍 and 👎 reactions on bot answers feed back into our prompt evaluation suite. Help us make the bot better, in one click.
App Home dashboard
The bot's App Home tab shows your personalized triage view: what needs attention, recent activity, pending reminders, and quick-action buttons.
Security & control
Built for the firms that need it most.
Every message signed-verified, every token encrypted, every action audited.
Every Slack request is verified
Every Slack request is cryptographically verified to confirm it came from Slack before we process it. Tampered or replayed requests are rejected.
Encrypted bot tokens
Bot tokens are encrypted at rest with a dedicated key. We never log token values, and the encryption key for production is isolated from any other environment.
Five revocation paths
Admin can uninstall, admin can disable AI Connector firm-wide, user can unlink, user can revoke write consent, Slack can rotate tokens. Each is honored immediately.
No training on your data
Neither Slack content nor CRM data is ever used to train any AI model. We do not share Slack data with third parties beyond the user's chosen AI assistant.
OAuth scopes
Every scope mapped to the feature that needs it.
We request the minimum scope set for each feature. Each scope is justified by the user-visible feature it enables.
Scope
What it enables
Why it's minimum
app_mentions:read
@mention triggers
Required for any @mention to reach the bot.
channels:history
In-thread follow-ups in public channels
Without it, thread replies after the first @mention fall on the floor.
groups:history
In-thread follow-ups in private channels
Symmetric with channels:history for private channels.
groups:read
Private-channel metadata for in-thread flows
Companion to groups:history; required for reliable delivery.
chat:write
Bot replies
Required for every response.
chat:write.public
Ephemeral prompts in non-member channels
Lets us nudge unlinked users with a connect prompt instead of failing silently.
commands
/4degrees slash command
Required to register the slash command.
im:history & im:write & im:read
DMs with the bot
Required for any DM conversation.
mpim:history
Group-DM follow-ups
Symmetric with channels:history for multi-person DMs.
No. The bot only sees messages where it's @mentioned, DM'd, included in a thread it's already speaking in, or part of a signed interaction (slash, shortcut, modal). It does not subscribe to general channel traffic, does not auto-summarize threads, and does not auto-create CRM records from messages.
Can a teammate use the bot without a 4Degrees account?
No. They'll get a one-click prompt to connect. We do not return CRM data to anyone who isn't authenticated against 4Degrees.
Are writes really undoable?
Almost all of them. Most successful writes post an Undo button beneath the bot's confirmation; clicking it reverses the action (deletes the note, removes the tag, restores the prior owner, etc.). The undo affordance is valid for ~5 minutes. The one exception is setting a contact reminder — those aren’t reversible by the bot; cancel contact reminders in the web app. Deal and company reminders are undoable like every other write.
Where is our data stored?
Your CRM data continues to live in your 4Degrees infrastructure. The bot does not duplicate, cache, or relocate it. We log basic activity records (who acted, when, which endpoint, whether it succeeded) for audit and reliability — we do not log the bodies of messages or bot replies.
Does Slack work in the EU, UK, or Switzerland?
Yes. Unlike the ChatGPT integration (which OpenAI restricts in those regions), the Slack integration has no regional restrictions on our end.
Are there rate limits?
Slack itself rate-limits app traffic per-workspace (their published per-method limits apply). On the 4Degrees side we have no fixed cap on Slack message volume — we throttle long-running LLM completions to keep response times under three seconds when possible. If a customer is running scripted use, email support@4degrees.ai.
How do I disable the integration for my whole firm?
Two options: (1) uninstall the Slack app from your Slack admin console — immediate; (2) disable the AI Connector toggle in 4Degrees workspace settings — immediate, stops all bot responses without uninstalling the Slack app.
Which 4Degrees plans include the Slack integration?
Any plan with AI Connector access. Your firm's administrator can enable it in workspace settings. If the toggle isn't visible, email support@4degrees.ai.
Bring your firm’s network into the conversation.
Install in three minutes. Every teammate connects their own seat. Almost every write is undoable in one click.
4Degrees