DocumentationBring Max, your Convertmax AI revenue analyst, directly into Slack. Ask questions about your revenue, attribution, campaigns, conversions, and customer data without leaving your workspace.
Before you start
You will need:
- An active Convertmax account
- Access to the Convertmax workspace you want to connect
- Permission to install apps in your Slack workspace
1. Open Convertmax
Sign in to your Convertmax account and select the workspace/property you want Max to use.
Go to:
Integrations → Slack
Click Connect Slack.
2. Authorize Slack
You will be redirected to Slack.
Select the Slack workspace you want to connect and review the permissions requested by Convertmax.
Click Allow.
If your organization requires administrator approval for Slack apps, Slack may ask you to submit the installation for approval.
3. Confirm the connection
After authorization, you will be returned to Convertmax.
Your Slack integration should now show:
Connected
The Slack workspace is linked to your Convertmax workspace, so Max answers questions using the appropriate Convertmax data.
4. Ask Max from Slack
In Slack, use the /convertmax command followed by your question.
For example:
/convertmax Which campaigns generated the most revenue this month?
You can also ask questions such as:
/convertmax How did revenue compare with last week?
/convertmax Which channels have the highest revenue per visitor?
/convertmax What were our best performing campaigns this month?
/convertmax Where is unattributed revenue coming from?
Max will analyze your Convertmax data and return the answer directly in Slack.
5. Use @convertmax in conversations
You can also bring Max into a Slack conversation by mentioning:
@convertmax
For example:
@convertmax compare paid search revenue this month with last month
When used in a thread, Max can respond inside that conversation so your team can investigate revenue questions together.
6. Optional: Send Max Brief to Slack
Growth plans and above can deliver Max Brief insights to a Slack channel.
In Convertmax, go to:
Account → Notifications
Select your Max Brief schedule and choose the Slack channel where you want the brief delivered.
Max can automatically surface important changes such as:
- Revenue increases or decreases
- Conversion-rate changes
- Campaign performance changes
- Acquisition-channel shifts
- Paid campaign performance
- Search-interest spikes
This gives your team a proactive revenue brief without requiring someone to open a dashboard.
Test your installation
Try:
/convertmax Summarize revenue performance for the last 7 days
If Max responds with data from your Convertmax workspace, the Slack integration is working.
Troubleshooting
The /convertmax command isn’t available
Confirm that the Convertmax Slack app was successfully installed in the correct Slack workspace.
Slack says I need administrator approval
Your Slack organization restricts app installations. Ask a Slack administrator to approve Convertmax.
Max doesn’t have the data I expect
Check that Slack is connected to the correct Convertmax workspace/property and that the necessary data sources are connected to Convertmax.
I want Max Brief in a channel
Configure Slack delivery under Account → Notifications. Max Brief requires a supported Convertmax plan.
You’re ready
Your team can now ask questions about revenue directly from Slack:
Ask → Understand → Act
Instead of searching through dashboards, ask Max the same question you would ask a revenue analyst.