Overview
Euler’s Slack app enables Partners to chat with PAM (Partner Account Manager) directly from Slack, and to submit referrals without leaving Slack.
Note: PAM in Slack is available only for Partners whose associated Euler customer has purchased/activated PAM for Partners.
Install / Connect Slack
To install the app, Partners must start in the Partner Portal:
Open Partner Portal → Settings
Select Slack
Click Integrate with Slack
You’ll be redirected to Slack to authenticate and authorize the app in your workspace
2. Access policy (who can chat with PAM)
After Slack is connected, Partners can configure the access policy in Partner Portal → Settings → Slack:
Allow everyone in the Slack workspace to chat with PAM, or
Restrict access to only people who are registered in Euler
This ensures the Partner can control who can interact with PAM inside Slack.
3. Chat with PAM in Slack
To start a conversation:
In Slack, open Apps
Search for “EULER for Partners”
Open the app
Send a direct message to PAM
PAM can help with:
Listing and summarizing agreements
Invoices and payment status (invoices)
Commission calculations and explanations
Referral and deal pipeline insights (referrals / deals)
Status lookups and quick Q&A based on available partner data
4. Submit a referral using the /referral slash command
Partners can submit a referral directly from Slack:
In any Slack channel/DM, type:
/referral
Slack will open a referral form
The system will load the available Partner context
Fill in the form and submit
5. Submit a referral using the “Send referral with AI” shortcut
Partners can also create a referral from an existing message:
Hover/select a message in Slack
Right-click (or open message actions)
Choose “Send referral with AI”
Confirm the message content to be used
Optionally add more context
An AI step will extract details from the message and pre-fill the referral form
Troubleshooting
If you don’t see the app: confirm Slack integration is completed in Partner Portal and that your workspace policy allows your user.
If you want to communicate with PAM on Slack, ensure that your partner who purchased Euler has enabled PAM.
Still Have Questions?
Reach out to our support team by:
Sending us a message via the in-app chat
Emailing us at [email protected]
We’ll get back to you as soon as possible!