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Euler Slack App (Customer Guide)

This article explains how to install and configure the customer Slack app and how to use it with the POPS and PAM AI assistants.

Written by Marcel Dordan
Updated this week

Overview

The Euler Slack App is designed for Euler customers — companies that manage partner relationships through the Euler platform. It brings partner operations directly into Slack with an AI-powered assistant (POPS), referral creation tools, Slack Connect integration, and real-time notifications.

The Euler Slack App is installed by the customer on their own workspace. Partners do NOT need to install this app.

1. Install / Connect Slack

To install the app, customers must start in the Euler Dashboard:

  1. Open Euler Dashboard → Settings

  2. Select Slack

  3. Click Integrate with Slack

  4. You'll be redirected to Slack to authenticate and authorize the app in your workspace

Euler Dashboard → Settings → Slack integration page

2. Chat with POPS (AI Assistant) in Slack

POPS (Partner Operations) is an AI assistant that helps customers manage their partner program directly from Slack.

How to use:

  1. In Slack, open Apps

  2. Search for "Euler"

  3. Open the app and send a direct message

What POPS can help with:

  • Partner program insights and analytics

  • Partnership-related questions and lookups

  • Quick Q&A based on available customer data

  • Operational assistance for managing partner relationships

How it works:

  • All DMs sent to the Euler app are forwarded to the POPS AI agent

  • Bot messages and edited messages are automatically filtered out

  • Responses are generated in real-time within the conversation thread

3. Mention POPS in Channels

Beyond DMs, you can also @mention the Euler app in any internal channel to ask POPS questions:

  1. In any internal Slack channel, type @Euler followed by your question

  2. POPS will respond in the channel thread

Note: This works only in internal channels. For Slack Connect channels, see the PAM section below.

Type @Euler followed by your question

POPS will respond in the channel thread

4. Submit a Referral Using the /refer Command

Customers can create referrals directly from Slack using a slash command:

  1. In any Slack channel or DM, type: /refer

  2. A modal will open with the referral form

  3. Select the referral type:

    • Log Referral — Record a referral you received from a partner

    • Send Referral — Send a referral to a partner

  4. Search and select a partner from the dropdown

  5. Choose a form from the available referral form types

  6. Fill in the form fields (name, email, company, etc.)

  7. Click Submit

After submission:

  • A confirmation message is posted to your DM with the Euler app

  • If submitted from a channel, a confirmation message is also posted to the channel

  • Both messages include an "Open Referral" button to view the referral in the Euler Dashboard

5. Submit a Referral Using "Create Referral from Message" Shortcut

Customers can right-click on any message in a channel and create a referral with AI-powered auto-fill:

  1. Hover or right-click a message in a Slack channel

  2. Open message actions (the "..." menu or right-click)

  3. Choose "Create Referral from Message"

  4. A loading modal appears while AI analyzes the message

  5. The form opens with fields pre-filled by AI (name, email, company, etc.)

  6. Search and select a partner (if a channel-to-partner mapping exists, it may be pre-selected)

  7. Review the AI-extracted values, make any edits

  8. Click Submit

AI Prefill Features:

  • Extracts contact name, email, company, and other relevant fields from the message text

  • Smart matching: if the AI returns a value that matches a dropdown option, it auto-selects it

  • Fallback: if AI can't match an option exactly, it tries case-insensitive and substring matching

  • You can always manually override any AI-suggested value

Note: This shortcut only works in channels — not in DMs or group DMs.

Right-click message → "Create Referral from Message" shortcut

Pre-filled form

6. Slack Connect Channels — Partner Mapping

When the Euler bot is added to a Slack Connect channel (a channel shared between your workspace and a partner's), it prompts you to map the channel to a partner. This enables PAM (Partner AI Assistant) in that channel.

Automatic Prompt on Bot Join:

  1. Add the Euler app to a Slack Connect channel

  2. The bot detects it's a shared channel

  3. An ephemeral message appears: "This is a Slack Connect channel. Would you like to map it to a partner?" with Yes / Not now buttons

  4. Click Yes, map to partner

  5. A modal opens with a partner search dropdown

  6. Select the partner associated with this channel

  7. Mapping is saved — PAM is now active in this channel

Manual Mapping:

If you didn't map the channel initially, you can trigger it later by @mentioning the Euler app in the Connect channel — you'll see an ephemeral with a "Map to Partner" button.

Important Notes:

  • Only channels shared between exactly 2 organizations are supported for partner mapping

  • Channels with 3+ connected organizations will show a message explaining this limitation

  • The mapping is cached for performance (5-minute TTL) and refreshed automatically

Partner selection modal for channel mapping

Confirmation that channel has been mapped to a partner

7. PAM in Slack Connect Channels

Once a Slack Connect channel is mapped to a partner, all @mentions of the Euler app in that channel are routed to PAM (Partner Account Manager) instead of POPS.

How it works:

  1. Anyone in the channel (customer or partner) @mentions the Euler app

  2. PAM posts an acknowledgment: "PAM is looking into this..." in the thread

  3. PAM responds with context-aware answers about the partnership

What PAM knows:

  • PAM is scoped to the specific partnership mapped to that channel

  • It receives context about the partner and the customer

  • It can answer questions relevant to that specific customer-partner relationship

Routing Logic Summary:

Channel Type

Partner Mapped?

Who Responds?

Internal channel

N/A

POPS

DM with Euler app

N/A

POPS

Slack Connect channel

Yes

PAM

Slack Connect channel

No (customer @mentions)

Ephemeral with "Map to Partner" button

Slack Connect channel

No (partner @mentions)

Ephemeral: "Channel not set up yet"

PAM responding in a Slack Connect channel thread in channel with a partner maped

8. Referral Status Updates

When the status of a referral changes in the Euler platform, the Slack message is automatically updated to reflect the new status.

Status Indicators:

Status

Emoji

Meaning

Pending

🕓

Referral submitted, awaiting review

Approved

✅

Referral approved

Rejected

❌

Referral rejected

In Progress

⏳

Referral is being processed

Completed

🎉

Referral successfully completed

Updated Message Includes:

  • Status emoji and label

  • Direction flow (e.g., Customer → Partner or Partner → Customer)

  • Contact name and company

  • "Open Referral" button to view in the Euler Dashboard

9. Notifications Channel (#euler-notifications)

The Euler app can create and post to a dedicated notifications channel in your Slack workspace.

How it works:

  1. When a notification is triggered (e.g., referral update, partner activity), the app looks for a channel named #euler-notifications

  2. If the channel doesn't exist, it's automatically created

  3. The bot joins the channel and posts the notification

  4. Relevant team members receive a DM invitation to join the channel

Notification Types:

  • Referral notifications: Status changes with emoji indicators, direction flow, contact details

  • Partner notifications: Partner-related updates with action buttons

Note: For notifications to work, you need to go to the Integrations page → Slack → Settings → Notifications.

10. Open Referral Button & Redirect

Every referral confirmation and status update message includes an "Open Referral" button:

  1. Click the "Open Referral" button

  2. A loading spinner appears briefly

  3. You're redirected to the correct page in the Euler Dashboard or Partner Portal based on your role

How routing works:

  • The system detects whether you're the customer or the partner who created the referral

  • Customers are redirected to the Euler Dashboard

  • Partners are redirected to the Partner Portal

Troubleshooting

  • If you don't see the Euler app: Confirm the Slack integration is completed in Euler Dashboard → Settings → Slack

  • If POPS doesn't respond to DMs: Ensure the message is not from a bot and is not an edit — only original user messages are forwarded

  • If @mention doesn't work in a channel: Make sure the Euler bot has been added to that channel

  • If partner mapping prompt doesn't appear: The channel might already be mapped, or it might have 3+ connected organizations (not supported)

  • If PAM doesn't respond in a Connect channel: Verify the channel has been mapped to a partner. Try @mentioning the bot to trigger the mapping prompt

  • If AI prefill is inaccurate: The AI extracts what it can from the message text — you can always manually edit any field before submitting

  • If referral status doesn't update in Slack: The status update is triggered by the Euler platform. Ensure the original message hasn't been deleted

Still Have Questions?

Reach out to our support team by:

We’ll get back to you as soon as possible!

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