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Guides
Clu in Slack
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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 Clu by Cleanlist AI from Integrations → Workspace apps → Connect Slack. 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 by Cleanlist AI. 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 Cleanlist.

Who can use it

PlanClu in Slack
Pro, EnterpriseIncluded
Pro trialIncluded
Starter, FreeNot included. Clu doesn't answer in Slack.
AppSumo onlyNot included ("Slack Agent is not included with AppSumo-only access."). A paid Cleanlist 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. At the top, under Workspace apps ("Meet Clu by Cleanlist AI, where your team works"), find the Clu by Cleanlist AI card.

Click Connect Slack

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 View Pro plans.

Approve the app in Slack

Pick the Slack workspace and approve. Back in Cleanlist the card shows Connected and "Connected to your workspace. Mention @Clu or send Clu a DM."

Good to know:

  • One Slack workspace per Cleanlist workspace. A Slack workspace already connected elsewhere shows "That Slack workspace is already connected to another Cleanlist organization."
  • Slack Enterprise Grid: org-wide installs aren't supported ("Install into a single workspace.").
  • Reauthorize reruns the Slack approval. Disconnect opens "Disconnect Clu from Slack?" and, with Disconnect workspace, disconnects Slack for everyone in your Cleanlist workspace. Clu and agent notifications in Slack stop until an admin reconnects.

Step 2: each member links their account

Clu acts as your own Cleanlist 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 Cleanlist account to use the Copilot from Slack. It takes about a minute."

Click Connect your Cleanlist account

Cleanlist opens a Link your Slack account to Clu? dialog showing your Cleanlist account and workspace, the Slack workspace and your Slack account. Make sure you're signed in to the Cleanlist 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 Cleanlist user" followed by your Cleanlist 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 Cleanlist 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 Cleanlist with Import from CSV, then ask Clu about the list.

What Clu can do in Slack

Runs straight awayNeeds 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 leadsAdd a column or run a saved custom skill on a list
Check your credit balance and estimate a costMove leads, delete leads or delete a list
Read your company profileLook 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 chatsRun 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 Cleanlist 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

LimitValue
Tool calls per request10
Time per request2 minutes
Credits per request40
Answer length12,000 characters
Credits needed to start a request40 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 seeWhy, and what to do
Clu doesn't respond at allThe workspace isn't on Pro, Enterprise or the Pro trial, Slack was disconnected, or Clu isn't in that channel. Check the Clu by Cleanlist AI card on Integrations, or DM Clu.
"The Slack Copilot is available on Cleanlist 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 Cleanlist, 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 Cleanlist organization connected to this Slack workspace..."Switch to that Cleanlist 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 Cleanlist organization."Disconnect it from the other Cleanlist workspace first, or use a different Slack workspace.

Still stuck? Click Help and support in the Cleanlist sidebar or email support@cleanlist.ai.

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