Max is also available as a conversation channel within Slack.
Enabling Max Interactions with Slack
After you log-in to Slack, you can find Max channel from the left–hand list of workspaces. If Max channel is not available for you, get in touch with your Apttus point of contact.
Using Apttus Max with Slack
You can get started with Max by greeting Max with a Hello. Max will ask you to log in to Salesforce. Once you are logged in, you can trigger all the workflows.
Max on Slack supports the following conversations:
- Lookup Accounts
- Lookup Contacts
- Lookup Approvals
- Opportunity Max Flow
- CPQ Max Flow
- Contract Management Max Flow
Action buttons in Slack are available by clicking the more menu icon next to each display card.