Use MetriCRM in Slack or Teams

Link your account once, then act on notifications, search, create cases, preview links and ask the copilot without leaving Slack or Teams.

For: Everyone

Steps

Link your account: type /metricrm link in Slack, or send link to the MetriCRM app in a personal chat in Teams. Open the Link account button, check the name shown and select Link account in MetriCRM.
Notifications for your assignments, SLA risks, approvals, waiting chats and customer health drops now also arrive as direct messages. Use the buttons to approve or reject a quotation (write a reason to reject), claim a chat or assign a case to yourself.
Search with /metricrm search followed by a few words (in Teams: search …). Only records you may see in MetriCRM are listed.
Create a case with /metricrm case followed by the subject. Ask the copilot with /metricrm ask followed by your question; the answer is shown only to you.
Paste a MetriCRM link in a conversation to get a preview. To choose which notifications reach you, or to unlink, go to Profile → Slack & Teams.

Everything you do in Slack or Teams uses your own MetriCRM permissions: if you cannot approve a quotation in MetriCRM, the button tells you so.
Link previews show details only to linked people allowed to see the record; others see a short card that links to MetriCRM.
Never open a link-account link that someone else sent you — it would let their Slack or Teams account act as you.
Type /metricrm help (in Teams: help) to see the commands.

Still need help? Contact support

Link your account once, then act on notifications, search, create cases, preview links and ask the copilot without leaving Slack or Teams.

For: Everyone

Link your account: type /metricrm link in Slack, or send link to the MetriCRM app in a personal chat in Teams. Open the Link account button, check the name shown and select Link account in MetriCRM.
Notifications for your assignments, SLA risks, approvals, waiting chats and customer health drops now also arrive as direct messages. Use the buttons to approve or reject a quotation (write a reason to reject), claim a chat or assign a case to yourself.
Search with /metricrm search followed by a few words (in Teams: search …). Only records you may see in MetriCRM are listed.
Create a case with /metricrm case followed by the subject. Ask the copilot with /metricrm ask followed by your question; the answer is shown only to you.
Paste a MetriCRM link in a conversation to get a preview. To choose which notifications reach you, or to unlink, go to Profile → Slack & Teams.

Everything you do in Slack or Teams uses your own MetriCRM permissions: if you cannot approve a quotation in MetriCRM, the button tells you so.
Link previews show details only to linked people allowed to see the record; others see a short card that links to MetriCRM.
Never open a link-account link that someone else sent you — it would let their Slack or Teams account act as you.
Type /metricrm help (in Teams: help) to see the commands.

Still need help? Contact support