Your whole team can run SealDeal from Slack, Teams or Telegram.

Reps prospect and log calls, managers approve drafts and reassign deals, the VP reads the forecast, pre-sales answers the questionnaire, and finance watches the pipeline, all from the chat they already have open. Below are real conversations, one per teammate, with the exact messages they type, then the full help: every command, message and button, app by app.

Pipeline · Rep seat · Slack

Work the day before the first meeting

Sam, account executive

Clear the next steps SealDeal ranked overnight, one at a time, without opening a tab.

Prefer a list? actions shows every next step with Done, Snooze and Dismiss on each row, and today or queue shows what is waiting.

SlackSealDeal

start my day
Let's work your day: 3 items, most urgent first.
"Pinecrest Dairy Co-op freight audit" is called commit with one buyer contact who has gone quiet · high
DoneSkipSnoozeStopOpen
taps Snooze
Snoozed for 3 days. Here is the next one.
DoneSkipSnoozeStopOpen
update Summit Paper expansion next-step Send the pricing sheet by Friday
Next step set on Summit Paper expansion: "Send the pricing sheet", due Fri, Nov 6, 2026.

Outbound · Rep seat · Slack

Add a prospect and start a sequence

Sam, account executive

Met someone at a trade show. Get them researched and drafted before the train ride ends.

If research finds nothing SealDeal can cite, it holds the contact and says why, with a Generate anyway button. A rep cannot approve their own drafts: they go to a manager.

SlackSealDeal

add-contact nina.lopez@lakeshorefurniture.com Nina Lopez
Added Nina Lopez at Lakeshore Furniture.
EnrollDetails
enroll Nina Lopez in Cold outreach
Enroll Nina Lopez in Cold outreach (3 steps)? Research and drafting start right away. Uses AI.
ConfirmCancel
taps Confirm
Enrolled. Drafting now; I will post here when the drafts are ready.
Drafts for Nina Lopez are ready to review.
Review drafts
regenerate Nina Lopez: shorter, under 60 words, open with the invoice audit
Rewrite Nina Lopez's draft with your feedback? Uses AI.
ConfirmCancel

Outbound · Rep seat · Teams

Answer a reply and pick up a new lead

Sam, account executive

A prospect pushed back, and a form fill came in overnight.

pause and resume stop or restart a sequence, and suppress <email> makes sure an address is never emailed again. Each asks you to confirm.

TeamsSealDeal

replies
Latest replies
Priya Shah · Harborline Logistics · "We already use an audit vendor, what would change?" · intent: objection
Draft reply
taps Draft reply
Drafted an answer to Priya Shah for approval. Uses AI.
Read
leads
Inbound leads, last 7 days
Owen Price · Lakeshore Furniture · fit 71 · new · owner Sam Ortiz · no reply yet · Tue, Nov 3, 2026
ConvertSpam
contact Priya Shah
Priya Shah, Harborline Logistics: sequence, last email, open deal and the next step.
Details

Pipeline · Rep seat · Teams

Log the meeting and move the deal

Sam, account executive

Walking out of a discovery call. Get it into the CRM before the next one.

Dates are read the way people write them: Friday, Dec 15, end of month, in 2 weeks. Moving a deal to Closed Lost asks why it was lost, so the reason is on the record.

TeamsSealDeal

new-deal Lakeshore showroom pilot 40000 close Jan 29 for Nina Lopez
Created "Lakeshore showroom pilot": Discovery, $40.0k, closes Fri, Jan 29, 2027, contact Nina Lopez.
Details
log Lakeshore showroom pilot: meeting Walked the two showrooms, CFO wants a 30 day pilot
Logged a meeting on Lakeshore showroom pilot.
update Lakeshore showroom pilot amount 45000
Lakeshore showroom pilot: amount $45.0k.
move Lakeshore showroom pilot to Qualified
Move "Lakeshore showroom pilot" from Discovery to Qualified?
ConfirmCancel
taps Confirm
Moved to Qualified.

Outbound · Manager seat · Slack

Approve the team’s drafts between meetings

Lee, sales manager

Nothing goes to a prospect until a person approves it. Do that from the phone.

A draft carrying a claim SealDeal could not ground asks you to approve it anyway, on purpose. send <draft> queues an approved draft now, after a confirm.

SlackSealDeal

drafts
Drafts waiting for approval (oldest first)
Maya Chen · Lakeshore Furniture · step 2 "freight bills for bulky goods"
Carlos Mendes · Bluewater Beverages · step 1 "A FreightLens champion at Bluewater"
ReadEditApproveReject
taps Read
To: Carlos Mendes · step 1 · Subject: A FreightLens champion at Bluewater Beverages · Hi Carlos, …
ApproveRejectEdit
taps Edit
A dialog opens with the subject and body. Change a line and Save.
Saved: edited, awaiting review.
taps Approve
Approved.
The row resolves in place; the other drafts keep their buttons.
reject Maya Chen
Rejected. The rep can regenerate it.

Pipeline · Manager seat · Teams

Run the Monday pipeline review

Lee, sales manager

See every rep’s pipeline, find the deals at risk and reassign one.

Row buttons redraw the same card, so working down a list of ten deals keeps the other nine in view.

TeamsSealDeal

team
Per rep: open pipeline, deals, drafts waiting and activity this week, for Dana, Sam and Lee.
at-risk
Commit deals at risk
Pinecrest Dairy Co-op freight audit · Proposal · $120.0k · closes Thu, Dec 31, 2026 · one buyer contact, gone quiet
DetailsNext steps
deals Sam
Sam Ortiz's open deals, soonest close first, with the total.
update Granite Ridge Manufacturing owner Lee Park
Give "Granite Ridge Manufacturing freight audit" to Lee Park?
ConfirmCancel
taps Confirm
Granite Ridge Manufacturing freight audit now belongs to Lee Park.

Reporting · Owner seat · Telegram

Check the quarter from the airport

Dana, VP of sales

Know where the number stands, and ask the question the dashboard does not answer.

Command words run directly, with no AI model in the loop. Only a plain question goes to the assistant.

TelegramSealDeal

forecast
Q4: won $60.0k of a $1.05M target. Landing $381.3k on commit and best case. 11 open deals, $1.61M.
at-risk
Commit deals at risk: Pinecrest Dairy Co-op, closes Thu, Dec 31, 2026.
DetailsNext steps
which commit deals have not heard from the buyer in two weeks?
Not a command, so the assistant answers from your pipeline, naming each deal and its last buyer touch. Uses AI.
usage
This month against your plan: drafts, actions and questionnaire answers used.

Pre-sales · Rep seat · Slack

Turn around a security questionnaire

Priya, solutions engineer

The buyer sent a 120 question spreadsheet. Answer it from approved material, and route the hard ones to a person.

A question that commits you to terms is never answered automatically. Uploading the file works from a Slack DM; on Teams and Telegram, upload it in SealDeal and work it from chat.

SlackSealDeal

Drops Lakeshore-security-review.xlsx into the DM with SealDeal.
Start a questionnaire from Lakeshore-security-review.xlsx?
ConfirmCancel
taps Confirm
rfp-answer Lakeshore security review
Draft the unanswered questions from your approved answers and documents? Uses AI.
ConfirmCancel
rfp Lakeshore security review
Lakeshore security review: 4 of 10 answered · 4 approved
Do you encrypt data at rest? · drafted from the security policy, with its source
What are your contractual liability caps? · needs a human
ApproveAnswerReject
taps Answer
A dialog opens; type the answer and Save.
Answer saved. It still needs approving.
Approve it
rfp-link Lakeshore security review to Lakeshore Furniture carrier payment
rfp-export Lakeshore security review
The buyer's file with 3 approved answers written in, 7 left blank for you.
Download

Reporting · Viewer seat · Teams

Read the pipeline, change nothing

Morgan, finance partner

Finance and the board see what the team sees, on a seat that cannot send or edit.

contacts, replies, leads, lists, forecast, team and at-risk all read the whole team for a viewer, with no write buttons.

TeamsSealDeal

deals
Open deals (12 · $1.65M, soonest close first), every rep, owner on each row.
Details
drafts
Drafts waiting for approval: 4, each with Read. "Your seat is view-only: you can read these drafts."
Read
approve Maya Chen
Your seat is view-only, so it cannot change anything. Ask an admin for a full seat.

Say this to do that

Names can be partial: deals summit finds Summit Paper. When two records match, SealDeal asks which one you mean.

What to type: Outbound
Outbound	Type
Find someone	`contacts lakeshore · contact nina.lopez@…`
Add a prospect	`add-contact <email> <name>`
Start a sequence	`enroll <contact> in <sequence>`
Stop or restart one	`pause <contact> · resume <contact>`
See what needs approving	`drafts · draft <contact>`
Rewrite a draft	`regenerate <contact>: <what to change>`
Approve, reject, send (managers)	`approve <contact> · reject <contact> · send <contact>`
Handle replies	`replies · draft-reply <contact>`
Work inbound leads	`leads, then Convert or Spam`
Never email an address	`suppress <email>`

What to type: Pipeline
Pipeline	Type
Plan the day	`start my day · today · queue · actions`
Find deals	`deals · deals <stage or rep> · deal <name>`
Create one	`new-deal <name> <amount> close <date> for <contact>`
Change one	`update <deal> amount \| close \| next-step \| forecast \| owner`
Move one	`move <deal> to <stage>`
Log what happened	`log <deal>: call \| meeting \| demo <text> · note <deal>: <text>`
The number	`forecast · at-risk · team`

What to type: Pre-sales
Pre-sales	Type
See what is open	`rfps · rfp <name>`
Draft the answers	`rfp-answer <rfp>`
Review one	`rfp-approve · rfp-reject · rfp-edit <item>: <answer>`
Tie it to the deal	`rfp-link <rfp> to <deal>`
Send it back	`rfp-export <rfp>`

Who can do what

Chat permissions by seat
Rep	Reads and changes their own contacts, deals and next steps. Enrolls, logs, moves, rewrites drafts and drafts replies for their own contacts. Cannot approve or send.
Manager, admin, owner	Everything a rep can, across the team, plus approve, reject and send drafts and reassign deals.
Viewer	Reads everything the team sees, including the forecast. Every write is refused.

Help

Every command, message and button, in Slack, Teams and Telegram.

Commands, lists, buttons, confirms and the rules about who can do what are the same in all three apps, because they run the same code on the same records. Slack and Teams add dialogs, file upload, personal messages and a few shortcuts that Telegram does not have; those are spelled out at the end.

Kinds of message

Every kind of message that moves between you and SealDeal. Questions, buttons, confirms, pickers and alerts work the same in all three apps.

Kinds of message by app
	Example	Slack	Teams	Telegram
Typed command	`deals summit`	DM the bot, @SealDeal in a channel, or /outbound <command>	Chat with the bot, or @SealDeal in a channel	Chat with your bot, or in a group the bot is in
Plain question	`which deals slipped this month?`	Yes	Yes	Yes
Slash command	`/outbound today`	Yes; the reply is only shown to you	No	A leading / is ignored, so /deals runs deals
Button under a list or card	`Approve under a draft`	Yes	Yes	Yes
Confirm card	`Confirm · Cancel before a move`	Yes	Yes	Yes
"Which one?" picker	`Which Pinecrest?`	Yes	Yes	Yes
Form in a dialog	`Edit draft, Answer question, Reschedule`	Yes, a modal	Yes, a dialog	No: Edit and Answer ask for a reply instead
Reply to a prompt	`The new draft text, typed as a reply`	Not needed: a dialog	Not needed: a dialog	Yes: to edit a draft or answer an RFP question
File drop	`security-review.xlsx into the DM`	Yes: Word, Excel or CSV	No	No
Message action	`Send to SealDeal on any message`	No	Yes: saved as a note on a contact or deal	No
"On it…" then the answer	`at-risk, forecast, a question`	Yes	Yes	Yes
Follow-up when work finishes	`Drafts for Nina Lopez are ready`	Yes	No	No
Alert to a channel or chat	`A prospect replied`	Yes, per event	Yes, per event	Yes, per event
Personal message	`Your morning briefing`	Yes	Yes	No

Every command

This is the list commands prints in the chat, read from the same source the bot uses, so it is always current. Every command works in all three apps. Angle brackets are what you fill in; square brackets are optional.

Outbound commands
Outbound	Also	Does
`contacts [name or company]`	people	find contacts
`contact <name or email>`	person	one contact: sequence, last touch, deal
`add-contact <email> [full name]`	new-contact	create a contact
`companies [name]`	accounts	find companies
`company <name>`	account	one company: contacts, deals
`lists`		your contact lists
`sequences`	campaigns	sequences you can enrol into
`enroll <contact> [in <sequence>]`	enrol	start a contact on a sequence, their list's by default (confirm)
`pause <contact>`		pause a contact's sequence (confirm)
`resume <contact>`		resume a paused contact's sequence (confirm)
`draft-anyway <contact>`	anyway	draft a held contact's emails anyway (confirm, uses AI credits)
`drafts`	approvals	drafts waiting for approval, with buttons
`draft <draft-id or contact>`		read one draft, or a contact's drafts
`regenerate <draft-id or contact>: <what to change>`	rewrite	rewrite a draft with your feedback (confirm)
`edit-draft <draft-id>: <new text>`		replace a draft's text (a first line "Subject: …" changes the subject); it stays in the approval queue
`send <draft-id or contact>`		queue an approved draft to send now (managers, confirm)
`approve <draft-id or contact>`		approve a draft (managers)
`reject <draft-id or contact>`		reject a draft (managers)
`replies`	inbox	latest replies from prospects
`draft-reply <contact>`		draft an answer to a contact's latest reply for approval (your own contacts; managers: anyone; uses AI credits)
`leads`		the last week's inbound leads: fit, owner, replied or not
`convert <lead-id>`		turn an inbound lead into a contact (confirm)
`spam <lead-id>`		mark an inbound lead as spam
`suppress <email>`	unsubscribe	never email this address (confirm)

Pipeline commands
Pipeline	Also	Does
`deals [name, stage or rep]`	pipeline	open deals, with their total
`deal <name>`		one deal: stage, value, odds, next move
`new-deal <name> <amount> [close <date>] [for <contact>]`	create-deal	create a deal you own
`update <deal> amount <n> \| close <date> \| next-step <text> [by <date>] \| forecast <commit\|best case\|pipeline> \| owner <name>`		change a deal
`log <deal>: [call\|meeting\|demo\|email\|note] <what happened>`		log a call, meeting, email or note on a deal (dates: Friday, Dec 15, end of month, in 2 weeks)
`stages`		pipeline stages
`move <deal> to <stage>`		move a deal (confirm)
`note <deal or contact>: <text>`		log a note
`actions [deal]`	next-steps, tasks	your next steps (or one deal's), with Done / Snooze
`done <action-id>`	complete	mark a next step done
`snooze <action-id> [days]`		snooze a next step (default 3 days)
`dismiss <action-id>`		dismiss a next step
`forecast`		commit, best case and pipeline this quarter
`team`		per-rep pipeline and activity (managers)
`at-risk`	risks, atrisk	commit deals at risk, each with Details and Next steps buttons

Pre-sales: questionnaires and RFPs commands
Pre-sales: questionnaires and RFPs	Also	Does
`rfps`	questionnaires	RFPs and questionnaires in progress
`rfp <name>`	questionnaire	one RFP: progress, answers waiting for review
`rfp-answer <rfp>`		draft the unanswered questions from your knowledge base (confirm)
`rfp-edit <item-id>: <answer>`		rewrite one answer
`rfp-link <rfp> to <deal>`		attach an RFP to a deal
`rfp-export <rfp>`		the buyer file with approved answers filled in
`rfp-approve <item-id>`		approve one answer
`rfp-reject <item-id>`		reject one answer

Account commands
Account	Also	Does
`members`	seats	who is on the team
`usage`		this month's usage against plan
`commands`		this list

Your day, and questions
Your day, and questions	Does
`start my day`	walk your ranked next steps one at a time, with Done, Skip, Snooze, Stop and Open on each
`today`	what is waiting on you today
`queue`	your next steps and the drafts waiting, counted
`any question, in plain words`	goes to the assistant, which answers from your pipeline (uses AI); a message ending in ? is always a question

Slack slash command
Slack only: /outbound	Does
`/outbound help`	the slash command list
`/outbound today · /outbound queue`	your day, and what is waiting
`/outbound at-risk`	commit deals at risk
`/outbound deal-status <deal-id>`	one deal at a glance
`/outbound ask <question>`	ask your pipeline, on plans that include it
`/outbound <any command>`	drafts, deals, rfp and every other command, exactly as typed in a DM

Buttons

A tap runs the same command as typing it, on the exact record the row is about.

Buttons on each list and card
Where	Buttons	Notes
drafts list	Read · Edit · Approve · Reject	A rep sees Read and Edit; a viewer sees Read. Telegram's list carries Read, Edit and Approve, with Reject on the draft card.
A draft, opened	Approve · Reject · Edit · Open in SealDeal	Edit opens a dialog in Slack and Teams. On Telegram it sends the current text and asks for a reply with the new version.
actions	Done · Snooze 3d · Dismiss	The list redraws with the result on top; the other rows stay tappable.
start my day	Done · Skip · Snooze · Stop · Open	Stop pauses the walk; start my day picks it up again.
replies	Draft reply	Drafts an answer for approval (uses AI).
leads	Convert · Spam	On leads nobody has handled yet.
add-contact	Enroll · Details	Enroll asks you to confirm.
deals, at-risk	Details · Next steps
contacts, companies	Details
lists	Open list
A held contact	Generate anyway · Open contact	When research found nothing to cite. Generate anyway asks you to confirm.
rfp <name>	Approve · Answer · Reject, per question	Answer opens a dialog in Slack and Teams, and asks for a reply on Telegram. A saved answer gets Approve it.
rfp-export	Download	The buyer file with the approved answers written in.
Anything that counts	Confirm · Cancel	Only the person who asked can confirm.
Meeting booked alert	Reschedule	Slack and Teams, in a dialog.
Drafts waiting nudge	Approve all · Reject	For one sequence at a time.

What SealDeal sends you without being asked

An admin picks, event by event, where each alert goes. The 18 events: reply received, meeting booked, quota warning, deal won, deal lost, bounce received, spam complaint, list uploaded, outreach approved, inbound lead received, send failed (dead-letter), deal stage changed, deal created, deal amount changed, close date changed, deal slipped, next step overdue, deal at risk.

Messages SealDeal posts by app
	Slack	Teams	Telegram
Alerts you route, event by event	To the channel you pick	To the channel you pick	To the chat you pick
Morning briefing: your top three next steps, with buttons	DM, daily	DM, daily	No
Urgent and high next steps, once each	DM	DM, with Complete, Snooze, Dismiss	No
Drafts waiting for approval, once per sequence	DM to the owner	DM to the owner	To the org chat, when an admin turns it on
The revenue brief for the VP, at 07:00 local	DM, or email	Email	Email
Drafting finished, or held and why	In the conversation	No	No

What Slack and Teams do that Telegram does differently

Telegram has commands, lists, buttons, confirms, questions and alerts, the same as the other two. It has no dialogs, no file upload and no personal messages, so the tasks below work differently there (editing and answering by reply) or not at all.

Where Telegram differs from Slack and Teams
Editing a draft	Slack opens a modal and Teams a dialog, prefilled with the subject and body. Telegram sends the current text (tap it to copy) and asks you to reply with the new version; a first line "Subject: …" changes the subject. Either way the draft stays in the approval queue. edit-draft <id>: <new text> does the same by typing, in all three.
Answering an RFP question	Slack and Teams open a dialog. Telegram asks you to reply to its prompt with the answer, then offers Approve it: the same result, one message at a time.
Uploading a questionnaire	Drop the file into a Slack DM. On Teams and Telegram, upload it in SealDeal, then work every question from chat.
Rescheduling a booked meeting	The meeting booked alert carries Reschedule in Slack and Teams, which opens a dialog. Telegram shows the alert without it.
Personal messages	Slack and Teams DM each person their morning briefing, their urgent next steps and their drafts waiting. Telegram sends no personal messages: approval cards go to the org chat, and only when an admin turns them on.
Saving a chat message to SealDeal	In Teams, Send to SealDeal on any message saves it as a note on the contact or deal you pick. Slack and Telegram have no equivalent.
The slash command	Slack has /outbound, whose replies only you see. Telegram accepts a leading / but answers in the chat.
Follow-ups after you start work	Slack posts when enrolled drafts are ready, or says why none were written. On Teams and Telegram, check drafts.
Linking people	Slack links people by email automatically, and Teams with one tap or from the channel roster. On Telegram each person signs in to SealDeal, generates a link code and sends it to the bot.

Linking: who SealDeal thinks you are

Every message runs as the SealDeal seat your chat account is linked to, with that seat's rights. An unlinked account can do nothing.

Connecting and linking by app
	Slack	Teams	Telegram
Connect	An admin clicks Connect and approves the app	An admin uploads the SealDeal app and sends the bot a one-time code	An admin creates a bot with BotFather and pastes its token
Link a person	Automatic by email; an admin maps the rest	One tap per rep, or matched by email from the default channel	Each person generates a link code in SealDeal and sends it to the bot
Not linked yet	Told to ask an admin to map them	Told to ask an admin to map them	Told in a private chat; ignored in a group

How SealDeal reads what you type

The first word picks the command and the rest is what it acts on: deals summit searches open deals for "summit". Most commands have a second name, listed under Also.
Names can be partial. When two records match, SealDeal shows a "which one?" picker; buttons carry the exact record, so a tap never guesses.
Dates are read the way people write them: Friday, Dec 15, end of month, in 2 weeks. Replies spell them out: Fri, Nov 6, 2026.
A message that ends in ? goes to the assistant as a question, even when it starts with a command word.
Lists show the first 8 rows and say how to narrow them, such as deals <stage or rep>.
Sending, enrolling, moving a deal, suppressing an address, changing an owner and rewriting with AI show Confirm and Cancel first. Only the person who asked can confirm.
A rep who tries to approve is told it is a manager's call; a viewer is told the seat is view-only. Nothing changes in either case.
Commands run with no AI model. Rewriting, drafting replies, drafting a held contact, answering an RFP, the drafts an enroll starts and plain questions use AI.

Common questions

What does headless mean here?+

The work happens in the chat app your team already has open. Every command reads and writes the same records as the web app, with the same rules about who can do what, so a deal moved in Teams is moved on the board.

Can a message send an email by accident?+

No. Nothing reaches a prospect until a manager approves the draft, and anything that sends, uses AI or is hard to undo shows Confirm and Cancel first. Only the person who asked can confirm.

Do I need to learn the commands?+

Type commands in any chat for the full list. Most work starts from a button under a list or an alert, and a plain question goes to the assistant.

What if my chat account is not linked?+

SealDeal replies that your account is not linked yet and to ask an admin to link you, and does nothing else. It never guesses who you are.

Which plan is it on?+

Every plan, Free included.

Start free Every command and setup →