Overview
Evi is UserEvidence Advocacy’s Slack app for customer references. Instead of switching between tools to find a customer reference, simply ask Evi. Ask in plain language who can vouch for you on a deal and get named advocates directly in the thread. Submit a reference request without leaving Slack, then follow its progress through completion, all in one thread.
Getting Started
Evi installs like any Slack app:
Ask your UserEvidence Customer Success contact for an install link. They’ll provide a one-time link to install Evi in your workspace.
Open the link and review the permissions. You’ll be taken to Slack’s standard authorization screen, where you can review the permissions for your workspace.
Approve. That’s it. Evi is immediately available in your workspace, and your admin only needs to complete this step once.
Using Evi
Ask Evi
Mention @Evi in any channel, or message it directly, and describe the deal in plain language.
@Evi need a reference for Acme — healthcare, security buyer, sooner is better
Evi reacts to confirm it’s working, then replies in the thread with named, matched advocates. Keep the conversation going in the same thread. Evi remembers what you’ve already shared, so you can ask follow-up questions without repeating the full context.
Request a Reference
Type /reference-request (or the shorthand /reference) in any channel. A short form opens for the opportunity, contact, deadline, and any notes. Submit it, and the request enters the pipeline under your name.
Approve or Decline
When a request needs sign-off, the UserEvidence Advocacy admin receives a Slack message with Approve and Decline buttons. One click moves the request forward. If declined, the request can be routed to another advocate or returned to the requester for a decision.
Follow a Reference to Completion
As a request moves through each stage, from advocate matching to call scheduling, completion, or decline, you’ll receive updates in the original thread, keeping the entire lifecycle in one place. Notification rules remain unchanged from the previous app for now, with more configurable options planned for the future.
Evi's Home in Slack
Evi also has its own space in your Slack sidebar, with an App Home that includes Home and Messages tabs. You can always find Evi there and start typing, even if you don’t remember the exact command.
Security
Every approval button Evi sends is protected by a single-use, opaque token. Only our servers can resolve the token, and it cannot be reused, forwarded, or replayed to approve a different request. This protection is already live for both Evi and the previous Slack app.