Overview
Evi is UserEvidence's Slack app for customer references. Instead of switching tools to find a customer reference, you ask Evi. Instead of a separate approval queue, Customer Success approves from a Slack message. Instead of chasing status updates, the whole story of one reference plays out in a single thread.
Who Evi is for
Sellers | Ask, in plain language, who can vouch for you on a deal — and get named advocates back in the thread. Raise a reference request without leaving Slack. See each request move to completion in one thread. |
Customer Success | Approve or decline a reference request with a single click, right from the Slack message that asked. |
Getting started
Evi installs like any Slack app, but for now our team handles the install on your behalf.
Ask your Customer Success contact for an install link. They'll send a one-time link for your workspace.
Open the link and review the permissions. It opens Slack's standard authorization screen, scoped to your workspace only.
Approve. That's it — Evi is available in your workspace immediately, and your admin only has to do this 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 on it, then replies in the thread with named, matched advocates.
Keep the conversation going in the same thread — Evi remembers what you've already told it, so a follow-up question doesn't need the full context repeated.
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.
These are the same commands you use today — nothing changes for you when your workspace moves to Evi. Run /reference help any time for a reminder.
Approve or decline
When a request needs sign-off, the admin gets a Slack message with Approve and Decline buttons. One click sends the request down that path — a decline can route to a different advocate, or hand the decision back to the requester.
Follow a reference to completion
As a request moves — advocate matched, call scheduled, call completed, or declined — you're notified right in the original thread, so the whole lifecycle lives in one place. Notification rules carry over unchanged from the previous app for now; a more configurable version is on our roadmap.
Evi's home in Slack
Evi has its own space in your sidebar — an App Home with a Home tab and a Messages tab — so you can always find it 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 what it's for, and a link can't be reused, forwarded, or replayed to approve something it wasn't meant for. This protection is live today for Evi and the previous Slack app alike.