# Getting Started with Scoop for Slack

# Getting Started with Scoop for Slack

Welcome to Scoop! There are two ways to get started with Scoop in Slack - choose the one that fits your needs.

## Method 1: Quick Start (No Scoop Account Required!) 🚀

The fastest way to try Scoop - no signup, no login, just instant analytics in Slack.

### Step 1: Add to Slack

1. **Visit** [scoopanalytics.com/integrations/slack](https://www.scoopanalytics.com/integrations/slack)
2. **Click the "Add to Slack" button**
   - You'll be redirected to Slack's authorization page
   - If not logged into Slack, you'll need to sign in first
3. **Review and authorize permissions**
   - Scoop will request permission to:
     - View messages that mention @Scoop
     - Send messages as Scoop
     - Access basic workspace information
   - Click "Allow" to proceed

### Step 2: Start Using Scoop Immediately

That's it! No Scoop login required. Here's what happens automatically:

- ✅ **Automatic account creation**: Scoop creates a shadow workspace for you
- ✅ **Sample dataset included**: Start exploring right away with example data
- ✅ **Personal workspace ready**: Upload your own files whenever you want
- ✅ **Zero friction**: Just start chatting with @Scoop in Slack

### Step 3: Your First Conversation

1. **Find @Scoop** in your Apps sidebar in Slack
2. **Send a message** like "Hello" or "Help"
3. **Start analyzing**:
   ```
   You: Show me what data is available
   Scoop: Here's what you can analyze:
   • Sample Sales Dataset (ready to use!)
   • Or upload your own CSV/Excel file
   ```

## Method 2: Enterprise Setup (For Existing Scoop Users) 🏢

If you already have a Scoop workspace with datasets, use this method to share specific datasets with Slack channels.

### Prerequisites

- Existing Scoop Analytics account
- Access to datasets you want to share
- Admin access to your Slack workspace (or permission to install apps)

### Step 1: Connect Slack to Your Scoop Workspace

1. **Log into Scoop** at [go.scoopanalytics.com](https://go.scoopanalytics.com)
2. **Navigate to Settings → Integrations**
3. **Click "Connect Slack"**
4. **Authorize the connection** when redirected to Slack

### Step 2: Share Datasets with Specific Channels

1. **Go to Dataset Index** in Scoop Analytics
2. **Right-click on a dataset** you want to share
3. **Select "Configure Slack sharing"**
4. **Choose channels**:
   - Search for channels by name
   - Check boxes next to channels that should access this dataset
   - Changes save automatically
5. **Click "Confirm"** to close the dialog

### Step 3: Channel-Specific Access

Now team members can:
- Query the shared dataset by mentioning @Scoop in those specific channels
- Only access datasets explicitly shared with their channel
- Benefit from any security filters you've configured

### Enterprise Features

- **Channel-level permissions**: Each dataset is only accessible in selected channels
- **Security filters**: Configure user-specific data filtering
- **Centralized management**: Control all dataset access from Scoop Analytics
- **Multiple datasets**: Share different datasets with different channels

## Using Scoop in Slack

### Direct Messages
Best for personal analysis and exploration:
```
You: Show me revenue trends
You: What drives customer churn?
You: Segment my customers
```

### Channel Mentions
Great for team collaboration:
```
@Scoop analyze last quarter's performance
@Scoop why did conversion rates drop?
@Scoop show top customers by region
```

### Slash Commands
Power user shortcuts:
- `/scoop query [question]` - Quick queries
- `/scoop dataset` - Switch datasets
- `/scoop save [name]` - Save queries
- `/scoop deck` - Run saved analysis
- `/scoop help` - Command reference

## Uploading Your Own Data

In either setup method, you can upload your own data:

1. **In a DM with @Scoop**, click the **+** button
2. **Select your file** (CSV or Excel, max 100MB)
3. **Upload directly** to the conversation
4. **Scoop processes it** and confirms when ready
5. **Start analyzing** your data immediately

## Tips for Success

### ✅ Best Practices
- **Be specific**: "Revenue by product last quarter" > "Show revenue"
- **Natural language**: No SQL or technical terms needed
- **Iterate**: Each answer can lead to deeper insights
- **Save queries**: Reuse analyses that you run frequently

### 🚀 Power Features
- **Deep reasoning**: Ask "why" questions for investigation
- **Machine learning**: "What predicts churn?" or "Find patterns"
- **Visualizations**: Automatic charts and graphs
- **Personal decks**: Save and run multiple queries at once

## Security & Privacy

### Method 1 (Quick Start)
- 🔒 **Personal shadow workspace**: Your data is completely private
- 🛡️ **Isolated environment**: No access to other users' data
- ✅ **SOC2 compliant**: Enterprise-grade security

### Method 2 (Enterprise)
- 🏢 **Workspace isolation**: Complete separation between organizations
- 🔐 **Channel-level access**: Datasets only visible where explicitly shared
- 👤 **User-level filtering**: Optional row-level security
- ✅ **Audit trails**: Track all data access

## Troubleshooting

### "Can't find Scoop in Slack"
1. Refresh Slack: `Cmd+R` (Mac) or `Ctrl+R` (Windows)
2. Check Apps section in sidebar
3. Search for "Scoop" in Slack search

### "No datasets available" (Method 1)
- The sample dataset should load automatically
- Try typing "show sample data" or "help"
- Upload your own file to get started

### "Can't see shared dataset" (Method 2)
- Verify the dataset was shared with your channel
- Check you're in the correct channel
- Ask your admin to verify sharing settings

### "Connection failed"
- Ensure you have permission to install Slack apps
- Try the authorization process again
- Contact support@scoopanalytics.com

## Getting Help

- **In Slack**: Type "help" to @Scoop
- **Documentation**: [docs.scoopanalytics.com](https://docs.scoopanalytics.com)
- **Email**: support@scoopanalytics.com
- **Examples**: Ask "what can you do?" for sample queries

## Next Steps

### For Quick Start Users
1. **Explore the sample dataset** - Learn Scoop's capabilities
2. **Upload your own data** - Real insights from your files
3. **Try advanced features** - ML, predictions, and deep reasoning

### For Enterprise Users
1. **Share more datasets** - Expand access across teams
2. **Configure security filters** - Set up row-level permissions
3. **Train your team** - Share this guide and best practices

Ready to transform how your team analyzes data? Say "Hello" to @Scoop!