How to create an opportunity in Jeli
Chloe Moreno avatar
Written by Chloe Moreno
Updated over a week ago

📣 In order to create an opportunity in Jeli, you must first have the Jeli slack app installed in your workspace. If you don’t yet have the Jeli slack app installed, check out our Slack Integration page here.

Importing Slack channel data into Jeli helps bring more context into your timelines and helps you prepare for your incident reviews.

  1. Type the command /jeli import in the desired Slack channel.

  2. Choose whether to create a new opportunity or import into an existing one.

  3. Import the entire Slack channel data, or select a period of time to import.

  4. Name the opportunity and provide a description of what you know about the incident so far (you will be able to edit this in Jeli later).

It may take a moment or two for Jeli to create the opportunity and import all the specified Slack messages. Once the opportunity is created the opportunity will be linked in an ephemeral message (a message that will disappear over time) that only you can see in the Slack channel you created the opportunity from.

📣 If you used the Jeli Incident Response Bot during your incident, when you used the commend /jeli close to resolve the incident, it will have automatically created a new opportunity in Jeli for that incident and linked it in the Slack channel.

Use the Jeli Slack Message Shortcut to "Import a message or thread"

You can also create a new Jeli opportunity from a single Slack message or thread by clicking on the three dots to the right of the message and using the Jeli Slack message shortcut to “Import message or thread.”

If you do not see the Jeli Slack message shortcut to “Import message or thread” select “More message shortcuts…” and search for Jeli. Once you use the shortcut, it will be suggested to you in the future. After the shortcut has been selected you will be prompted to either update an existing investigation, or create a new one. From there you will name the incident and provide a description.

Once the opportunity is created it will be linked in an ephemeral message (a message that will disappear over time) that only you can see in the Slack channel you created the opportunity from.

Updating an imported channel

To import new messages, edits, reactions, and attachments generated after a previous channel import use the /jeli import command again, and select “Add more messages to an Opportunity.”

Select the channel you wish to update, then select to either grab all messages from this channel, and we will pull an any messages that have happened since your initial import. Or, select to specify a broader start and end time for this incident if you would like to import more than initially selected.

If you initially imported just a selected timeframe, and choose to now import the entire channel, it will pull in everything else that occurred in the channel before and after that timeframe.

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