Agenteous·
Integrations

Slack

Slack is where you talk to Agenteous in the flow of your day. Agents post drafts, approval cards, digests and alerts there, and respond to your requests.

What the Agents Do with Slack

Channels per Agent

Channels are set up per agency: some agents share a channel, the Meeting Assistant can use separate principal and team channels, and some agents have none and show their work in the app instead. Your administrator can tell you which channel an agent uses. You reach an agent by mentioning it in its channel.

Posting Cards and Approvals

When a piece of work is ready, an agent posts an approval card: a drafted post, a meeting report, an action item. You approve, edit or redirect from that card. Most cards in Slack mirror the Work Queue in the app, and acting on a card in either place clears it in the other. Follow-up email cards from the Meeting Assistant and the Sales Assistant are the exception: they live only in Slack.

Approving is the decision point, and what it does depends on the item. The Principal Assistant's reply cards go to the principal's own direct messages, not a channel. Approving a Principal Assistant or Account Assistant reply sends it right away. Approving a Meeting Assistant or Sales Assistant follow-up puts it in Gmail Drafts for you to send. Approve & Send on a proposal card sends the proposal to the prospect through PandaDoc. Getting Started lists each case.

A few housekeeping actions in the Principal Assistant need no approval click: receipt emails are forwarded to a bookkeeping address when one is set up, and mail is archived by category.

Digests and Alerts

Agents post proactive updates as structured cards in the relevant channel. The Principal Assistant posts a morning and an afternoon inbox digest on weekdays, and the SEO, PPC and Analytics agents post weekly digests on Monday mornings and monthly digests on the first of the month.

The Concierge

Not sure which agent to ask? Mention the Concierge in its own channel. It triages general questions and routes them to the right specialist. It is not a default responder in other channels, so a message elsewhere does not reach it unless you ask for it there.

How to Tell It Is Connected

If the connection is working, agents answer when you mention them in their channel, and cards arrive as scheduled work completes. Slack administration, including channels and Slack apps, sits in the Operator Console and is covered by your administrator; it is not on the Connections screen.

If an agent stops responding, or cards stop arriving when you expect them, contact support@agenteous.com.