How to Set Up and Configure the Slack Agent

Summary

This guide provides a comprehensive overview of how to set up, configure, and manage a Slack Agent for Slack. It covers the entire lifecycle from creating the agent in the dashboard to connecting channels, inviting the bot within Slack, handling channel assignments, and verifying the integration with test questions.

When to Use This

Use this guide when you want to enable Brainfish support within your Slack workspace. This is ideal for internal support, knowledge retrieval, or sales enablement directly within Slack channels.

Step-by-Step Instructions

1. Create the Agent: Start by creating a dedicated Slack Agent in your dashboard.
2. Connect Channels: You can proactively add public Slack channels via the agent's settings.
3. Invite the Bot: In Slack, simply mention @Brainfish to bring the agent into any channel.
4. Manage Assignments: If a channel is assigned to the wrong agent automatically, use the dashboard to move it to the correct one.
5. Test: Verify the setup by asking a question in the connected Slack channel.

How to Set Up and Configure the Slack Agent 1902x858

Common Questions

Can I have multiple agents for different purposes? Yes, you can create multiple agents (e.g., one for Support, one for Sales) and assign specific Slack channels to each.

What happens if I invite Brainfish to a channel without setting it up in the dashboard first? Brainfish will join the channel and may automatically assign itself to an existing agent. You can reassign this later in the dashboard.