Navigate to the Agents page: Click on the "Agents" tab in the left sidebar to access your list of Agents.

Select the Agent: Choose the Agent you want to deploy to Slack by clicking on its card or opening the ellipses (more options) menu and selecting "Edit."

Access the Deployments section: In the Agent's settings, navigate to the "Deployments" tab to configure and make Agents available in external tools.

Adjust the Agent's Slack settings: Adjust the Agent's "Slack Display Name" and "Slack Description" as it will appear in Slack. This can be changed later by changing the Slack app you will soon create in your workspace. Click "Next."

Copy the app manifest: Click "Copy" to copy the app manifest.

Create a new Slack app: Go to https://api.slack.com/apps, and click "Create New App."

Select manifest option: Select "From a manifest" and then select your organization's desired workspace and click "Next."

Paste the manifest: Copy and paste the manifest from Cassidy into the input area.

Create the app: Click "Next" and "Create" to finish creating the app in your Slack workspace.

Configure Cassidy with Slack credentials: Click "Next" in the Cassidy dialog. Then, from the "Basic Information" tab of the Slack app configuration page, copy the App ID, Client ID, Client Secret, and Signing Secret into the corresponding Cassidy input areas. Then click "Next." This allows your Cassidy Agent to respond through the Slack App in your workspace.

Deploy to Slack: Click "Next," and then "Deploy to Slack" in Cassidy, and authenticate via OAuth to complete the connection process.

Configure optional settings: Configure the Response Mode:

Start a direct message: To interact with your newly deployed Agent, start a new direct message in Slack and search for the app using the display name you chose earlier. Send a message to initiate a conversation with the Agent. In addition to text inquiries, you can send images and files to the Agent in Slack just like you do when chatting with Agents on Cassidy. The AI will be able to engage with the files you send.

Continue the conversation: The Agent will reply to your message within the thread. To continue the conversation, simply reply to the messages within the thread itself. Each thread represents a separate conversation with the Agent.

Use the Agent in channels: To use the Agent in a Slack channel, you'll need to mention the app using the @ symbol followed by its display name. In doing so, Slack will prompt you to invite it (after attempting to @ mention it). Once the app has been added to the channel, the Agent will reply to any message sent in the channel.

Remove the Agent from Slack: If you need to remove the Agent from your Slack workspace, you can either delete the app directly within Slack or click on the "Remove from Slack" button in the Cassidy dashboard.