CassidyAI

To seamlessly integrate Cassidy assistants into your Slack workspace, follow these step-by-step instructions:

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

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

Access the External Deployments tab: In the assistant's settings, navigate to the "External Deployments" tab, then click on "Deploy to Slack" in the sidebar.

Configure the Slack app: Update the app icon, Slack Display Name, and Slack Description for your assistant. Once you've entered this information, click on the "Create Slack Deployment" button.

For reference, these fields correspond to the following App details in Slack

Authorize the deployment: When prompted, click on the "Deploy to Slack" button. If you're not already logged in to Slack, you may need to do so at this point.

Complete the authorization: Once you've logged in to Slack, click on the "Allow" button to grant Cassidy access to your Slack workspace.

Start a direct message: To interact with your newly deployed assistant, 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 assistant. In addition to text inquiries, you can send images and files to the assistant in Slack just like you do when chatting with assistants on Cassidy. The AI will be able to engage with the files you send.

Continue the conversation: The assistant 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 assistant.

Use the assistant in channels: To use the assistant 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 assistant will reply to any message sent in the channel.

Remove the assistant from Slack: If you need to remove the assistant 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.

1. Navigate to the Assistants page: Click on the "Assistants" tab in the left sidebar to access your list of assistants.
2. Select the assistant: Choose the assistant you want to deploy to Slack by clicking on its card or opening the ellipses (more options) menu and selecting "Edit."

3. Access the External Deployments tab: In the assistant's settings, navigate to the "External Deployments" tab, then click on "Deploy to Slack" in the sidebar.

4. Configure the Slack app: Update the app icon, Slack Display Name, and Slack Description for your assistant. Once you've entered this information, click on the "Create Slack Deployment" button.
 For reference, these fields correspond to the following App details in Slack

5. Authorize the deployment: When prompted, click on the "Deploy to Slack" button. If you're not already logged in to Slack, you may need to do so at this point.
6. Complete the authorization: Once you've logged in to Slack, click on the "Allow" button to grant Cassidy access to your Slack workspace.

7. Start a direct message: To interact with your newly deployed assistant, 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 assistant. In addition to text inquiries, you can send images and files to the assistant in Slack just like you do when chatting with assistants on Cassidy. The AI will be able to engage with the files you send.
8. Continue the conversation: The assistant 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 assistant. 
9. Use the assistant in channels: To use the assistant 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 assistant will reply to any message sent in the channel.
 

10. Remove the assistant from Slack: If you need to remove the assistant 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.

By following these steps, you can effortlessly integrate Cassidy assistants into your Slack workspace, enabling your team to access powerful AI capabilities directly within your existing communication channels.

How to deploy assistants to Slack