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Deploy your Agent to Slack so team members can chat with it in channels and direct messages — no need to leave their daily communication tool.
Prerequisites:

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Set up the deployment

1

Select your Agent

Navigate to Agents in the sidebar and click the Agent you want to deploy. You can also open the more options menu (…) and select Edit.
Agents page showing a list of available Agents
2

Open the Deployments tab

In your Agent’s settings, click the Deployments tab.
Agent settings with the Deployments tab highlighted
3

Configure Slack display name and description

Adjust the Slack Display Name and Description for how the Agent appears in Slack. Click Next when you’re ready.
Slack display name and description fields in deployment settings
4

Copy the app manifest

Click Copy to copy the app manifest provided by Cassidy. You’ll paste this into Slack in the next step.
App manifest ready to copy in the Cassidy deployment dialog
5

Create a new Slack app

Go to api.slack.com/apps and click Create New App.
Slack API apps page with the Create New App button
6

Choose 'From a manifest'

Select From a manifest, then choose your organization’s workspace and click Next.
Slack app creation dialog with From a manifest option selected
Workspace selector for the new Slack app
7

Paste the manifest

Paste the manifest you copied from Cassidy into the input area. Click Next, then Create to finish creating the Slack app.
Manifest input area in the Slack app creation flow
Confirmation screen before creating the Slack app
8

Copy credentials from Slack

In your new Slack app’s Basic Information page, copy the App ID, Client ID, Client Secret, and Signing Secret.
Slack app Basic Information page showing App ID, Client ID, Client Secret, and Signing Secret
9

Paste credentials into Cassidy

Back in the Cassidy deployment dialog, paste each credential into the corresponding field and click Next.
Cassidy credential fields for App ID, Client ID, Client Secret, and Signing Secret
10

Deploy to Slack

Click Deploy to Slack and complete the OAuth authorization to finish the connection.
Deploy to Slack button in the Cassidy deployment dialog
Slack OAuth authorization screen for the deployed Agent
11

Configure the response mode

Choose how the Agent responds in Slack:
  • Always respond — the Agent replies to every message in channels where it’s added
  • Respond when mentioned — the Agent only replies when mentioned with @
  • Only respond when mentioned — the Agent replies when mentioned, even in ongoing threads
Response mode settings showing Always respond, Respond when mentioned, and Only respond when mentioned

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Chat with your Agent in Slack

Once deployed, your team can interact with the Agent in two ways:
  • Direct messages — start a new DM in Slack and search for the app by its display name. Send a message to begin a conversation. Each thread is a separate conversation.
  • Channel mentions — in any channel, @ mention the Agent by its display name. Slack prompts you to invite the app to the channel on first mention. Once added, the Agent responds to messages based on the response mode you configured.
You can send images and files to the Agent in Slack just like you do when chatting with Agents on Cassidy.
Agent responding to a message in a Slack channel
Agent replying in a Slack channel thread

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Remove the deployment

To remove the Agent from Slack, either delete the app directly in Slack or click Remove from Slack in the Cassidy deployment settings for that Agent.

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Next steps

Import Slack channels to Knowledge Base

Give your Agent context from real Slack conversations.

Trigger Workflows from Slack

Automate actions when messages arrive in Slack channels.