Slack
Ask Agiled for help, turn Slack messages into work, and review updates and approvals.
Overview
Bring Agiled work into Slack. Mention @Agiled in an invited channel or send a direct message to ask questions and request work. Turn a message into a task or ticket, follow progress, receive notifications, and review approvals. Each teammate links their own Agiled account, and Agiled checks their permissions for every request. Detailed results from channel requests arrive privately.
Configure
- 1
Connect your Slack workspace. An Agiled workspace owner, or a teammate with Slack integration management access, opens Organization Settings > Apps > Slack and authorizes the connection. Slack may require an administrator to approve installation.
- 2
Link each teammate's account. Open Agiled's Home tab in Slack and choose Connect your Agiled account. Sign in to Agiled, then confirm the link from your own Slack account.
- 3
Invite Agiled and choose channels. Invite @Agiled to each public or private channel you want to use. In Agiled's Slack settings, choose allowed invocation channels. Leaving that selection empty permits all channels where Agiled is invited.
- 4
Set up notifications and approvals. Choose notification events and destinations, review personal notification preferences, and select an eligible reviewer for agent requests needing approval.
- 5
Try your first request. Mention @Agiled in an allowed channel or send a direct message. Try asking what tasks are blocking your project, or use a message's More actions menu to create a task.
What you can do
Ask questions and request work
Use suggested prompts or write your own request. Follow progress in Slack and open the Agiled conversation for details.
Turn messages into tasks
Create a task or add a message to an existing task, including images and files. Review the details before saving.
Keep detailed results private
Channel requests show safe status updates. Agiled sends detailed workspace results to the requesting teammate in a direct message.
Review updates and approvals
Choose notification destinations and approve or reject requests you have permission to review.
Capabilities
Slack app features
Questions and work requests
Ask about your Agiled work and request supported actions using your current workspace permissions.
Suggested prompts and progress
Start with a suggested prompt, follow progress, and stop your own active response when needed.
Message shortcuts
Choose "Create task in Agiled", "Add to existing task", or "Create ticket in Agiled" from a message. Task shortcuts can include the message's images and files.
Notifications
Route supported Agiled events to selected Slack channels and manage personal Slack notification preferences.
Approvals
Review agent and workflow approval requests in Slack. Agiled checks reviewer access before applying the decision.
Workflow messages
Use Slack send-message and reply-in-thread actions in Agiled workflows.
FAQ
Slack FAQ
Both. An administrator connects one Slack workspace to the Agiled workspace. Each teammate then links their own Slack identity to their own Agiled account from Agiled Home in Slack. Requests use that person's Agiled permissions, and detailed results arrive privately. Workspace administrators manage shared channel settings.
Yes. Your team needs an Agiled workspace, and each teammate must link their own Agiled account to request work or review approvals. Available features and AI usage depend on your Agiled plan, workspace permissions, and usage limits. Check Agiled's pricing page for current plan details.
Agiled posts safe progress updates in the channel and sends detailed workspace results privately to the requester. Each request uses that person's Agiled permissions. Notifications go to the destinations your workspace configures, so choose channels whose members should receive those updates.
Invite Agiled to a public or private channel, then check the allowed invocation channels in Organization Settings > Apps > Slack. An empty selection allows all invited channels. Slack Connect channels are not supported.
Yes. Reply in the thread and mention @Agiled again in a channel, or continue directly in your private conversation. Detailed channel results remain private. Agiled workflows also support sending replies to an existing Slack thread.
Task message shortcuts can copy supported images and files into a new task or a comment on an existing task. Review the attachments before saving. The ticket shortcut creates a ticket from the message text and its source link; it does not copy attachments.
Open Organization Settings > Apps > Slack in Agiled to unlink your personal account or disconnect the workspace integration if you have management access. Disconnecting the workspace stops new Slack activity through that connection. Your tasks, tickets, and other Agiled records remain in Agiled.
Other apps in Communication
Zoom
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Schedule and join Zoom meetings directly from Agiled projects and contacts.
Twilio
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Send SMS messages and notifications to contacts directly from Agiled.
Google Meet
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Create Google Meet links from Agiled and log meetings on contact timelines.
Microsoft Teams
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Create Teams meetings from Agiled and get activity notifications in Teams channels.
Google Calendar
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Sync Agiled events, tasks, and meetings with Google Calendar.
Google Contacts
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Sync contacts between Agiled CRM and Google Contacts.
Connect your Agiled workspace to Slack
Open Organization Settings > Apps > Slack in Agiled, connect your workspace, and link your account to start.