Use AgentHub in Slack

Open Integrations, then Slack. Under AgentHub in Slack, choose Update Slack permissions, read what AgentHub processes and stores, tick the confirmation for your organization, choose Continue to Slack and approve in Slack. If your Slack workspace requires app approval, a Slack workspace owner or app manager approves it there. Updating the permissions starts a new installation, so anyone already linked links again once.

In Slack, open AgentHub under Apps and send any message. AgentHub replies only to you with Link your AgentHub account; the link works once, for 10 minutes. Sign in, check that the page shows your AgentHub account and your Slack account, and choose Link these accounts. Back in Slack, press Confirm. Nothing is linked until you do, and nothing you sent before linking is kept.

Write to AgentHub in your private messages, for example “What needs my attention for Oak Dental?” A new thread is about one client when its first message names exactly one of your managed clients; otherwise the answer is across your clients. Working on it… appears first and is replaced by the answer in the same thread. Reply in that thread to follow up. A thread stays with its client; mentioning or comparing other clients is fine. If you ask for a request for a different client, or for no client in particular, AgentHub drafts nothing there and offers the client: choose Continue for the client you named, or pick one from the list. The request continues in a new thread for that client, and the first thread links to it. Open in AgentHub opens the same conversation in the app.

On a client’s message in Slack, choose More actions, then Create a request. Or paste the message into your private messages with AgentHub and say “make this a request”. If AgentHub cannot tell the client from the channel, it asks you to choose one; it never guesses. If the channel points to the wrong client, use Wrong client? Choose another under AgentHub’s message; the request continues in a new thread for the client you choose. It drafts the request in your private messages, never in the client’s channel. Revise it in plain words, for example “shorter” or “add the Friday deadline”.

When the draft is right, choose Review and create. Check the workflow, title and request, and add only what the form asks for. To add a workflow, choose New workflow, then give its name and where it runs. Choose Create request. If it takes a moment, the form shows Creating the request… and then the result. AgentHub confirms in the thread. Creating a request does not approve its scope or start any work.

Ask for a document or a workbook in the thread, for example “Make a P&L for Oak Dental with monthly actuals and a budget.” The file is built and posted below the answer, with its version number. Reply in the thread to change it, for example “Add a totals row”; only what you ask for changes. A change that would remove something you did not ask to remove waits for Use this version or Keep current version, under the full list of what it would remove. If the list is too long for Slack, choose in AgentHub with Review in AgentHub. Until you choose, that file does not change.

A thread works on one file at a time. If you selected a different file in the app since, AgentHub asks which one to change first, with a button for each file and Just answer (an answer that changes no file). To switch yourself, use Work on another file under an answer. Sharing a file by private link stays in the app.

In a client’s thread, ask for it, for example “Prepare Oak Dental’s September update.” AgentHub makes a draft update for that client from the records and writes its summary from what the client will see in it. The reply shows the dates it used, the summary, and Open to review. With no dates, it uses the last 30 days; the current month runs to today.

To change the summary, reply in the thread, for example “Make it shorter.” If the thread also has a file and your message does not name it, AgentHub first asks The update or The file. Open to review, choose what the client sees, preview, publish and email the update in AgentHub, as you would any update. Nothing is shared until you publish it, and emailing it is a separate step. If your company, job title or email is missing, the reply links to AgentHub to add them first, with the client and dates kept.

The conversation in the app shows your Slack messages marked From Slack, a draft with Review and create, and the files made in Slack. Whichever you use first, Slack or the app, creates the request once. Work you do in the app is not copied into Slack; the next answer in Slack says when a file changed there, for example “Continuing from the app: the P&L is now version 6.”

Choose Not you? Unlink on AgentHub’s confirmation in Slack, or Unlink beside your name on the Slack connection page. An owner or admin can unlink anyone there. Linking again later starts fresh.