Logging into Gumloop and chatting with your specialized agents is one way to work with your agents, but that’s not where you work and where your team works. That’s probably Slack or Microsoft Teams. So let’s bring your agents there so you and everyone on your team can use them.

I’ve got this sales agent that’s connected to HubSpot and other core tools that our customer-facing team relies on that can generate reports or analyze information for us. Something like “email me a report of our pipeline” and it’s gonna go ahead and work and send me that email. Nice.

Now, let’s bring this agent into Slack. I’m going to use Slack in this video, but if you use Teams, the setup is very similar.

I’m going to click on External Channels in the agent and select Slack. This brings up three steps that I have to do to bring the agent into Slack. And if this is your first time, it’s four steps.

Step 1A: make sure the Gumloop app is installed in your Slack workspace. You only need to do this once. Step 1B: add the Gumloop app to the channel where you want your agent to live. For us, that’s the sales channel. So I’m going to type in /invite @Gumloop in that channel.

Step 2: copy the command from the web and paste it into that channel. Now @Gumloop is connected to our sales agent.

Step 3: chat with your agent. And this is actually the most important step. So if I type @Gumloop “email me a report of our pipeline,” it’s gonna go ahead and do just that, just like we would on the web. It’ll start a new thread where I can see the agent’s response and progress. I can continue the conversation there by responding to the thread.

Every time @Gumloop is tagged in this channel, it’s gonna kick off a new conversation with our sales agent. The power of bringing agents into where you work is that everyone can benefit from your agent. They can start a new conversation or chime in to existing threads. Build an agent once and have your whole team use it.

Now, a few additional notes. You can bring your agents into public or private channels, but not DMs. And yes, you can have multiple agents in a channel and give them a specific handle. To do that, go to External Channels again and select Custom Slack App. Click connect, select a handle for your agent, and then walk through the steps to build a custom Slack app connected to your agent. Custom Slack apps sounds intimidating, but it’s really easy. It’s mostly copy-pasting information, and there’s a step-by-step video instruction in the description below.

So go out there and let your agents work in Slack or Teams or wherever you need to.