AI Agent and Slack

Kick-off some analysis using Count's AI agent without leaving Slack. Start a new thread for a new question, or have the agent weigh in on a discussion in an existing thread. The agent will respond in the same thread, and you can ask follow up questions to dive deeper.

Install the Count app for Slack

Before you can interact with Count's AI agent from Slack will first need to install the Count app for Slack.

Install the app by visiting your user account settings and clicking the Connect Slack button.

Once installed, see the instructions below to start talking with the AI agent.

Read about how Count uses your data in our Privacy Policy.

Interacting with the agent from Slack

You can start a new agent (in a fresh canvas) in the following ways:

• Mention the Slack app in a channel (e.g. "@Count can you help me understand why our sales dropped last month?")
• Mention the Slack app in an existing thread (e.g. "@Count do you have any insights on this?")
• DM the slack app directly (e.g. "Hey Count, can you help me understand our customer churn?")

If you haven't used the Slack app in a channel before, you likely need to do two things first:

• Invite the Slack app to the channel (Slack should prompt you to do this when you mention the app)
• Select a project for the new canvas (the app will prompt you to do this)

When a new agent is started, a link to the canvas will be shared in the thread and when it's finished it will post its response, some suggested next steps, and a screenshot of what it's created or changed in the canvas.

For existing agent threads in Slack, you ask follow up questions by:

• Mentioning the Slack app in the thread (or just replying in the thread for DMs)
• Clicking one of the next steps buttons in the agent's response

Project / channel mappings

When you ask a question and select a project, you'll be asked if you want to always use that project when you ask questions in that channel. This is called the project/channel mapping. You can manage this using the following slash commands:

• /count set-project opens a modal to select a project
• /count unset-project removes the project/channel mapping for the channel
• /count project shows the current project/channel mapping for the channel

Sync between Slack and the canvas in Count

The conversation with the agent is synced between Slack and the canvas in Count so you can see the full conversation history in either place. The only difference is that we don't send all of the agent's output to Slack as it would be too noisy. This is true for both the initial response and responses to any follow up questions.

You can also ask interact with the agent from either UI. Ask follow up questions or approve/reject agent database requests from Slack or the canvas.

Permissions

Your Slack user is linked to your Count user and any actions like starting or interacting with an agent will be done on behalf of your Count user. The same permissions apply as if you were using Count directly.

The main difference is that other users in the Slack channel who don't have access to the project/canvas, while they won't be able to interact with or start agents, they will still be able to see the agent's responses in the channel. This is important to keep in mind when sharing insights from the agent in Slack channels.