How to Use Slack with AgentCLiQ

Overview

AgentCLiQ connects to your Slack workspace through OAuth, creating a two-way communication channel between your AI agents and your team. DM the AgentCLiQ bot from your phone or desktop to issue directives, look up contacts, send notifications to agents, and approve actions. Every directive is routed through the CEO Agent, which classifies the request and hands it to the right C-Suite agent automatically.

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Send Directives from Slack

DM the AgentCLiQ bot with a natural-language instruction and the platform handles the rest. The CEO Agent receives every directive, classifies the domain (sales, marketing, finance, operations, product), and routes it to the appropriate C-Suite agent. The agent drafts the action and replies in the same Slack thread with a preview and Send/Revise/Cancel buttons.

Examples:

• "Create an email to Chase at Titan LED to ask if he got the new proposal"
• "Research the company Acme Corp and find their key decision makers"
• "Draft an email sequence for our new product launch targeting manufacturing"
• "Generate a report on this quarter's pipeline health"

What happens behind the scenes:

1. The intent classifier (Haiku) categorizes the message
2. The CEO Agent routes to the right C-Suite agent (CRO for sales, CMO for marketing, etc.)
3. The Contact Resolver automatically looks up the recipient in your connected CRM and Gmail history
4. The agent drafts the action using your business context
5. A Block Kit message appears in the thread with the draft preview and action buttons

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Email Directives with Contact Resolution

When you mention a person by name and company, AgentCLiQ automatically resolves their contact information from your connected integrations before drafting. The system searches your CRM contacts (including company associations), Gmail thread history, and cached prior lookups. It uses email domain cross-matching to boost confidence when the recipient's email domain matches the company name. The resolved email appears in the draft so you can verify before sending.

Data sources queried (in priority order):

1. Cache (30-day TTL, instant)
2. CRM contacts with company association lookup (HubSpot)
3. Gmail thread history (people you have recently emailed)

Confidence scoring:

• CRM matches start at 0.90 base confidence
• Exact full name match adds 0.05 to 0.10
• Company property match adds 0.05
• Email domain cross-match adds 0.05
• Company mismatch subtracts 0.15
• Confidence >= 0.85 auto-fills the recipient email
• Confidence 0.50 to 0.85 surfaces with confirmation

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Send Notifications to Agents

Send a notification directly to any agent's dashboard from Slack. The notification lands on the target agent's Notifications tab in AgentCLiQ, where it can be dismissed, escalated to the parent agent, or used to create a task.

How to use it:

• DM the AgentCLiQ bot with messages like:
  • "Send a notification to the CRO to remember the meeting on Sunday"
  • "Remind the CMO about the Q3 campaign deadline"
  • "Notify the CFO to review the budget before Friday"
  • "Alert the COO about the vendor delivery delay"

Severity detection:

• "Urgent" or "ASAP" in the message sets Tier 1 (Urgent) severity
• "High priority" or "important" sets Tier 2 (Alert) severity
• Everything else defaults to Tier 3 (Info)

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Look Up Contacts from Slack

Ask AgentCLiQ to find a contact's information from your connected CRM and email history without leaving Slack.

How to use it:

• "Look up Brad at Stoner Painting"
• "Who is John from Acme?"
• "Find Sarah's email"
• "Do we have Chase in our CRM?"

What happens:

• The Contact Resolver searches your CRM, Gmail threads, and cache
• Results are posted to the Slack thread with name, email, company, source, and confidence
• Multiple matches show up to 5 candidates with details
• No agent routing, no task creation, no email drafting. Pure lookup.

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Approve Actions from Slack

When an agent drafts an action (email, notification, etc.), the draft appears in your Slack thread as a Block Kit message with interactive buttons.

Draft preview includes:

• Summary of the action
• To field with resolved recipient name and email
• Subject line
• Full email body preview
• Send, Revise, and Cancel buttons

How to respond:

• Send: Approves and executes the action (sends the email via your connected Gmail)
• Revise: Prompts you for revision instructions. The agent re-drafts based on your feedback in the same thread.
• Cancel: Discards the draft with a confirmation message

ETAM scores update based on your approval decisions, gradually increasing agent autonomy as trust is earned.

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Post to Slack Channels

Your agents can post updates, alerts, and recommendations directly to any Slack channel in your workspace using the Send Notification objective type.

How to use it:

1. Create a task on any agent
2. Select "Send Notification" as the objective type
3. On the Slack Channel step, pick the channel
4. Write your prompt (or let the agent generate the content)
5. The agent posts to Slack on approval (or automatically if ETAM level is Act)

The output is formatted with Slack Block Kit for readability, including headers, sections, and action buttons.

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Error Notifications

When an agent encounters an error during execution (API failure, integration disconnect, rate limit hit), AgentCLiQ posts a structured error notification to Slack with the error type, detailed message, and a "Fix in AgentCLiQ" button linking directly to the relevant agent or task.

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Conversation Lifecycle

Every Slack thread with the AgentCLiQ bot is tracked as a conversation with full state management.

• Each Slack thread becomes a first-class conversation in AgentCLiQ
• Messages within a thread maintain context for multi-turn interactions
• Conversations close automatically after 24 hours of inactivity
• A follow-up within 24 hours of closure reopens the same conversation
• After the follow-up window, a new conversation is created
• Each conversation has a 15-turn cap with a graceful redirect to the web app

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Intent Classification

Every inbound Slack message is classified by a lightweight AI model (Haiku) into one of ten intent categories before any processing happens:

Intent	What It Does
new_directive	Routes to an agent for action (email drafting, research, reports)
send_notification	Creates a notification on a specific agent's dashboard
lookup_contact	Runs the Contact Resolver and returns results
approval	Approves a pending draft
rejection	Rejects a pending draft
revision	Triggers a re-draft with new instructions
question	Agent answers a question without taking action
terminal	Closes the conversation ("thanks", "all set")
clarification	Provides additional context for an ambiguous prior message
unknown	Unclassifiable message, prompts for clarification

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Which Agents Use Slack

Agent	What It Does with Slack
CEO	Receives all inbound directives and routes to the right agent. Posts daily briefings and cross-department alerts.
CMO	Drafts marketing emails, campaign briefs, and content. Sends campaign performance alerts.
CFO	Receives financial notifications and reminders. Delivers cash flow alerts and budget variance warnings.
CRO	Drafts sales outreach emails with auto-resolved contacts. Posts deal stage changes and pipeline updates.
CPO	Sends retention risk alerts, overtime warnings, and hiring pipeline updates.
COO	Posts SLA breach alerts, rework rate warnings, and vendor performance updates.
Email Classifier	Notifies the team when a high-priority inbound reply is classified.
Email Responder	Posts drafted responses to Slack for quick review before sending.

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How to Connect

1. Navigate to Settings > Integrations in your AgentCLiQ dashboard
2. Find Slack in the integration list
3. Click Connect
4. You will be redirected to Slack to authorize AgentCLiQ
5. Select the workspace and channels where you want to install the app
6. Grant the requested permissions
7. You will be redirected back to AgentCLiQ with the connection active

After you connect:

• Add AgentCLiQ to the Slack channels where you want agents to post or listen
• Configure authorized users in Settings > Integrations > Slack
• DM the AgentCLiQ bot directly to start issuing directives

Requirements:

• A Slack workspace (Free, Pro, Business+, or Enterprise Grid)
• Workspace Admin permissions to install apps

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Authorized Users

AgentCLiQ tracks which Slack users are authorized to interact with your agents. Unauthorized users receive a message directing them to ask their admin.

How to manage:

• Navigate to Settings > Integrations > Slack
• View and manage authorized users with permission badges
• Add team members from a Slack workspace picker
• Remove team members who should no longer have access

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Permissions

AgentCLiQ requests the following Slack OAuth scopes:

• chat:write (post messages to channels and DMs)
• channels:read (list public channels)
• groups:read (list private channels the app is invited to)
• im:write (open and post to DM conversations)
• im:history (read DM message history for conversation context)
• im:read (access DM conversation list)
• app_mentions:read (detect bot mentions)
• users:read (list workspace members)

No access to your Slack admin settings or billing. You can revoke access anytime from Settings > Integrations.

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Limitations

• AgentCLiQ can only post to channels where the app has been explicitly added. Invite the app to each channel you want it to use.
• Slack rate limits apply (1 message per second per channel). AgentCLiQ queues messages to stay within limits.
• File attachments are not currently supported in Slack messages. Agent outputs are sent as formatted text.
• Cross-surface continuity (continuing a Slack thread in the AgentCLiQ web app) is on the roadmap but not yet available.
• Contact resolution currently supports HubSpot as the CRM source. GoHighLevel, Pipedrive, Salesforce, and Zoho are planned.
• The Send button on email drafts requires Gmail to be connected for the owner account.