To create a new channel, click the pen icon in the Messages tab and select New Channel.
Step 1 is to provide a name for the channel.
Step 2 is to select the privacy settings for the channel. They can choose between Shared, where anyone in their workspace can join without approval, or Invite Only, where only invited users can join.
Step 3 is to choose the Default AI Persona for the channel.
Once the Persona is selected, it can be set to Autopilot, Co-pilot, or Off.
The user can also adjust the AI Response Threshold before completing the channel setup.
Once the channel is created, users can always return to the channel settings to update the initial settings or modify other options.
Under the About tab, the channel name and privacy settings can be modified.
By scrolling down in the About tab, the channel description and guidelines can be configured.
Under the Default AI tab, the default AI can be switched. Settings such as AI reply preferences, mention-based responses, default messages, fallback suggestions, voice responses, and AI response threshold can also be configured.
Advanced settings, including image and voice responses, can also be configured.
Under the Personas tab, additional Personas can be added to the channel to utilize the AI mentions feature.
Under the Members tab, workspace members can be added to the channel. Use the dropdown menu to assign roles; granting a member the Manager role allows them to modify channel settings.
Adding a User to a Channel - From the User Profile Name
To invite a user to a specific channel, you can also do so directly from their profile page within any DM or channel conversation you have with them.
You can do this by pressing their profile icon and selecting Invite to Channel.
From there, you can view the channels you’ve joined that are available for adding others.
Select the channel you want to add the user to by clicking the icon next to their name.
Once the invitation is sent, you will receive a notification confirming that the action is complete.
The invited user will receive a notification about the channel invite, along with a pending invitation at the top of their channels, where they can accept it.