New Channel
  • To create a new channel, click the pen icon in the Messages tab and select New Channel.
Step 1
  • Step 1 is to provide a name for the channel.
Step 2
  • 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
  • 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.
Step 3
  • 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.
Channel Default AI
  • By scrolling down in the About tab, the channel description and guidelines can be configured.
Channel Default AI
  • 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.
Channel Default AI
  • Advanced settings, including image and voice responses, can also be configured.
Channel Default AI
  • Under the Personas tab, additional Personas can be added to the channel to utilize the AI mentions feature.
Channel Default AI
  • 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.
Channel Default AI
Channel Default AI

Adding New Members to a Channel - From an Existing Channel

  • To add a new member to an existing channel, navigate to the button in the top right corner of the channel.
Channel Default AI
  • From this settings page, you can search for or invite members to the existing channel by clicking the message icon next to their name.
Channel Default AI
  • Before inviting a new user to the channel, you can assign their Persona-level role, choosing between Owner, Manager, or Collaborator.
Channel Default AI

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.
Channel Default AI
  • 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.
Channel Default AI
  • Once the invitation is sent, you will receive a notification confirming that the action is complete.
Channel Default AI
  • 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.
Channel Default AI