Connect a messaging channel
Reach your Chief of Staff from Telegram, Slack, or Discord, and have briefings pushed to you there.
You do not have to be in the dashboard to work with your Chief of Staff. Connect a messaging channel and you can chat with it from Telegram, Slack, or Discord, and have scheduled briefings and alerts pushed to you there.
Connect a channel
Open the Channels tab, in the left sidebar under Setup, and pick the platform you want. Each one has a short guided setup. In general you will:
- Create a bot or app on that platform and authorize it.
- Paste the credential it gives you into the field on the Channels tab.
- For Telegram and Discord, also add your chat or channel ID so briefings and alerts have somewhere to land. Slack is for chatting with your Chief of Staff, not for pushed briefings.
The tab shows the live connection status so you can confirm it worked. Connecting a channel restarts your Chief of Staff for a few seconds.
iMessage and your social accounts are set up on the same tab. See Connect iMessage and Connect your social accounts.
Approving other people
If someone else messages your Chief of Staff on a connected channel, they appear on the Channels tab under Who can message your Chief of Staff. They cannot talk to it until you approve them, so your line stays private.
Chat from anywhere
Once connected, message your Chief of Staff in that app the same way you would in the dashboard. It has the same memory and the same access to your apps, so a conversation you start on Telegram draws on everything it knows about your business.
Get briefings pushed to you
With a chat ID set, you can point a scheduled task to deliver its results to Telegram or Discord. Those two, plus in-app, are the delivery targets a scheduled task can use. This is how you get a morning briefing in your pocket. See Schedule recurring work for setting the delivery target.
See channel conversations in one place
Every conversation, whether it happened in web chat, on a schedule, or in a connected channel, shows up in the Conversations tab, labeled by where it came from. That gives you one place to see everything your Chief of Staff has handled.