Sharing an assistant and Slack

There are two ways to share an assistant — inviting named people to work on it, or publishing a public profile others can copy — and, separately, you can connect it to Slack so it answers in your team’s channels. All three are for the assistant’s owner.

Inviting collaborators

Click Share in the assistant’s header. Enter an email address, pick Viewer or Editor, and click Add. People who already use CoChat are added immediately; anyone else gets an emailed invitation.

• Viewers can chat with the assistant and read its setup.
• Editors can also change its name, description, personality and automations — everything except its behaviour settings, tools, channels and public profile.

People with access lists everyone with a dropdown to change their role or Remove them. The full role breakdown is in Setting up an assistant.

Connections in shared chats

When you chat with a shared assistant, you can ask it to use the integrations connected to that assistant. Its owner does not need to send the request. Personal connections remain separate: sharing a chat does not give you access to another participant’s personal integrations.

Publishing a public profile

In the same Share dialog, tick Publish a public profile, choose a category, and copy the link. Anyone with the link can view the profile and add the assistant to their own account.

What a public profile shows: the name, description, avatar, personality, goals, behaviour settings, a description of each automation (including its prompt), and the names of the integrations it uses. It does not expose the assistant’s memory, your collaborators, or any credentials or tool endpoints. When someone adds it, they get their own copy and connect their own integrations — nothing of yours travels.

The link works straight away. Appearing in the public Explore → Agents directory takes a little longer: published assistants are reviewed first, and the directory refreshes about once a minute after that. Unticking the box takes the profile down; publishing again goes back through review.

Putting an assistant in Slack

At the bottom of the Setup tab, the Channels panel lists where the assistant can talk: CoChat (always on), Slack, and Microsoft Teams (coming soon). Save a new assistant before connecting channels.

Connect Slack

1. Click Connect next to Slack. You’ll be sent to Slack to approve the CoChat bot for your workspace. (If your workspace is already connected — for another assistant, or because you signed in with Slack — this step is skipped.)
2. Back in CoChat, a Connect Slack Channels dialog opens. Search for and tick the channels this assistant should use. The first one you tick becomes the Default; click another to move it.
3. Click Connect.

If the bot isn’t already a member of a channel, the row says Not a member — go to that channel in Slack and type /invite @CoChat. The assistant can only respond where it’s been invited.

Per-channel settings

Once connected, the panel shows each channel with:

• Active (the bot is in the channel) or Bot not invited — click it to copy /invite @CoChat.
• Reply to: — Mentions (only answers when @-mentioned) or All messages (answers everything posted).
• Set as default — which assistant answers when several are connected to the same channel.
• An × to disconnect that channel.

Add channels connects more; Disconnect Slack removes all of this assistant’s channel links (the workspace itself stays connected for other assistants).

How it behaves in a channel

• Replies stream into a Slack thread. Once the assistant has replied in a thread, it keeps answering replies in that thread even if it’s set to Mentions only.
• If one assistant is connected to a channel, it answers. If several are, the Default one does. If several are connected and none is default, nothing answers — set a default.
• When you first connect channels, the assistant reads the recent history of each, keeps a short summary in its own memory, and posts a brief introduction in the channel it thinks most suitable. This happens once per channel.

Who pays

Messages answered in Slack use CoChat credits, not Slack’s. If the person who wrote the message has a CoChat account linked to that Slack workspace, it’s billed to them (and their memories are used); otherwise it’s billed to the assistant’s owner. If a message can’t be answered — for example, no credit left — the reason is posted in the thread.

Signing up with Slack

If you sign in to CoChat with Slack, onboarding offers a Connect your Slack channels step. Channels you pick there are attached to your default CoChat assistant. You can skip it and connect channels to any assistant later.