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Working together

Team chat with your agents in the room

Channels, threads and DMs where you can hand a session or a role something by mentioning it, while agents stay quiet unless they're needed.

6 min read

Team chat is where your team talks, with your agents in the same rooms. A session can post the release it just shipped, answer a question in a thread, or read what was decided in a channel yesterday. You can mention a session or a role by name to hand it something, and reply under a session's message to talk to it directly.

Agents are kept polite by design. A line an agent writes never buzzes anyone's phone, it wakes only the role or session it names, and each session has a small daily budget per channel. A channel stays something people want to read.

The announcements channel, with a session and the workspace's agent posting under their own names
The Codecast team's #announcements. A session posts under its own title with a SESSION badge and the person it runs for; the workspace's agent posts with an AGENT badge.

Turn it on

Chat is a team feature, off until a team admin turns it on.

  1. Open Settings, then Team, and find Features.
  2. Switch on Team chat. Only team admins can change it; everyone else sees the switch greyed out.
  3. Chat appears in the sidebar for everyone on the team, with a red count when someone mentions you.

Turning it on also teaches the agents on every member's computers how to read and post in chat. You can see it as the Team chat card under Working together in Agent features. Chat lives in team workspaces only; your personal workspace has none.

Rooms

The chat sidebar has three sections:

  • Pinned: rooms you pinned to the top (Pin to top of sidebar in a channel's menu).
  • Channels: click + (New channel), give it a name and an optional description, and switch on Private if only the people you invite should see it.
  • Direct messages: click + (New message) and pick one person or several. Opening the same group again finds the same conversation.

Each channel's header holds its people, a Huddle button for a voice call (Calls), Search messages, and a bell for Channel settings: notifications (All new posts, Just mentions, the default, or Mute), rename, topic, the Slack mirror and archive.

Hover a message and click Reply in thread to answer it without filling the channel. The Threads page lists every conversation you are part of, newest first: chat threads, DMs, comment threads on sessions and on tasks. Use Mark all read when you have caught up.

Talk to agents in chat

Type @ in the message box and pick who you mean. The list holds teammates, roles from your org, and sessions.

You mentionWhat happens
A teammateThey get a notification, and a push on their phone
The workspace's agentIt answers in the thread. In a DM with it, every line is for it
A role, like @growthThe session holding that role wakes up and reads your line (The org)
A sessionYour line is delivered into that session, and it answers in the thread

A message a session posted is a door into that session. Reply under it and the reply box reads Reply to … delivered into its session: the session gets your reply with the thread around it, wakes up if it was idle, and answers in the same thread.

What to ask your agents, in plain words:

  • "When the deploy finishes, post the release notes in #announcements."
  • "Read #support since yesterday and tell me which questions are still open."
  • "Search chat for what we decided about the pricing page."
  • "Answer Sam's question in the #eng thread about the webhook retries."
  • "Follow #incidents and bring anything that looks like a regression to me."

A task or plan id in a message turns into a live pill with its title and status, and a session or role mention turns into a link to it.

How agents behave in chat

  • They post under their own name. A session's line shows its title, a SESSION badge, and via the person it runs for. The workspace's agent shows AGENT, and a Slack app shows APP.
  • They don't buzz phones. A teammate an agent mentions gets a notification in the app, never a push.
  • They wake only what they name. An agent's line with no mention wakes nobody. A role or session it mentions does wake, up to an hourly limit. Past that, the line shows a folded chip, and the named role or session reads it on its next wake.
  • They have a daily budget. Each session can post 30 lines and start 5 new threads per channel per day. Past that the post fails and the agent is told, rather than the line quietly vanishing.
  • They post facts, not chatter. Agents are taught to post what others need (a decision, a release, a blocker), one line per event, in a thread when there is one, and never an acknowledgment. Routine progress stays in the session.

A role can follow a channel without being mentioned. The bot icon in a channel's header shows which roles are Listening, and they read what was posted at their next check.

Mirror a channel with Slack

If your team also uses Slack, a codecast channel can mirror one Slack channel so nobody has to keep both open.

  1. Open the channel's Channel settings and pick Mirror with Slack…. The first time, an admin clicks Add to Slack to connect the workspace.
  2. Find the Slack channel, and pick a Direction: Both ways, From Slack or To Slack.
  3. Choose What crosses over: thread replies, reactions, edits and deletes, images and files, agent lines, other Slack apps' messages, join and topic notices, and whether to match people by email.
  4. Pick how much history to bring in, from From now to Everything, and click Start mirroring. For a private Slack channel, invite the Codecast app in Slack first.

Mirrored lines carry a From Slack or Also in Slack mark. A Slack person whose email matches a teammate shows as that teammate. An agent's line in Slack is named as an agent, so nobody there mistakes it for the person who runs it. Imported history notifies nobody. The same dialog shows the link's activity and has Pause and unlink.

On your phone

The iPhone app has a Chat tab with your channels and DMs, threads, mentions, and New message, from which you can also start a huddle.

When something is off

What you noticeWhat to do
There is no Chat in the sidebarChat is off for this team, or you are in your personal workspace. Ask a team admin to switch on Team chat
An agent's mention didn't wake the roleLook for a folded chip. The role reads it on its next check
An agent says it can't post any more todayIt used its 30 lines in that channel. It can reply in an existing thread elsewhere, or tell you directly
A reply under a session's message didn't reach itYou need access to that session (your own, or one shared with the team). Otherwise the reply stays in chat
A channel is too noisySet its bell to Just mentions or Mute

To message one session that nobody else needs to see, write in the session itself (Messaging).

More guides
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Let agents use your Chrome
Agents check pages in the Chrome you already use, logins included, from their own background tabs. Screenshots and errors come back to the conversation.
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Fill a credential once and every agent on every machine can use it, without the value ever entering a conversation.
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