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Overview

This guide walks you through signing up, connecting Slack, configuring Teamate, enabling integrations, and adding Teamate to your channels.

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1) Sign up

Go to my.teamate.app and create your Teamate account. Teamate signup

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2) Connect Slack

After signup, you’ll be prompted to connect your Slack workspace. Connect Slack prompt Click “Connect” to review permissions and grant access to Teamate. Slack OAuth permission screen Once authorized, you’ll see a confirmation screen. Click “Settings” to configure Teamate. Slack connected

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3) Configure Teamate

In Slack settings:
  • General instruction: Provide high-level guidance for Teamate Think of this like setting a system prompt. You can configure your workspace preferences here.
For example, for meeting scheduling you might say: 
When scheduling the meeting, default duration is 30-minute and default video conferencing is google meet, unless specified by the user.
  • Trigger mode: Choose how Teamate responds.
    • Smart (default): Proactive behavior.
    • Explicit: Respond only when mentioned with @Teamate.
  • AI model: Select the model for your workspace.
Slack settings configuration

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4) Enable integrations

Open the Integrations pane to see supported tools. Choose the software you’d like Teamate to use to perform actions on your behalf. Integrations list Control integrations with precision: When connecting a tool, choose exactly what actions Teamate can perform—and decide which ones require approval. You can mark tools as read-only without approvals, so when you interact with Teamate in Slack, it can take safe, streamlined actions on your behalf. Note, toggling on “Require Approval” will require user to approve that specific action. Sometimes, we find it easier to mark “read-only” operations not “Require Approval” to save users from having to approve actions too frequently. Add integration configuration

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5) Add Teamate to channels

There are two ways to add Teamate to a channel:

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Option A: From channel settings

  1. In Slack, open the channel. Click the three dots at the top right and choose “Edit settings”.
Slack channel edit settings
  1. Go to the Integrations tab, click “Add an App”, and select Teamate.
Add an App
  1. Click “Add” to add Teamate to the channel.
Add Teamate to channel

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Option B: Mention Teamate

Mention @Teamate in the channel. Slack will prompt you to add Teamate; click “Add Them”. Slack prompt to add Teamate

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Option C: Invite Teamate via Slack Slash Command

Simply type /invite @Teamate in the channel.

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6) Start using Teamate

You’re all set! Enjoy having Teamate help with tasks directly in your Slack channels. Next: View usage and analytics
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