Use KretaOS in Slack

KretaOS can work inside your team's Slack. Once it is connected:

• Your reminders and morning brief arrive as Slack messages from KretaOS.
• Log to KretaOS on any Slack message saves that one message to a client's timeline.
• /kretaos answers questions about your clients — "what's pending with Northwind?" — and can make a change after you tap Approve.

KretaOS never reads your Slack channels. It only ever sees a message you choose to log, and the questions you ask it.

Connect Slack (admins)

1. Open Settings › Channels and find Slack.
2. Press Connect Slack, choose your Slack workspace and allow it on Slack's screen.
3. Back in KretaOS, each teammate gets a message in Slack with a Link my account button.

One Slack workspace connects to one KretaOS workspace. To stop, press Disconnect Slack and then Disconnect — everyone's link ends at once.

Link your own Slack

Tap Link my account in the message from KretaOS, then Link my Slack on the page that opens. Your Slack and KretaOS must use the same email address. No message? In Settings › Channels press Send me the link in Slack, or type /kretaos link in Slack.

Under Slack in Settings › Channels you can turn Alerts in Slack and Morning brief in Slack on or off, or Unlink my Slack. You can also choose where your brief goes — Email, Slack or both — under Morning brief in Settings › Intelligent alerts; it is the same choice. If you pick Slack only and Slack can't be reached one morning, the brief is emailed instead.

Alerts about a client show the title and a link — never the client's own words — the same as notifications on your phone.

Ask with /kretaos

Type /kretaos and your question in any Slack conversation. Only you see the answer, and it sees only what you can see in KretaOS — mail that is private to a teammate stays private.

If the answer needs a change — a task, a note, a deal update — you get a card saying exactly what will change, with Approve and Cancel. Nothing changes until you tap Approve. Only you can approve it, each card works once, and it runs out after 10 minutes. View-only teammates can ask, but not change anything.

/kretaos never sends an email or WhatsApp message to a client. Each question uses one AI credit, like a message in Ask AI.

Save a Slack message to a client

On any message, open the ⋯ menu and choose Log to KretaOS. Pick the client, edit the text if you like, and press Save. It lands on the client's timeline as a note, with a link back to the Slack message, and KretaOS learns from it like any note.