Slack
Coheso’s Slack integration allows your team to interact with the Coheso's AI Assistant directly in Slack. Business users can get immediate answers to routine questions or submit new requests without leaving their Slack workspace. The platform’s AI will automatically handle simple inquiries by referencing company-specific documents, and it will route more complex issues as formal requests to the legal team. This documentation explains how the Slack integration works and how to use it effectively.
Public Channel Behavior
In public Slack channels, you need to mention the Coheso Agent ( @Coheso Agent) to engage it. Slack only notifies the agent in a channel when it’s tagged, so tagging the agent is necessary to trigger its response. Once mentioned, the agent will read your message and determine the appropriate action (whether to answer a question or create a request) based on your query. After the agent replies, you can continue the conversation within that thread without needing to tag @Coheso Agent again.
Tip: Always include
@Coheso Agentwhen you want help in a channel. The agent won’t see or act on channel messages unless it’s mentioned by name.
Direct Messages with the Agent
When you converse with the Coheso agent in a direct message (DM), there’s no need to use an @ mention. In a DM, every message you send goes straight to the agent, since it’s a one-on-one conversation. You can type your question or request naturally. The agent will interpret and respond to each message in the DM thread.
Just type your question or request in the DM thread, for example, “Can we agree to net 60 payment days?” and the agent will process it. The agent will respond in the DM just as it would in a channel, either with an answer or by guiding you through a request workflow.
Automatic Intent Classification (Default Behavior)
When you mention the Coheso Agent (either by tagging it in a channel or via DM without a specific command), the agent will automatically classify your intent. It analyzes your message to decide whether you’re asking a question or making a request, and then routes it to the correct workflow:
Q&A path: If your message looks like a question or ask for information, the agent will treat it as a query and provide an answer (using the Q&A workflow described below).
Request path: If your message describes a task, issue, or something that needs action/tracking, the agent will treat it as a request and initiate the request creation workflow.
For example, if you say “@Coheso Agent What is our policy on data retention?”, the agent detects a question and will attempt to answer it from your documents. If you say “@Coheso Agent I need approval for a new vendor contract”, the agent interprets that as a request and will create a request ticket.
Using Commands (ask and request)
For explicit control over your requests, Coheso’s Slack app provides commands to override automatic intent detection. You can use these commands in any channel or DM where the Coheso app is available:
-ask [your question]– Use this command to ask the Coheso agent a question. The agent will treat your input as a Q&A inquiry, regardless of phrasing.
-request [request description]– Use this command to create a new work request. The agent will skip trying to answer directly and will log the request into the Work Management System (WMS) for the legal team to handle, using the description you provided.
Once submitted, the command will invoke the Coheso agent to perform the specified action. The agent’s response (answer or confirmation of request creation) will appear in the channel or DM thread where you used the command.
Question & Answer Workflow (Q&A)
When the agent identifies a query (either through automatic classification or because you used -ask, it enters the Q&A workflow to provide you with an answer. In this mode, the Coheso agent will search your organization’s Coheso knowledge base - the documents and files that have been uploaded to the Coheso platform. It then generates an answer grounded in those sources.
The Q&A response is posted in Slack directly in the thread or DM where you asked the question. You’ll see the Coheso Agent’s reply appear with the answer text. From there, you can read the answer and click the provided link if you need to view the full context of the source material. You can continue the conversation by asking follow-up questions in the same thread.
Request Creation Workflow
When the agent determines that a request needs to be created (either via the user explicitly using --request or through automatic classification), it will initiate the request creation workflow.
Depending on your organization’s settings (configured by power users in the integration settings on the chat interface), the agent will handle request submission in one of two ways:
Via intake form: The agent will provide a link to an intake form for the user to complete.
Automatic submission: The request will be created immediately using the details provided in the original message.
This workflow connects Slack to Coheso’s Work Management System. Once the request is created, the associated Slack thread is linked to that request in WMS. Any subsequent replies in that Slack thread are automatically synced as comments in the WMS, visible to the legal team. Likewise, comments made by legal team members (power users) in the WMS will sync back into the Slack thread. This two-way sync keeps both sides aligned. After submission, the legal team manages the request directly within the WMS.
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