Skip to main content
Once your workspace has the Slack integration connected, the same assistant behind Ask Quivly is available inside Slack.

​
Ways to use it

  • DM the bot — message Quivly directly and ask anything about your customers. Suggested prompts cover portfolio health, revenue, at-risk accounts, and support load.
  • @mention in a channel — @Quivly which accounts renewed this month? runs the question in the channel.
  • Summarize a thread — @mention the bot inside a thread with no question and it summarizes the thread and suggests next steps.
  • Reply in a thread — once the bot has answered in a thread, follow-ups don’t need an @mention.
  • App Home — the bot’s Home tab shows a portfolio summary and accounts needing attention. Account priorities combine current health and monthly revenue; the basis shown beside each account explains its position. Stale health can be displayed without being used in ranking.

​
What answers look like

The bot replies with formatted Slack messages — headers, tables, and charts uploaded as images. While it works, it posts live progress updates and reacts with 👀, switching to ✅ when done. Answers can include follow-up action buttons and 👍/👎 feedback buttons. It can also read image attachments you include with a question.

​
Request changes

Ask Quivly to prepare supported customer or project updates, create a notebook, draft a Skill, or plan an Agent. Requests can include several related steps; Quivly may need clarification before preparing them. Agent creation produces a draft for review and publication, not an immediately running automation. Review the proposed details and approve the changes you want. With manual approvals, one decision does not approve unrelated changes. Read the completion result for each step: a multi-step request can partly succeed, and approval is not confirmation that execution finished. Internal workspace conversations can also use public-web research, with source links. Review cited material and keep public company information separate from your private account records. Available tools depend on the conversation’s scope and connected integrations.

​
Thread settings and approvals

From a message’s Slack menu, choose Quivly thread settings; Slack may list it under More message shortcuts.
  • Reply detail: choose Brief, Standard, or Detailed. Replies are Brief by default.
  • Action approvals: choose Ask me to approve or explicitly enable Auto-approve eligible actions for your requests in that thread.
Temporary auto-approval covers eligible project updates, customer updates, and notebook creation. It does not apply to other people’s requests or bypass your permissions. Project creation, sharing, publishing, deletion, external actions, and changes affecting customer visibility still require manual approval. Choose Stop auto-approval at any time. It also expires after 30 minutes without a new request from you, or after eight hours at most. Stopping prevents further automatic actions; it does not undo an action already underway. Asking the bot to “approve everything” does not enable this setting. If the shortcut is missing, ask your Slack app administrator to check the Quivly app setup. See Brain for the separate Send to Quivly shortcut that captures selected content as knowledge.

​
Limits

  • 10 requests per minute per Slack user.
  • Thread context uses up to the last 40 messages.

​
FAQ

The bot answers DMs and channel threads where it was explicitly mentioned or started the thread, such as a Play post. Another bot’s reply or a name match does not invite it. Separately, mapped customer channels are ingested for conversation intelligence; see the Slack integration.
An admin needs to install the Quivly Slack app under Data → Integrations → Slack.