Messari Copilot Slack Bot

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Setting Up the Messari Copilot Slack Bot

• You must be an admin of a Messari Enterprise team.
• Your account must have AI Toolkit credits.
  • To check your credits, visit: messari.io/account/api
  • If you don’t have credits, contact your account manager or email sales@messari.io

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Installation Steps

1. Go to the Copilot Integration Page Visit messari.io/account/integrations/slack/copilot and click Add Workspace.

2. Select Your Workspace Choose the Slack workspace where you’d like to add the Copilot Bot.

3. Grant Permissions via Slack You’ll be redirected to a Slack pop-up requesting permission for the bot. The bot will request access to:
   • View channels and conversations (Note: the Slack bot cannot read all of the historic messages of a Slack channel)
   • View workspace content and info
   • Perform actions in channels and conversations
     Click Allow to continue.

4. Confirmation Once permissions are accepted, the bot will be added to your Slack workspace. You’ll receive a confirmation notification within Messari.

5. Optional: Remove the Bot You can disconnect the bot anytime by visiting: messari.io/account/integrations/slack/copilot-bot Then click Disconnect. Once disconnected you will need to remove the bot from your slack to finish the disconnection process.

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Using the Bot in Slack

• The Slack Copilot bot will work in DM, Group DM, Private channels, and Public channels
• Adding to a Channel
  You can add the bot to any channel by:
  • Using the member list toggle to add the bot manually, or
  • Typing @Messari Copilot to invite it directly.
• Sending Direct Messages
  DM the Copilot Bot to ask private questions directly.
  When DMing the Copilot bot, you do not need to @ the bot to receive a response
• Using in Shared Channels
  To interact in shared channels:
  • Always mention @Messari Copilot to receive a reply.
  • Replies from the bot will appear in the thread.
  • Follow-up questions can be asked by anyone in the thread by tagging the bot again.