Two ways to use the agent
@mention in a conversation
Mention@Kowalah in any channel, thread, or group chat followed by your request:
@Kowalah again — it stays active in the thread. This is great when you want to bring AI into a conversation your team is already having.
Direct message
You can also have a private 1:1 conversation with Kowalah. Find the Kowalah app or bot in your platform’s app directory and open a direct message. This works just like messaging a colleague — no@mention needed.
Direct messages are useful when you want to:
- Ask something without it being visible in a shared channel
- Have a longer, multi-step conversation
- Explore ideas before sharing with the team
What you can ask
Explore your workspace
Create and update
Get insights
Capabilities by role
What the Agent can do depends on your organization role:All roles (member, core team, admin)
| Action | Examples |
|---|---|
| Browse all projects, initiatives, tasks, risks | ”List projects”, “Show initiative details” |
| Get summaries and insights | ”Summarize project status”, “What’s at risk?” |
| Create initiative drafts | ”Create an initiative for…” (created at idea stage) |
| Create Expert Request drafts | ”Submit a request for…” |
Core team and admin
| Action | Examples |
|---|---|
| Create and update tasks | ”Create a task”, “Mark task as completed” |
| Create and update risks | ”Add a risk”, “Update risk status” |
| Record decisions | ”Record that we decided to…” |
| Update initiatives and milestones | ”Move initiative to validated”, “Update milestone” |
Admin only
| Action | Examples |
|---|---|
| Create and update projects | ”Create a new project for…” |
| Manage stakeholders | ”Add Sarah as a stakeholder on…” |
| Manage Expert Request lifecycle | ”Approve the request”, “Assign to…” |
Tips for better results
Be specific
Instead of “What’s happening?” try “What are the active initiatives in the Customer Service project and their current stages?”Provide context
The Agent knows your workspace, but it helps to specify which project or initiative you’re referring to if names could be ambiguous.Use threads
Start a thread when you have a multi-step conversation. The Agent remembers the thread context, so you can say things like “Now do the same for the Finance project” without repeating yourself.Let it explore
For complex questions, the Agent may take multiple steps to gather information before responding. Give it a moment — it’s reading through your projects, initiatives, and tasks to give you an accurate answer.Response times
| Scenario | Typical time |
|---|---|
| First message in a new thread | ~20 seconds |
| Follow-up in the same thread | 3-5 seconds |
| Simple lookups (list projects) | 5-10 seconds |
| Complex analysis (cross-project summary) | 15-30 seconds |
Troubleshooting
”Please link your account”
The Agent can’t find a Kowalah account associated with your chat identity. Follow the link it provides to connect your accounts.Agent doesn’t respond
Make sure you’re using@Kowalah (with the @ mention, not just the text). The Agent only activates when properly mentioned.
”You don’t have permission”
Your organization role doesn’t allow the requested action. Ask an admin to update your role if needed, or rephrase your request as a read-only query.Roles and permissions
See what each role can do
Agent overview
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