Getting started
1. Check your email
Once you have requested a free trial, you will receive an email with the Subject: Welcome to Casie!
🧑🏽🚀 If you don’t receive this email, check your spam just in case or email us at support@casie.ai.
2. Set your password and login
Follow the link to set your password. Enter a secure password.
Once you select Change my password, you will be logged into the Casie dashboard.
Most of your Casie interaction will be in Slack, but the dashboard is where you’ll manage your connections, authorized users for document sharing with Casie, billing, and document storage.
3. Connect Slack
From the Casie dashboard, connect your Slack workspace by selecting Connect.
Ensure your preferred workspace is selected
Select your first channel to invite Casie
👉🏽 Please note Casie is not yet “Approved” because the app is unlisted and by invitation only. This will change shortly.
When you have invited Casie to a channel, Casie will learn from the channel history. All public channels become Casie’s public knowledge. If you add Casie to a private channel, Casie will keep the knowledge private to that channel.
4. Connect Google
From the Casie dashboard, connect your Google Drive by selecting Connect and be sure to select the checkbox when accepting the terms.
Casie will only ever consume the documents that are shared with Casie via Slack or the Add documents feature in the Casie dashboard.
Only authorized Casie users will be able to add documents to Casie.
5. Add users who can share documents
When Casie is added to a Slack channel, all members in the channel become Casie users. But to grant your users the ability to add and manage documents in Slack and Casie’s dashboard, you must invite them to the Casie dashboard.
On the left panel, select Team
Select Invite User and enter the user’s work email address
Select the Role.
Team Admin - Can manage users, documents, and billing
Team Owner - Can manage users and documents
User - Can manage documents
The user will receive an email to create a login to the Casie dashboard.
6. Share documents with Casie
Authorized users for document sharing can share a document via Slack and in the Casie dashboard. We recommend adding your first set of documents to Casie’s knowledgebase during setup so case has some knowledge of your business:
On the left panel, select Documents
Select + Add and find the documents you want to share with Casie.
7. Collaborate with Casie 😀
Visit the Slack channel to which you added Casie and chat with her via @Casie. We recommend:
Helpful tips:
Add Casie to more channels by using /invite @Casie
Use 👍🏽, 🙂 or ✅ to Casie’s responses to reinforce good learning
The more channels and documents you share with Casie, the more helpful Casie can be
You can also DM with Casie in the Apps section of Slack
You can ask Casie to create documents for you