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Reah Agent

Use Reah Agent in Slack

Connect Reah Agent to Slack, ask about balances and activity, prepare payments for approval in Reah, and learn how to disconnect safely.

Last updated 8 days ago

Summary

Use Reah Agent in Slack to ask about balances and activity, or to prepare a payment, without leaving the conversation where the request started. Message Reah Agent directly or @mention it in a channel or thread. Anything that moves money is submitted to your approval rules, and business approval happens in Reah. A confirmation card in Slack is not business approval.

How Reah Agent works in Slack

Reah Agent in Slack is the same Reah Agent that is built into your Reah workspace. It works with your linked Reah account, your Business connection, and the same approval rules. Slack is where you ask. Reah is where requests are approved.

You can use it in two ways:

  • Chat directly. Send Reah Agent a direct message for a private conversation linked to your own Reah account.

  • Use a channel. Invite Reah Agent to a channel, then @mention it in the channel or in a thread where the request started.

Production bot name is configured as Reah. In examples below we use @Reah. Pick the installed bot from the mention menu in your workspace. Do not document Lark in this public guide.

Before you begin

  • You have a Reah account with access to the Business you want to use in Slack.

  • You can add apps to your Slack workspace, or a Slack admin can approve the Reah app for you.

  • Requests in Slack use Agent Credits from the Business linked to that Slack connection or channel. See Get started with Reah Agent (About Agent Credits).

  • You have reviewed what Reah Agent can do in your workspace. See Control what Reah Agent can do in your workspace.

Connect Reah Agent to Slack

  1. Sign in to Reah. Open Agent in Slack from the left navigation, or go to Settings → Agent → Connect Slack. The dot next to it shows whether Slack is connected.

  2. Select Add workspace and follow the on-screen steps to install Reah Agent in your Slack workspace. Review the permissions Slack asks you to approve.

  3. Open Slack and find Reah in your apps.

  4. Send Reah a direct message with any text. Follow the prompt to link your Reah account.

  5. To use Reah in a channel, use Copy invite command or Copy bot mention from Connect Slack / Agent in Slack, or invite the bot to the channel from Slack.

When the connection is complete, the dot next to Agent in Slack shows as connected.

If you see a Slack workspace already listed in the Add workspace dialog, it may already be connected to another Reah Business you belong to. The dialog explains why it appears so you can reuse it.

Ask Reah Agent in Slack

  1. In a direct message, type your question or request.

  2. In a channel, @mention @Reah in a new message or in an existing thread.

  3. Reah Agent replies in the same thread, so the request and its answer stay together.

Start with a read-only question so you can check the answer against your records:

  • “@Reah what’s our total across bank and wallets?”

  • “@Reah how much did we spend on cards last month?”

  • “@Reah summarize our pending approvals.”

Give it the Business, account, date range or status you mean. For example, “Show card transactions over 1,000 USD in October.”

You can also attach a file, such as an invoice or a CSV of recipients, and ask Reah Agent to prepare a request from it.

What Reah Agent can do in Slack

Within the access your linked account and Business allow, Reah Agent can:

  • Answer questions about balances and activity across your bank accounts, wallets, cards and Treasury.

  • Explain transactions and calculate totals, such as this month’s transaction volume.

  • Prepare a transfer, conversion or payment to a saved recipient for approval.

  • Prepare an on-chain Bulk Send from a CSV after it parses the file and you verify the asset, network and rows. There is no fixed 100-recipient ceiling documented here.

  • Add contacts.

  • Remind approvers about pending requests, with the request details and who initiated it.

Reah Agent cannot approve its own requests or skip your approval rules. Everything it does is recorded on the same audit trail as your team’s activity in Reah.

Where approvals happen

Business approval happens in Reah. A confirmation card in Slack is not business approval, and the default Agent role has no approval rights.

  1. Ask Reah Agent to prepare the request, for example “@Reah prepare a transfer of 5,000 USD from Main to Payroll.”

  2. Review the confirmation card Reah Agent posts in the thread. Check the source, destination, currency and amount.

  3. Confirm the request. Confirm means you accept the prepared action in Slack. It is not business approval. Reah Agent submits it and replies with a link to the request in Reah.

  4. Approvers open the link, or find the request in Reah, and approve or reject it there.

  5. The request executes after the required approvals are collected, according to your approval flow.

For approval stages, timeouts and execution modes, see Submit, approve, and execute requests.

Keep Reah Agent in Slack safe

  • Approvals stay in Reah. For business approval, open the request in Reah. Do not treat a Slack confirmation card as approval or execution.

  • It works within its role. Reah Agent starts with no approval rights.

  • Your account is linked to you. Each person links their own Reah account. Reah Agent answers based on that person’s access in Reah.

  • Choose where you use it. Use a direct message for sensitive questions, and only invite Reah Agent to channels where the members should see the answers.

  • Check your approval rules. Review your Money Movement approval tiers before your team starts preparing payments from Slack. See Set transaction approval rules.

Disconnect Slack

To unlink your personal Reah account from Slack:

  1. In Slack, open the Reah app and go to its Home (App Home) tab.

  2. Select disconnect for the Reah account you want to remove, then confirm. The confirmation shows which account you are disconnecting.

Unlinking one personal account does not uninstall the shared Slack app for the Business.

To remove the Slack workspace connection for your Business, an Owner or Admin opens Connect Slack (or Agent in Slack) in Reah and disconnects the workspace.

Requests already submitted stay in your approval queue in Reah until they are approved, rejected or time out.

Troubleshoot Reah Agent in Slack

  • Reah Agent does not reply in a channel. Check that the bot has been invited to the channel and that you @mentioned @Reah. Try a direct message to confirm your Reah account is linked.

  • Reah Agent says your account is not linked. Send it a direct message and follow the prompt to link your Reah account.

  • The answer is for the wrong Business. If you belong to more than one Business, name the Business in your request, or check which accounts are linked on the Reah Home tab in Slack.

  • You cannot find an approve button in Slack. Open the link in Reah Agent’s reply, or find the request in Reah, for business approval.

  • Reah Agent cannot prepare a request. Check that you have permission to initiate the transaction and that Credits are available. Ask an Owner or Admin to review Connect Slack and Credit settings.

  • The issue persists. Contact Reah Support with the Slack workspace name, what you asked and any error message. Do not share passwords or verification codes in Slack.

What to do next

Still need help?

Reach out to Reah Support through the in-app chat or visit support.reah.com for more assistance.

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