Step-by-step instructions for connecting your agent to every platform
Reply to messages in your Slack workspace
Go to api.slack.com/apps → click "Create New App" → choose "From scratch" → name it (e.g. your agent's name) → select your workspace.
In your app settings, go to OAuth & Permissions → scroll to "Bot Token Scopes" → add these scopes:chat:write im:history im:read im:write channels:history channels:read
Go to Event Subscriptions → toggle ON → set the Request URL to:https://sandbox.fixittech.us/agents-api/webhook/slack
Wait for the green ✓ verification. Then under "Subscribe to bot events", add: message.im and message.channels
Go to Install App → click "Install to Workspace" → authorize. Copy the Bot User OAuth Token (starts with xoxb-).
Go to Basic Information → scroll to "App Credentials" → copy the Signing Secret.
Go to your dashboard → click the Slack tile → paste your Bot Token and Signing Secret → click Connect Channel.
Reply in Discord DMs and channels
Go to discord.com/developers/applications → click "New Application" → name it (e.g. your agent's name) → click Create.
Click the "Bot" tab on the left → click "Reset Token" → click "Yes, do it!" → copy the token immediately (you won't see it again!).
Still on the Bot page, scroll down to "Privileged Gateway Intents" → toggle ON "Message Content Intent" → click Save.
Go to OAuth2 → URL Generator → under Scopes, check bot → under Bot Permissions, check Send Messages and Read Message History → copy the generated URL at the bottom.
Open the copied URL in your browser → select the server you want → click "Authorize".
Go to your dashboard → click the Discord tile → paste your Bot Token → click Connect Channel.
@YourBotName followed by your message.Reply to WhatsApp messages
WhatsApp uses the free Meta Cloud API. You'll need a Meta Business account (also free — it takes about 5 minutes to set up, even for personal use).
Go to business.facebook.com and create an account if you don't already have one. This is free — you don't need to run ads or have a business. Any Facebook account can create one.
Go to developers.facebook.com/apps → click "Create App" → choose "Other" for the use case → select "Business" as the app type → name it (e.g. your agent's name) → click Create.
On your app dashboard, find "WhatsApp" in the product list → click "Set Up". This will create a free test phone number you can use right away.
In the WhatsApp section, go to API Setup. You'll see a "Phone number ID" — copy this. It looks like a long number (e.g. 1234567890123456).
The temporary token on the API Setup page expires in 24 hours. For a permanent token:
Go to Business Settings → System Users → click "Add" → name it (e.g. "Pocket Agent") → set role to Admin → click "Generate New Token" → select your app → check whatsapp_business_messaging and whatsapp_business_management → click Generate. Copy the token immediately — you won't see it again.
Go to your dashboard → click the WhatsApp tile → paste your Permanent Access Token and Phone Number ID → click Connect Channel. You'll see a Webhook URL and Verify Token — keep this window open.
Back in your Meta app, go to WhatsApp → Configuration → click "Edit" next to Webhook → paste:
Callback URL: https://pocketagent.us/agents-api/webhook/whatsapp
Verify Token: the token shown in your dashboard after step 6
Click "Verify and Save". Then under Webhook Fields, click "Subscribe" next to messages.
Send a WhatsApp message to your test number (shown in the API Setup page). Your agent should reply within a few seconds. You can add up to 5 test numbers in the API Setup page for the free tier.
Reply in Telegram chats
Telegram is the easiest channel to set up — it takes under a minute. No business account needed.
Open Telegram and search for @BotFather, or go directly to t.me/BotFather. This is Telegram's official tool for creating bots.
Send /newbot to BotFather. It will ask you for:
Name: A display name for your bot (e.g. "My AI Assistant")
Username: A unique username ending in bot (e.g. myagent_bot)
BotFather will reply with your bot token — copy it.
Go to your dashboard → click the Telegram tile → paste your bot token → click Connect Channel. That's it — the webhook is set up automatically.
Search for your bot's username on Telegram (e.g. @myagent_bot) → tap Start → send a message. Your agent should reply within a few seconds.
/setuserpic and /setdescription to @BotFather. Share your bot's link (t.me/myagent_bot) with anyone you want to give access.Reply in Teams messages
Microsoft Teams integration is coming soon. Connect via an incoming webhook or Teams bot framework.
Reply in Google Chat spaces
Google Chat integration is coming soon.
Reply to incoming emails
Email integration is coming soon. Forward emails to your agent and it replies automatically.
Embed a chat widget on your website
Web chat widget is coming soon. Embed one line of code on your site and visitors can chat with your agent live.
Book appointments via text or voice
⏳ This integration is in development
Calendar & Scheduling will be available soon. The instructions below show how it will work when it launches.
Once connected, your agent will be able to check your calendar availability, book appointments on your behalf, send confirmation messages, and follow up automatically — all triggered by a text or voice message from your customer.
Calendar integration will be available as a channel add-on at $5/mo — the same as Discord and Telegram.
What your agent can (and can't) do
Tasks, capabilities, and limits
Your Pocket Agent is a conversational AI assistant. Here's what it handles well:
Code, projects, and large outputs
Absolutely — your agent can write code for anything: websites, scripts, apps, calculators, you name it.
One thing to keep in mind: SMS messages have a character limit, so if you ask for something larger (like a full HTML page), the code might get cut off in the text reply.
The best approach: ask your agent to email it to you instead. Just say something like:
"Hey, can you build me a simple HTML calendar page? Email it to me when it's ready."
Your agent will write the full code and send it to your email so nothing gets truncated. Full Agent plan required for email delivery.
Important limitations to know
Memory and context
Yes — your agent maintains conversation history so it can follow up on things you've discussed before. You can refer back to previous topics naturally.
For very long conversations, older messages may be summarized to stay within the model's context window. The key details are preserved.
Correcting your agent and helping it improve
AI agents aren't perfect — they can misunderstand a request, give an incomplete answer, or send something that wasn't quite right. That's completely normal.
The good news: your agent learns within a conversation. If it gets something wrong, just tell it what went wrong and ask it to try again. For example:
"That's not quite what I meant — I wanted the list sorted by date, not by name. Can you redo it?"
"The email you sent had the wrong total. The correct amount is $250. Please resend it."
Your agent will use that feedback to get it right the next time. The more context and correction you give it, the better it performs for your specific needs over time.