How to build a CSM agent in Slack for agencies: A step-by-step guide

tomcrawshaw01 · x · 2026-08-25

A detailed guide on transforming scattered agency info into a client-aware Slack agent. Key steps include building the knowledge base first, importing SOPs and archives, ensuring strict context isolation between clients, integrating via Hermes routes, and establishing a rigorous testing loop.

Related event: Guide: Building a Slack CSM Agent for Agencies(2 posts)→

Original post →

More from coding & agent

coding & agent channel →