How to add Tact bot to a group Thread

You can add Tact bot to a group conversation or connect with Tact bot in a direct message.
*The Tact bot must be enabled for your org, if you don't see "Add a bot" or Tact as an option please reach out to your Thread admin.

To learn how to connect with Tact bot in a Direct Message you can check out this article: How to start a direct conversation with Tact Bot

How to add Tact bot to a Group Conversation:
Add Tact bot to any existing Group Conversation by going to settings at the top right of the thread.

1. Click on the Settings icon and select "Add a Bot"

2. Choose "Tact" and click on "Invite"

* If you don't see "Add a bot" or "Tact" as a bot option please reach out to your Thread admin

3. @ mention the bot to interact with it and prompt the login option, click on "Log in to Tact"

4. Enter your Salesforce credentials

* If you're already logged in to Salesforce you won't be prompted to login

5. Click on "Allow Access"

* If you're already logged in to Tact you won't be prompted to allow access

6. You have now successfully connected to Tact

7. Interact with the bot by @ mentioning it (ex: "@tact what's the latest on the Globex deal?")