Connect your chat tool

Your team checks in from the tool they already have open. Connect at least one of these so Eodly can collect check-ins and reach people.

Slack

Click Connect Slack and authorize the workspace. Eodly asks for a scoped set of permissions: it reads the channel you designate and its own direct messages, and it can post. It does not read your whole workspace.

Slack is the one worth doing first, because after connecting, Eodly can import your roster automatically, with each person's Slack ID already attached. That ID is what lets the bot DM them, so importing saves you from mapping people by hand later.

Telegram

Click Connect Telegram. Eodly gives you a link to open in Telegram that adds the bot. Share it with your team, and each person sends the bot a message to link themselves.

Microsoft Teams

Teams installs differently from the others, because it needs the app uploaded once and then linked with a code.

  1. Click Connect Teams and download the app package from the panel.
  2. In Teams, go to Apps, then Manage your apps, then Upload an app, then Upload a custom app, and pick the file.
  3. Open the Eodly chat the app creates and send it the connect code shown on your dashboard.

Two things to know up front. Teams needs a work or school account, because a personal Teams account cannot install custom apps. And if "Upload a custom app" is greyed out, an admin has to allow it once in the Teams admin centre.

Discord

Click Connect Discord and choose Add to Server (not "Add to My Apps"). Your team then checks in by typing /checkin in any channel, and Eodly replies privately.

One quirk worth expecting: the Discord bot shows as offline on purpose. It appears greyed out in your member list and never posts on its own. The /checkin command works regardless. If /checkin does not appear when you type /, refresh Discord with Ctrl+R.

Using more than one

Mixed teams often need more than one. Engineers on Slack, a designer on Telegram, contractors on Discord: connect all of them and everyone still lands in the same single evening report.

Reconnecting

If a connection breaks, or you revoked access on the provider's side, open your dashboard and use reconnect on the connected pill. That re-runs authorization and refreshes the credentials in place, without losing your history.

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