Mapping a channel to a client
- When the worker joins and asks, press the suggested client, or An existing client…, or New client….
- On the worker’s Clients tab, press Add to client, pick the client, and tick the channel. Or Add channel, then assign it by client slug.
- On the client’s own page, press Bind a Worker and tick the channel.
- Ask your AI Admin: #globex is Globex’s channel.
Moving a channel
A channel already mapped to one client is never taken over from the join buttons. To move it, use Reassign on the worker’s Clients tab; control asks you to confirm, so a move is always something you asked for twice.Shared channels
A client channel is usually a Slack Connect channel shared with the client’s workspace. The worker answers the client’s people there. It does not need them to be linked to the client for that; the channel decides. Linking matters for DMs.Worth knowing. Only a workspace admin can add a worker to a channel. A client contact who invites it gets only workspace admins can add me to a new channel, and the worker leaves.

