AI task manager for teams on Slack
An AI task manager that works your team’s board in Slack
A team board the AI works for you, inside Slack. Tell Kipwise Agent what the board is for and it builds the steps, works the cards and waits for a person’s OK where you say.
Free trial when you add it to Slack. No card needed.
Ask, approve, and it works the cards
Three steps, all in Slack.
1 · Ask
Say what the board is for
Write it the way you would brief a person: what the work is, how a card starts and who signs off. The agent builds the steps.
2 · Approve
Approve it once
It shows the whole board in plain sentences on one Approve card: each step, who approves, how cards start, and the monthly budget if you set one. Nothing is saved until you press Approve.
3 · It works the cards
Cards start by themselves
A card starts on a schedule, or when something happens in Stripe, Linear, QuickBooks or Intercom. The agent does each step. A step can wait for a named person’s OK, or for an AI check, before the card moves on.
The board
AI task automation: cards that run on a schedule, and stop for a yes
A card starts on a schedule, such as every Monday at 9. The agent works it, then it waits in Needs approval until the person you named says go. Every card shows its owner, its budget and its run history.
To do1
Working1
Needs approval0
Done2
Sample data
You stay in charge
People who tried AI that works on its own write about the same worries. Each one has a control here.
“The worst part about everything is that you have no idea what things will cost you.”
BudgetSet a monthly budget on a board, in credits (one credit is one dollar of AI use). Its owner is warned at 80%, and the board pauses at the limit.
“…agents get caught in a loop which racked up the credits…”
Limits on every runEvery agent step has a time limit and a credit limit for one run. A run that hits its credit limit stops and is not retried on its own. The board’s owner is told, with a Retry button.
“The AI is also not always reliable enough to eliminate manual work, as its outputs still require checking and corrections.”
Approval stepsAny step can wait for a named person’s OK, or for an AI check against what you asked for. Reject a card and say what should change: the agent proposes a change to the board, and it applies only after an approval.
“AI chat went in circles and kept stalling out with promised reports that never appeared.”
Run historyEvery run is recorded on the card: what the agent did, the check’s verdict, who approved or rejected it. A stuck card is reported to the board’s owner.
In Slack
Set up a board by asking
Describe the work in a channel. The agent drafts the board and reads it back in plain sentences. One Approve and the board is on. From then on, each card is one message in the channel you picked, and its thread keeps the runs, the checks and the comments.
A few boards to ask for:
- A failed payment in Stripe starts a card to look up the customer and draft the follow-up.
- An issue marked done in Linear starts a card to draft the release note.
- A new conversation in Intercom starts a card to sort it and write a note for your team.
- Every Monday, a card checks what slipped.
Already plan work in Asana, ClickUp or monday.com? The agent connects to those too.
@Kipwise set up a board for failed payments. When a payment fails in Stripe, look up the customer and draft a follow-up. I want to OK each one first. Cap it at 20 credits a month.
Create the board “Failed payments”?
Payment failed: Northwind Studio
Sample data
Event triggers
Start a card when something happens
Ask for a task in Slack. The first card arrives when the event does, and the agent works it in the thread. A person approves where you said they should.
Events come from Stripe, Linear, QuickBooks and Intercom, or from a schedule.
@Kipwise add a task: when an invoice is paid in QuickBooks, send the customer a thank-you and wait for my OK
Create the task “Payment thank-you”: when an invoice is paid in QuickBooks, draft a thank-you and wait for Imogen’s OK?
Create the task “Payment thank-you”: when an invoice is paid in QuickBooks, draft a thank-you and wait for Imogen’s OK?
✓ Approved by Imogen PriceCreated. New cards will land in #finance-ops.When an invoice is paid
Invoice paid: Northwind Studio, $4,200.
- Step
- Draft the thank-you
- Status
- Waiting for approval
Sample data
One agent, four parts
Your knowledge base, support desk, request desk and tasks, run by one agent
Install the agent and you get all four. It answers from your pages, speaks to your customers, takes requests from your team and works your task boards, in the threads where your team already is.
Knowledge base
Ask in a thread and get the answer from your team’s pages, with the page it came from. Ask it to write the resolution down, approve the change, and the next question is answered faster. It only reads pages the asker can see.
About the knowledge base@Kipwise do we have a doc on refunds for annual plans?
Yes. Refund policy gives annual plans a full refund within 30 days of purchase.
We gave Acme 60 days because their migration slipped. @Kipwise can you write this up?
Add “Acme: 60-day window” to Refund policy in Customer Success?
Add “Acme: 60-day window” to Refund policy in Customer Success?
✓ Approved by Gus FerreiraRefund policy
Annual plans get a full refund within 30 days of purchase. After that, the account owner decides.
Acme: 60-day window
Acme gets 60 days instead of 30 because their migration slipped. Agreed in #support on 12 Sep.
Edited by Gus Ferreira · via KipwiseSample data
Customer support
A chat widget on your site answers from your public help center and hands the conversation to a person when asked. It lands in Slack with a draft reply, and nothing a customer can see goes out until you approve it.
About customer supportNew website chat: the customer wants to talk to someone. I drafted a reply.
Reply to Acme with the refund policy and offer a credit instead?
Reply to Acme with the refund policy and offer a credit instead?
✓ Approved by Gus FerreiraSample data
Internal requests
Employees ask for IT, HR or ops help in Slack, confirm in plain words, and get a request they can follow. The channel only sees a neutral line, and nobody needs a seat to ask.
About internal requestsI lost my laptop charger. Can I request a new one?
Send this request to IT: a replacement laptop charger?
Send this request to IT: a replacement laptop charger?
✓ Approved by Declan MossRequest #42 sent. Ask “what are my requests?” to follow it.
- Type
- Equipment
- Assigned
- IT
- Status
- Received
Request #42 was sent.
Sample data
Tasks
Boards the agent works. A card can run on a schedule or when something happens, stops at an approval step before it writes, and counts against a monthly budget.
About TasksTo do1
Working1
Needs approval1
Done1
Sample data
Questions
What is AI task management for a team?
A board of cards, owned by your team, that the AI works for you. You tell Kipwise Agent in Slack what the board is for. It builds the steps, and each card moves through them: the agent does the work, and a person or an AI check approves wherever you say.
How do I set up a board?
Ask in Slack, in your own words: what the board is for, how a card starts and who approves. The agent drafts the whole board, shows every step in plain sentences on one Approve card, and saves it when you press Approve.
What starts a card?
A schedule, such as every Monday morning, or something that happens in Stripe, Linear, QuickBooks or Intercom, such as a failed payment, a finished issue, a recorded payment or a new conversation. Your team connects each tool once. A person can also ask the agent to add a card by hand.
Who can approve a step?
Whoever you name, people or groups. Each person gets Approve and Reject buttons in their own chat with the agent, and the cards waiting on them are listed in the app’s Home tab. Only the person a card is sent to can decide it. Typing “approve” to the agent decides nothing.
What stops it from spending too much?
Set a monthly budget on a board, in credits. Its owner is warned at 80% and the board pauses at the limit. Every agent step also has a time limit and a credit limit for one run, and a run that hits its credit limit stops and is not retried on its own. Approval steps hold work until a person says go.
What does it cost?
Boards run in Kipwise Agent: $10 per user a month, for at least 3 users, with AI credit included. That is $5 of credit per person and $2 per person of shared team credit each month. One credit is one dollar of AI use. Add it to Slack and the free trial starts on your first message, no card needed.
Where do I see the board?
In Slack. Each card is one message in the channel you pick, updated as it moves, with the agent’s runs, the check’s verdict and comments in its thread. Cards waiting on you also arrive in your own chat.
Can it change things without asking?
Only what you approved when you created the board. The Approve card for a new board lists what each step may do without asking, and any other change stops the run. Steps run as the board’s owner, with the owner’s access.
What if the work is wrong?
Reject the card and say what should change. The agent proposes a fix to the board, shows you the before and after, and changes the board only when you approve it. A stuck card is reported to the board’s owner, with a Retry button.
What is the best AI task manager for Slack?
Look for one that lives where the work is, works the cards itself, and stops for a person before it changes anything. Tasks in the Kipwise Agent is a board in Slack: a card starts on a schedule or when something happens, the agent works it, and it waits in Needs approval until the person you named says go. Each card shows its owner, budget and run history.
How does AI task automation work?
You ask for a recurring or event-driven job in Slack. The agent creates the card, runs it on the schedule you gave or when the event arrives (Stripe, Linear, QuickBooks, Intercom), and pauses at an approval step before it writes anything.
Is there a free AI task manager?
Adding the agent to Slack starts a free trial, with no card needed: 7 days and $2 of credit on the fast model. After that it is $10 per user a month, at least 3 users, and Tasks comes with it.
How is a task manager with AI different from a to-do list?
A to-do list holds what you have to do. In Tasks the agent does the routine part: it reads the tools, drafts the result, and hands you the card to approve. You set the card up by asking, not by filling in fields.