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What the chat app is

CorpusIQ connects your business tools — accounting, ecommerce, ads, email, CRM, analytics — and lets you ask questions across them in plain English. The chat app puts that same ability inside Slack and Microsoft Teams.

You type a question in a direct message to the app, or @-mention it in a channel. It reads the answer from your connected tools and replies in the thread.

What makes it different from the dashboard

The CorpusIQ dashboard and the chat app answer the same kinds of questions from the same data. The difference is where you are and who sees it.

  • The dashboard is your private workspace. You go there to connect tools, set your AI key, manage billing, and ask questions on your own.
  • The chat app meets you where your team already talks. Ask in a direct message for a private answer, or in a channel where the answer is useful to everyone in it.

Nothing about your data changes between the two. The chat app is the same CorpusIQ, reached from a different place.

Who the answer comes from

This is the part worth understanding up front: the app answers as you.

When you link your account (a one-time step), the app ties your Slack or Teams identity to your CorpusIQ account. From then on, when you ask a question, it reads from the tools you connected, with your permissions. A colleague in the same workspace who asks the same question gets answers from their connected tools, not yours.

That's why linking exists. Without it, the app has no way to know whose data to read, so it won't guess — it asks you to link first.

What it can answer

Anything CorpusIQ can answer anywhere else. The app talks to the same connector layer as the dashboard and the ChatGPT and Claude integrations, so the range is the same: revenue and finance, ad performance, email and SMS results, store orders and inventory, CRM pipeline, web analytics, SEO, and files in your cloud drives.

If a tool isn't connected yet, the app tells you plainly and points you to connect it — it doesn't invent an answer.

What it reads, and what it doesn't

The app is read-only against your business tools. It looks things up and reports them back. It does not move money, send emails, change records, or post on your behalf. Answers are drawn live from your connected tools each time you ask — nothing is copied into a separate store.

Next

Once the app is installed, the setup is three steps and takes a couple of minutes. Pick your platform: