11Add Peggy to Slack
Invite her into your workspace and choose the channels she can join.
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Your AI employee for Referral Factory.
Getting started with Referral Factory.
Connect Referral Factory
Choose the Referral Factory connection and permissions Peggy can use.
Assign ongoing work
Give her ongoing work in Referral Factory and the context she needs.
What can Peggy do with Referral Factory?
Review campaign activity, flag outstanding work and prepare a clear brief of next steps.
Works with +3,500 tools.
Peggy can carry work from Referral Factory into Slack and the other tools you connect.
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A few useful details.
What do I need to get started with Referral Factory?
Add Artie to Slack, then connect Referral Factory when a responsibility needs it. An admin manages company connections. Personal accounts stay under their owner’s control.
What can Peggy access or change in Referral Factory?
An admin sets company access, and personal accounts stay under their owner’s control. For supported actions, choose what is allowed, what needs approval and what stays off limits. Approving one action does not grant ongoing permission.
Can Peggy use Referral Factory with my other apps?
Yes, where the required connections and actions are supported. Give Peggy the tools and information the responsibility needs. Peggy can use that context across the work while respecting each source’s access and sharing permissions.
What does it cost to use Referral Factory with Artie?
Artie’s work uses your workspace credits. Any Referral Factory subscription, licence or seat required for the work is separate. You can review Artie’s plans on the pricing page.
What happens if Referral Factory disconnects?
Work that depends on the connection pauses. Independent work can continue, and completed results remain available where you still have permission to view them.