Intelligence project, API key, and Channel

This phase is entirely browser work, in the developer's own signed-in session. No command creates a project, a Channel, an API key, or a Slack adapter.

The dashboard is at https://intelligence.copilotkit.ai — the URL documented in a comment in the starter's .env.example. Confirm it from the app you are setting up rather than assuming. Note that INTELLIGENCE_API_URL is not in OpenTag's .env.example; it exists only as a default constant in app/env.ts (alongside INTELLIGENCE_GATEWAY_WS_URL), and both should be left unset.

The wizard, and the labels it actually uses

There is no published dashboard walkthrough for managed Channels — the Slack platform page in the public docs covers only the direct adapter. So confirm what you see rather than inventing labels. As of dashboard 0.10.1, Create a channel is a three-step wizard:

Step	What it contains
Name & platforms	Display name (free text) and Code (auto-derived, read-only unless you click Edit). Platform cards: Slack and Teams selectable; Google Chat, Discord, WhatsApp, Telegram, iMessage, SMS marked coming soon.
Setup	The generated Slack app manifest, plus Bot token * and Signing secret * (both type="password"), plus the /invite @<code> line.
Review	The runtime handoff snippet showing createChannel({ name: '<code>' }), and the Create channel button.

Nothing is saved until you finish. If you navigate away mid-wizard you start over, so do the Slack app work in a second tab and keep the wizard open.

Code is the field that matters. The dashboard describes it as "exactly what createChannel({ name }) declares," and enforces 3–64 chars, starting with a lowercase letter, lowercase alphanumerics separated by single hyphens (channels is reserved). It derives from the Display name, so Jerel-Bot becomes jerel-bot. A friendly Display name with a kebab-case Code is exactly right.

Creating a Channel, attaching a platform, and issuing a key are consequential mutations in a live account, so read the page before you act and never click a control you have not read.

Reading is not a reason to check in. The Phase 0 authorization already covers this whole sequence, so work through the goals without pausing between them and report what you changed at the end. Stop only for the two password fields the developer types themselves, or for something that authorization did not cover.

If a goal has no obvious control on the page, say so and ask the developer what they see. That is faster and safer than guessing.

The four things that must line up

Every failure in this phase collapses into the same silent setup_required, so check all four rather than assuming:

1. The Channel's Code matches what the code declares, character for character. Lowercase kebab-case. examples/OpenTag declares open-tag by default; set INTELLIGENCE_CHANNEL_NAME to whatever Code you actually created.
2. A Slack adapter is attached to that Channel and reports connected. Created is not connected. The Channel's Overview should read Setup complete under Platform setup.
3. The Channel and the API key belong to the same project. The key selects the project; a key from another project activates a different Channel set entirely and looks like a name mismatch.
4. The endpoint defaults are untouched. Leave INTELLIGENCE_API_URL and INTELLIGENCE_GATEWAY_WS_URL unset so both default to production. If an inherited .env points either at dev.intelligence.copilotkit.ai, that is out of scope — say so and stop rather than silently validating the wrong environment.

The order to do it in

1. Sign in and select or create a project. One project per environment is the documented convention — do not point a local runtime at a project a deployed service is using.

2. Create the Channel, named exactly what the code declares. Get this from the code, not from memory:

   bashCopy

   grep -rn "CHANNEL_NAME\|CHANNEL_CODE\|createChannel(" app/ server.ts .env.example
   

   Naming it after the display name instead of the code's name is a common and confusing failure — a Channel shown as "OpenTag (Dev)" whose name is open-tag is fine; a Channel whose name is OpenTag (Dev) is not.

3. Attach the Slack adapter — the wizard's Setup step. Two fields, both typed by the developer: Bot token (xoxb-…, from OAuth & Permissions) and Signing secret (from Basic Information → App Credentials). There is no app-level-token field, because managed delivery does not use Socket Mode. Tell them which field takes which value; never take the values yourself.

4. Issue a project-scoped runtime API key. The developer copies it straight into .env as INTELLIGENCE_API_KEY. It should not pass through the chat.

Reading the status

Before your runtime connects, the Channel is expected to show that it is waiting for a runtime. Once your process activates it, it should flip to Online.

• Waiting for runtime, while your process is running → the process is not reaching this Channel: Code mismatch, wrong project, or the key is not the one in .env.
• Online, while your process is stopped → something else is claiming this Channel. Find it before starting yours.
• Online, while your process runs → this phase is done. Overview should show Platform setup Setup complete and Runtime Connected.

Two dashboard fields that are not health signals, so do not diagnose with them:

• Agent run on the Channel's Threads tab reads —, and Overview shows AGENT: Not declared, even after a turn completes successfully. The runtime does not declare an agent identity the dashboard recognises.
• A Channel's Threads tab lists an …:activation pseudo-thread alongside real message threads. Its presence means the runtime activated, not that anyone was answered.

The tab that does prove a round trip is Usage: Completed turns, Inbound, Outbound, and quota blocked. One completed turn with a non-zero Outbound means Slack got a reply.

One consumer per Channel

Managed delivery is claim-based. Two runtimes declaring the same Channel name in the same project race for each delivery, and the loser gets nothing — silently. The tell is a reply appearing in Slack that your terminal knows nothing about.

Give the local runtime its own project, or at minimum stop the other consumer. Never run a laptop runtime against a Channel a deployed service is serving.

If the dashboard cannot do what this phase needs

Managed Channels are enabled by default on production Intelligence for everyone, so expect creating a Channel and attaching Slack to be available. If they are not — with all four alignments verified you see any of:

• no option to attach a Slack platform to a Channel at all,
• no way to create a Channel in the project, or
• a Channel that stays setup_required with a correctly attached Slack adapter,

then this is unexpected, not a known limitation to route around. Stop and say so plainly, with what you observed: it is an account or platform question for the CopilotKit team.

Do not respond by switching to a direct Slack adapter, and do not point the runtime at a non-production Intelligence environment. Both are out of scope, and both mean the developer ends up validating something other than what they asked about. Report the blocker and let them decide.

Things that are not required

The runtime needs the API key and the Channel name. It does not need an organization id, project id, Channel id, or runtime-instance id in its environment, and it does not need Slack credentials. If you find yourself hunting for those, re-read the app's env parser — you are solving a problem it does not have.