User Guide
Learn how to use Quickly day-to-day
The User Guide is for the person using Quickly rather than configuring it. It covers the surfaces you work in day to day — Chat, agents, playbooks, knowledge, entities, and files — plus what Quickly can do in each connected tool and how to turn something you do repeatedly into something that runs on its own.
Quickly takes plain language rather than a command syntax, so most of this section is about the details that change the quality of a result: naming the destination, replying inside the thread that holds the context, and being specific about the parts that matter.
Start with Basic Commands for the shape of a request and Using Chat for the surface most people work in. Read the pages for the work you actually do from there. Playbooks is worth reading once you notice yourself typing the same request every week, and All Integrations lists every tool Quickly can reach.
Basic Commands
Essential commands every user should know
Using Chat
Ask Quickly for work directly from the dashboard
Agents and Workforce
Create agents, give them a purpose, schedule, and memory
All Integrations and How OAuth Works
All available integrations, how OAuth works, and managing your connections
Understanding Playbooks
Conversational and visual playbooks, triggers, scheduling, and monitoring
Knowledge Bases
Store material Quickly can search and cite
Entities and Records
Structured workspace records Quickly can read and update
Files and Artifacts
Uploaded assets and everything Quickly generates
Creating Issues
Create Jira issues from Slack threads
Updating Issues
Change status, add comments, update fields
Searching Issues
Query your Jira issues from Slack
Creating Documents
Generate Confluence pages and postmortems
Channel Defaults and Instructions
Set defaults with workspace, personal, and agent instructions