## Pair your Slack workspace ## Choose Claude's first tools ## Connect GitHub ## Create accounts for Claude's other tools ## Launch Claude Tag ## Verify your setup ### Check that Claude responds ### Check a tool you connected ### Check GitHub ## Before you start ## Setup steps ### Pair your Slack workspace ### Choose Claude's first tools ### Connect GitHub ### Create accounts for the tools you chose ### Launch Claude Tag ## Change a setting after setup ## Test that setup worked
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11# Set up Claude Tag
22
3> Set up Claude Tag for your organization: pair your Slack workspace, give Claude access to your tools, set a spending limit, and launch. See prerequisites and each step in detail.
3> Set up Claude Tag for your organization: pair your Slack workspace, choose and connect Claude's tools, set a spending limit, launch, and test that it works. Every step on one page.
44
55export const BetaNote = () => <Info>Claude Tag is in public beta. Features and behavior described here may change before general availability.</Info>;
66
77<BetaNote />
88
9Claude Tag is Claude working in your team's Slack channels, with its own accounts in your tools.
9Claude Tag is Claude working in your team's Slack channels. It can also act in your other tools, like your issue tracker or data warehouse, through accounts you create for it during setup.
1010
11Open [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag). The page opens on setup until your first workspace is paired. It shows a step list, an FAQ, and a **Start setup** button (**Resume setup** if you started earlier without finishing). If you see **View setup guide** and **Go to chat** buttons instead, your signed-in account can't run setup; start at [Common setup issues](#common-setup-issues). Setup walks you through each step:
11Go to [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag) and click **Start setup** (**Resume setup** if you started earlier). The console guides you through five steps; this page follows the same five, with what to have ready and what each choice means:
1212
13* **[Pair your Slack workspace](#pair-your-slack-workspace)**: install the Slack app and link it with a pairing code
14* **[Choose Claude's first tools](#choose-claude%E2%80%99s-first-tools)**: pick two apps Claude will work in
15* **[Connect GitHub](#connect-github)**: install the Claude GitHub App, or grant repositories if it's already linked
16* **[Create accounts for Claude's other tools](#create-accounts-for-the-tools-you-chose)**: give Claude its own account in each tool you picked and connect the credentials
17* **[Launch Claude Tag](#launch-claude-tag)**: set a spending limit and turn on Claude Tag
131. [Pair your Slack workspace](#pair-your-slack-workspace): install the Slack app and redeem a pairing code
142. [Choose Claude's first tools](#choose-claude%E2%80%99s-first-tools): select at least two tools
153. [Connect GitHub](#connect-github): install the Claude GitHub App and grant repositories
164. [Create accounts for Claude's other tools](#create-accounts-for-claude%E2%80%99s-other-tools): one account and API key per tool
175. [Launch Claude Tag](#launch-claude-tag): set the monthly spend limit and turn Claude Tag on
1818
19The rest of this page covers [what to have ready before you start](#before-you-start), [each step in detail](#setup-steps), and [common setup issues](#common-setup-issues).
19The console saves your progress, so you can leave and come back to where you stopped. When you've launched, [verify your setup](#verify-your-setup).
2020
21<Note>If your team already uses the earlier Claude in Slack, the same steps apply and your existing app stays; see [Migrate from the earlier app](/docs/claude-tag/admins/migrate-from-earlier) for what changes.</Note>
21<Accordion title="Before you start: check that you have what setup needs">
22 | Prerequisite | Why you need it | If you don't have it |
23 | :------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
24 | A **Team or Enterprise plan** on claude.ai | Claude Tag is available on Team and Enterprise plans, on Anthropic's first-party service. It isn't available on individual plans (Free, Pro, or Max), or for third-party deployments. | Start a Team or Enterprise plan at [claude.com/pricing](https://claude.com/pricing) |
25 | A Claude organization **without Zero Data Retention (ZDR)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. | Claude Tag isn't available to ZDR organizations |
26 | **Routines** enabled for your Claude organization | Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin enables Routines at [`claude.ai/admin-settings/claude-code`](https://claude.ai/admin-settings/claude-code) |
27 | **Owner** role in the Claude organization you're setting up | Pairing a workspace and creating Access bundles are Owner-only writes. Roles are per organization, so being an Owner elsewhere doesn't carry over. | Ask an Owner to run setup, or have one promote you at [`claude.ai/admin-settings/members`](https://claude.ai/admin-settings/members) |
28 | A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too. | If that's someone else, [send them the install request](#if-you%E2%80%99re-not-the-slack-workspace-admin) early (app approval can take time), and plan to be online together when you pair; pairing codes expire 15 minutes after they're issued |
29 | **Usage credits** (Team plans) | Channel work draws from your organization's usage balance; on a Team plan nothing runs until credits are loaded. | Check whether your organization has a [launch usage credit](https://support.claude.com/en/articles/15575654-claude-tag-launch-promo-for-claude-team-and-enterprise) before buying; otherwise, buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) |
30 | *(Optional)* The **Claude GitHub App** linked to your Claude organization | Linking GitHub first turns setup's GitHub step into repository selection instead of an app install. | [Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization) first, or grant repository access after setup |
31 | *(Optional)* A **channel to test in** | You'll invite Claude to a channel to [verify your setup](#verify-your-setup). | Create a private Slack channel for the pilot, or pick any existing one |
2232
23## Before you start
33 If any of your services restrict traffic by IP, file the [network requirements](/docs/claude-tag/admins/network-requirements) request with your network team early; in many organizations, IP allowlist changes take days to approve.
2434
25| Prerequisite | Why you need it | If you don't have it |
26| :------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
27| A **Team or Enterprise plan** on claude.ai | Claude Tag is available on Team and Enterprise plans, on Anthropic's first-party service. It isn't available on individual plans (Free, Pro, or Max), or for third-party deployments. | Start a Team or Enterprise plan at [claude.com/pricing](https://claude.com/pricing) |
28| A Claude organization **without Zero Data Retention (ZDR)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. | Claude Tag isn't available to ZDR organizations |
29| **Routines** enabled for your Claude organization | Claude Tag requires Routines to be enabled for your organization. Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin enables Routines at [`claude.ai/admin-settings/claude-code`](https://claude.ai/admin-settings/claude-code) |
30| **Owner** role in the Claude organization you're setting up | Pairing a workspace and creating Access bundles are Owner-only writes. Roles are per organization, so being an Owner elsewhere doesn't carry over. | Ask an Owner to run setup, or have one promote you at [`claude.ai/admin-settings/members`](https://claude.ai/admin-settings/members) |
31| A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too (most workspaces require admin approval for new apps) | If that's someone else, [send them the install request](/docs/claude-tag/admins/pair-workspace#send-the-install-request-to-your-slack-admin) early (app approval can take time), and plan to be online together when you [pair your Slack workspace](#pair-your-slack-workspace); pairing codes expire 15 minutes after they're issued |
32| **Usage credits** (Team plans) | Channel work draws from your organization's usage balance; on a Team plan nothing runs until credits are loaded | Check whether your organization has a [launch usage credit](https://support.claude.com/en/articles/15575654-claude-tag-launch-promo-for-claude-team-and-enterprise) before buying; otherwise, buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) |
33| *(Optional)* The **Claude GitHub App** linked to your Claude organization | Linking GitHub before you start turns setup's GitHub step into repository selection, so you can grant repositories there instead of installing the app mid-setup | [Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization) first, or grant repository access after setup |
34| *(Optional)* A **channel to test in** | You'll invite Claude to a channel to [test](#test-that-setup-worked) that setup worked | Create a private Slack channel for the pilot, or pick any existing one |
35 If you see **View setup guide** and **Go to chat** buttons instead of **Start setup**, your signed-in account can't run setup. See [Common setup issues](#common-setup-issues).
36</Accordion>
3537
36If any of your services restrict traffic by IP, file the [network requirements](/docs/claude-tag/admins/network-requirements) request with your network team early; in many organizations, IP allowlist changes take days to approve.
38<Note>If your team already uses the earlier Claude in Slack, the same steps apply and your existing app stays; see [Migrate from the earlier app](/docs/claude-tag/admins/migrate-from-earlier) for what changes.</Note>
3739
38## Setup steps
40## Pair your Slack workspace
3941
40All steps run on one page. Everything you set is saved automatically, so you can leave and resume setup later. Each section below shows what you'll see and what to do.
42Install the Claude app in Slack, get a pairing code from Slack, and paste it on the setup page.
4143
42### Pair your Slack workspace
43
44A Slack workspace is your team's space in Slack, at an address like `your-team.slack.com`; it contains all your channels. Pairing links one workspace to your Claude organization so `@Claude` can run in its channels and usage bills to your organization.
45
46This step shows four numbered substeps. The code is created in Slack and redeemed back on this setup page:
47
4844<Steps>
4945 <Step title="Add the Claude app to Slack">
50 Click **Add the Claude app** to open the Slack Marketplace listing, then click **Add to Slack** there and approve the permissions.
46 **Where:** the Slack Marketplace, at [claude.com/claude-for-slack](https://claude.com/claude-for-slack).
47
48 Click **Add the Claude app** on the setup page to open the listing, then click **Add to Slack** and approve the permissions. If the app is already installed, click **Add to Slack** anyway: you reinstall over the existing app with its current permissions and keep your settings.
5149 </Step>
5250
53 <Step title="Send `@Claude connect` as a new channel message">
54 Copy the message shown and send it in any channel of the workspace you just installed in, with no other text, as a new top-level message or in a thread where Claude isn't already working. Claude replies with a pairing code valid for 15 minutes.
51 <Step title="Send @Claude connect in any channel">
52 **Where:** Slack, in the workspace you just installed the app in.
5553
56 Pick a channel that belongs to just that workspace. Claude can decline to reply in [guest and shared channels](/docs/claude-tag/admins/troubleshooting#guest-and-shared-channels).
54 Open any channel and add Claude to it with `/invite @Claude`. Claude posts a short welcome message when it joins. Then send `@Claude connect` as a new message with no other text. Claude replies in the channel with a message only you can see, containing the pairing code:
5755
58 Only a Slack workspace admin (or Grid org admin) can run `@Claude connect`; anyone else gets a message naming who to ask. If that's not you, [send them the install request](/docs/claude-tag/admins/pair-workspace#send-the-install-request-to-your-slack-admin) and have them return the code.
56 > Connect **this workspace** (Acme) to your Claude organization for billing: have a Claude **organization admin** redeem this code in Claude admin settings. The code works once and expires in 15 minutes.
57
58 > `workspace_a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6`
59
60 > *Once connected, Claude usage in this workspace is billed to that organization.*
61
62 Only a Slack workspace admin (or Grid org admin) can run this command; anyone else gets a message naming who to ask.
63
64 If you skip the invite, Slack shows you a notice that Claude isn't in the channel, with an **Add Them** button. Click it, then send `@Claude connect` again.
5965 </Step>
6066
6167 <Step title="Paste the pairing code">
62 Back on the setup page, paste the code into the input field (the placeholder reads `workspace_…`).
68 **Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
69
70 Paste the pairing code Claude sent into the **Paste the pairing code** field. **Connected to** followed by your workspace name appears under it when the code is accepted.
6371 </Step>
6472
65 <Step title="Choose where Claude runs">
66 Under **Choose where Claude can reply when tagged**, select **Entire workspace (recommended)** or **Specific channel** (which asks for channel IDs).
73 <Step title="Choose where Claude can reply when tagged">
74 Select **Entire workspace (recommended)** or **Specific channel**.
75
76 If you select **Specific channel**, enter each channel's ID in the **Channel IDs** field, separated by commas, like `C0B1SLDGBPG, C0ARH08HQCA`. To find a channel's ID in Slack, right-click the channel, choose **Copy**, then **Copy link**; the ID is the part after the last slash. For a private channel, invite `@Claude` to it in Slack first.
6777 </Step>
78
79 <Step title="Click Pair workspace">
80 You see a confirmation that the pairing worked. Select **Next: Choose Claude’s tools**.
81 </Step>
6882</Steps>
6983
70Click **Pair workspace**. A confirmation screen shows the pairing worked; select **Next: Choose Claude's tools**.
84Claude doesn't answer mentions in Slack until you finish [Launch Claude Tag](#launch-claude-tag); a mention before then gets "Claude is disabled in this channel."
7185
72See [Pair your Slack workspace](/docs/claude-tag/admins/pair-workspace) for the Slack-admin handoff template, what to do if `@Claude connect` fails, and pairing on Enterprise Grid.
86<Accordion title="If you're not the Slack workspace admin">
87 Only a Slack workspace admin can run `@Claude connect`, and in most workspaces only an admin can install the app. If that's not you, send the Slack admin the message below and have them return the pairing code:
7388
74### Choose Claude's first tools
89 ```text wrap theme={null}
90 Please install the Claude app (https://claude.com/claude-for-slack) in [workspace]. When that's done, let me know a time that works for the next part: in any channel, run /invite @Claude, then post "@Claude connect" with no other text and send me the code it returns. Pick a channel that belongs to just [workspace]. The code expires 15 minutes after Claude posts it, so I'll redeem it right away. What it can access: https://claude.com/docs/claude-tag/admins/for-slack-admins
91 ```
92</Accordion>
7593
76Claude works in your tools with its own accounts, so everything it does is recorded under its own name. On this step you pick those tools; connecting them happens in a [later step](#create-accounts-for-the-tools-you-chose).
94<Accordion title="If your Slack is on Enterprise Grid">
95 When a Grid org admin sends `@Claude connect`, the reply includes two codes: a `workspace_` code that pairs only that workspace, and an `enterprise_` code that pairs every workspace in the Grid that doesn't already have its own pairing. Paste the `enterprise_` code if Claude should work across the Grid; DMs for users homed in other Grid workspaces only work with a Grid-wide pairing. See [Pair an Enterprise Grid](/docs/claude-tag/admins/workspaces#pair-an-enterprise-grid).
96</Accordion>
7797
78GitHub isn't in the list. You connect it in the [next step](#connect-github). The list suggests widely used tools; check the ones your team works in, or use **Search all tools** for a service that isn't shown. Pick two to unlock **Next: Connect GitHub**. You can add more at any time.
98## Choose Claude's first tools
7999
80You can skip connecting the tools you pick and finish that after setup. Without any connected tools, Claude still works in Slack conversations and can use web search and a [default set of network hosts](/docs/claude-tag/admins/add-connections#allow-a-host-without-a-credential); it can't act in a tool until that tool is connected.
100**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
81101
82See [Give Claude access](/docs/claude-tag/admins/add-connections) for which services to connect first, and the [per-service connection guides](/docs/claude-tag/admins/connections/overview) for credential fields per tool.
102Select at least two tools your team uses, then click **Next: Connect GitHub**. You don't connect anything yet: in [step 4](#create-accounts-for-claude%E2%80%99s-other-tools) you create an account for Claude in each tool you selected here and enter its credentials.
83103
84### Connect GitHub
104The list shows widely used tools; use **Search all tools** for one that isn't shown. GitHub isn't in the list; you set it up in [step 3, Connect GitHub](#connect-github). You can add more tools any time after setup.
85105
86GitHub is managed through the Claude GitHub App rather than a credential, so it has its own step. What the step shows depends on whether the app is already linked to your Claude organization.
106See [Give Claude access](/docs/claude-tag/admins/add-connections) for which services to connect first.
87107
88* **Not linked yet**: the step walks through installing the Claude GitHub App, with a message you can copy for the GitHub organization owner if that isn't you.
89* **Already linked**: the step is titled **Choose your GitHub repos** and lists each installation, so you can grant every repository or only specific ones.
108## Connect GitHub
90109
91These grants apply to every channel Claude is in. You can [add repositories to specific channels later](/docs/claude-tag/admins/attach-to-scope), or skip this step and [configure GitHub access](/docs/claude-tag/admins/configure-github) after setup instead.
110**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag). If the app isn't installed yet, the step sends you to github.com to install it.
92111
93### Create accounts for the tools you chose
112Claude reaches GitHub through the [Claude GitHub App](/docs/claude-tag/admins/configure-github) rather than an account and credential, so GitHub has its own step. The setup page shows one of two things:
94113
95Claude needs its own account in each tool you picked, so you can always see what it did and limit what it reaches. [How agent identity works](/docs/claude-tag/concepts/agent-identity) explains this model.
114* **Install the Claude GitHub App**, when the app isn't linked to your Claude organization yet. Only an owner of your GitHub organization can install it. If that's you, follow the steps shown. If not, send the message the step shows to a GitHub organization owner, skip this step, and continue with setup. After they install the app, [grant repositories](/docs/claude-tag/admins/configure-github#grant-repository-access) from the admin page.
115* **Choose your GitHub repos**, when the app is already linked. Grant every repository or pick specific ones.
116* **The Claude app is installed on \[username], a personal account**, when the app was installed on someone's personal GitHub account rather than an organization. Claude Tag connects to a GitHub organization only. A GitHub organization owner installs the app on the organization that owns your repositories (see [Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization)). You can skip the step and continue with setup while that happens, then [grant repositories](/docs/claude-tag/admins/configure-github#grant-repository-access) from the admin page afterward.
96117
118The repositories you grant apply to every channel Claude is in. If your team won't hand Claude code work, skip this step.
119
120## Create accounts for Claude's other tools
121
122**Where:** your company's email admin console and each tool you selected, then the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
123
124Treat Claude like a new hire. You give it an email address, add it to each tool as a member, and then, signed in as Claude, create an API key in that tool. The setup page asks you for those keys, one per tool. Claude's own account in each tool is what lets you see exactly what it did in that tool's logs and cut off its access without touching anyone else's. [How agent identity works](/docs/claude-tag/concepts/agent-identity) has the full model.
125
126Work through one tool end to end before starting the next.
127
97128<Steps>
98129 <Step title="Create an email address for Claude">
99 Create an address like `[email protected]` with your email provider. Some tools support service accounts (tool-managed identities that don't need an email) instead.
130 In your company's email admin console, create a new user for Claude, for example `[email protected]`, the same way you'd create a mailbox for a new hire. Every tool invitation and verification email for Claude lands in that inbox. Any address works; the setup page shows `claude@` followed by your domain only as an example, and Claude Tag never stores the address itself.
100131 </Step>
101132
102 <Step title="Invite Claude to each tool">
103 In each tool you picked, create an account for that address, the same way you would for a new team member.
133 <Step title="Add Claude to the tool as a member">
134 In the tool's member or user settings, invite `[email protected]` the way you'd add a new teammate. Open the invitation from Claude's inbox and finish creating the account, including a password. Give the account the narrowest role that covers the work; read-only where the tool offers it.
135
136 For a tool that offers service accounts, create one in the tool's admin settings instead of inviting the email address, scoped read-only or to the specific project.
104137 </Step>
105138
106 <Step title="Connect each tool with Claude's credentials">
107 Each tool you picked is listed. Click **Connect** and enter the credential for the account you created (not your personal login).
139 <Step title="Create an API key in Claude's account">
140 Sign in to the tool as Claude and create the credential that tool's [connection guide](/docs/claude-tag/admins/connections/overview) names, usually an API key or personal access token from the tool's settings. Copy it; it belongs to Claude's account, so Claude's actions show up in the tool's audit log under Claude's name.
108141 </Step>
142
143 <Step title="Paste the key on the setup page">
144 Back on the setup page, each tool you selected is listed. Click **Connect** next to the tool and paste the key you just created. Repeat from step 2 for the next tool.
145 </Step>
109146</Steps>
110147
111To finish this step later, select **Skip** and confirm past the warning that Claude won't be able to act in the unconnected tools.
148To finish this step later, select **Skip** and confirm past the warning that Claude won't be able to act in the unconnected tools. Claude still works from what's in Slack: it can catch a team up on a channel, turn a thread into a doc, and search the web. It can't act in a tool until that tool is connected. See [Give Claude access](/docs/claude-tag/admins/add-connections) for what access to give each account, and the [per-service connection guides](/docs/claude-tag/admins/connections/overview) for the credential fields per tool.
112149
113See [Give Claude access](/docs/claude-tag/admins/add-connections) for how to create the accounts and what access to give them.
150## Launch Claude Tag
114151
115You can use any address. The setup flow shows `claude@` followed by your own domain only as an example; Claude Tag never asks for the address and keeps only the credential you enter for each tool.
152**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
116153
117### Launch Claude Tag
154Channel work draws from your organization's usage balance, not from individual seats; the spend limit caps how much of that balance Claude Tag can use each billing period. DMs run on the user's own claude.ai account and aren't capped by this limit. If your organization has a [launch usage credit](https://support.claude.com/en/articles/15575654-claude-tag-launch-promo-for-claude-team-and-enterprise), the launch screen shows the amount and the date it runs through, and after launch the admin page shows it under **Included usage** with how much is used. You're billed for usage beyond it, up to the spend limit.
118155
119Channel work draws from your organization's usage balance, not from individual seats; the spend limit you set here caps how much of that balance Claude Tag can use each billing period. (DMs run on the user's own claude.ai account and aren't capped by this limit.)
120
121156<Steps>
122157 <Step title="Set monthly spend limits">
123 Choose from `$500`, `$1,000`, `$2,500` (the default), `$5,000`, **Unlimited**, or **Custom** (a US-dollar amount up to `$1,000,000`).
158 Choose from `$500`, `$1,000`, `$2,500`, `$5,000`, **Unlimited**, or **Custom** (a US-dollar amount up to `$1,000,000`). Usage bills against your organization's balance up to that amount each month. See [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) for what counts toward the cap, per-channel limits, and what users see when it's reached.
124159 </Step>
125160
126161 <Step title="Let members know they can now tag Claude">
127 Choose whether Claude sends a DM to everyone in your Slack workspace after launch.
162 The toggle is on by default: after launch, Claude DMs each member of the workspace to help them get started. Those DMs don't count toward your usage. Turn the toggle off to skip them. The same setting appears on the admin page afterward as **Let people know they can talk to Claude**, marked **Members notified** once the DMs have gone out.
128163 </Step>
129164
130165 <Step title="Click Launch Claude Tag">
131 Claude Tag turns on, and a confirmation screen summarizes what's connected. Claude is now reachable in the workspace you paired.
166 Claude Tag turns on and you return to the Claude Tag admin page, which now shows your workspace under **Where Claude Tag works**. Claude answers mentions in the workspace you paired from here on. If you skipped connecting tools, a **Finish setting up Claude Tag** card sits at the top of the admin page; its **Finish setup** button reopens the steps you skipped.
132167 </Step>
133168</Steps>
134169
135To leave setup without turning Claude Tag on, select **Finish later**; everything you've set is saved, and the admin page shows a resume card that brings you back to where you left off.
170To leave setup without turning Claude Tag on, select **Finish later**. Everything you've set is saved, and the admin page shows a resume card that brings you back here. Until you launch, the Claude app is in your Slack workspace but every mention gets "Claude is disabled in this channel."
136171
137If your organization buys usage credits by card in US dollars and has none loaded, a **Buy usage credits** step appears before launch instead of the spend limit picker; load credits, or select **Skip** to continue without. Invoiced organizations and those billing in other currencies get the spend limit picker regardless of balance.
172## Verify your setup
138173
139See [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) for what counts toward the cap, per-channel limits, and what users see when it's reached.
174**Where:** Slack, in any channel of the workspace you paired.
140175
141## Change a setting after setup
176Run the first check, then the ones that match what you connected.
142177
143Everything you set during setup can be changed afterward on the [Claude Tag admin page](https://claude.ai/admin-settings/claude-tag).
178### Check that Claude responds
144179
145| To change | Go to |
146| :------------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------ |
147| Pair another workspace, or disconnect one | The Slack row's **⋮** menu under **Where Claude Tag works** (**Disconnect** is under **Manage**); see [Manage workspaces](/docs/claude-tag/admins/workspaces) |
148| The Access bundle's name, connections, domains, repos, plugins, or instructions | **Access bundles** in the left navigation, or any scope's panel on the **Slack** tab; see [Give Claude access](/docs/claude-tag/admins/add-connections) |
149| The spending limit | [`claude.ai/admin-settings/usage/claude-tag`](https://claude.ai/admin-settings/usage/claude-tag); see [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) |
150| Whether Claude Tag is enabled at all | The **Enable Claude Tag for your organization** toggle at the top of the admin page |
180Add Claude to the channel, then mention it:
151181
152## Test that setup worked
182```text wrap theme={null}
183/invite @Claude
184```
153185
154In Slack, in your pilot channel, run `/invite @Claude` and then `@Claude summarize this channel`.
186```text wrap theme={null}
187@Claude summarize what this channel decided this week and list any open questions
188```
155189
156An *is thinking…* status under your message means the app is installed and listening. A reply means the workspace is paired and the channel is on the new version. This task doesn't touch any connection, so it isolates pairing from credential issues.
190**Passed when:** Claude replies in a thread under your message. The reply ends with a footer naming the model and a **Configure** link.
157191
158The [See it work](/docs/claude-tag/admins/test-it) page has more prompts that run with no connections, and a per-connection test that proves each credential works.
192**If not:** "Claude is disabled in this channel" means you haven't finished [Launch Claude Tag](#launch-claude-tag). No reply at all means the channel isn't covered; check that the workspace appears under **Claude Tag's access** on the **Slack** tab in admin settings, then see [Nothing responds](/docs/claude-tag/admins/troubleshooting#nothing-responds).
159193
194### Check a tool you connected
195
196Skip this check if you skipped step 4. Otherwise, in a new thread, ask what the channel can reach:
197
198```text wrap theme={null}
199@Claude what can you access from this channel?
200```
201
202Then ask one tool for something small that a read-only account can do. If you connected an issue tracker:
203
204```text wrap theme={null}
205@Claude pull the five most recent issues from our issue tracker and post them here
206```
207
208For a data warehouse, ask for a row count from one table. For a support tool, ask for the newest open tickets. For a document store, ask it to find a file by name.
209
210**Passed when:** the first reply lists the tools you connected, the second comes back with data, and the request appears in that tool's audit log under Claude's account.
211
212**If not:** a tool missing from the list means its connection didn't save; open the Access bundle in admin settings and [connect it again](/docs/claude-tag/admins/add-connections#add-a-connection). "I can't reach…" in a thread you started before connecting means Claude wasn't told about the new connection; start a fresh thread. Anything else, see [Access and connections](/docs/claude-tag/admins/troubleshooting#access-and-connections).
213
214### Check GitHub
215
216Skip this check if you skipped step 3. Otherwise, ask about a repository you granted:
217
218```text wrap theme={null}
219@Claude list the open pull requests in your-org/your-repo and who each one is waiting on
220```
221
222**Passed when:** Claude lists the pull requests.
223
224**If not:** see [GitHub doesn't work in this channel](/docs/claude-tag/admins/troubleshooting#github-doesn%E2%80%99t-work-in-this-channel).
225
226For more tasks to hand Claude once the checks pass, see the [use case library](/docs/claude-tag/users/use-cases).
227
160228## After setup
161229
162After your test passes, you can DM Claude in Slack with setup questions. These guides cover what's not part of initial setup:
230After launch, you change anything about Claude Tag from the admin page:
163231
164| Guide | Do this when |
165| :-------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------- |
166| [Give Claude access](/docs/claude-tag/admins/add-connections) | You skipped connections during setup, or a team needs another tool connected |
167| [Allow a host without a credential](/docs/claude-tag/admins/add-connections#allow-a-host-without-a-credential) | Claude reports a blocked host, or a channel needs to reach a site or API that doesn't take a credential |
168| [Configure per-channel access](/docs/claude-tag/admins/attach-to-scope) | One channel needs more (or different) access than the default. Keep elevated credentials in private-channel scopes; the org baseline stays minimal. |
169| [Configure GitHub access](/docs/claude-tag/admins/configure-github) | You didn't grant repository access during setup, or you need to add more repositories |
170| [Restrict where Claude operates](/docs/claude-tag/admins/restrict-access) | Governance review: guest channels, member access, DM policy |
171| [Customize](/docs/claude-tag/admins/customize) | Standing instructions, plugins, and what channel members can change |
2321. Go to [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
2332. Under **Claude Tag's access**, open the **Slack** tab.
2343. In the list on the left, select **Default Slack** to change how Claude works everywhere, or select a workspace or channel to change it in that one place.
172235
173There are two common ways to roll out from here:
236What you connected during setup is attached to the workspace you paired, or to each channel you listed if you chose **Specific channel**. **Default Slack** is the layer above that: anything you add there applies in every workspace and channel, and each entry below it adds to that for one place.
174237
175| Pattern | What you do | What channel members experience |
176| :----------------------- | :------------------------------------------------------------- | :--------------------------------------------------------------------------------------------- |
177| Pilot first | One bundle on one workspace or channel; widen after validating | Claude appears in a few channels first, with capability growing as scopes are attached |
178| Single bundle everywhere | One broad bundle at organization defaults | Every channel gets the same capability on day one. Fits orgs that already grant tools broadly. |
238Every entry has the same sections: **Connectors**, **Repositories**, **Plugins**, **Custom instructions**, **Access bundles**, and, under **Advanced**, the **Default model**. An [Access bundle](/docs/claude-tag/concepts/glossary#access-bundle) is a named set of connections, repositories, plugins, and instructions that you can attach to more than one place. Setup created one on your workspace's entry, named after the workspace (for example, **Tag Test default**), holding the tools you connected.
179239
240| To do this | Go to | Learn more |
241| :---------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------- |
242| Change the model Claude replies with | The entry's **Advanced** section, **Default model**. Set it on **Default Slack** to change it everywhere, or on one channel. | [Choose the model for a scope](/docs/claude-tag/admins/customize#choose-the-model-for-a-scope) |
243| Give Claude standing instructions | The **Custom instructions** field on **Default Slack** for every channel, or on one channel's entry for that channel only. | [Customize](/docs/claude-tag/admins/customize) |
244| Connect another tool, or one you skipped | **Connectors** on the entry, or the bundle named after your workspace under **Access bundles**. | [Give Claude access](/docs/claude-tag/admins/add-connections) |
245| Let Claude reach a site or API that has no credential | The **Domains** list of the Access bundle, under **Access bundles**. | [Allow a host without a credential](/docs/claude-tag/admins/add-connections#allow-a-host-without-a-credential) |
246| Grant more repositories | **Repositories** on the entry. | [Configure GitHub access](/docs/claude-tag/admins/configure-github) |
247| Give one channel more than the default | Select the channel and add to it. | [Configure per-channel access](/docs/claude-tag/admins/attach-to-scope) |
248| Limit where Claude works or who can use it | | [Restrict where Claude operates](/docs/claude-tag/admins/restrict-access) |
249| Pair another workspace, or disconnect one | The Slack row's **⋮** menu under **Where Claude Tag works**. | [Manage workspaces](/docs/claude-tag/admins/workspaces) |
250| Change the spend limit | [`claude.ai/admin-settings/usage/claude-tag`](https://claude.ai/admin-settings/usage/claude-tag). | [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) |
251| Turn Claude Tag off | The **Enable Claude Tag for your organization** toggle at the top of the admin page. | |
252| Bring in the first users | | [Getting started for users](/docs/claude-tag/users/getting-started) |
253
180254## Common setup issues
181255
182| You expected | But got | Do this |
183| :----------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
184| The setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag) | A page titled **Set up Claude Tag** with **View setup guide** and **Go to chat** buttons | Your signed-in account can't run setup, and **View setup guide** leads back to this guide. On a personal account (Free, Pro, or Max), [start a Team or Enterprise plan](https://claude.com/pricing) first. In a Team or Enterprise organization, ask an Owner to run setup. When the page shows a workspace switcher, your account also belongs to another Team or Enterprise organization; switch to it and retry. |
185| A pairing code from `@Claude connect` | “Only Slack workspace admins (or Enterprise Grid org admins) can link this workspace to a Claude organization…” | The person who sent `@Claude connect` isn't a Slack workspace admin or Grid org admin. See [Only Slack workspace admins or Grid org admins can link this workspace](/docs/claude-tag/admins/troubleshooting#only-slack-workspace-admins-or-grid-org-admins-can-link-this-workspace). |
186| A pairing code | “…installation is out of date” | A Slack admin approves the update or reinstalls the app, then sends `@Claude connect` again. See [This workspace's Claude app installation is out of date](/docs/claude-tag/admins/troubleshooting#this-workspace%E2%80%99s-claude-app-installation-is-out-of-date). |
187| The Slack row under **Where Claude Tag works** to show your workspace as connected | It still shows **Not connected** | The code may have expired (codes last 15 minutes) or come from a different workspace. Send `@Claude connect` again for a fresh code. |
188| A pairing code | A message about guests, or about the channel being shared across workspaces | Send `@Claude connect` again in a channel with no guests that belongs to a single workspace. Match the exact message in [Guest and shared channels](/docs/claude-tag/admins/troubleshooting#guest-and-shared-channels) for the fix that fits it. |
189| A connected tool to work in your test | “I can't reach…” | Claude isn't told about a connection added after the thread started. Ask it to use the service by name, or start a fresh thread. |
190| The **Where Claude Tag works** section with a **+ Connect** button | Only the legacy Claude in Slack toggles | Your organization isn't enabled for Claude Tag. Contact your account team. |
191| Claude to respond in Slack | "Claude Tag has been turned off for your Claude organization…" | The **Enable Claude Tag for your organization** toggle is off. An Owner turns it on at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag). See [the troubleshooting entry](/docs/claude-tag/admins/troubleshooting#claude-tag-is-turned-off-for-your-organization). |
192| Claude to respond in Slack | "Claude Tag is unavailable because Routines aren't enabled for your organization…" | Routines isn't enabled for your Claude organization, which Claude Tag requires. An admin enables Routines at [`claude.ai/admin-settings/claude-code`](https://claude.ai/admin-settings/claude-code), then anyone can mention `@Claude` again. See [the troubleshooting entry](/docs/claude-tag/admins/troubleshooting#claude-tag-is-unavailable-because-routines-are-not-enabled). |
193| Claude to respond in Slack | "Claude in Slack is not available for your organization" or "Claude isn't available for organizations with restricted compliance settings." | The paired Claude organization has a restricted compliance configuration, such as Zero Data Retention (ZDR), that Claude Tag can't run under. No setting lifts this; contact your account team. See [the troubleshooting entry](/docs/claude-tag/admins/troubleshooting#restricted-compliance-settings-block-claude-tag). |
194| The **Slack** tab to list your scopes | "Couldn't load Slack scopes. Reload the page to try again." | Reload the page. See [Couldn't load Slack scopes](/docs/claude-tag/admins/troubleshooting#couldn%E2%80%99t-load-slack-scopes). |
195| A reply in your test channel | "Couldn't check this channel just now" | Mention `@Claude` again. See [Couldn't check this channel just now](/docs/claude-tag/admins/troubleshooting#couldn%E2%80%99t-check-this-channel-just-now). |
196| A reply in your test channel | "Something went wrong starting a session" | Retry first. If it persists, see [the session-start entries](/docs/claude-tag/admins/troubleshooting#something-went-wrong-starting-a-session). |
256Every message setup can show instead of the next step, matched to its fix, is in [Setup errors](/docs/claude-tag/admins/troubleshooting#setup-errors) on the troubleshooting page.
197257
198258## Related resources
199259
260* [How Claude Tag works](/docs/claude-tag/concepts/how-it-works): what happens between a mention and a reply
261* [How agent identity works](/docs/claude-tag/concepts/agent-identity): why Claude gets its own accounts, and what that means for audit logs and access
262* [Configure per-channel access](/docs/claude-tag/admins/attach-to-scope#how-scopes-inherit): how Default Slack, workspaces, and channels inherit Access bundles
263* [Claude Tag settings map](/docs/claude-tag/concepts/settings-map): every setting, and whether admins, channel members, or users control it
264* [Glossary](/docs/claude-tag/concepts/glossary): Access bundle, scope, session, and the other terms on this page
200265* [Network requirements](/docs/claude-tag/admins/network-requirements): what your services must allowlist so Claude can reach them
201266* [Claude Tag in production at Anthropic](https://claude.com/blog/ai-ci-cd-on-call): how Anthropic runs Claude Tag as its first responder for CI/CD failures
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