Discord

Crevio does two things in Discord. You can use either one, or both in the same server:

• Chat with your AI — your team @mentions Crevio, DMs it, or types /crevio, and the AI works on the request right there in Discord.
• Sell access to your server — customers who buy a product get added to your server with the roles you choose, and lose them when they cancel or get a refund.

Each one is connected separately, from its own place in your dashboard.

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Chat with your AI in Discord

Add Crevio to your Discord server and your team can ask the AI for help without leaving Discord. Each request gets its own thread, so conversations stay tidy.

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What you can do

• @mention Crevio in any channel it can see to start a request
• DM Crevio for a private conversation
• Type /crevio and your request to start without a mention
• Reply in the thread Crevio opens, and it keeps the context — no need to mention it again
• Stop a reply by reacting with the stop sign emoji on a message in the thread, or by sending !stop in it
• Mute Crevio in a thread with !mute, or by reacting with 🏁 to one of its messages: it stops answering replies there until someone mentions it again
• Choose how hard it thinks with !fast (quick answer) or !deep (more thinking) anywhere in your message. It applies to that one reply
• Approve or deny actions with the Approve and Deny buttons when the AI asks before doing something. For a single tool, Always approve also stops it asking next time (admins, or the teammate who connected the account the action runs on). Edit opens the card in Crevio, where you can change the details before approving. The card then shows who answered
• Share files, images, and voice messages — the AI can read what you drop in
• Get task results in Discord — tasks can start when someone posts, mentions Crevio, adds or removes a reaction, or joins the server, and post their results back to Discord

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What Crevio can do across your server

Beyond the conversation you’re in, you can ask Crevio to work anywhere in the servers you connected:

• Post, reply, edit and pin messages in any channel it can see, or start a thread on a message
• Read what was said in a channel or thread, and catch you up on what you missed
• Look up members and their roles, and see whether someone is online or has set an away status
• Send a DM to a member of your server. Who it may message is set by Whom the agent may message directly in your team’s agent access settings
• Invite a member to your Crevio team. Discord doesn’t share email addresses, so Crevio asks for theirs first
• Share and fetch files: post a file it made, or save a file someone shared so it can work with it
• Delete a message, its own or someone else’s in a server. It always asks first. In a DM it can only delete its own messages
• Reach out first when you ask it to: introduce itself to a member by DM, or offer help in a channel by replying to a recent message where someone mentioned a problem. It does this at most once per person or channel, and does no work until someone says yes

Discord has no shared documents, lists or channel bookmarks like Slack’s canvases. Pinned messages are the closest thing, so Crevio pins a message when you ask it to bookmark something.

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Who can talk to Crevio

Crevio only answers people it can identify as part of your business. To use it in Discord, a person needs to:

1. Be a member of your Crevio account (see Team).
2. Link their Discord account to Crevio, either by signing in with Discord or by connecting Discord under Settings → Connected accounts in their user settings.

Anyone else in the server can see Crevio’s replies in channels they have access to, but Crevio does not act on their messages. This is by design: everything the AI does runs with your account’s access, so it only takes requests from your team. Changing or disconnecting the Discord connection is limited to account admins. Other teammates can still talk to Crevio in Discord.

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Connect your server to the AI

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Tips

• Keep going in the thread — every reply in a thread Crevio started continues the same conversation
• Multiple servers are supported — connect as many Discord servers as you want to the same account
• DMs when you’re in more than one business — if you belong to several Crevio businesses that each connected Discord, the first time you DM Crevio it asks which business to help with, then answers your message there. It remembers your choice for later DMs. Send !server in the DM to pick again
• The same AI everywhere — Crevio in Discord has the same memory and connected apps as in the web app, Slack, and email

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Rules for one channel

Tell the AI how to behave in a single channel and it keeps to it there, and only there. For example, “in #support, keep answers to two sentences”. Every later conversation in that channel, including threads under it, follows the rule, while your other channels stay as they were. To change or remove a rule, just tell the AI.

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Approving actions

When Crevio needs your OK, it posts a card with Approve and Deny. The card says in plain words what it wants to do, with the channel and a link to the message it’s about. Only teammates who have linked Discord to their Crevio account can answer a card. If anyone else clicks a button, Crevio tells them privately that they need to link their account first, and the action stays waiting. After someone answers, the card shows who did, for example “Approved by @Sam”.

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Covering for members who are out

Crevio can answer questions for a teammate who is away, so they don’t sit unanswered until that person is back.

1. Go to Settings → AI assistant and open Discord.
2. Under your server, turn on Cover for members who are out.

From then on, when someone @mentions a member in a channel and that member’s Discord custom status says they’re out (for example “On vacation”, “OOO” or a 🌴), Crevio opens a thread on the question and answers there. It answers only from what your server can already see, says it is covering while they’re out, links its sources, and adds a note that the answer may be incomplete. Approvals, HR questions and anything that needs the person’s own decision are left for them. Crevio goes by the custom status people set in Discord. Being idle or offline alone doesn’t count as away. Backups. Tell Crevio who covers for whom, for example “Dana is Axel’s backup while he’s away”. Then, instead of answering, Crevio points the question to the backup and mentions them in the thread. To keep Crevio out of one channel, ask it: “Don’t cover for people in #leadership.” Turn the setting off to stop covering everywhere.

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Bots post under their own name

If you’ve set up named bots in Crevio, such as a Marketer or a Support rep, messages a bot posts to a channel for you show up under the bot’s own name and avatar instead of plain Crevio. Replies to a specific message and DMs still come from Crevio, because Discord only lets the Crevio bot itself send those.

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When Crevio asks you to re-add the bot

Your settings page shows a notice in two cases:

• Crevio needs updated permissions. When Crevio gains a feature that needs a permission your server didn’t grant, click Re-add bot and add it to the same server again. Your settings for that server stay as they were.
• Crevio is no longer in your server. Someone removed the bot in Discord, so Crevio can’t read or post there and tasks can’t deliver to it. Click Re-add bot to bring it back.

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Disconnect the AI from a server

Go to Settings → AI assistant, open Discord, find the server, and click Disconnect. Crevio stops answering there for your business, and tasks set to deliver to Discord stop posting to that server. You can add it again any time. Crevio leaves the server only when no other Crevio business still uses it there. If you also sell access to the same server, leaving removes the bot for that too.

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Sell access to your server

Sell access to your Discord server as a product experience. When a customer buys a product that includes a Discord experience, Crevio adds them to your server and assigns the roles you configure. When a subscription is cancelled or an order is refunded, Crevio removes access or changes roles based on your settings. Before you begin, make sure you have:

• A Discord server where you have Manage Server permissions
• A Crevio product with at least one price variant

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Connect your server for paid access

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Experience settings

After connecting your server, configure the experience:

• Assignable roles — The roles to give buyers on purchase. You can select multiple roles.
• Event log channel — Optionally select a text channel where Crevio posts access events (member added, member removed, roles changed).
• Cancellation action — What happens when a subscription is cancelled, an order is refunded, or a time-limited access period ends (see below). New servers start on Remove role.
• Past due role — A role to assign when a subscriber’s payment fails, giving you the option to restrict access without fully removing them (see When a payment fails).

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How roles are assigned on purchase

When a customer completes a checkout that includes a Discord experience:

1. Crevio checks if the customer has connected their Discord account.
2. If connected, the customer is automatically added to your Discord server.
3. All assignable roles configured on the experience are applied to the customer.
4. An event is logged to your configured event log channel (if set).

If the customer has not connected their Discord account yet, they are prompted to do so from their experience access page. Once they connect, access is granted automatically.

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Cancellation actions

You choose what Crevio does when a subscription is cancelled, an order is refunded, or a customer’s access runs out at the end of its time limit. This is configured per Discord experience. New Discord servers start on Remove role; change it here if you want something else.

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When a payment fails

If a subscriber’s payment fails and the subscription goes past due, Crevio first applies your cancellation action, then gives the member your Past due role if you set one. That lets you cut access with the cancellation action and keep a limited role, for example one that can only see a “fix your payment” channel. When the payment recovers, the member gets their assignable roles back and the past due role is taken away. If they are still in the server, they get their roles without having to rejoin. Without a past due role, a failed payment only triggers the cancellation action.

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Your customers’ Discord connection

For paid access to work, your customers need to connect their Discord account to Crevio:

1. After purchasing a product with a Discord experience, the customer sees a prompt to Connect Discord.
2. They authorize Crevio to identify their Discord account and add them to servers on their behalf.
3. Once authorized, Crevio adds them to your server and assigns the configured roles.

This is a one-time connection. Once a customer has linked their Discord account, all future Discord-based purchases use the same connection automatically. Connecting Discord after buying adds the customer only to the servers they currently hold access to. A customer who bought a $49 course is not added to your paid membership server just because they linked Discord. Customers whose access has ended or been refunded are not added either. Customers can also add or remove themselves from a server they have access to from their experience page. If they don’t have access, Crevio tells them so instead of adding them.

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Troubleshooting

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Chatting with your AI

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Selling access