How to Make Purchases with Twin

Overview

Twin can place purchases on your behalf, right from Slack. Ask Twin to buy something — groceries, software, supplies — and it builds a cart, picks the right Slash card, gets your confirmation, places the order, and reports back. Every charge runs on a real Slash card, governed by your normal limits and approval rules, with full audit history.

This article covers how agentic purchases work in Twin and the controls that keep autonomous spend safe.

Before You Begin

• Ensure Twin is connected to your Slack or available online. See How to Connect Twin to Your Slack Workspace for the one-time setup.
• Configure a role that allows card spend on the entity. Twin acts under your permissions; transfer and card-issuance approval rules still apply.

Two Ways Twin Buys

• Native checkout. For supported merchants, Twin completes the entire transaction inside Slack. You approve, Twin places the order, the merchant fulfills.
• Card-assisted checkout. For everything else, Twin issues or selects a Slash virtual card with appropriate limits and merchant restrictions, then hands you the card details to finish checkout on the merchant's site.

Step 1: Ask Twin to Buy Something

Mention Twin in a channel or DM it directly. Be specific about what you want, where to buy it, and any constraints (budget, delivery address, deadline). If you manage multiple entities in Slash, name the one to charge.

Examples:

• "@Twin order 2 dozen eggs and a gallon of whole milk from Safeway on Instacart, deliver to the office."
• "@Twin issue a virtual card with a $200 monthly limit so I can sign up for ChatGPT Team."
• "@Twin buy 5 seats of Linear Standard, monthly billing, on the Acme Corp entity."

Step 2: Review the Plan

Before charging anything, Twin posts a structured summary in the thread:

• Cart contents: Each line item with the matched product, size, and price.
• Price: Subtotal, fees, taxes, and total; includes any service or delivery fees the merchant adds.
• Card to charge: Either an existing card Twin selected, or a new virtual card Twin will issue with limits scoped to this purchase.
• Delivery or fulfillment details: Address, time window, and merchant-specific options.

If anything is off, reply in plain English ("use the 12 oz size", "switch to Costco"). Twin revises the cart and re-posts. Nothing is charged until you explicitly approve.

Step 3: Approve

Click Confirm on Twin's message, or reply "approve" / "go ahead." Twin then:

1. Selects or issues the card. New virtual cards are created with a transaction max, total cap, and merchant lock matching the purchase.
2. Submits the order. For native integrations, Twin runs checkout end-to-end. For card-assisted purchases, Twin sends the card details so you can finish on the merchant's site.
3. Posts a receipt with the order ID, expected fulfillment time, and a link to the transaction in your Slash dashboard.

If your business has approval rules for outgoing transfers or card issuance, Twin pauses and routes the request to the right approver. The order is placed only after sign-off.

Step 4: Track and Reconcile

There are several ways to get additional information about your purchase, both by asking Twin directly or checking your dashboard:

• Status: "@Twin where's my Instacart order?" returns the merchant's latest fulfillment status.
• Transactions page: The card transaction shows up like any other Slash card spend, with the originating Slack thread linked from the audit trail.
• Receipts: For native integrations, Twin attaches the merchant receipt to the transaction automatically.
• Accounting: The transaction flows through your existing accounting mappings and syncs to QuickBooks, Xero, or Sage Intacct on your normal cadence.

Controls and Guardrails

• Per-card limits: Every card Twin uses respects the spending limits and merchant restrictions configured in Slash.
• Single-use cards: Ask Twin to lock a card to one transaction — it sets a Total utilization limit equal to the purchase amount and locks the card to the merchant's MCC.
• Approval workflows: Outgoing transfer and card-issuance approval rules apply to agentic purchases the same as dashboard actions.
• Always confirms before charging: Twin will never place an order or charge a card without an explicit approval from you in the thread. There is no auto-buy mode.
• Scoped per business: If you manage multiple entities, Twin asks which one to use before doing anything. It will not charge a card on a different entity than the one you specified.
• Auditable: Every agentic purchase appears in your Slash event log with the originating Slack message, the user who approved it, the card used, and the merchant response.

Troubleshooting

Twin says it can't find the merchant

The merchant doesn't have a native integration yet. Ask Twin to issue a virtual card with appropriate limits and complete checkout on the merchant's site — the transaction still flows through Slash with full controls and audit history.

The purchase is pending an approver

Your business requires a second sign-off for transfers or card issuance over a threshold. Twin tells you who needs to approve and posts back when they act. You can also see the request status in Slash under Transfers or Cards.

Twin asked which business to use

Your Slack identity is linked to multiple Slash entities. Reply with the business name ("use Acme Corp") and Twin will use that entity for the rest of the conversation.

Need More Help?

For setup help, troubleshooting, or to request a new merchant integration, contact Slash support by using the in-app chat in your dashboard.