What does the functionality consist of?

Slack is a communication platform that allows you to organize information into channels based on the project you're working on. Integration into the Botmaker platform is native and allows you to interact with the bot to automate responses and have real-time conversations. You can also communicate with your team members and perform the following actions:

• Provide support, internal communication, and respond to frequently asked questions with a bot.
• Automate administrative processes such as meeting room reservations, leave requests, and satisfaction surveys.
• Connect multiple agents simultaneously and centrally manage them in your account.

Next, follow the integration steps:

Go to Menu > Channels (https://go.botmaker.com/#/integrations/channels) to access Slack configuration.

Note: This integration requires having a Slack account.

Clicking on Connect will start a tutorial that will guide you step-by-step to successfully complete the integration.

It's important to carefully read each step to achieve a correct connection. The steps will require a Slack account and creating a Slack application. Additionally, you need to modify its configuration to allow the bot to have access to send and receive messages.

Clicking on +Connect Slack will initiate the tutorial with the necessary steps to connect and integrate with Botmaker.

Step 1: Create an App in Slack API

Go to https://api.slack.com/apps and click on Create an App.

In the pop-up window, select the option From Scratch, as shown in the following image:

Enter a name for the application and select a workspace.

Next, click on Create App.

Step 2: Enable Webhooks

In the platform tutorial, click Next to proceed with the integration.

In your Slack menu on the left side of your screen, go to Features and select Incoming Webhooks.

Once there, toggle the switch to ON:

In the platform tutorial, click Next to move to the next step.

Step 3: Add Permissions

In your Slack menu on the left side of your screen, go to Features and select OAuth & Permissions.

Then go to Redirect URLs and click on Add New Redirect URL. Copy and paste this address as shown in the image.

Next, click Add and then Save URLs.

Once you've added the URL, go to Scopes. Click on the Add an OAuth Scope button and add these permissions under Bot Token Scopes:

• app_mentions:read
• chat:write
• im:history
• incoming-webhook

Next, under User Token Scopes, click on Add an OAuth Scope and add the permission Identity.basic.

In the platform tutorial, click on Next to proceed with the integration.

Step 4: Enable Events

In the Slack menu, go to Features again and select Event Subscriptions to allow events. Move the switch to the ON position. In Request URLs, paste the address shown in the tutorial, as depicted in the following image.

Next, subscribe the bot to the following events by clicking on the Add Bot User Event button:

• app_mention
• app_uninstalled
• message.channels
• message.im
• tokens_revoked

In the platform tutorial, click Next to proceed to the next step.

Step 5: Presence and Messages

In the Slack menu, go to Features and select App Home.

Under Your Apps Presence in Slack, you should see the following:

• Display Name (Bot name)
• Default Name

Further down, under Show Tabs, ensure the following message is checked:

"Allow users to send Slash commands and messages from the messages tab"

In the tutorial, click on Next to proceed to the final step.

Step 6: Integrate with Botmaker

To complete the Slack connection, go to Menu > Settings and select Basic Information.

Copy and paste the credentials into the tutorial:

When you click on the Connect Slack button, a screen will open where you need to select a channel. Choose any channel and click on Allow.

You will see the following screen indicating that the connection has been successful. Click on Finish.

Next, you will be able to view the integration with Slack and its details under Menu > Channels and Integrations > Channels.

Done! You have connected Slack with Botmaker for dynamic and effective communication with your clients and team.

Remember to visit our Help Center for more information.

Writen by: Botmaker Team

Updated: 07/01/2024