How to integrate Slack into Botmaker?

This article will show you how to integrate Slack into the Botmaker platform to use its features in workspaces.

Estimated Reading Time: 06 minutes

What is the feature about?

Slack is a communication platform that makes it possible to organize information by channel according to the project you are working on. The integration into the Botmaker platform is native and will allow you to interact with the bot to automate responses and have real-time conversations. You will also be able to communicate with people in your team and perform the following actions:

  • Provide support, and internal assistance. Answer your team´s 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 to your account.

View the step-by-step integration below:

In Menu>Channels (https://go.botmaker.com/#/integrations/channels), access the Slack settings.

Note : This integration requires a Slack account.

1

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

It is important that you carefully read each step to achieve a successful connection. The steps will require a Slack account and creating a Slack application. You must also modify your settings to be able to connect to the bot and give it access to send and receive messages.

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Clicking +Connect Slack will launch the tutorial with the steps required to connect and integrate with Botmaker.

Step 1: Create an App in Slack Api

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

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

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Add a name to the application and select a workspace.

Next, click on Create App.

Step 2: Activate webhooks

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

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

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Once there, slide the switch to the ON position:

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

Step 3: Add permissions

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

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

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Then, click Add and click Save URLs.

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Once the URL is added, go to Scopes. Click the Add an OAuth Scope button and add these permissions in Bot Token Scopes:

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

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

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

Step 4: Allow events

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In the Slack menu, go back to Features and select Event Subscriptions to enable events. To do this, move the switch to the ON position. In Request URLs , paste the address shown in the tutorial, as illustrated in the following image.

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

  • app_mention
  • app_uninstalled
  • message.channels
  • message.im
  • tokens_revoked 17

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

Step 5: Presence and messages

18

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

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

  • Display Name(Bot name)
  • Default Name

Below, under Show Tabs, you should leave the following message checked:

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

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In the tutorial, click on Next to move on to the last step.

Step 6: Integrate Botmaker

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To finish the connection in Slack, go to Menu>Settings and select Basic information.

Copy and paste the credentials in the tutorial:

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By clicking on the Connect Slack button , a screen will open and you will be prompted to select a channel. Select any channel and click Allow.

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

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Next, you can view the Slack integration and its details in Menu>Channels and Integrations>Channels.

26 You are all set! You have connected Slack with Botmaker for dynamic and effective communication with your customers and your team.

Remember to visit our Help Center for further information.

Written by: Botmaker Team

Updated: 5/23/2022

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Tags

Channel integration
Creating a bot