How to Set Up Slack in Skyone Studio

To configure Slack, you’ll need to be simultaneously logged into both Skyone Studio and Slack for Developers. Additionally, you must have a Slack workspace and an active channel.

Steps:

1. [ Step 01 ] Create an app in Slack

2. [ Step 02 ] Configure the app permissions

3. [ Step 03 ] Create the Bot User OAuth Token

4. [ Step 04 ] Enable interactivity

5. [ Step 05 ] Enable events

6. [ Step 06 ] Add the Slack account in Skyone Studio

7. [ Step 07 ] Enter the Studio URL in Slack

8. [ Step 08 ] Enable the Messages tab

9. [ Step 09 ] Confirm that the bot has been added to the Slack workspace

10. [ Step 10 ] Test your Slack integration

Step 1: Creating an App in Slack

1. On the "Your Apps" page, click "Create New App".

2. Select "From scratch".

1. Select the workspace where you will develop your app.

1. Click "Create App".

Once the app is created, the Basic Information page will be displayed. You will need this page and others under the Features section for configuration. Keep it open.

Step 2: Configure App Permissions

In Slack, permissions are called Scopes. These scopes define what your app can access or perform, such as reading mentions, sending messages, accessing files, and retrieving user information.

From the sidebar menu, go to OAuth & Permissions. In the Scopes section, click "Add an OAuth Scope" and add the following scopes:

• app_mentions:read

• channels:history

• chat:write

• files:read

• im:history

• im:read

• incoming-webhook

• users:read

• users:read.email

Step 3: Create the Bot User OAuth Token

1. Still under “OAuth & Permissions”, in the “OAuth Tokens” section, click "Install to Workspace".

1. Select the previously created channel where the app should post messages.

2. To finish, click "Allow".

3. Done! The Bot User OAuth Token has been created and will be used later.

Step 4: Enable Interactivity

1. From the sidebar menu, go to “Interactivity & Shortcuts”.

1. In the “Interactivity” section, enable the feature by toggling the switch.

Step 5: Enable Events

1. From the sidebar menu, go to "Event Subscriptions".

1. In the Enable Events section, toggle the switch to enable the feature.

2. On the same page, under the Subscribe to Bot Events section, click "Add Bot Use Event" and add the following events:

• app_mention

• message.channels

• message.im

1. Click "Save Changes".

Step 6: Add the Slack Account in Skyone Studio

To connect Slack to Skyone Studio, the steps are divided into three sections: Agent Flow, Account, and Users.

Follow the instructions below:

1. Access Skyone Studio.

2. Create or open the desired Agent Flow.

3. Click "Publish".

4. Select the "Slack" option.

5. Choose the agent flow you want to configure.

6. Click "Manage Accounts".

1. Click "Create Account".

1. In the modal that appears, fill in the following fields:

• Name: a name to identify the account

• Bot Token: go to the OAuth & Permissions page in Slack, find the OAuth Tokens section, copy the Bot User OAuth Token and paste it here.

• Signing Secret: go to the Basic Information page in Slack, copy the Signing Secret value and paste it here.

1. Click "Create" and close the modal.

2. Back on the previous screen in Studio: Select the account you just created.

3. In the Users and Groups section, click "Manage Users and Groups".

1. Click "Create User".

2. Fill in the following fields:

• Name

• Email

• Type: select Slack

• Email Settings: enable "Use same email" if the Slack email is the same as the one entered above. If not, enter the corresponding Slack email manually.

1. Click "Create" and close the modal.

2. The user will be displayed automatically and can also be manually added under "Select Users".

3. Finally, click "Save Publication".

4. A Webhook URL will be displayed. Copy this URL for use in the next configuration step.

Step 7: Insert the Studio URL in Slack

1. Go back to the Slack API.

2. In the sidebar menu, go to "Event Subscriptions."

3. Under the "Enable Events" section, paste the previously copied URL into the "Request URL" field.

1. Next, go to the "Interactivity & Shortcuts" page and paste the previously copied URL into the "Request URL" field.

1. Click "Save Changes" to finish.

Step 08: Enable the Messages Tab

1. In the Slack API sidebar menu, go to “App Home.”

2. In the “Show Tabs” section, enable the “Messages Tab” option.

3. Select the option “Allow users to send Slash commands and messages from the messages tab.”

Step 09: Confirm the Bot Was Added to the Slack Workspace

1. In the Slack chat, click “More actions” (the three dots located in the upper-right corner).

2. From the dropdown menu, click “Edit settings.”

1. Go to the “Integrations” tab.

2. Under “Apps,” check if the bot appears in this section. If it doesn’t, click “Add apps” to add it.

Step 10: Test Your Slack Integration

Find your channel and test the integration by typing a greeting message.