How to Set Up Slack in Skyone Studio

This documentation describes the complete process for configuring the Slack integration in Skyone Studio.

The goal is to enable agent flows created in Skyone Studio to communicate directly with Slack channels and users.

It is intended for administrators and developers responsible for configuring integrations and managing flows in Skyone Studio.

Benefits:

• Enables direct communication between Skyone Studio and Slack.

• Automates responses and interactions in channels or private messages.

• Centralizes support flows and notifications in a single location.

• Simplifies user and permission management.

Key Terms (Glossary)

• Slack API: Interface that allows creating and configuring apps for integration.

• Bot User OAuth Token: Authentication token that allows the bot to interact in Slack.

• Signing Secret: Security key used to validate communications.

• Scopes: Permissions assigned to an app in Slack.

• Webhook URL: Address used by Slack to send events to Studio.

Configuration Steps

To configure Slack, you will need to work simultaneously in Skyone Studio and Slack for Developers. In addition, you must have a Slack workspace and a channel.

Steps:

1. [ Step 01 ] Create an app in Slack: Foundation of the integration and credential generation.

2. [ Step 02 ] Configure the app permissions: Define the required scopes.

3. [ Step 03 ] Create the Bot User OAuth Token: Token to authenticate in Studio.

4. [ Step 04 ] Enable interactivity: Allows Slack to send responses.

5. [ Step 05 ] Enable events: Sends mentions and messages to Studio.

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

7. [ Step 07 ] Enter the Studio URL in Slack: To receive events.

8. [ Step 08 ] Enable the Messages tab: Activate the messages tab so users can interact directly with the bot in Slack.

9. [ Step 09 ] Confirm that the bot has been added to the Slack workspace: Verify its presence in the workspace.

10. [ Step 10 ] Test your Slack integration: Send a message to confirm the integration is working correctl

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.

1. From the sidebar menu, go to OAuth & Permissions.

2. 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”.

2. 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.”

2. In the displayed modal, 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.

Demonstration Video

To make the process easier to understand, watch the video below for a practical demonstration of all the steps covered in this documentation. The video shows each screen, click, and configuration required to complete the Slack integration with Skyone Studio.

FAQ – Slack Configuration in Skyone Studio