#
Slack
Slack is integrated in two ways:
- A Slack bot that will be talking to colleagues and new hires. (see
Slack bot ) - An app that will invite new people to the team on your behalve. (see
Creating accounts for Slack )
#
Slack bot
This is the bot that will ping your new hires and colleagues with things they have to do. This is needed if you want to use ChiefOnboarding in Slack. Since there is no centralized app, you will have to create an app in Slack yourself. The benefit of this is that you can use your own profile picture and name for the bot. There are two ways of create the Slack bot. Either do it automatically with the manifest (recommended). We built the manifest with everything that you need to get up and running quickly.
Use the manifest (recommended):
- Go to https://api.slack.com/apps and click on 'Create New App' (big green button, can't be missed). Click on "From an app manifest".
- Select the workspace where you want to install ChiefOnboarding.
- Copy and paste the manifest below in the little text box that you get to see (change
XXXXXXXXXXXXXXX
with your domain name. Example:demo.chiefonboarding.com
):
_metadata:
major_version: 1
minor_version: 1
display_information:
name: Onboardingbot
features:
bot_user:
display_name: Onboardingbot
always_online: true
oauth_config:
redirect_urls:
- https://XXXXXXXXXXXXXXX/api/integrations/slack
scopes:
bot:
- im:history
- im:read
- users:read
- users:read.email
- im:write
- chat:write
settings:
event_subscriptions:
request_url: https://XXXXXXXXXXXXXXX/api/slack/bot
bot_events:
- message.im
- team_join
interactivity:
is_enabled: true
request_url: https://XXXXXXXXXXXXXXX/api/slack/callback
org_deploy_enabled: false
socket_mode_enabled: false
token_rotation_enabled: false
- Review the permissions and then click on 'Create'.
- Scroll a bit on the new page and notice the
App credentials
part. You need the information there to fill in on the settings/integrations page in your ChiefOnboarding instance. - Fill in the details accordingly. The only thing you can't fill in is the 'Redirect URL'. This URL depends on your instances domain name. You will need to fill this in there:
https://YOURDOMAIN/api/integrations/slack
(again, change this url to match with your domain name!) - Submit the form. You will get back a Slack button. Click it and verify that you want to install your bot in your Slack team. (Try to say 'hello' to it)
If you used the manifest, then you can skip the manual part!
Manually:
- Go to https://api.slack.com/apps and click on 'Create New App' (big green button, can't be missed). Give it a fancy name and pick the Slack team you are in. Click on 'Submit'.
- To make the bot work, we need to enabled a few things in the newly created Slack bot.
- Go to "Interactivity & Shortcuts" and enable interactivity. Then add this
https://YOURDOMAIN/api/slack/callback
. - Go to "OAuth & Permissions". Enter
https://YOURDOMAIN/api/integrations/slack
as the 'Redirect URL'. And under "Bot scopes" enable:chat:write
,im:read
,im:write
,users:read
,users:read.email
. - Go to "Event Subscription" and enable it. Use
https://YOURDOMAIN/api/slack/bot
as the request url. Under 'Subscribe to bot events' addmessage.im
andteam_join
. - Go back to "Basic Info" and scroll a bit on the new page and notice the
App credentials
part. You need the information there to fill in on the settings/integrations page in your ChiefOnboarding instance. - Fill in the details accordingly. The only thing you can't fill in is the 'Redirect URL'. This URL depends on your instances domain name. You will need to fill this in there:
https://YOURDOMAIN/api/integrations/slack
. - Submit the form. You will get back a Slack button. Click it and verify that you want to install your bot in your Slack team. (Try to say 'hello' to it)
That's it!
#
Creating accounts for Slack
THIS FEATURE IS NOT SUPPORTED BY SLACK ANYMORE. See: https://stackoverflow.com/questions/30955818/slack-api-team-invitation