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On this page
  • Overview
  • Prerequisites
  • Required Credentials
  • Learning the Slack Book
  • Example Slack Automation

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Slack

Overview

The Slack Book integrates with Slack, allowing you to automate messaging and collaboration within your workflows. Using natural language, you can send messages, manage channels, and interact with Slack users, streamlining communication and enhancing team productivity.

Prerequisites

  1. Kognitos Account: You need to have an active Kognitos account.

  2. Slack Account: You need to have an active Slack account.

  3. Slack Workspace: Ensure that you have access to a Slack workspace where you can perform operations.

  4. API Access: Ensure that your Slack account has API access enabled. API access is required for Kognitos to communicate with Slack. You can create a Slack app and obtain the necessary tokens from the Slack API dashboard.

Required Credentials

To connect to Slack, you will need the following credentials:

  1. Slack Workspace URL: The base URL of your Slack workspace. This URL is unique to your organization and can be found in the address bar when you are logged into Slack. For example:

    your-workspace-name.slack.com
  2. OAuth Token: The OAuth token for your Slack app. This token is used to authenticate API requests to Slack. You can obtain this token by creating a Slack app and enabling the necessary scopes.

Learning the Slack Book

To use the Slack Book, you must first learn it in your agent.

  1. Navigate to Books.

  2. Search for Slack.

  3. Click on + Book.

  1. Add in the credentials when you are prompted.

Note: In case you see Test and Production credentials separately you can add both. If you don't have two sets of credentials you can use the same credentials in both.

Once you have successfully learned the book, you are ready to perform various operations on Slack.

Example Slack Automation

connect slack via some api keys with
  the token is "xoxb-1234567890123-9876543210987-ABCDEfghijklMNOpqrstUVWX"
retrieve a channel from slack with
  the channel name is "salesforce-test"
the message is the meetingResult
send the message to the channel

Last updated 15 days ago

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