Overview

This manual is divided into several sections, each focusing on a specific aspect of the Slack-Kognitos integration.

Introduction

The integration of Slack with Kognitos offers a seamless and intuitive way to interact with Slack channels and users. This integration enables users to perform a variety of operations on Slack, including sending messages, reading messages, and managing attachments, all through the use of Kognitos’ natural language processing capabilities. This section provides an overview of the Slack-Kognitos integration and outlines the prerequisites for using Slack on Kognitos.

Prerequisites for Using Kognitos with Slack

Before you can start using Kognitos to interact with Slack, there are several prerequisites that need to be met:

  1. Kognitos Account: You need to have an active Kognitos account. If you do not have one, you can sign up for a Kognitos trial account to get started.
  2. Slack Account: You need to have an active Slack account. If you do not have one, you can sign up for a Slack account to get started.
  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.
  5. Basic Understanding of Slack Channels and Users: While Kognitos simplifies interactions, having a basic understanding of Slack channels and users will help you automate more effectively with Kognitos.

Once these prerequisites are met, you are ready to start leveraging the power of Kognitos to enhance your Slack experience, making it more accessible, efficient, and customizable.


Setting Up Slack Connection

Connecting to Slack

To interact with Slack using Kognitos, establishing a secure connection to your Slack workspace is the first critical step. This section outlines the credentials required for this connection and provides a detailed, step-by-step guide to connect successfully.

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.
  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 (Integration)

  1. Gather Credentials: Ensure you have all the required credentials

  2. Navigate to the Department tab of Kognitos and search for the Slack

  3. Click on + Book button on the right of the card


  4. 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.

Successful integration: Once the book has been learnt successfully, you are ready to perform various operations on Slack.


Working with Slack Messages

Interacting with Slack messages is a core functionality when integrating Slack with Kognitos. This section covers how to send messages, read messages, and manage attachments.

Sending Slack Messages

To send a message to a Slack channel or user, you need to specify the recipient and the message content.

Example 1:

send a slack message to "general" with
  the message is "Hello, world!"

This example demonstrates how to send a simple "Hello, world!" message to the "general" channel on Slack.

Example 2:

send a slack message to "john_doe" with
  the message is "Please review the attached document."
  the attachment is "s3://mybucket/documents/review.pdf"

This example shows how to send a message to a user named "john_doe" with a request to review a document. The document is attached via a link to an S3 bucket.

Reading Slack Messages

To read messages from a Slack channel or user, you can specify the source and optionally a time range.

Example 3:

read slack messages from "general"

This example illustrates how to read messages from the "general" channel on Slack without specifying a time range.

Example 4:

the before time is "2023-04-01T00:00:00Z"
the after time is "2023-03-01T00:00:00Z"
read slack messages from "john.doe"

In this example, the user requests to read messages from a user named "john.doe" that were sent within a specific time range, from March 1, 2023, to April 1, 2023.

By following these guidelines, you can effectively manage Slack messages in Kognitos, from sending and reading messages to managing attachments as needed.


Glossary of Terms

  • API (Application Programming Interface): A set of rules and protocols for building and interacting with software applications. Slack API allows external services like Kognitos to communicate with Slack to retrieve or modify data.
  • OAuth Token: A token used for authentication and authorization in OAuth-based systems. In Slack, it is used to authenticate API requests.
  • Slack Channel: A communication channel within a Slack workspace where team members can send messages and share files.
  • Slack User: An individual member of a Slack workspace.
  • Attachment: A file or link that is sent along with a Slack message.

By leveraging the capabilities of Kognitos, you can enhance your Slack experience, making it more accessible, efficient, and customizable.