Deploy to Slack
How to set up slack
Contact us for help setting up a bot for your enterprise and integrating it into your platform. Mentioned below are the instructions for the Slack Integration.
Terminology
Integrations - These are options on the Integration Page (specific whatsapp numbers, specific Slack Workspace channels) that a Copilot run/example can be connected to.
Personal Channels - These are private channels that the bot creates for each user in a channel it is connected to so they can converse privately with the bot.
Single Channel Members - This is a Slack feature that allows you to add members to your Slack workspace with limited permissions to one channel. Slack integration cannot create personal channels for these users as the Slack permissions forbid it.
Adding the Copilot Bot to a Slack Workspace
Once you have created a Copilot run/example, you can go to the Integration Tab (make sure your run/example id is in the url) and add your bot to WhatsApp, Slack, Facebook, any website with Landbot, and more.
First you select an example or run (by clicking 'Tweak' or hitting 'Submit' to save your current settings), then go to the integrations page and click "Add Your Slack Workspace".
This will take you to a page where you select the workspace (upper right corner) and which channel to import (bottom centre) as an integration option into Gooey.AI. Both public and private channels work, however your own active user has to be a member of the private channel for the integration to work if the channel is not public. Otherwise, you canโt grant the bot access rights to this channel.
Upon clicking โAllowโ, you should see a message confirming it was successful (you will be prompted to login to Gooey.AI first if you are not already logged in).
You can then go back to the integration page and after refreshing, the channel integration option should be visible:
Click "Connect" to connect your run or example (make sure a run or example is selected by verifying their respective ID is in the URL). Subsequently, your selected channel will receive the following confirmation message:

Send any message (text or audio) in this channel and the bot will respond in the relevant thread. The bot keeps track of a separate message history for each user (on a per-channel basis) to respond in context.
You can also chat with the bot with a separate (private) conversation history in the personal channel that it created with all members when connected (it'll create new personal channels for newly joining members as well):
You can always remove the bot or change its display configuration by choosing it in the App pane on the left in your Slack workspace (see next section for details):
To change the data your chatbot uses, any of its other functionality parameters, or the name it posts as in each channel, you need to go to the Gooey.AI website (see next sections for Slack specific details and refer to the other Copilot Guides for general settings).
Adding the Bot in Multiple Languages
Create a channel for each language in your Slack Workspace
Create a run for each language by setting the user language to the corresponding language code using the settings dropdown on the run tab:
Hit submit after selecting each language to save a run with this language setting.
Follow the steps in the previous section for adding the run to your Workspace on the channel you created for it.
The bot should send a confirmation message in the respective channels when added which will let you know that the language was correctly configured.
Configuring the Slack App/Bot
Change the App Name
This is the name that appears in the Slack Workspaceโs โAppsโ list and in the initial message of the Bot Integration.
1. Open the app details by right clicking the app in the Apps list on the left bar:
2. Click "Configuration":
3. Scroll down to "Bot User" and click "Edit":
4. You can now enter any name for the App which will appear in the Apps list just like the screenshot in step 1. The changes usually reflect immediately but sometimes may take a few hours till Slack updates their cache.
Change the Channel Specific Bot Name
This is the name the bot replies as in the specific channel it has been integrated to. By default it is the Workspace name and the channel name.
We can change this directly in our database upon request or you can follow the below instructions to change it yourself.
Log into Gooey.AI with the account that added the bot integration to your Slack workspace.
Go to the Copilot Recipe Integration Tab, find your integration and expand the โSlack Settingsโ by clicking on them:
Change the name and click โUpdateโ.
If you refresh the page, the name should have changed.
Change the read receipt message
Log in to Gooey.AI with the account that added the bot integration to your Slack workspace.
Go to the Copilot Recipe Integration Tab, find your integration and expand the โSlack Settingsโ by clicking on them:
Change the read receipt message and click โUpdateโ.
If you refresh the page, the receipt text should have changed.
Remove the Bot
In the left bar, find and right-click the app in the Apps list and select 'View app details':
Click "Configuration":
Scroll down to "Remove App" and click "Remove App":
Siri Integration
We have experimental Siri support through IOS shortcuts. This will allow you to chat back and forth with any Slack copilot integration verbally via Siri and import conversations into Slack for details.
Install Siri Integration
Install the Siri Shortcut by clicking the link on an iPhone (Mac and iPad are not tested).
Activate the Shortcut by clicking on it or by telling Siri โStart copilotโ verbally.
The first time, youโll need to give the shortcut multiple permissions (select โAlways allowโ on all these to not be prompted again). You will also need to login to your Slack Workspace which requires knowing its URL. This can be found by opening your Slack Workspace and clicking on its icon in the upper left corner. It should be right under the name (in this example it is โgooeyai.slack.comโ):
For convenience, you can now add the shortcut to the home screen, lock screen or (iPhone 15+) assign it to your action button. Activating with Siri directly will always work too.
Add to Home Screen
Open your โShortcutsโ app:
Identify the copilot shortcut (top left orange box in below screenshot):
Hold down on it to open the context menu:
Select โInformationโ (3rd option) from the context menu:
Top option will add the shortcut to the home screen.
Add to Lock Screen
Unlock your iPhone and tap and hold on to the lock screen to go into editing mode.
Tap the โCustomizeโ button and choose the โLock Screenโ option.
Tap on โAdd Widgetsโ and scroll down to pick Shortcuts.
Tap on the widget to add it to the lock screen. Tap the widget in the widget area to customize it.
Select the โCopilotโ shortcut.
Tap the cross button and then the โDoneโ button to save changes.
The shortcut will now show up on the lock screen and can be clicked.
Notes
The bot currently responds to Slack Audio, regular text messages and video messages.
The bot can respond with text, audio, and/or video if you select those options in the run settings. Check the other Copilot Guides.
Donโt try to reset your message history at this point. This is handled automatically by the chatbot logic. Resetting manually will result in all feedback being lost.
Changelog
v0.0.1 - 8/7/2023 PST
Basic add integration functionality on gooey.ai/copilot/integrations
Respond to text and audio
Custom name for each channel, can only be edited in db
Reply with text
Supports collecting feedback
v1.0.0 - 8/8/2023 PST
Works for private channels
The bot can send back audio and video messages
Adding the bot to a Slack workspace has been simplified (no need to @invite it if the user is a member of the channel already)
Reconnect to make the botname match the title of the run/example
Adding the bot again overwrites so deletion is fine
To use the new features, the App must be readded to Slack
v1.1.0 - 8/14/2023 PST
Added read receipts
The read receipt message can be configured on the integration page
v1.2.0 - 8/19/2023 PST [Actively Deployed]
Personal channels for private conversations (these have separate conversation histories and messages happen top level instead of in replies)
Easier channel specific name change
Better display name in integration page (includes channel and workspace)
Supports video messages
To use the new features, the App must be readded to Slack
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