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.
Slack integration currently does not support channels with single channel members, since personal channels canβt be created for these.
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:
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
For now the integration specific language can only be configured by us, so contact us and we'll get language support set up for your integration.
Create a channel for each language in your Slack Workspace
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 Workspaceβs βAppsβ 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":
Change the Channel Specific Bot Name
We can change this directly in our database upon request or you can follow the below instructions to change it yourself.
The change will take effect immediately on all new messages and won't affect past messages.
Log into Gooey.AI with the account that added the bot integration to your Slack workspace.
Change the name and click βUpdateβ.
If you refresh the page, the name should have changed.
Change the read receipt message
The change will take effect immediately on all new messages.
Log in to Gooey.AI with the account that added the bot integration to your Slack workspace.
Change the read receipt message and click βUpdateβ.
If you refresh the page, the receipt text should have changed.
Remove the Bot
Once youβve removed the copilot app from your workspace, if you ever want to add it or another copilot bot back, youβll need to click βAdd to Workspaceβ on the integrations page again even though the integration/channel seems to appear in the integrations list. Follow instructions here: Adding the Copilot Bot to a Slack Workspace.
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 βStart copilotβ verbally.
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
Top option will add the shortcut to the home screen.
Add to Lock Screen
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.
Donβt 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
Last updated