Slack

Make work life simpler, more pleasant and more productive. Slack is the AI-powered platform for work bringing all of your conversations, apps, and customers together in one place.

Your public Slack channels are represented as parameters in the configured metric source. By default, the Slack metric provider is able to automatically join these channels in order to read and ingest the messages for AI analysis by the XLAONE system. It can also read messages from private channels, but this requires manual subscription from the Slack user interface. This also applies when you've decided to disable the option to join public channels automatically. See Manually Joining Channels below for further details.

Preparation

Before you proceed, make sure to a valid bot (recommended) or user token token allowing access to your Slack environment. The following steps describe how.

1

Go to the Slack API Portal

Visit: https://api.slack.com/apps

2

Create a New App

• Click Create New App.

• Choose From scratch. This shows the following:

• Enter:

  • App Name: XLAONE Integration

  • Workspace: (where the app will be installed).

• Click Create App.

3

Add Bot Functionality

• In the app settings, go to OAuth & Permissions.

• Under Scopes, scroll to Bot Token Scopes and add the following permissions: channels:history channels:join channels:manage channels:read groups:history groups:read team:read users.profile:read users:read

4

Install the App to Your Workspace

• Still under OAuth & Permissions, click Install App to Workspace.

• Authorize the app when prompted.

5

Get the Bot Token

• After installation, you'll see a Bot User OAuth Token (starts with xoxb-).

• Copy and securely store this token as it's needed to authenticate with Slack in the Configuration steps below.

Configuration

In these steps we create and configure the metric source for Slack.

1

Follow the basic configuration steps and make sure to select the Slack from Salesforce metric provider.

2

The metric source configuration screen requires the following information:

Field	Description
Token	A valid bot (recommended) or user token allowing access to your Slack environment. See Preparation for further details.
Join public channels automatically	Indicates if the metric provider must automatically join public Slack channels when you're binding metric source parameters to your experiences.

Copy the bot token from your Slack environment (as described under Preparation) in the Token field. It's recommended to leave the Join public channels automatically checked. See Automatically Joining Public Channels below for further details.

3

Press the Connect button to test the connection. If successful, proceed to the next step. If not, review the error and verify that the token was correctly entered.

4

Press the Manage Parameters button to verify that your public channels are correctly retrieved from Slack.

5

Press OK to close the dialog. You are now all setup and can bind the Slack parameters to your experiences.

Joining Channels

Joining a channel is required in order to be able to read the messages for further analysis.

Automatically Joining Public Channels

By default, the Slack metric provider can automatically join your public channels. This is useful because in this case the public channels are then immediately available as parameters. When a parameter is bound to a published experience, the XLAONE system will periodically ingest the messages on the associated channel. You can change the default behavior by unchecking the Join public channels automatically checkbox in the configuration of the metric source. In this case public channels must be manually joined using the Slack frontend.

Manually Joining Channels

If you don't want to join public channels automatically, or in the case you also want to ingest messages from private channels, you must manually join these channels in order for them to become available in the Manage Parameters or Select Parameter screens. To manually join a channel following these steps:

1

Launch Slack.

2

Select your channel of choice.

3

Invite the bot created under Preparation to the channel by typing:

/invite @XLAONE Integration