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Slack Service Integration Setup

Updated

To connect MSPbots to Slack, sign in to Slack using your workspace name and permit MSPbots to access your workspace.

 

Prerequisites 

Before starting, ensurethat you have a Slack account and a Slack workspace. 

How to get my workspace name

Follow these steps to get your Slack workspace name: 

  1. Log in to Slack.
  2. Click your workspace on top of the sidebar and select your workspace profile from the dropdown. This will show your workspace details. 

    image select your slack workspace
  3. When the Edit workspace details window opens, go to the URL field and copy your workspace name from the given URL. For example, if the URL is https://your-workplace.slack.com, copy your-workplace and use it for logging in to Slack. 

How to set up my integration with Slack 

Do the following steps to connect Slack to MSPbots: 

  1. Navigate to Integrations in the MSPbots app.

    image navigate to integrations
  2. Search for Slack and click it to open the connection settings. 

    image Slack integration with MSPbots
  3. Click Sync.

    image sync Slack with MSPbots
  4. Enter your Slack workspace name and click Continue. For instructions on how to get your Slack workspace name, go to the section How to get my Slack workspace name. 

    image sign in slack workspace
  5. Follow the prompts to log in to your Slack workspace. For example, use your email to sign in to your MSPbots workspace.

    image sign in slack mspbots
  6. Next, check for the code sent to your email and enter it in the boxes.

    image enter slack code
  7. Click Allow when asked to give the MSPbots app permission to access the MSPbots Slack workspace.

    image allow access to workspace

  8. A redirect success window opens and shows that MSPbots has successfully connected to the MSPbots Slack workspace.


     

    The MSPbots app is automatically installed in Slack when a successful connection is established. To verify the installation, log in to Slack and navigate to More > Apps. 

    image slack apps

    You should see MSPbots on the list of downloaded apps. 

    image MSPbots installed in Slack 

    You can also check the navigation links on the sidebar. MSPbots should appear under Apps.
     
    image MSPbots in Slack

How to send messages to Slack

You can send messages directly to Slack chats after the MSPbots App is installed in Slack's Apps. To start sending messages, configure MSPbots to start sending messages to Slack. Refer to How to Send Messages to Slack Chat for the steps.

 

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