Skip to main content

Setting Up Slack Integration

Setting up UniLink Slack integration involves 5 steps.

  1. Create a slack app in the developer portal.
  2. Add necessary permissions for the slack app.
  3. Configure UniLink with the client ID and client Secret obtained from the slack app.
  4. Open UniLink UI, navigate to integrations, Slack and click connect.
  5. Voila! You should be receiving new conversations in the #customer-conversations channel in Slack.

Register a Slack app​

To use Slack Integration, you have to create a Slack app in the developer portal. You can find more details about creating Slack apps at the Slack developer portal.

Once you register your Slack App, you will have to obtain the Client Id and Client Secret. These values will be available in the app settings and will be required while setting up UniLink environment variables.

Configure the Slack app​

  1. Create a Slack app and add it to your development workspace.
  2. Obtain the Client Id and Client Secret for the app and configure it in your UniLink environment variables.
  3. Head over to the OAuth & permissions section under features tab.
  4. In the redirect URLs, Add your UniLink installation base URL.
  5. In the scopes section configure the given scopes for bot token scopes. commands,chat:write,channels:read,channels:manage,channels:join,groups:write,im:write,mpim:write,users:read,users:read.email,chat:write.customize,channels:history,groups:history,mpim:history,im:history
  6. In the user access token section subscribe to: files:read, files:write, remote_files:share
  7. Head over to the events subscriptions section under features tab.
  8. Enable events and configure the given request url {UniLink installation url}/api/v1/integrations/webhooks
  9. Subscribe to the following bot events message.channels , message.groups, message.im, message.mpim.
  10. Connect Slack integration on UniLink app and get productive.

Obtain the Client Id and Client Secret for the app and configure it in your UniLink environment variables.These values will be available under Settings > Basic Information.

SLACK_CLIENT_ID=
SLACK_CLIENT_SECRET=

Restart the UniLink server.

Note: Slack will only show up in the integrations section once you have configured these values and restarted the server.

Follow this guide to complete the Slack integration.

Testing your setup​

  1. Create a new conversation.
  2. Ensure that you are receiving the UniLink messages in the #customer-conversations channel. This channel will be created automatically by UniLink but users won't be automatically added. Use the browse all channels or cmd+k/ctrl+k shortcut to search and join this channel.
  3. Add a message to that thread and ensure that it is coming back on to UniLink.
  4. Add note: or private: in front of the Slack message to see if it is coming out as private notes.
  5. If your Slack member's email matches their email on UniLink, the messages will be associated with their UniLink user account.