Slack

Setting up the Slack Integration

Our Slack integration enables powerful context search and meeting summary features by connecting your workspace to our platform. This guide will walk you through the setup process.

Features

  • Context Search: The integration indexes public channels to enhance our search capabilities, helping your team find the right information when they need it.

  • Meeting Summaries: Automatically publish meeting summaries to a designated Slack channel, keeping your team informed.

Configuration Steps

  1. Create a Slack App

  1. Configure Bot Permissions

  • Navigate to "OAuth & Permissions" in your Slack app settings

  • Under "Bot Token Scopes", add the following permissions:

    channels:history
    channels:join
    channels:read
    chat:write
    metadata.message:read
    users:read
    users:read.email
  1. Install to Workspace

  • In the "OAuth & Permissions" section, locate the "OAuth Tokens" section

  • Click the "Install to (your workspace)" to add the app to your workspace

  1. Get the Bot Token

  • In the same area, you should now see the "Bot User OAuth Token"

  • Copy this token for the next step

  1. Enable the Integration

  1. Specify indexing channels (optional)

  • In the same area, you can add a list of channels that will be indexed into context search.

  • For private channels, you'll need to invite the Convictional bot to each channel you want to index.

  • Important: Once indexed, channel content becomes visible to all Convictional users in your organization through context search.

  1. Specify a meetings channel (optional)

  • Add a channel where meeting summaries will be published. If no channel is specified, Slack meeting publishing is disabled.

Security Note

The Bot User OAuth Token provides access to your Slack workspace. Keep it secure and never share it publicly.

Need Help?

If you encounter any issues during setup, reach out to our support team and we'll be happy to help.

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