Convictional Product Guides

Slack ​

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

Features ​

  • Search: Index public channels to enhance search and answer, 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. Visit https://api.slack.com/apps
    2. Create a new app for Convictional in your workspace
  2. Configure Bot Permissions
    1. Navigate to "OAuth & Permissions" in your Slack app settings
    2. 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
    1. In the "OAuth & Permissions" section, locate the "OAuth Tokens" section
    2. Click the "Install to (your workspace)" to add the app to your workspace
  2. Get the Bot Token
    1. In the same area, you should now see the "Bot User OAuth Token"
    2. Copy this token for the next step
  3. Enable the Integration
    1. Go to your Organization Settings
    2. Paste the Bot User OAuth Token into the integration settings
  4. Specify indexing channels
    1. In the same area, you can add a list of channels that will be indexed into context search.
    2. For private channels, you'll need to invite the Convictional bot to each channel you want to index.
    3. Important: Once indexed, channel content becomes visible to all Convictional users in your organization through context search.
  5. Specify a meetings channel (optional)
    1. 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.

Frequency Note ​

The Slack integration indexes content from Slack every two hours. This means that it may take up to an hour for content to be available in context search.

Need Help? ​

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