Slack Service Integration Setup

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

What's in this article:

Prerequisites

Before you start, ensure that you have a Slack account and a Slack workspace.

How to get my workspace name

Follow these steps to get your Slack workspace name:

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

Navigate to Integrations in the MSPbots app.
Search for Slack and click it to open the connection settings.
Click Sync.
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.
Follow the prompts to log in to your Slack workspace. For example, use your email to sign in to your MSPbots workspace.
Next, check for the code sent to your email and enter it in the boxes.
Click Allow when asked to give the MSPbots app permission to access the MSPbots Slack workspace.
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.
You should see MSPbots on the list of downloaded apps.

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

How to send messages to Slack

You can send messages directly to Slack chats right after the MSPbots App is installed in Slack's Apps. To start sending messages, configure the Alert bot block and add MSPbots to the Slack channel to start sending messages to Slack.

Prerequisites

Before sending commands like in, out, etc. on Slack, you need to clone the bots related to Slack commands first. Go to Bots in MSPbots, search for Slack in the Template Bots tab, and clone each of the following 11 bots into My Bots. Please refer to How to clone a bot.

Tech Stats Reviewer - Slack
SlackCommand help
SlackCommand break
SlackCommand wfh
SlackCommand lunch
SlackCommand out
SlackCommand in
SlackCommand onsite
SlackCommand back
SlackCommand reject
SlackCommand nt
How to clone a bot:
1. Click on the bot you want to clone.
2. When the Tips popup appears, click Yes.
3. On the Clone page, configure the name, roles(The admin must be checked, and you can also select the roles that can see/access this bot based on your needs, such as user.), tags, description for the cloned bot.
4. Click Save. The cloned bot will inherit the original bot's switches, configuration conditions, etc. If there are no specific requirements, you do not need to make any additional configurations.

Do the following

Configure the Alert bot block in MSPbots to send messages to Slack. For instructions on setting up the Alert bot block, refer to the section Define the Alert Script in the article How to Create a Bot.
Next, add the MSPbots app to the channel in Slack.
1. In the conversation bar of the channel where you want to send messages, type @ and select MSPbots.
2. When the prompt Want to add this person instead? opens, click Add to Channel.
3. A message that says "MSPbots joined" means you can start sending messages to this channel in MSPbots.
  - Currently, Attendance, help and nt commands are supported. Please note that when entering a command, you must prefix it with /. For example, /in, /help.
    - Attendance commands
      - /in - Updates your status to in and records the start time of your work in the database.
      - /break - Updates your status to break and records the start time of your break.
      - /lunch - Updates your status to lunch and records the start time of your lunch break.
      - /onsite - Updates your status to onsite and records the time you are working at the client's location.
      - /back - Updates your status to in and records the time when you switch back from the break or lunch status to working status.
      - /out - Updates your status to out and records the end time of your work.
      - /wfh - Updates your status to wfh and records the start time of your remote work at a location such as your home.
    - Other commands
      - /help - Entering the command /help gets the ticket's description and company details. This can help you quickly understand the content of the work order, reduce the time required to resolve issues, and improve work efficiency. It will return a message like the following:
        Clicking the Next tickets button on this message returns the next ticket information, while clicking the Reject this ticket button brings up the Reject Ticket pop-up window where you must provide the reason for rejection.
      - /nt - Entering the /nt command returns the next ticket in your PSA that is in the highest priority and its details.
        If commands are not displayed in the conversation list when you entering / before the command, or if you see the following message, please follow the instructions below:
        Go to Settings > User Management on the MSPbots navigation bar.
        Find the user on the User Management list and click the corresponding Edit button under the Action column.
        In the Edit window, scroll down to the THIRD-PARTY PLATFORM MAPPING section and check if the user's name is selected under Slack User Mapping. If it is not selected, select it and click Confirm. If it is already selected, wait for the data synchronization to complete. This may take around ten minutes. after which you can start using commands in the Slack chat dialog.