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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: 

Table of Contents

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

How to get my workspace name
Anchor
getyourworkspace
getyourworkspace

...

Follow these steps to get your Slack workspace name: 

  1. Log in

...

  1. 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 workspaceImage Added
  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. 
    Image Added

How to set up

...

my integration with Slack 

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Do the following steps to connect Slack to MSPbots: 

  1. Navigate to Integrations on in the MSPbots app.
    image navigate to integrations
  2. Search for Slack and click it to open the connection settings. 
    Image Removedimage Slack integration with MSPbotsImage Added
  3. ClickSync.
    image sync SlackImage Removedimage sync Slack with MSPbotsImage Added
  4. Enter your Slack workspace name in Slack and click Continue. For instructions on how to get your Slack workspace name, go to the section How to Get Your Workspace Nameget 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. Once promptedNext, enter check for the code sent to your email and enter it in the boxes.
    image enter slack code
  7. When asked for Click Allow when asked to give the MSPbots app permission to access the MSPbots Slack workspace, click Allow.
    Image Removedimage allow access to workspaceImage Added
  8. A redirect success page is displayed indicating window opens and shows that MSPbots has successfully connected to the MSPbots Slack workspace you wanted to connect to.
     
    Tip
    When successfully connected to Slack, the

    The MSPbots app

    will be

    is automatically installed in Slack

    's Apps.
  9. Log in to Slack.
  10. Navigate

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

    in Slack

    . 

    Image Removed

    image slack appsImage Added

    You

    'll

    should see

    the MSPbots app already downloaded automatically.
    Image Removed
    • If your navigation bar includes an Apps option, you can easily locate the MSPbots app by navigating directly to the Apps section.
      Image Removed
    You can set up the Alert bot block to send messages to Slack chats or Slack channels. Please refer to How to Create a Bot#4.Definethebotalertscript.
    Image Removed
  11. When MSPbots App is automatically installed in Slack's Apps, you can directly send messages to Slack chats.
  12. If you want to send messages to a Slack channel, you'll first need to add MSPbots App to the channel in Slack.
    Please refer to the following steps: 

    MSPbots on the list of downloaded apps.
    image MSPbots installed in SlackImage Added 

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

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
    Image Added
  • Anchor
    How to clone a bot
    How to clone a bot
    How to clone a bot:
    1. Click on the bot you want to clone.
    2. When the Tips popup appears, click Yes.
      Image Added
    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.
      Image Added
    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

  1. Configure theAlert 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
    image alert bot block with Slack optionsImage Added

  2. 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
    1.  and select MSPbots
    APP
    1. .
    Image Removed
    1. image MSPbots in Slack channel.Image Added 
    2. When the prompt Want to add this person instead
    pops up
    1. ? opens, click Add to Channel.
    Image RemovedOnce the channel displays MSPbots joined, you can then send
    1. image add to channelImage Added 
    2. A message that says "MSPbots joined" means you can start sending messages to this channel in MSPbots. 

    Image Removed

...

Follow these steps to get the workspace name for logging in to Slack: 

    1. image MSPbots joinedImage Added

      • 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.
            Image Added
        • 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: 
            image command help messageImage Added
            • 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. 
              image reject ticket pop-upImage Added
          • /nt - Entering the /nt command returns the next ticket in your PSA that is in the highest priority and its details.
            Info

            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:
            image slack chat messageImage Added

            1. Go to Settings > User Management on the MSPbots navigation bar.
            2. Find the user on the User Management list and click the corresponding Edit button under the Action column.
            3. 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. 
              image Slack user mappingImage Added
             
  1. Log in to Slack.
  2. Click your workspace on top of the sidebar and select your workspace profile from the dropdown to show your workspace details.
    image select your slack workspaceImage Removed
  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. 
    image workspace URLImage Removed

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