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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
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How to get my workspace name
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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.
- ClickSync.
- 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.
Tip 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.
Do the following:
- 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.
- Next, add the MSPbots app to the channel in Slack.
- In the conversation bar of the channel where you want to send messages, type @ and select MSPbots.
- When the prompt Want to add this person instead? opens, click Add to Channel.
- 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.
- 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.
- /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:
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:
- Attendance commands
- In the conversation bar of the channel where you want to send messages, type @ and select MSPbots.
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