> ## Documentation Index
> Fetch the complete documentation index at: https://docs.squared.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack

## Usecase

<CardGroup cols={2}>
  <Card title="Sales and Support Alerts" icon="bell">
    Notify sales or customer support teams about significant customer events,
    like contract renewals or support tickets, directly in Slack.
  </Card>

  <Card title="Collaborative Data Analysis" icon="magnifying-glass-chart">
    Share real-time insights and reports in Slack channels to foster
    collaborative analysis and decision-making among teams. This is particularly
    useful for remote and distributed teams
  </Card>

  <Card title="Operational Efficiency" icon="triangle-exclamation">
    Integrate Slack with operational systems to streamline operations. For
    instance, sending real-time alerts about system downtimes, performance
    bottlenecks, or successful deployments to relevant engineering or operations
    Slack channels.
  </Card>

  <Card title="Event-Driven Marketing" icon="bullseye">
    Trigger marketing actions based on customer behavior. For example, if a
    customer action indicates high engagement, a notification can be sent to the
    marketing team to follow up with personalized content or offers.
  </Card>
</CardGroup>

## Slack Connector Configuration and Credential Retrieval Guide

### Prerequisite Requirements

To access Slack through AI Squared, you must authenticate using an API Token. This authentication can be obtained through a Slack App. However, if you already possess one, it remains valid for use with this integration.
Given that AI Squared operates as a reverse ETL platform, requiring write access to perform its functions, we recommend creating a restricted API key that permits write access specifically for AI Squared's use.
This strategy enables you to maintain control over the extent of actions AI Squared can execute within your Slack environment, ensuring security and compliance with your data governance policies.

<Tip>Link to view your [Slack Apps](https://api.slack.com/apps).</Tip>

### Destination Setup

<AccordionGroup>
  <Accordion title="Create Bot App" icon="robot">
    To facilitate the integration of your Slack destination connector with AI Squared, please follow the detailed steps below:

    <Steps>
      <Step title="Create New App">
        Initiate the process by selecting the "Create New App" option.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707307305/Multiwoven/connectors/slack/create-app.png" />
        </Frame>
      </Step>

      <Step title="From scratch">
        You will be required to create a Bot app from the ground up. To do this, select the "from scratch" option.
      </Step>

      <Step title="App Name & Workspace">
        Proceed by entering your desired App Name and selecting a workspace where the app will be deployed.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707307572/Multiwoven/connectors/slack/scratch.png" />
        </Frame>
      </Step>

      <Step title="Add features and functionality">
        Navigate to the **Add features and functionality** menu and select **Bots** to add this capability to your app.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707308671/Multiwoven/connectors/slack/bots.png" />
        </Frame>
      </Step>

      <Step title="OAuth & Permissions">
        Within the menu on the side labeled as **Features** column, locate and click on **OAuth & Permissions**.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707308830/Multiwoven/connectors/slack/oauth.png" />
        </Frame>
      </Step>

      <Step title="Add scope">
        In the "OAuth & Permissions" section, add the scope **chat:write** to define the permissions for your app.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707310851/Multiwoven/connectors/slack/write.png" />
        </Frame>
      </Step>

      <Step title="Install Bot">
        To finalize the Bot installation, click on "Install to workspace" found in the "OAuth Tokens for Your Workspace" section.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707311271/Multiwoven/connectors/slack/install.png" />
        </Frame>
      </Step>

      <Step title="Save Permissions">
        Upon successful installation, a Bot User OAuth Token will be generated.
        It is crucial to copy this token as it is required for the configuration of the Slack destination connector within AI Squared.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707311787/Multiwoven/connectors/slack/token.png" />
        </Frame>
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Obtain Channel ID" icon="key">
    <Steps>
      <Step title="View Channel Details">
        Additionally, acquiring the Channel ID is essential for configuring the Slack destination.
        This ID can be retrieved by right-clicking on the channel intended for message dispatch through the newly created bot.
        From the context menu, select **View channel details**

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707312009/Multiwoven/connectors/slack/channel-selection.png" />
        </Frame>
      </Step>

      <Step title="Copy Channel ID">
        Locate and copy the Channel ID, which is displayed at the lower left corner of the tab.

        <Frame>
          <img src="https://res.cloudinary.com/dspflukeu/image/upload/v1707312154/Multiwoven/connectors/slack/channel-id.png" />
        </Frame>
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>