HELP > GETTING STARTED
Configuring your Slack integration in Sora
1. Create a new Slack App
You'll need to log in to your Slack account to create your app. By creating the app yourself you'll be able to control the name, logo, and feel of the interaction. This is your opportunity to customize the name of your slack bot, this will be the name seen by your employees when Sora sends them messages, so feel free to get creative.
Go to https://api.slack.com/apps and click the Create New App button.
Give the app a name. The name of the app will be the name of the bot that messages employees. We named ours "People team"
Then select your company workspace from the dropdown and click Create App
2. Give it an icon
We'll get into some nitty-gritty in a second, but first, let's just make the bot look good by giving it an App icon. But take note, Slack requires that the image is a square!
3. Set Bot Token Scopes
Next, give your app the necessary permissions. In the side bar, under Features, click OAuth & Permissions. Now scroll until you see the Bots Token Scopes section. Add the following scopes for your bot from the dropdown selector to send direct messages and messages to channels.
If you like Sora to be able to create new channels, also add the channels:manage scope.
4. Install your bot to your Slack
Now look at the sidebar under Settings and click Install App. And then click the green Install App to Workplace button.
On the installation page, select the Slack channel you would like the bot to post to and click Allow.
You should now be on the Installed App Settings page.
The Bot User OAuth Access Token will be your Auth Key in Sora.
And the Webhook URL will be your Webhook Key.
5. Add Auth Key to Sora
Now navigate to the Slack integrations screen in Sora on Employee management, add your Auth Key and Webhook Key.
Then switch the toggle to Active and click Save.
You now have your very own Slack bot integrated with Sora!
6. Add your bot to Slack channels
If your bot will be posting to channels, you'll need to invite it to the channels in Slack.
7. Reach out to your Sora representative
For custom slack messages, reach out to your Sora account rep and let us know the slack integration is complete. We will turn on the Slack message integration type in your workflow management, allowing you to create a Slack message task in your workflows.