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Slack Integration

Important: Note that Checkbox's Slack integration is only available through the Matter Management and AI Agent products. For more information please reach out to your customer success manager.

Matter Management

Slack Integration with Matter Management offers several key benefits that streamline communication and workflow management for teams. It improves team collaboration, reduces manual work, and helps ensure that workflows are efficient, transparent, and effective. Let's take a look on how to set it up.

  1. Navigate to the Admin panel located under "Your name" > "Account Settings"
  2. On the left hand side, click on "Integrations.

AI Agent

Checkbox's Slack integration allows you to leverage AI to answer end user's questions, or triage to existing Checkbox Apps through the Slack messaging interface.

Note: Each Slack thread corresponds to a conversation in the AI Agent.

  1. (Pre-requisite) Create, or navigate to, your AI Agent.
  2. On the left hand side, click on "Integrations.
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Set Up (MM & AIA)

  1. On Slack Apps page create a new app. Select "from app manifest".create-an-app-modal.png
  2. Select the workspace you want to publish your app to.
    SCR-20230714-hnj.png
  3. In Checkbox, copy your App Manifest.
  4. In Slack's app setup and paste in your copied App Manifest. Click "Next".SCR-20230714-hoe.png
  5. On Slack App details page, go to Features > Event Subscriptions and verify the event link. Save the changes. 69565e88-9d72-4831-aaf4-fbd40c3df960.png
  6. Next, on the left side, go to Features > OAuth & Permission and click on Install to Workspace button.
  7. Follow the prompt to authorize the app > copy the generated Bot User OAuth Token and paste it in Checkbox's Slack Integration Bot User OAuth Token field2ae48239-82eb-45e9-91b6-2c02a9c9b123.png

  8. Next, in Slack, go to Settings > Basic Information and scroll down to the App Credentials section and copy the Verification Token. Paste it in the Checkbox Slack Integration App Verification Token field

  9. If applicable, go to `Settings > Basic Information` and copy the Client ID and Client Secret into Checkbox
  10. Next, in Slack, go to Features > App Home > scroll down until Show Tabs section > make sure the checkbox is ticked 841a1e67-893e-4fca-a0c9-577e4404dd7a.png

  11. In Checkbox's Slack Integration side bar > click Save to save the tokens

  12. Open up your Slack app. On the left, click "Add App" and search for the name of your Slack App.Add that App to your Slack workspace.
  13. You've now enabled Slack integration! You may now message with this App directly in the messages section.