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Integrar EKB con Slack lleva chat inteligente y consciente del contexto directamente a su espacio de trabajo, permitiendo a los equipos interactuar con su agente de IA sin salir de Slack. Esta guía lo guía a través de la instalación de la aplicación de EKB en Slack, la configuración de permisos y la configuración de un canal para una comunicación fluida con su agente de IA.
Cada proyecto de EKB solo puede vincularse a una sola aplicación de Slack. Necesitará crear una nueva aplicación de Slack para cada proyecto adicional de EKB que desee conectar.

Requisitos Previos

  • Usted tiene:
    • el project id de su Proyecto a la mano
    • un conjunto de API Key + Secret para configurar la aplicación de EKB en Slack

Instalar y Configurar la Aplicación de EKB en Slack

  1. Vaya a Slack API Apps. Es posible que necesite iniciar sesión en su espacio de trabajo de Slack.
  2. Haga clic en Create an App.
  3. Seleccione From scratch.
  4. Ingrese el App Name (por ejemplo, “EKB Chatbot”).
  5. Seleccione el Development Slack Workspace donde desea instalar la aplicación.
  6. Haga clic en Create App.
  7. En la sección Basic Information, anote los siguientes valores: App ID, Client ID, Client Secret, Signing Secret, and Verfication Token. You will need these to configure the app in step 11 below.
  8. In the left sidebar, click on OAuth & Permissions:
    a. Click Add Redirect URL and enter the following URL:
    https://ai-api.automationanywhere.com/slack/oauth
    
    b. Click Add and then Save URLs. c. Under Scopes, add the following Bot Token Scopes:
    • app_mentions:read – to allow the bot to read messages where it is mentioned in conversations the app is in.
    • channels:history – to allow the bot to view messages and other content in public channels that the app is a member of.
    • channels:manage – to allow the bot to manage channels, including creating, archiving, and renaming channels.
    • channels:read – to allow the bot to view basic information about public channels in a workspace.
    • chat:write – to allow the bot to send messages as the app.
    • commands – to allow the bot to add slash commands that users can invoke.
    • groups:read – to allow the bot to view basic information about private channels that the app is a member of.
    • im:history – to allow the bot to view messages and other content in direct messages that the app is a member of.
    • im:write – to allow the bot to send direct messages as the app.
    • users.profile:read – to allow the bot to view user profiles.
    • users:read – to allow the bot to view people in a workspace.
    • users:read.email – to allow the bot to view users emails.
  9. Click App Home in the left sidebar. Under Show Tabs, ensure Messages Tab is enabled, as well as the checkbox below it.
  10. In the left side bar, click Slash Commands:
    a. Click Create New Command. b. In the Command field, enter /setup.
    c. In the Request URL field, enter:
    https://ai-api.automationanywhere.com/slack/events
    
    d. In the Short Description field, enter something like “Channel Setup”.
    e. Optionally, you can add a longer description in the Usage Hint field.
    f. Click Save.
  11. Complete the following API endpoint URL, with the values gathered in step 7:
    https://ai-api.automationanywhere.com/slack/custom_install/{client_id}/{client_secret}/{signing_secret}/{verification_token}
    
    Replace {client_id}, {client_secret}, {signing_secret}, and {verification_token} with the values from your Slack app found in the Basic Information section.
  12. Open the completed URL in a new browser. This will redirect you to a page with an Add to Slack button. Click this button to install the app in your workspace.
  13. You will be redirected to a page requesting permission to access your workspace. Click Allow to grant the necessary permissions.
  14. You should see a confirmation message indicating that the installation was successful, and you’ll be redirected to your Slack workspace.
  15. Navigate to Event Permissions from the sidebar and do the following:
    a. Toggle Enable Events.
    b. In the Request URL field, enter:
    https://ai-api.automationanywhere.com/slack/events
    
    d. Next, go to Subscribe to Bot Events underneath.
    e. Click Add Bot User Event and add these two events: app_mention and message.im.
    f. Click Save Changes.
  16. Navigate to Interactivity & Shortcuts from the sidebar and do the following:
    a. Toggle Interactivity.
    b. In the Request URL field, enter:
    https://ai-api.automationanywhere.com/slack/events
    
    c. Click Save Changes.
  17. Go to your Slack workspace, and you should see the EKB app in the list of apps on the left sidebar.
¡La aplicación se instaló exitosamente en su espacio de trabajo de Slack! El siguiente paso es ejecutar el comando de configuración para configurar un canal para EKB.

Configurar un Canal para la Aplicación de EKB

Para configurar un canal para EKB, necesita ejecutar el comando /setup en el canal deseado. Este comando configurará el canal para funcionar con EKB.
  1. Open your Slack workspace and navigate to the channel where you want to set up EKB.
  2. In the message input box, type /setup and press Enter.
  3. A pop-up will appear, prompting you to enter the following information:
    • Channel – Select the channel you want to set up for EKB.\
      If you want to use the app in direct messages, select your own user name.
    • Project ID: Enter your EKB Project ID.
    • API Key: Enter your EKB API Key.
    • API Secret: Enter your EKB API Secret.
  4. Click Submit to complete the setup process. The app will validate the information and configure the channel.
  5. If the setup is successful, you will see a confirmation message in the channel indicating that EKB has been set up successfully.
    ¡EKB ahora está configurado en su canal seleccionado! Puede comenzar a interactuar con el bot mencionándolo en los mensajes o usando los comandos de barra.