Slack
Connect Slack to let your agent answer in channels and DMs, and to receive notifications about escalations and events. Covers the bot token, scopes, and the Events API.
View as MarkdownThe Slack integration brings Bookbag into your team's Slack. There are two complementary use cases: your agent answering questions inside Slack, and Bookbag notifying Slack when something happens (like an escalation).
Answering in Slack
Connecting Slack as a channel lets the agent reply in DMs, in channels it's invited to, and on @-mentions. You provide a Bot User OAuth token and register Bookbag's inbound URL with the Slack Events API; Slack's URL-verification handshake is answered automatically.
| You provide | Used for |
|---|---|
| Bot User OAuth token | Sending replies via Slack's chat.postMessage. |
| Events API request URL | Delivering inbound messages to Bookbag. |
| Default channel (optional) | Where to post when no originating channel applies. |
Grant chat:write for replies, and subscribe to message.channels, message.im, and app_mention events so the agent hears DMs, channel messages, and mentions.
Notifications to Slack
You can also use Slack purely as a destination for events — for example, post a message when a lead is captured or a conversation escalates. Pair an outbound webhook with a Slack incoming webhook, or route through Zapier for no-code notifications.
Connect Slack
- 1Create and install a Slack appAt api.slack.com/apps, create an app, add a bot user with the scopes above, and install it to your workspace to get the bot token.
- 2Connect in BookbagOn the agent's Deploy tab, open the Slack card and paste the bot token.
- 3Register the Events API URLSet your app's Event Subscriptions request URL to the Slack inbound webhook shown on the channel card; Bookbag answers the verification automatically.