BookbagBookbag

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.

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The 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 provideUsed for
Bot User OAuth tokenSending replies via Slack's chat.postMessage.
Events API request URLDelivering inbound messages to Bookbag.
Default channel (optional)Where to post when no originating channel applies.
Recommended bot scopes

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

  1. 1
    Create and install a Slack app
    At 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.
  2. 2
    Connect in Bookbag
    On the agent's Deploy tab, open the Slack card and paste the bot token.
  3. 3
    Register the Events API URL
    Set your app's Event Subscriptions request URL to the Slack inbound webhook shown on the channel card; Bookbag answers the verification automatically.

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