Overview

The Slack integration enables Chezie to automate member management within Slack, send messages to Slack channels, and track engagement metrics (reactions, messages, and comments) for Employee Resource Groups (ERGs). This integration requires OAuth authentication and specific permissions to interact with Slack channels.

Setup instructions

Setup instructions:

How to Connect Our Slack Integration (Feb 2025)

1. Authorize Slack for your Company workspace

1. From admin view, click Settings

   Note: if you don’t have admin access, email jesse@chezie.co or support@chezie.co and we will upgrade you.

2. Click Integrations

3. Scroll down to find the Slack integration, click Connect Slack

4. Authorize the Chezie application for your company’s Slack workspace.

   NOTE: Our Slack application ahsn’t been verified by the Slack marketplace because we have fewer than 10 customers using it (Slack has this as a requirement). As soon as we have our tenth customer using it, we’ll submit it for verification.

5. When you return to Chezie, scroll down to confirm that the Slack integration is connected (this may take a few seconds)

2. Add Chezie app to Private channels

1. Go to your Group’s Slack channel

2. Click the menu icon to access the Settings popup

   

3. Click the Integrations tab

   

4. Click Add an app

   

5. Find the Chezie app and add it to your Channel

   

6. Confirm that the app has been added to the channel

   

7. Repeat steps 1-6 for all of the private channels

3. Map Slack Channels

1. Click the ERG Program Settings tab

2. Scroll down to find the Slack section

3. Click Refresh channels

4. Wait for all of the Slack channels to load (this will take a few minutes)

5. Click the multi-select input and select all of the Slack channels that your company’s Groups use

6. Click the Map Channels button

7. Map each group to its respective Slack channel

👏 That’s it!

IT Details

Features

1. Notifications:

   • Group admins are notified about new joiners.

   • New joiners receive a welcome message via Slack.

2. Track membership in Chezie: Admins can use Chezie to compare membership in Slack to Chezie membership.

3. Capture channel engagement data: Admins can track the # of messages, # of reactions, and comments sent in their Group’s Slack channel. (coming soon).

Authentication Method

• OAuth 2.0 is used for authenticating the Slack integration.

  • Slack OAuth 2.0 Documentation

Required Permissions and Scopes

For the Slack integration to function properly, the following permissions (scopes) are required:

1. Send messages:

   • Scopes: chat:write, channels:join

   • Used for sending messages and ensuring the bot can join the necessary channels.

2. Gather engagement data:

   • Scopes: channels:read, reactions:read, conversations.history

   • Used for retrieving data on engagement metrics like reactions and messages.

API Endpoints

The following Slack API endpoints will be used to perform the required actions:

1. Conversation API: Used for managing conversations, including adding members to channels and retrieving messages.

2. Chat API: Used for sending messages to channels.

3. OAuth API: Handles authentication and permissions.

Event Triggers

The following events trigger actions in the Slack integration:

1. Auto-add new member: Triggered when a new member joins an ERG.

2. Send message: Triggered by scheduled messages or when communication needs to be sent via Slack.

3. Track engagement: Triggered when data needs to be collected on Slack interactions (reactions, messages, comments).

Engagement Tracking and Data Syncing

Engagement tracking can be performed by either of the following methods:

1. Webhooks: Real-time updates on conversations and reactions.

2. Conversation History API: Pulls engagement data based on periodic calls to the Slack API.

The data sync method will depend on the specific use case requirements.

User Role Requirements

Only Slack admins can install and manage this integration. Members do not have sufficient permissions to set up the integration.

Integration Limitations

1. The integration supports both public and private channels as long as the bot or user has been added to the channel.

2. The integration cannot be used with the free Slack plan due to its app and integration limits.

Troubleshooting

Common issues and their fixes:

• Permissions denied: Ensure the correct scopes have been granted during the OAuth process.

• Error sending messages: Verify the bot has been added to the channel and has the necessary chat:write scope.