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Slack Integrations

Neo Agent integrates seamlessly with Slack to send workflow notifications, respond to mentions, and keep your team informed about ticket updates and system events.

Setup Required

Slack requires a custom app to be created and configured in your workspace. This ensures proper security and functionality.

Creating Neo Agent App​

  1. Go to Slack API
  2. In the top right, click on Your Apps
  3. Click on Create New App

Creating a new Slack app

Create from Scratch​

  1. Select Create from scratch

Create from scratch option

  1. Define the app name as "Neo Agent" and select your workspace

App name and workspace selection

Configure Bot Permissions​

Navigate to the OAuth & Permissions page and add the following bot token scopes:

  • app_mentions:read - Allows Neo to respond when mentioned
  • channels:history - Enables reading channel messages
  • chat:write - Permits sending messages
  • im:history - Allows reading direct messages
  • users:read - Enables user information access

Bot token scopes configuration

Set Up Event Subscriptions​

  1. Navigate to the Event Subscriptions page
  2. Input the request URL as: 
    https://fcneoagent.azurewebsites.net/slack/events?code=J4xmDDSM2linFeEq_jd8YlOlSal-schnMqhyB0yFEXwpAzFunhH_wQ==
  3. Subscribe to message.channels and message.groups events

Event subscriptions setup

Install to Workspace​

  1. Navigate back to OAuth & Permissions
  2. Click on Install to workspace
  3. Neo Agent will now appear in your Slack workspace under Apps

Provide App Credentials​

After installation, you'll need to share two pieces of information with your Neo Agent administrator:

  1. Bot User OAuth Token - Found on the 'OAuth & Permissions' page
  2. App ID - Found on the 'Basic Information' page

Send both credentials to your Neo Agent administrator to complete the system configuration.

Setting Up Neo Agent in Channels​

Add to Channel​

  1. Navigate to the Neo Agent app in Slack

Neo Agent app in Slack

  1. Add Neo Agent to your desired channel

Adding Neo Agent to channel

Test the Integration​

Send a simple "Hello" message to Neo Agent to verify it's working correctly:

Testing Neo Agent

Configuring Slack Channels for Notifications​

Find Channel Information​

To set up channel notifications, you'll need the channel ID:

  1. Right-click on the desired Slack channel
  2. Select Copy link
  3. The channel ID is the last part of the URL (e.g., C1234567890)

Ensure Bot Access​

Make sure Neo Agent has access to post in the channel:

  1. Type /invite @Neo Agent in the channel
  2. Verify the bot has permission to post messages

Configure in Neo Dashboard​

  1. Use the copied channel ID in the Notify Internal Team action
  2. Select Slack as the notification channel
  3. Enter the channel ID in the slack_channel_id field at Neo Dashboard

Supported Features​

Individual User Notifications​

Send direct messages to specific team members for urgent updates or personal notifications.

Channel Notifications​

Post messages to designated channels to keep teams informed about workflow progress and ticket updates.

Threaded Conversations​

Neo Agent automatically organizes related messages using Slack's threading feature to prevent channel clutter.

Markdown Support​

All Neo Agent messages support automatic conversion from markdown to Slack's native formatting.

Interactive Mentions​

Team members are properly mentioned in notifications with working @ mentions.

App Mentions​

Neo Agent can respond to direct mentions in channels, allowing for interactive communication.

Message Threading

Neo Agent automatically uses message threading in Slack to keep related notifications organized and prevent channel clutter.

Channel Access Required

Make sure to add Neo Agent to any channels where you want to receive notifications. The bot must be a member of the channel to post messages.