๐Ÿ”—Setup Slack integration

How to Configure the Slack Integration

Adding the Toucan Toco bot to Slack:

This step does not require a specific role on the Slack workspace.

Creating the bot:

  1. Go to https://api.slack.com/apps?new_app=1 and select "From an app manifest" for your targeted Slack workspace.

  2. Copy and paste the following lines into the YAML manifest:

_metadata:
  major_version: 1
  minor_version: 1
display_information:
  name: Toucan Toco
  description: Access your compelling data story directly from Slack
  background_color: "#424040"
features:
  app_home:
    home_tab_enabled: false
    messages_tab_enabled: false
    messages_tab_read_only_enabled: true
  bot_user:
    display_name: Toucan Toco
    always_online: true
oauth_config:
  scopes:
    bot:
      - chat:write
      - files:write
      - channels:read 
      - groups:read 
      - mpim:read 
      - im:read 
settings:
  org_deploy_enabled: false
  socket_mode_enabled: false

Adding the Toucan logo: Once the bot is created, set up the logo for the bot by using the provided Toucan logo at the bottom of the Basic Information page.

Installing the bot to the Slack Workspace:

  1. Go to the OAuth & Permissions page.

  2. Click the green "Install to Workspace" button and accept the scopes to allow the bot to send messages.

  3. Copy the Bot User OAuth Token that has been created.

Giving access to a channel: The bot can only see and post messages in channels where it has been invited.

To invite the bot to a specific channel, go into the channel and type /invite @Toucan Toco.

Linking the Slack bot with the Toucan platform:

Hint

This step requires to be user role super-admin of the Toucan platform. If youโ€™re not a self-hosted customer, please contact the support team (help@toucantoco.com) in order to make this last step

  1. Go to the Toucan Settings page in the Admin Area and download the instance_settings.cson file.

  2. Open the file in any text editor and add the following line at the end of the file:

slack_token: "Paste the token you copied in the steps above"
  1. Save the file and upload it back to Toucan.

If you encounter any issues or need further assistance with this feature, please contact our support team at help@toucantoco.com, especially if you are not a self-hosted customer.

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