These are the instructions for adding a Slack search bot to your Axero site. There is a set of steps to complete, after which you will open a support case with Axero for the integration to be finalized. The bot will not be functional until after the information has been provided to Axero and the configuration has been confirmed by Axero team in your support case.
Please note that you will need to submit five pieces of information when submitting your request to Axero, so make sure to save the following information as you work through the process:
Creating the Bot App
Go to https://api.slack.com, hover Your apps, and click Manage your apps.
Click Create New App.
Click From scratch.
Enter the App Name, select the workspace, then click Create App.
From the Basic Information tab on the left-side navigation menu, scroll down to Display Information to give the bot an App name, Short description, and App icon.
On the left-side navigation menu, under Settings, select Socket Mode.
In Socket Mode page, click on the button to Enable Socket Mode.
It will ask us to create an app-level token. Enter the Token Name, and click Add Scope. Enter a Token Name, you can use any name you would like (e.g., BotToken).
Click Add Scope. We will add authorizations: read, app_configurations:write to the scope.
After adding the two scopes above, click Generate.
Copy this App-Level token, we will use it later, click Done.
Click App Home.
Scroll to Show Tabs and select Allow users to send Slash commands and messages from the messages tab. It will save automatically.
Click Event Subscriptions on the left-hand menu.
From the Event Subscriptions tab, enable events by clicking the toggle.
Click Subscribe to bot events to see its content.
Click Add Bot User Event.
Select app_mention and message_im and click Save Changes.
From the left-hand menu, select OAuth & Permissions.
From the OAuth & Permissions page, click Install to Workspace.
Click Allow.
Copy the Bot User OAuth Token; we will use it later.
Scroll down to Scopes, in Bot Token Scopes, click Add an OAuth Scope.
Add three scopes: channels:read, chat:write, chat:write.customize, then click reinstall your app in the yellow banner. Alternatively, if you do not see the yellow banner, you can reinstall the app by navigating to the Install App tab on the left-hand menu and clicking Reinstall to Workspace.
Select the Basic Information tab under Settings on the left-hand menu.
On the Basic Information page, scroll down to App Credentials and copy the Signing Secret. We will use it later.
Scroll down to App-Level Tokens and click the token name.
Copy the App-Level Token here, we will use it later.
Axero REST API token.
The user whose REST API key is used for the bot will be the search results that are presented to all users who message the bot. We recommend creating a "Searchbot User" on your site and giving that user access only to the Spaces and Content that you would like all users to see in search results when interacting with the bot.
Reference Create REST API Key if needed. Only users with a role that allows them to create a REST API Key will be able to do so, you may need to assign a role ot the Searchbot User so that you are able to generate a REST API key for that user.
To generate and view a user's REST API Key, navigate to the Control Panel > People > Manage People, find the User whose REST API Key you are looking for, click the gear icon next to their name, and select Preferences.
Scroll down to My REST API Key, click Create, and copy the API key. We will use it later.
Submitting the Slack Search Bot Request to Axero Technical Support
Create a new Axero Online support ticket by clicking here.
Please title your support ticket "<Company Name> Requesting Slack Search Bot" and provide the following information in the ticket:
Once Technical Support confirms that the bot has been configured, you will be able to use it on your site.
When initially using the bot, the first message may take 5-10 minutes to receive a response; future messages will not face the same delay.
Go to your channel, enter command, /invite @<botname>
After adding the bot to a channel, @mention the bot from within the channel, @<botname> <search term>
It will return up to five search results.
Alternatively, you can send direct messages to the bot without using the @ mention.
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