Setting up Slack as a Source

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Access Required

You'll need your Slack credentials in order to authorize access with Guru.

If you want to set up your permissions in Guru you will not need to be an Admin in Slack.

If you want to inherit your team's permissions from Slack you'll need to be an Admin in Slack.

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Note

Setting up Slack as a Source is different from connecting Guru to answer questions in Slack. You would do this under the Manage > Knowledge Agents in Slack.

Use these directions to connect Slack to source information to then answer questions.

Setting Up Slack as a Source

1. Navigate to Manage > Sources.
2. Select Slack from the icon menu.
3. If you've already enabled the Guru integration, you'll see your Slack workspace listed. If you have not yet connected Guru and Slack, you can authorize this by choosing I want to connect a different Slack workspace.
4. Next you'll need to connect Guru to specific channels in Slack. Invite the Guru app to channels you want to use as a source. In Slack, click the channel name and select the Integrations tab followed by Add apps. Hit the refresh button below to update the channel list.
5. Next, choose who will have access to this Slack channel as a source in Guru. If you want to set up permissions to content in Guru, specify which Guru Groups should have access to the content once synced. Otherwise, if you choose "inherit permissions" - Knowledge Agents will respect the permissions from the source application.
   1. If you want to set up your permissions in Guru you will not need to be an Admin in Slack.
   2. If you want to inherit your team's permissions from Slack you'll need to be an Admin in Slack.
6. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
7. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
8. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

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Note

Objects synced into Guru: All content within selected channels—including bot messages, except for Guru bot messages.