Install the chatbot in Slack and connect the workspace to your organization.
A Slack administrator must install and approve the Knowledge Base chatbot in the Slack workspace. After installation, a Knowledge Base in Acrobat administrator connects the workspace to the organization. Collection owners can then connect individual collections to Slack channels.
Before you begin
Make sure:
- A Slack administrator is available to install and approve the app.
- A Knowledge Base administrator is available to configure the organization integration.
- You have the installation link for the Knowledge Base Slack app.
Install the chatbot in Slack
A Slack administrator must complete this procedure.
Review the permissions requested by the app.
Approve the app for the Slack workspace.
Confirm that the Knowledge Base app appears in the workspace’s installed apps.
The labels and approval process can vary depending on the workspace’s app-management policies.
Verify the installation
Confirm that:
- The Knowledge Base chatbot appears in the Slack workspace.
- The Slack workspace appears in Chatbot App Integrations in Knowledge Base.
Installing the chatbot and connecting the workspace do not automatically make collections available in Slack. Each collection must be connected to a supported Slack channel separately.
How the setup works
The Slack chatbot setup has three stages:
- A Slack administrator installs and approves the chatbot in the workspace.
- A Knowledge Base administrator connects the workspace to the organization.
- A collection owner or authorized user connects a collection to a Slack channel.
After the collection is connected, channel members can invoke the chatbot and authenticate when required. Access to collection content remains subject to the collection’s permissions.
Best practices
- Confirm that you are installing the chatbot in the intended Slack workspace.
- Verify the workspace ID before creating the integration.
- Test the integration with one collection and channel before expanding access.
- Confirm that channel members have permission to access the connected collection.
Next steps
After connecting the workspace, connect a collection to your Slack channel.
Things to know
- Installing the chatbot and connecting the workspace are separate administrator tasks.
- Connecting a workspace does not automatically make every collection available in Slack.
- Collections are connected to Slack channels individually.
- Users may be prompted to sign in the first time they invoke the chatbot.
- Slack installation and approval options can vary according to workspace policies.
