Slack

Overview

This integration is dedicated to importing Conversations and Conversation Messages from your Slack Workspace into Birdie. Below are key details about what we need to set up the integration and how conversations are imported.

Requirements

Access Tokens

The Slack API uses industry-standard OAuth 2.0 protocol for authentication and authorization, and in order to generate the credentials, your company's targeted Slack Workspace must have an App added to it, with a Bot configured.

Using a Slack Bot for Authentication

Due to Slack’s new rate limit policies, each client must now create their own Slack App (Bot) to connect their workspace with Birdie. This ensures proper authentication and helps avoid shared limits across different workspaces.

Setup in Slack

Create a Slack App

1

Create the App in Slack

• Access https://api.slack.com/apps using an admin account in your Slack workspace.

• Click “Create New App” → “From scratch”.

• Choose a name for the app (e.g. Birdie App) and select your Slack workspace.

• Click Create App.

Configure OAuth & Permissions

1

Open OAuth & Permissions

• In the left sidebar of your Slack App settings, go to “OAuth & Permissions”.

2

Add Bot Token Scopes

Under Scopes, add the following Bot Token Scopes:

• channels:history

• channels:read

• groups:history

• groups:read

• metadata.message:read

Install the App to Your Workspace and Get its Access Token

1

Install the App

• In your Slack App settings, go to OAuth & Permissions.

• Scroll down to the section “OAuth Tokens for Your Workspace”.

• Click the Install to [Your Workspace Name] button.

• Slack will ask you to review the requested permissions: click Allow to confirm.

2

Get the OAuth Access Token

• Once the installation is complete, Slack will automatically generate an OAuth Access Token for your app.

• You’ll find it in the same section under “OAuth Tokens for Your Workspace”.

Important: Please copy and share this Access Token securely with Birdie’s integration team. This token allows Birdie to connect to your workspace and import conversation data.

Add the Bot to Desired Channels

1

Invite the Bot to a Channel

• Open Slack and navigate to the desired channel.

• Use the /invite command in the channel to add the bot:

/invite @Birdie Bot

• For private channels, you need to be an admin or have the required permissions to invite the bot.

2

Bot Access

The bot will now have access to interact with the channel and retrieve messages if its permissions allow.

Connect to Birdie

After you’ve created your Slack App, configured scopes, installed it to your workspace, and securely shared the OAuth Access Token with Birdie, the Birdie team will configure the connector and confirm once the integration is active.

Data in scope

Once enabled, the Slack connector imports conversations and messages from the channels where the Birdie bot is installed and invited, subject to the scopes you configured, so they can be analyzed alongside your other feedback sources.