Slack Integration

Contents

• What can you do with a Dado-Slack integration?
• What data is exchanged between Dado and Slack?
  • Permissions requested by Dado
• How to set up the Slack Integration
  • 1. Set up the integration in Dado
  • 2. Confirm the integration in Slack
  • 3. Grant the Dado Bot access to the relevant channels
• Customizing the Dado bot's appearance in Slack

What can you do with a Dado <> Slack integration?

The Dado <> Slack integration allows you to:

• Send messages, tasks and reminders to employees via Slack
• Let employees complete certain tasks directly in Slack
• Add employees to existing channels
• Create new public and private channels and invite employees

What data is exchanged between Dado and Slack?

Dado connects to Slack via a Dado app in the Slack app store. When you add this app to your Slack workspace, a Dado bot joins your workspace, through which Dado accesses Slack.

Slack data that is accessible to Dado

• A full list of public channels, including channel name, members, topic and description
• A full list of private channels that the Dado bot is a member of, including channel name, members, topic and description
  • private channels where the Dado bot is not a member are not visible
• A full list of users in this Slack workspace, including their name and display name, team, timezone, permissions level (eg are they the workspace owner) and email address

Dado data that is accessible to Slack

• the full content of any task or message that you have set to send via Slack
• the response to any Dado sub-task that is completed via Slack (eg data input by a user into an 'Answer question' sub-task)

Permissions requested by Dado

• users:read
• users:read.email
  • Used to identify users within Dado with users in your workspace
• channels:read
  • Allow users to pick from a list of channels to have Dado invite users to
• channels:manage
  • Allow Dado to create new public channels
• groups:read
  • Allow Dado to create new private channels
• chat:write
  • Allow Dado to write messages to public channels it has been invited to
• Im:write
  • Allow Dado to write direct messages to users
• groups:write
  • Allow Dado to write messages in private channels it has been invited to

How to set up the Slack Integration

Do not install the Dado app from the Slack marketplace. Instead, follow the steps below.

1. Set up the Integration in Dado

• Log in to Dado as an Admin and navigate to Settings > Integrations
• You'll see a list of integration options. Select Slack and click "Set up Integration".
• You’ll be taken to the Slack website. If you are logged in to multiple workspaces, choose the correct one from the dropdown in the top right before proceeding.
  • If you don't have admin permissions for your Slack workspace, you might need to request authorization from a Slack admin to install Dado.
  • After the admin has granted you permission, you'll receive a message telling you to install Dado from the Slack App Directory.  Don't install Dado from the Slack App Directory.
  • Instead, after receiving the authorization, log in to Dado and repeat the installation starting with step 2.

• You will be asked to allow Dado to connect to your Slack, as in the screenshot below. Dado needs these permission rights to send messages and tasks to your company's employees. Press Allow to proceed.

  

2. Confirm the integration in Slack

• Open your Slack app. Once Dado has successfully connected to Slack, the Dado Bot will send you a message asking you to confirm the connection

• Select the correct Dado account from the dropdown (you will most likely only have one option), and click Confirm.

• Slack will display a message to let you know set up is complete

  

• If an error occurs when you click the 'Confirm' button in this Slack message, it's likely because too much time has expired since it was sent.
  • To resolve this issue, you'll need to restart this integration process from Step 2.
• If any other issues occur, contact help@dadohr.com

3. Grant the Dado Bot access to the relevant channels

There are 2 ways to grant this access:

Option 1: Type directly into the message field

• In the channel, type "/invite @dado" directly into the message field. Hit send or the enter key.
• You'll get confirmation that Dado has been added to the private channel. 
• Repeat for all channels used in your Dado Experiences.

Option 2: Use the 'add app' option in the channel settings

• In the channel, click the name of the channel. This will open a new window.

  

• Go to the Integrations tab of this window and click on "add an app"

  

• Search for Dado, and click the "Add" button next to the Dado app in the search results

  

• You'll now be returned to the channel, and see a success message:

  

Customizing the Dado bot's appearance in Slack

It is not currently possible to customize the logo of the Dado bot in Slack.

To change the name of the Dado bot do the following:

• In the left-hand column of your Slack app, right click on the Dado bot. In the menu that appears, select 'App details'

  

• Your Slack app will now load details about the Dado Bot. Click the 'Configuration' button.

  • If you do not have sufficient permissions in your Slack Organization, you will not see the Configuration button. If this happens, please share these instructions with a Slack Admin and ask them to rename the Bot for you.

    

• Clicking the Configuration button will open a web page with details about the Dado Bot. Scroll down on this page until you see the section 'Bot User'. Clicking 'Edit' in this section will enable you to rename the bot.