> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack integration

> Learn how to connect AI Helpdesk to your Slack workspace. Both Standard Bot and Custom Bot connection methods are supported.

When you connect AI Helpdesk to Slack, users can send inquiries to the AI bot from Slack channels and direct messages.

## Supported connection methods

Slack integration supports two connection methods. Choose the one that fits your deployment requirements.

| Method           | Description                                                                                 | When to use                                                                                                              |
| ---------------- | ------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Standard Bot** | Connect via OAuth using the official Slack app provided by Admina                           | Fastest path to onboarding / you do not want to manage a Slack app yourself                                              |
| **Custom Bot**   | Create your own Slack app and connect by entering a Bot User OAuth Token and Signing Secret | You want to manage the app's permissions and branding yourself / your organization restricts installation of public apps |

<Note>
  The conversational experience (channel mentions, threaded replies, DMs) is identical for both methods.
</Note>

## Prerequisites

<Info>
  * You must have the **Admin** role in AI Helpdesk.
  * You must have admin permissions in the Slack workspace (permission to install apps).
  * For **Custom Bot**, you also need permission to create apps in [Slack API (Your Apps)](https://api.slack.com/apps).
</Info>

## Connect with Standard Bot

The standard method that connects the official Slack app from Admina using OAuth.

<Steps>
  <Step title="Open integration settings">
    Select **Settings** from the left navigation and open the **Integrations** tab.
    In the **Messaging** section, click **Add connection** and choose **Slack — Standard Bot**.

    {/* TODO(image): ![Screenshot: Settings > Integrations > Select Slack](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Authenticate with Slack">
    You are redirected to Slack's OAuth authorization page.
    Sign in to Slack and select the workspace you want to connect.

    {/* TODO(image): ![Screenshot: Slack OAuth authorization page](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Review bot permissions">
    Review the permissions requested by the AI Helpdesk Slack app and click **Allow**.

    The main permissions requested are as follows.

    | Permission                        | Purpose                                      |
    | --------------------------------- | -------------------------------------------- |
    | `channels:read` / `groups:read`   | Read channel information                     |
    | `chat:write`                      | Send messages                                |
    | `im:read` / `im:write`            | Read and write direct messages               |
    | `users:read` / `users:read.email` | Retrieve user info and match email addresses |
    | `app_mentions:read`               | Detect mentions of the bot                   |
  </Step>

  <Step title="Confirm successful connection">
    After successful authorization, you are returned to the AI Helpdesk integrations page, and the connected workspace appears in the **Messaging** section.

    <Note>
      You can connect multiple Slack workspaces to a single organization.
      Repeat these steps for each additional workspace.
    </Note>

    {/* TODO(image): ![Screenshot: Connected workspace card](/images/ai-helpdesk/placeholder.png) */}
  </Step>
</Steps>

## Connect with Custom Bot

This method connects by creating your own Slack app and entering its **Bot User OAuth Token** (shown as "Bot Token" on the form) and **Signing Secret** into AI Helpdesk.

### Required information

| Item                     | Where to obtain                                |
| ------------------------ | ---------------------------------------------- |
| **Bot User OAuth Token** | **OAuth & Permissions** page of your Slack App |
| **Signing Secret**       | **Basic Information** page of your Slack App   |

<Steps>
  <Step title="Open integration settings and choose Custom Bot">
    In the **Settings > Integrations > Messaging** section of AI Helpdesk, click **Add connection** and choose **Slack — Custom Bot**.

    A form appears for entering the Bot User OAuth Token and Signing Secret. You will gather these values in the following steps.

    {/* TODO(image): ![Screenshot: Slack - Custom Bot form](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Create a new Slack app">
    Go to [Slack API (Your Apps)](https://api.slack.com/apps) and click **Create New App**.

    Then select the workspace where you want to install the app.
  </Step>

  <Step title="Configure the app with the provided manifest">
    Paste the following manifest into the **From a manifest** editor, review the configuration on the confirmation screen, and submit.

    ```yaml theme={null}
    display_information:
      name: Admina AIヘルプデスク
      description: AI-powered assistant with memory and knowledge management
      background_color: "#4A154B"
    features:
      app_home:
        home_tab_enabled: true
        messages_tab_enabled: true
        messages_tab_read_only_enabled: false
      bot_user:
        display_name: Admina AIヘルプデスク
        always_online: true
    oauth_config:
      redirect_urls:
        - https://assist.i.moneyforward.com/web/auth/callback/slack
        - https://assist.i.moneyforward.com/web/slack/oauth/callback
      scopes:
        bot:
          - app_mentions:read
          - channels:history
          - channels:read
          - chat:write
          - chat:write.public
          - files:read
          - groups:history
          - groups:read
          - im:history
          - im:read
          - im:write
          - mpim:history
          - mpim:read
          - team:read
          - users:read
          - users:read.email
      pkce_enabled: false
    settings:
      event_subscriptions:
        request_url: https://assist.i.moneyforward.com/chat/slack
        bot_events:
          - app_home_opened
          - app_mention
          - member_joined_channel
          - message.channels
          - message.groups
          - message.im
      interactivity:
        is_enabled: true
        request_url: https://assist.i.moneyforward.com/chat/slack
      org_deploy_enabled: false
      socket_mode_enabled: false
      token_rotation_enabled: false
      is_mcp_enabled: false
    ```

    {/* TODO(image): ![Screenshot: Slack App manifest editor](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Copy the Signing Secret">
    Open **Basic Information** in your Slack App.
    Copy the **Signing Secret** from the **App Credentials** section.

    {/* TODO(image): ![Screenshot: Slack App Basic Information](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Copy the Bot User OAuth Token">
    Open the **OAuth & Permissions** page and click **Install to Workspace** in the **OAuth Tokens** section.

    Once the OAuth flow completes, a **Bot User OAuth Token** (starting with `xoxb-`) is issued. Copy the value.

    {/* TODO(image): ![Screenshot: Slack App OAuth & Permissions](/images/ai-helpdesk/placeholder.png) */}
  </Step>

  <Step title="Submit the form in AI Helpdesk">
    Return to the form from Step 1 and enter the values:

    * **Bot User OAuth Token**: the token starting with `xoxb-`
    * **Signing Secret**: the value from Basic Information

    Then click **Connect**.
    If the credentials are valid, the connected card appears in the **Messaging** section.

    {/* TODO(image): ![Screenshot: Custom Bot connected](/images/ai-helpdesk/placeholder.png) */}
  </Step>
</Steps>

## Using the bot

After connecting, the bot is added to your Slack workspace.

* **Standard Bot**: the default display name is **Admina AI Helpdesk** (you can rename it — see the Tip below).
* **Custom Bot**: the display name is whatever you configured when creating your Slack app.

<Tip>
  The display name of the Standard Bot can be changed per workspace. Open the **Admina AI Helpdesk** app in Slack, then go to **About** > **Settings** and edit **Bot user name**.
</Tip>

### Ask questions via direct message

Send a question to the bot in a direct message to receive an AI response.

### Mention the bot in a channel

Mention the bot in a channel to receive an AI response in a thread.
Continue replying within the thread to keep the same session going.

<Tip>
  Whether DM inquiries are enabled can be controlled under **Settings > Admin > System settings > DM enabled**.
</Tip>

## Disconnect a Slack workspace

<Steps>
  <Step title="Open integration settings">
    Open the **Messaging** section under **Settings > Integrations**.
  </Step>

  <Step title="Disconnect">
    Click the trash icon on the card for the workspace to disconnect.
    Click **Disconnect** in the confirmation dialog.

    <Warning>
      Disconnecting stops accepting new inquiries from that workspace.
    </Warning>
  </Step>
</Steps>

## Troubleshooting

**"Access denied" during OAuth authorization (Standard Bot)**

Third-party app installation may be restricted in your Slack workspace.
Contact your Slack workspace admin and ask them to grant app installation permissions.
If granting permission is difficult, consider connecting via **Custom Bot** instead.

**"Invalid credentials" (Custom Bot)**

* Verify that the Bot User OAuth Token starts with `xoxb-`.
* Verify that the Signing Secret contains no extra whitespace or line breaks.
* Confirm that the Slack App is correctly installed in the workspace.

**The bot is connected but not responding**

Check that you are mentioning the bot in a channel it has been added to.
To add the bot to a channel, run `/invite @<bot-name>` in that channel. For **Standard Bot**, the default name is `@Admina AI Helpdesk`. If you renamed it, or if you are using **Custom Bot**, use the name configured for your app in the workspace.

## Related pages

* [Microsoft Teams integration](/en/ai-helpdesk/integrations/teams)
* [LINE WORKS integration](/en/ai-helpdesk/integrations/line-works)
* [Google Chat integration](/en/ai-helpdesk/integrations/google-chat)
