Slack Bot Setup

Who This Is For

Slack is for teams that want agent messages in an existing channel, DM, or workspace app. You need a Bot Token and an App Token.

New to bots? Start with the "Bots And IM Agent Relay" section in Detailed Configuration to understand the overall flow and the Forward agent messages and Handoff modes, then come back here for a single platform.

The Fields You'll Use

Name in the Slack dashboard	CCR field	Looks like	When you need it
Bot User OAuth Token	Bot Token	xoxb-...	Required — lets the bot send and receive
App-Level Token	App Token	xapp-...	Lets Socket Mode establish the connection

Step 1: Create The Slack App

1. Open Slack API Apps.
2. Click Create New App.
3. Choose From scratch.
4. Name it, e.g. CCR.
5. Pick the Slack workspace to connect.
6. Click Create App.

Step 2: Turn On Socket Mode

1. Open Socket Mode on the left.
2. Enable Socket Mode.
3. When prompted for an App-Level Token, create one.
4. Name it anything, e.g. ccr-socket.
5. Choose the connections:write scope.
6. Copy the xapp-... App-Level Token for CCR's App Token.

Step 3: Add Bot Scopes And Install

1. Open OAuth & Permissions.
2. Find Bot Token Scopes under Scopes.
3. Add at least: app_mentions:read, channels:history, channels:read, chat:write, im:history, im:read, im:write.
4. Add files:read and files:write to send/receive files.
5. Add groups:history and groups:read for private channels.
6. Click Install to Workspace at the top and authorize.
7. Copy the Bot User OAuth Token (starts with xoxb-) for CCR's Bot Token.

Step 4: Invite The Bot Into A Channel

Skip this if you only use DMs.

1. Open the target Slack channel.
2. Type /invite @YourBotName in the message box.
3. Send it and confirm the bot appears in the member list.

Without an invite, the bot usually only gets DMs — not channel messages.

Wire It Up In CCR

1. Open CCR's Bot Management page and click Add Bot.
2. Pick Slack as the platform.
3. Keep the default Bot Token auth (unless you specifically need OAuth).
4. Paste xoxb-... into Bot Token.
5. Paste xapp-... into App Token.
6. Save the bot.
7. Open Agent Profiles and edit the Agent Profiles you want to attach it to.
8. Turn on Bot and select the bot you just saved.
9. Optionally enable Forward agent messages or Handoff (next section).
10. Reopen the agent from CCR.

Message Relay: Forward Or Handoff

• Forward agent messages: forwards every new agent message to Slack regardless of screen lock. Good for full logs or debugging.
• Handoff: only forwards after the screen locks. Pair it with Idle seconds and a Wi-Fi/Bluetooth target device.

For lock-screen-only alerts, use Handoff without Forward agent messages.

Test It

1. Open the agent from CCR and trigger a message.
2. Check Slack to confirm the bot received it and replied.
3. If you use a channel, make sure the bot is in it.

How to tell it worked: Slack shows the agent's message, and when you reply, the agent continues.

Common Issues

• No messages reach Slack: confirm the Bot Token is still valid and the app is in the target channel.
• Socket Mode won't connect: check that the App Token starts with xapp- and has connections:write.
• Channel silent but DMs work: the bot isn't in the channel, or it lacks channels:* / groups:* scopes. Reinstall to the workspace after adding scopes.
• Too many messages: use Handoff without Forward agent messages.