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Setting up Slack
  • 18 Nov 2020
  • 2 Minutes To Read
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Setting up Slack

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Start The Installation

Setting up the CTO.ai Slack App requires two main steps: creating an account for The Ops Platform and giving the Slack App permissions to one of your Slack workspaces.

To get started, navigate to CTO.ai, login and go to the Web Dashboard. On this page, you'll see two options. Click the "Connect With Slack" button.


Slack Permissions

When you choose to install the Slack Beta, you will be shown a permission screen from Slack. In the top-right corner of this page, you can choose the workspace you will be using for the CTO.ai Slack App. If you do not see one that you would like to use, you can open Slack and create a new workspace for use with the app.

Note: Our Slack app will request the minimum we need for permissions. These permissions include the ability to read, write, and join public channels. These are necessary to associate the app with a channel and show the results of running an Op.
We also require "Install a new command in the workspace," as this allows us to add the Ops Slack commands (e.g., /ops run).


Configure a Slack Channel

Open Slack and select the workspace you associated with the CTO.ai Slack App.

Note: If your Slack environment requires permission from an administrator to install apps in your workspace, you can request permission when you try to add the app.

In a channel, type /ops run. The first time you run this command in a workspace, you will be asked to authenticate as a user of the Ops Platform. If you already have an account, you can sign into your existing account. In a channel, type /ops run again and the CTO.ai app will ask which Team you’d like to use. Choose your Team from the dropdown list. If you would like to create new Teams, you can install The Ops Platform CLI from the welcome page to add them.


Figure 3. Selecting a Team from The Ops Platform to use in the Slack workspace

Note: You can change the Team later by running /ops team:switch.

To test the CTO.ai Slack App install, you can now run an Op that is associated with your team. To see the Ops you have available, run the command /ops list.

Note: If you don't see the Op you're looking for, you might have the wrong team active. You can change the active team by running /ops team:switch>

🚀 What's next?

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