Enable the Davis Assistant Slack app
To enable the Davis Assistant Slack app:
- Go to https://assistant.desk.com in a new tab and sign in.
- Click the User menu in the top-right corner of the window and then select Account settings.
- Navigate to Integrations > Slack in the navigation bar on the left.
- Click Add to Slack.
- If you aren't already, sign in to Slack.
- Click Authorize.
- Select the DESK environment you'd like the Slack workspace to be associated with and click Select environment.
- Navigate to the channel you'd like to add a Davis Assistant chatbot to in Slack and send
/invite @davis
. Then send@davis hello
to begin interacting with Davis.
- Optionally, navigate to Account settings > Integrations > Slack and select a workspace and click on a channel.
- Add tags to the filter inputs and click Save.
Link Slack and DESK user accounts
Davis Assistant allows all Slack users to link their Slack user account with their DESK user account. Enter the slash command /davis-assistant login
in Slack, then click the link provided in the response. You should now be able to access the Slack channel settings in Account settings > Integrations > Slack. To unlink a user, enter the slash command /davis-assistant logout
.
Interact with Davis Assistant in a Slack channel
Invite a Davis Assistant chatbot to a channel by sending /invite @davis
. Next, make Davis Assistant listen by mentioning him in a message such as @davis what happened yesterday?
. Davis Assistant responds in a thread attached to the initial request. In the thread, Davis Assistant only listens to the user that initialized the interaction. Mentioning another user in the thread makes Davis Assistant stop listening. Davis Assistant also stops listening if another user adds a message to the thread. To resume listening in the thread, send a message containing @davis
.
When Davis Assistant is listening, you don't need to preface your messages with @davis
. Other users in the channel can also interact with Davis Assistant and view your interactions. Buttons in cards only work for the specific user that Davis Assistant is responding to.
Interact with Davis Assistant directly in Slack
As an alternative to interacting with Davis Assistant in a channel, you can interact directly with him in a direct message. Add "davis" to your Direct Messages list in Slack by clicking Open a direct message and typing davis
. Direct conversation with Davis Assistant is not visible to other users and Davis Assistant will always be listening.
You aren't required to preface messages with @davis
in direct messages.
Change the environment associated with a Slack channel
Davis Assistant supports interaction between a single DESK environment per Slack channel. If you'd like to change the associated environment, navigate to Account settings > Integrations > Slack and select a workspace and click on a channel. Change the environment and click Save.
Each workspace can only be associated with one environment.
Enable Davis Assistant to send notifications through Slack
To enable notifications, send enable notifications
in a direct message to Davis Assistant or @davis enable notifications
in a channel that Davis Assistant has joined.
Since notifications aren't associated with a single user, Davis Assistant won't listen in a thread attached to a notification, unless he is mentioned with a message containing @davis
.
Remove a Davis Assistant chatbot from a Slack channel
Send /remove @davis
in the channel you'd like to remove the Davis Assistant chatbot from.
Removing a chatbot doesn't remove the Davis Assistant Slack app from your workspace.
Remove the Davis Assistant Slack app from a Slack workspace
Open Slack and click Manage apps under the Slack user menu, then click the davis app. Next, select the Settings tab and click the Remove App button at the bottom of the page.