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Slack Notifications

Two ways to get Rose in Slack

There are two separate options. Pick the one that fits how you work.

Shared channel with Rose Push to your own Slack
Who sets it up Your account manager — nothing to do on your side You, self-serve, on the Integrations page
Where it lands A shared channel that Rose manages with you Any channel in your own workspace
What you get New-conversation alerts, company enrichment results, and outreach updates Your website conversations, one thread each
App / bot setup None — no Slack app, no bot token Required (steps below)
How to start Ask your account manager Follow the steps below

The rest of this page covers pushing to your own Slack. For the shared channel there's no app or bot to set up — just ask your account manager.

Push to your own Slack

Connect Rose to a channel in your own workspace to follow your website conversations in real time. Every conversation becomes a single Slack thread: the first message opens the thread, and each visitor question and Rose answer is posted as a reply inside it. Your channel stays one tidy line per conversation instead of a flood of messages.

Each message also carries the visitor's context (company, intent, page) when available, plus a View Full Conversation button that deep-links into your Rose backoffice.

What you need

  • Permission to create a Slack app in your workspace (or an admin who can).
  • The Slack channel where conversations should land.
  • Access to the Rose backoffice Integrations page for your site.

The whole setup is two parts: create a Slack app to get a bot token, then paste that token and your channel ID into Rose.

Part 1 — Create the Slack app

1. Create a new app

  1. Go to api.slack.com/apps and click Create New App.
  2. Choose From scratch.
  3. Give it a name (e.g. Rose), pick your workspace, and click Create App.

2. Give the bot permission

The app needs one permission — to post messages.

  1. In the left sidebar, open OAuth & Permissions.
  2. Scroll to Scopes → Bot Token Scopes.
  3. Click Add an OAuth Scope and add chat:write.

That single scope is all Rose uses. You don't need any other permissions.

3. Install the app

  1. Still on OAuth & Permissions, scroll to the top and click Install to Workspace (or Reinstall to Workspace if you changed scopes after a first install).
  2. Review and Allow.

4. Copy the bot token

  1. After installing, the OAuth & Permissions page shows a Bot User OAuth Token.
  2. It starts with xoxb-. Copy it — you'll paste it into Rose.

Use the Bot token, not the App token. A token starting with xapp- (app-level token) will not work. Rose only accepts a xoxb- token.

5. Invite the bot to your channel

The bot can only post in channels it has been invited to.

  1. Open the Slack channel where you want conversations to appear.
  2. Type /invite @Rose (use the name you gave the app) and send it.

Part 2 — Configure Rose

Find your channel ID

In Slack, click the channel name at the top to open its details. Scroll to the bottom of the About tab — the Channel ID is there (it looks like C0123ABCD). Copy it.

Enter the settings in the backoffice

  1. In the Rose backoffice, open Integrations and find the Slack card.
  2. Turn Enable Slack on, then open Configure and fill in:
Setting What to enter
Bot token The xoxb-… token from Part 1.
Channel ID The C… ID of your channel.
What to post How much to send (see below).
Minimum messages before posting How many visitor messages a conversation needs before it shows up. Keep at 1 to post from the first question; raise it to skip one-off visitors.
Send from Which environments post to Slack. Staging and production (default) keeps internal test traffic out of your channel.
  1. Click Save.

That's it — the next conversation on your site will open a thread in your channel.

"What to post" options

Option Behavior
Per message (default) Every question and answer, posted live in the thread as it happens.
Digest One notification when the conversation starts; no per-turn replies.
Qualified only Only conversations where the visitor shares an email or asks for a demo.

Troubleshooting

Nothing shows up in Slack Likely cause / fix
No messages at all Check Enable Slack is on and Save was clicked.
Token rejected The token must start with xoxb-. An xapp- app-level token will not work — copy the Bot User OAuth Token.
channel_not_found / nothing posts The Channel ID is wrong, or the bot isn't in the channel — re-check the ID and /invite @Rose.
missing_scope Add the chat:write scope, then Reinstall to Workspace and paste the new token.
Works on production but not your test site Check the Send from setting — by default internal test traffic is excluded.

Slack delivery is best-effort: if Slack is unreachable, your visitors' chat experience is never affected — only the Slack copy is skipped.