Slack + AptEdge Integration Guide

Integrating Slack allows AptEdge to index conversations, providing your team with searchable, AI-powered insights from your internal discussions.

Phase 1: Authorize AptEdge

1. Access Settings: Log into AptEdge as an Administrator.

2. Navigate to Integrations: Click the Gear Icon in the top-right header and select Integrations.

3. Initiate Connection: Find Slack Settings and click the Connect button.

4. Authorize Workspace: * Review the permission request.

   • Note: If you have multiple Slack workspaces, ensure the correct one is selected in the top-right corner.

   • Click Allow/Authorize.

Phase 2: Prepare Your Channel List

1. Before starting the integration in AptEdge, identify which Slack channels you want to index.

2. Select Channels: Open Slack and navigate to the channel you wish to index.

3. Retrieve Channel IDs:

   1. Click the Channel Name at the very top of the chat window.

   2. In the pop-up, select the About tab.

   3. Scroll to the very bottom to find the Channel ID (e.g., C0123456789).

4. Create a List: Copy and save these IDs in a notepad for Phase 3.

Phase 3: Indexing Your Channels

Now that the workspace is connected, you need to tell AptEdge exactly which channels to "listen" to.

1. Add Channels: In the AptEdge Slack settings screen, select Add.

2. Input IDs: Paste the Channel IDs you gathered in Phase 1 into the field.

3. Finalize: Select Connect.

Important: Private Channel Setup

AptEdge cannot "see" private channels unless it is explicitly invited. If you are indexing a Private Channel, follow these additional steps before clicking "Connect" in Phase 3:

1. Open the Private Channel in Slack.

2. Invite the App:

   • Click the Channel Name > Integrations tab.

   • Select Add an App.

   • Search for “AptEdge” and click Add.

3. Sync: Return to AptEdge and proceed with the "Connect" step.