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Installing and Updating a Slack plug

With a Slack plug installed in an inbox, you can have customers contact you in a shared Slack channel and respond to their messages in Yetto.

Installing a Slack plug

Before installing the Slack plug, think about how you want to interact with your customers in Slack. The Yetto Slack plug can be configured to send messages to Yetto in a few different ways:

  • Forward all messages: Every message in the Slack channel will be sent to Yetto as a new conversation.
  • Use emoji reactions to open conversations in Yetto: When someone reacts to a message in Slack with the emoji (:eyes:), that message (along with its thread) will be opened as a new conversation in Yetto.
  • @-Mention Yetto to open conversations in Yetto: When someone mentions Yetto (@yetto) in a Slack message, that message (along with its thread) will be opened as a new conversation in Yetto.

Each option has its own use cases and will work better in different situations. Decide which option works best for your team and then choose that option when installing the Slack plug.

To install the Slack plug:

  • Go to your inbox (https://web.yetto.app/orgs/[organization]/inboxes/[inbox]).
  • Go to the "plugs" tab in the inbox navigation bar (https://web.yetto.app/orgs/[organization]/inboxes/[inbox]/plugs).
  • Click on the "Slack" icon to install the Slack plug.
  • You will be sent to a Slack authentication page to approve Yetto's access.
    • If you are not already signed into Slack in your current browser, you will be asked to sign in.
    • Once signed in, you'll be asked to approve Yetto's access to your Slack workspace.
    • Click "Approve."
  • You'll be taken back to Yetto's plug installation page.
  • Choose how you want the Slack plug to send messages to Yetto.
  • Click "Finish installing plug".

Configuring a Slack plug

Once the Slack plug is installed in an inbox, you'll need to configure the plug in Slack before you can use it.

  • Go to the Slack workspace you added to your Yetto inbox.
  • Go to a channel where you want messages to be sent to Yetto. This should be a channel to which customers have access, since this is where they'll contact you through Yetto.
  • Add the Yetto app to the channel. It was already be added to your workspace during the plug installation steps above, so here you need to invite the app to the channel.
    • Click on the channel members icon in the upper right.
    • Click on "Integrations" in the navigation bar.
    • In the Apps tile, click on "Add apps".
    • Type "Yetto" in the search bar.
    • Click on "Add" next to the Yetto app.
  • In the channel, type the slash command /yetto subscribe org_name/inbox_name, where org_name is the name of your Yetto organization and inbox_name is the name of the Yetto inbox in which you installed the Slack plug.

Editing a Slack plug

You can have any number of Slack channels connected to a single Slack plug installation in an inbox. To add more channels to the inbox,

  • Go to the Slack channel where you want messages to be sent to Yetto.
  • Type the slash command /yetto subscribe org_name/inbox_name, where org_name is the name of your Yetto organization and inbox_name is the name of the Yetto inbox in which you installed the Slack plug.

You can unsubscribe an already subscribed channel from Yetto to stop messages going from that channel to Yetto. To unsubscribe a channel from an inbox,

  • Type the slash command /yetto unsubscribe.

You can also change how you want the Slack plug to send messages to Yetto. To do this,

  • Click "Edit Slack" in the left sidebar.
  • Choose a new option from the Slack message mode.
  • Click "Finish configuration".

More about Slack message modes

With the Slack plug installed, people can contact your team through Yetto in a few different ways:

  • If you have the "all messages" option configured, all messages and their replies will be sent from your subscribed channels to Yetto as new conversations.

  • If you have the "bot mentions only" option configured, messages that mention the Yetto bot will be sent from your subscribed channels to Yetto as new conversations.

    • Type @yetto in a subscribed channel to send a message to the Yetto inbox.
      • For example, if someone types @yetto: How can I view past invoices in my account? in a subscribed channel, that message will open a new conversation in the configured Yetto inbox.
    • Any public responses to that message in Yetto will be sent to Slack as responses to the originating message's thread.
    • Any new Slack messages in that thread will be sent to the Yetto inbox as comments in the Yetto conversation.
  • If you have the "emoji reactions only" option configured, messages and their repliesthat have the emoji 👀 (:eyes:) reaction will be sent from your subscribed channels to Yetto as new conversations.

    • Add the emoji 👀 (:eyes:) reaction to a message in a subscribed channel to open a new conversation in Yetto.
    • If that message is a message in a thread, whether the parent message or a reply, the entire thread will be sent to Yetto as a single conversation.
    • Any public responses to that message in Yetto will be sent to Slack as responses to the originating message's thread.
    • Any new Slack messages in that thread will be sent to the Yetto inbox as comments in the Yetto conversation.