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Slack Setup Guide

Premium and above~10 minutes

Add your AI assistant to your Slack workspace as a fully functional bot. You will create a Slack App, configure the right permissions, install it to your workspace, and connect it to your FixedCostAgents assistant. Your AI assistant will be able to respond to direct messages and mentions in channels.

What you'll need

  • Admin access to a Slack workspace
  • A FixedCostAgents account (Premium or Pro tier)

Step-by-step instructions

1

Create a new Slack App

Go to api.slack.com/apps and click “Create New App”.

Choose “From scratch”. Give the app a name (e.g., your AI assistant's name, like “Rose”) and select the workspace you want to install it to.

2

Configure bot permissions (OAuth Scopes)

In your app's settings, go to OAuth & Permissions in the left sidebar.

Scroll down to “Bot Token Scopes” and add these scopes:

chat:writeSend messages as the bot
app_mentions:readRead messages that mention the bot
im:historyRead direct message history
im:readView direct messages
im:writeSend direct messages
3

Install the app to your workspace

Scroll back to the top of the OAuth & Permissions page and click “Install to Workspace”.

Slack will ask you to authorize the permissions. Click “Allow”.

4

Copy the Bot User OAuth Token

After installation, you will see a Bot User OAuth Token on the same page. It starts with xoxb-.

xoxb-1234567890-1234567890123-AbCdEfGhIjKlMnOpQrStUv

Copy this token. You will paste it into the FixedCostAgents portal.

5

Enable Socket Mode and create an app-level token

Go to Socket Mode in the left sidebar and toggle “Enable Socket Mode” on. Slack will prompt you to create an app-level token — give it a name (e.g. “assistant-connection”) and the connections:write scope, then click Generate.

xapp-1-A0123456789-1234567890123-abcdef...

Copy this xapp- token. With Socket Mode, your AI assistant connects OUT to Slack — there are no webhook URLs to configure and nothing to expose to the internet.

Bot token vs. app-level token — you need both. The bot token (xoxb-...) lets your AI assistant act in your workspace. The app-level token (xapp-...) opens the Socket Mode connection that delivers messages to it. Both are entered in the FixedCostAgents portal.
6

Add credentials to the FixedCostAgents portal

Log into your FixedCostAgents portal and navigate to:

My Assistants → [your AI assistant] → Integrations (the plug icon)

In the Slack section, enter:

  • Bot token — the xoxb- token from Step 4
  • App-level token — the xapp- token from Step 5

Click Apply changes. The portal verifies both tokens with Slack before saving (including that Socket Mode is actually enabled), then restarts your assistant to pick up the new channel — usually under 2 minutes, with progress shown on the page.

7

Subscribe to bot events

Back in the Slack App settings, go to Event Subscriptions in the left sidebar. Toggle it On. With Socket Mode enabled there is no Request URL to fill in — events are delivered over your assistant's own connection.

Under “Subscribe to bot events”, add:

message.imDirect messages to the bot
app_mentionMessages that @mention the bot

Click “Save Changes”.

8

Test the connection

In Slack, find your bot in the direct messages sidebar (or search for it). Send a message like “Hi, what can you do?”

Your AI assistant should respond within a few seconds. You can also @mention the bot in any channel it has been invited to.

Common issues

“The bot doesn't respond in channels”
  • The bot must be invited to a channel before it can see messages there. Type /invite @YourBotName in the channel.
  • In channels, the bot only responds to @mentions (not all messages). Send @YourBotName your message here.
“The bot shows as offline / never connects”
  • Make sure your AI assistant is running (check status in the portal dashboard) and that the restart after Apply changes has finished.
  • Confirm Socket Mode is toggled ON in the Slack app settings and the app-level token carries the connections:write scope — the portal checks this at connect time, but a token regenerated later can drift.
  • If you regenerated either token in Slack, use Replace credentials on the Integrations page — stored tokens are never shown, so re-entering them is the way to be sure.
Workspace admin permission may be required. If your Slack workspace has app approval enabled, a workspace admin may need to approve the app before it can be installed. Ask your workspace admin to approve it, or use a workspace where you have admin rights.

What to do next

Follow the First Week checklist — start building a working relationship with your AI assistant through Slack DMs.

Connect a mobile platform (Telegram or Telegram) so you can reach your AI assistant from your phone.

Set up email integration so your AI assistant can send and monitor emails.

Your Slack credentials are encrypted at rest and stored securely, and are never displayed back once saved. Messages arrive over an authenticated Socket Mode connection your assistant opens to Slack — nothing is exposed to the public internet. Your AI assistant only responds to authorized users.

Stuck? Reach out at support@fixedcostagents.com or join our Discord community.

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