Abdul Rahman
5ffa121e59
https://github.com/user-attachments/assets/a77aa941-da48-4c30-8e14-587516c19ac4 Added a new feature that allows the bot to introduce itself when added to a Slack channel. This includes a welcome message and a detailed thread reply outlining its capabilities. The implementation includes new utility functions for handling the welcome event, managing welcome state, and posting messages. Updated relevant logic functions to support this feature, ensuring the bot can provide a seamless introduction to users in new channels. - Introduced `slack-channel-welcome` logic function. - Added constants for welcome message text. - Implemented event parsing and handling for `member_joined_channel`. - Updated `slack-events-resolver` to route welcome events appropriately.
2.2 KiB
Slack
Your CRM, in the conversation — ask Twenty anything from Slack and post back to any channel.
✨ What you get
- A CRM assistant in Slack —
@twenty how many open opportunities do we have?or@twenty create a company called ACME. It answers in-thread, remembers the thread, and can read, create, update and soft-delete records - Follow-ups without re-mentioning — once it has replied in a thread you can keep talking to it for 24 hours
- Slack steps for your workflows — post, update or delete messages, send ephemerals, add reactions, list channels
- Send from anywhere in Twenty — the Send Slack message command opens a side panel to pick a channel and post
🤖 The assistant
Mention the bot in a channel or DM it. It replies in the thread with your CRM data, using the recent conversation as context.
Anyone who can message the bot acts with the Slack Assistant role, which by default can read, create, update and soft-delete people, companies, opportunities, notes and tasks. Workspace members stay read-only and hard delete is off. Tighten the role in Settings → Roles if you want a narrower bot.
One Slack workspace answers into one Twenty workspace.
When the bot is added to a channel it introduces itself once, with a short message in the channel and the details (what to ask it, what it reads, and the shared-role caveat above) in a thread reply. It needs the member_joined_channel subscription, so leave that one off if you want the bot to arrive quietly.
🧰 The workflow steps
| Step | Slack API |
|---|---|
slack-post-message |
chat.postMessage |
slack-post-ephemeral-message |
chat.postEphemeral |
slack-update-message |
chat.update |
slack-delete-message |
chat.delete |
slack-add-reaction |
reactions.add |
slack-list-channels |
conversations.list |
Pick a workspace shared or just for me Slack connection; steps run with that token.
💳 Billing
Free — no credits, no metering.
📌 Heads up
You need to create a Slack app and connect it — see SETUP.md. The assistant needs a few extra steps (signing secret and event subscriptions) on top of the base connection.