1 Create a Slack App

1. Go to api.slack.com/apps
2. Click "Create New App"

Click the "Create New App" button

3. Select "From a manifest"

Select "From a manifest" to use our pre-configured settings

4. Select your GoodHelp workspace from the dropdown
5. Click Next

2 Paste the App Manifest

1. Select the JSON tab at the top of the editor

Click the "JSON" tab to switch to JSON format

2. Delete any existing content and paste this manifest:

{
  "display_information": {
    "name": "GoodHelp Reporting Bot",
    "description": "Daily ad performance reports and alerts",
    "background_color": "#4a154b"
  },
  "features": {
    "bot_user": {
      "display_name": "GoodHelp Reporting Bot",
      "always_online": true
    },
    "slash_commands": [
      {
        "command": "/adstats",
        "description": "Get ad performance stats for a client",
        "usage_hint": "[client_name] [metric] [date_range]",
        "should_escape": false
      },
      {
        "command": "/qa-review",
        "description": "Start pre-launch campaign QA checklist",
        "usage_hint": "[campaign_name]",
        "should_escape": false
      }
    ]
  },
  "oauth_config": {
    "scopes": {
      "bot": [
        "app_mentions:read",
        "channels:history",
        "channels:read",
        "chat:write",
        "chat:write.public",
        "commands",
        "groups:history",
        "groups:read",
        "im:history",
        "im:read",
        "im:write",
        "users:read"
      ]
    }
  },
  "settings": {
    "event_subscriptions": {
      "bot_events": [
        "app_mention",
        "message.channels",
        "message.groups",
        "message.im"
      ]
    },
    "interactivity": {
      "is_enabled": true
    },
    "org_deploy_enabled": false,
    "socket_mode_enabled": true,
    "token_rotation_enabled": false
  }
}

Paste the JSON manifest into the editor

3. Click Next
4. Review the summary and click Create

Review the permissions summary and click "Create"

3 Generate App-Level Token

1. After creating the app, you'll see the app dashboard
2. In the left sidebar, click "Basic Information"
3. Scroll down to "App-Level Tokens"
4. Click "Generate Token and Scopes"

Find "App-Level Tokens" and click "Generate Token and Scopes"

5. Enter token name: socket-token
6. Click "Add Scope" and select connections:write
7. Click "Generate"

Enter the token name, add the scope, and click "Generate"

8. Copy the App-Level Token (starts with xapp-)

Copy the generated App-Level Token

4 Install App to Workspace

1. In the left sidebar, click "Install App"
2. Click "Install to Workspace"

Click "Install to Workspace"

3. Review the permissions and click "Allow"

Review permissions and click "Allow"

5 Copy the Bot Token

1. After installation, you'll see the "Bot User OAuth Token"
2. Click "Copy"

Copy the Bot User OAuth Token (starts with xoxb-)

6 Get Signing Secret

1. In the left sidebar, click "Basic Information"
2. Scroll to "App Credentials"
3. Click "Show" next to "Signing Secret"
4. Copy the Signing Secret

Click "Show" and copy the Signing Secret

7 Invite Bot to Channels

The bot needs to be added to each channel where you want reports.

1. Open Slack (app or web)
2. Go to each client channel where you want reports
3. Click the channel name at the top
4. Go to "Integrations" tab
5. Click "Add apps"
6. Search for and add "GoodHelp Reporting Bot"

Add the bot to each channel where you want reports

8 Get Channel IDs

For each channel where you added the bot, get the Channel ID:

1. Right-click on the channel name in the sidebar
2. Click "Copy link"
3. The URL looks like: https://workspace.slack.com/archives/C01ABCD2EFG
4. The C01ABCD2EFG part is the Channel ID

Right-click the channel and click "Copy link" to get the Channel ID

9 Send Us Your Credentials

Send the following credentials securely to Happy Robots: