Configure Third-party Chat Integration Settings for Slack

Third-party chat integrations, such as adding Slack to the Related Items pane, must be enabled at a global level before they are available to users. Access third-party chat integrations settings from CSM Administrator.

This task is part of a larger workflow: Configure Slack for the Related Items Pane.

To enable Slack integration:

To enable a third-party chat integration:

  1. From CSM Administrator, go to Settings > Edit Third-party Chat Integration Settings.
  2. On the General page, select Enable Chat Integration, and then from the Provider Type drop-down list, select Slack.
  3. On the General page, select Enable Chat Integration, and then from the Provider Type drop-down list, select Slack.
  4. Select the Slack page.
  5. Provide settings as required for your integration by setting these options:
    OptionDescription
    OAuth TokenProvide an OAuth token provided by Slack. See https://api.slack.com/start/overview#auth.
    TestSelect Test to verify the OAuth token.
  6. Select OK.

If the OAuth token is changed, you must stop and start the Cherwell Application Server.

Next task: Configure Slack Channel Naming Conventions.