Skip to content

Latest commit

 

History

History
575 lines (401 loc) · 18.2 KB

readme-slack.md

File metadata and controls

575 lines (401 loc) · 18.2 KB
Raw

Botkit and Slack

Botkit designed to ease the process of designing and running useful, creative bots that live inside Slack, Facebook Messenger and other messaging platforms.

Botkit features a comprehensive set of tools to deal with Slack's integration platform, and allows developers to build both custom integrations for their team, as well as public "Slack Button" applications that can be run from a central location, and be used by many teams at the same time.

This document covers the Slack-specific implementation details only. Start here if you want to learn about to develop with Botkit.

Table of Contents

Getting Started

  1. Install Botkit more info here

  2. First make a bot integration inside of your Slack channel. Go here:

https://my.slack.com/services/new/bot

Enter a name for your bot. Make it something fun and friendly, but avoid a single task specific name. Bots can do lots! Let's not pigeonhole them.

  1. When you click "Add Bot Integration", you are taken to a page where you can add additional details about your bot, like an avatar, as well as customize its name & description.

Copy the API token that Slack gives you. You'll need it.

  1. Run the example bot app, using the token you just copied: ​
token=REPLACE_THIS_WITH_YOUR_TOKEN node bot.js

​ 5) Your bot should be online! Within Slack, send it a quick direct message to say hello. It should say hello back!

Try:

  • who are you?
  • call me Bob
  • shutdown ​

Things to note

​ Much like a vampire, a bot has to be invited into a channel. DO NOT WORRY bots are not vampires.

Type: /invite @<my bot> to invite your bot into another channel.

Connecting Your Bot to Slack

Bot users connect to Slack using a real time API based on web sockets. The bot connects to Slack using the same protocol that the native Slack clients use!

To connect a bot to Slack, get a Bot API token from the Slack integrations page.

Note: Since API tokens can be used to connect to your team's Slack, it is best practices to handle API tokens with caution. For example, pass tokens in to your application via evironment variable or command line parameter rather than include it in the code itself. This is particularly true if you store and use API tokens on behalf of users other than yourself!

Read Slack's Bot User documentation

controller.spawn()

Argument Description
config Incoming message object

Spawn an instance of your bot and connect it to Slack. This function takes a configuration object which should contain at least one method of talking to the Slack API.

To use the real time / bot user API, pass in a token.

Controllers can also spawn bots that use incoming webhooks.

Spawn config object accepts these properties:

Name Value Description
token String Slack bot token
retry Positive integer or Infinity Maximum number of reconnect attempts after failed connection to Slack's real time messaging API. Retry is disabled by default

bot.startRTM()

Argument Description
callback Optional Callback in the form function(err,bot,payload) { ... }

Opens a connection to Slack's real time API. This connection will remain open until it fails or is closed using closeRTM().

The optional callback function receives:

  • Any error that occurred while connecting to Slack
  • An updated bot object
  • The resulting JSON payload of the Slack API command rtm.start

The payload that this callback function receives contains a wealth of information about the bot and its environment, including a complete list of the users and channels visible to the bot. This information should be cached and used when possible instead of calling Slack's API.

A successful connection the API will also cause a rtm_open event to be fired on the controller object.

bot.closeRTM()

Close the connection to the RTM. Once closed, an rtm_close event is fired on the controller object.

var Botkit = require('Botkit');

var controller = Botkit.slackbot();

var bot = controller.spawn({
  token: my_slack_bot_token
})

bot.startRTM(function(err,bot,payload) {
  if (err) {
    throw new Error('Could not connect to Slack');
  }

  // close the RTM for the sake of it in 5 seconds
  setTimeout(function() {
      bot.closeRTM();
  }, 5000);
});

bot.destroy()

Completely shutdown and cleanup the spawned worker. Use bot.closeRTM() only to disconnect but not completely tear down the worker.

var Botkit = require('Botkit');
var controller = Botkit.slackbot();
var bot = controller.spawn({
  token: my_slack_bot_token
})

bot.startRTM(function(err, bot, payload) {
  if (err) {
    throw new Error('Could not connect to Slack');
  }
});

// some time later (e.g. 10s) when finished with the RTM connection and worker
setTimeout(bot.destroy.bind(bot), 10000)

Slack-Specific Events

Once connected to Slack, bots receive a constant stream of events - everything from the normal messages you would expect to typing notifications and presence change events.

Botkit's message parsing and event system does a great deal of filtering on this real time stream so developers do not need to parse every message. See Receiving Messages for more information about listening for and responding to messages.

It is also possible to bind event handlers directly to any of the enormous number of native Slack events, as well as a handful of custom events emitted by Botkit.

You can receive and handle any of the native events thrown by slack.

controller.on('channel_joined',function(bot,message) {

  // message contains data sent by slack
  // in this case:
  // https://api.slack.com/events/channel_joined

});

You can also receive and handle a long list of additional events caused by messages that contain a subtype field, as listed here

controller.on('channel_leave',function(bot,message) {

  // message format matches this:
  // https://api.slack.com/events/message/channel_leave

})

Finally, Botkit throws a handful of its own events! Events related to the general operation of bots are below. When used in conjunction with the Slack Button, Botkit also fires a few additional events.

User Activity Events:

Event Description
message_received a message was received by the bot
bot_channel_join the bot has joined a channel
user_channel_join a user has joined a channel
bot_group_join the bot has joined a group
user_group_join a user has joined a group

Message Received Events

Event Description
direct_message the bot received a direct message from a user
direct_mention the bot was addressed directly in a channel
mention the bot was mentioned by someone in a message
ambient the message received had no mention of the bot

Websocket Events:

Event Description
rtm_open a connection has been made to the RTM api
rtm_close a connection to the RTM api has closed
rtm_reconnect_failed if retry enabled, retry attempts have been exhausted

Working with Slack Integrations

There are a dizzying number of ways to integrate your application into Slack. Up to this point, this document has mainly dealt with the real time / bot user integration. In addition to this type of integration, Botkit also supports:

  • Incoming Webhooks - a way to send (but not receive) messages to Slack
  • Outgoing Webhooks - a way to receive messages from Slack based on a keyword or phrase
  • Slash Command - a way to add /slash commands to Slack
  • Slack Web API - a full set of RESTful API tools to deal with Slack
  • The Slack Button - a way to build Slack applications that can be used by multiple teams
var Botkit = require('botkit');
var controller = Botkit.slackbot({})

var bot = controller.spawn({
  token: my_slack_bot_token
});

// use RTM
bot.startRTM(function(err,bot,payload) {
  // handle errors...
});

// send webhooks
bot.configureIncomingWebhook({url: webhook_url});
bot.sendWebhook({
  text: 'Hey!',
  channel: '#testing',
},function(err,res) {
  // handle error
});

// receive outgoing or slash commands
// if you are already using Express, you can use your own server instance...
// see "Use BotKit with an Express web server"
controller.setupWebserver(process.env.port,function(err,webserver) {

  controller.createWebhookEndpoints(controller.webserver);

});

controller.on('slash_command',function(bot,message) {

  // reply to slash command
  bot.replyPublic(message,'Everyone can see the results of this slash command');

});

Incoming webhooks

Incoming webhooks allow you to send data from your application into Slack. To configure Botkit to send an incoming webhook, first set one up via Slack's integration page.

Once configured, use the sendWebhook function to send messages to Slack.

Read official docs

bot.configureIncomingWebhook()

Argument Description
config Configure a bot to send webhooks

Add a webhook configuration to an already spawned bot. It is preferable to spawn the bot pre-configured, but hey, sometimes you need to do it later.

bot.sendWebhook()

Argument Description
message A message object
callback Optional Callback in the form function(err,response) { ... }

Pass sendWebhook an object that contains at least a text field. This object may also contain other fields defined by Slack which can alter the appearance of your message.

var bot = controller.spawn({
  incoming_webhook: {
    url: <my_webhook_url>
  }
})

bot.sendWebhook({
  text: 'This is an incoming webhook',
  channel: '#general',
},function(err,res) {
  if (err) {
    // ...
  }
});

Outgoing Webhooks and Slash commands

Outgoing webhooks and Slash commands allow you to send data out of Slack.

Outgoing webhooks are used to match keywords or phrases in Slack. Read Slack's official documentation here.

Slash commands are special commands triggered by typing a "/" then a command. Read Slack's official documentation here.

Though these integrations are subtly different, Botkit normalizes the details so developers may focus on providing useful functionality rather than peculiarities of the Slack API parameter names.

Note that since these integrations use send webhooks from Slack to your application, your application will have to be hosted at a public IP address or domain name, and properly configured within Slack.

Set up an outgoing webhook

Set up a Slash command

controller.setupWebserver(port,function(err,express_webserver) {
  controller.createWebhookEndpoints(express_webserver)
});

controller.on('slash_command',function(bot,message) {

    // reply to slash command
    bot.replyPublic(message,'Everyone can see this part of the slash command');
    bot.replyPrivate(message,'Only the person who used the slash command can see this.');

})

controller.on('outgoing_webhook',function(bot,message) {

    // reply to outgoing webhook command
    bot.replyPublic(message,'Everyone can see the results of this webhook command');

})

controller.setupWebserver()

Argument Description
port port for webserver
callback callback function

Setup an Express webserver for use with createWebhookEndpoints()

If you need more than a simple webserver to receive webhooks, you should by all means create your own Express webserver!

The callback function receives the Express object as a parameter, which may be used to add further web server routes.

controller.createWebhookEndpoints()

This function configures the route http://_your_server_/slack/receive to receive webhooks from Slack.

This url should be used when configuring Slack.

When a slash command is received from Slack, Botkit fires the slash_command event.

When an outgoing webhook is recieved from Slack, Botkit fires the outgoing_webhook event.

bot.replyPublic()

Argument Description
src source message as received from slash or webhook
reply reply message (string or object)
callback optional callback

When used with outgoing webhooks, this function sends an immediate response that is visible to everyone in the channel.

When used with slash commands, this function has the same functionality. However, slash commands also support private, and delayed messages. See below. View Slack's docs here

bot.replyPrivate()

Argument Description
src source message as received from slash
reply reply message (string or object)
callback optional callback

bot.replyPublicDelayed()

Argument Description
src source message as received from slash
reply reply message (string or object)
callback optional callback

bot.replyPrivateDelayed()

Argument Description
src source message as received from slash
reply reply message (string or object)
callback optional callback

Using the Slack Web API

All (or nearly all - they change constantly!) of Slack's current web api methods are supported using a syntax designed to match the endpoints themselves.

If your bot has the appropriate scope, it may call any of these method using this syntax:

bot.api.channels.list({},function(err,response) {
  //Do something...
})

Use the Slack Button

The Slack Button is a way to offer a Slack integration as a service available to multiple teams. Botkit includes a framework on top of which Slack Button applications can be built.

Slack button applications can use one or more of the real time API, incoming webhook and slash command integrations, which can be added automatically to a team using a special oauth scope.

If special oauth scopes sounds scary, this is probably not for you! The Slack Button is useful for developers who want to offer a service to multiple teams.

How many teams can a Slack button app built using Botkit handle? This will largely be dependent on the environment it is hosted in and the type of integrations used. A reasonably well equipped host server should be able to easily handle at least one hundred real time connections at once.

To handle more than one hundred bots at once, consider speaking to the creators of Botkit at Howdy.ai

For Slack button applications, Botkit provides:

  • A simple webserver
  • OAuth Endpoints for login via Slack
  • Storage of API tokens and team data via built-in Storage
  • Events for when a team joins, a new integration is added, and others...

See the included examples for several ready to use example apps.

controller.configureSlackApp()

Argument Description
config configuration object containing clientId, clientSecret, redirectUri and scopes

Configure Botkit to work with a Slack application.

Get a clientId and clientSecret from Slack's API site. Configure Slash command, incoming webhook, or bot user integrations on this site as well.

Configuration must include:

  • clientId - Application clientId from Slack
  • clientSecret - Application clientSecret from Slack
  • redirectUri - the base url of your application
  • scopes - an array of oauth permission scopes

Slack has many, many oauth scopes that can be combined in different ways. There are also special oauth scopes used when requesting Slack Button integrations. It is important to understand which scopes your application will need to function, as without the proper permission, your API calls will fail.

controller.createOauthEndpoints()

Argument Description
webserver an Express webserver Object
error_callback function to handle errors that may occur during oauth

Call this function to create two web urls that handle login via Slack. Once called, the resulting webserver will have two new routes: http://_your_server_/login and http://_your_server_/oauth. The second url will be used when configuring the "Redirect URI" field of your application on Slack's API site.

var Botkit = require('botkit');
var controller = Botkit.slackbot();

controller.configureSlackApp({
  clientId: process.env.clientId,
  clientSecret: process.env.clientSecret,
  redirectUri: 'http://localhost:3002',
  scopes: ['incoming-webhook','team:read','users:read','channels:read','im:read','im:write','groups:read','emoji:read','chat:write:bot']
});

controller.setupWebserver(process.env.port,function(err,webserver) {

  // set up web endpoints for oauth, receiving webhooks, etc.
  controller
    .createHomepageEndpoint(controller.webserver)
    .createOauthEndpoints(controller.webserver,function(err,req,res) { ... })
    .createWebhookEndpoints(controller.webserver);

});

How to identify what team your message came from

bot.identifyTeam(function(err,team_id) {

})

How to identify the bot itself (for RTM only)

bot.identifyBot(function(err,identity) {
  // identity contains...
  // {name, id, team_id}
})

Slack Button specific events:

Event Description
create_incoming_webhook
create_bot
update_team
create_team
create_user
update_user
oauth_error