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Install Slack from Cobi so people in your workspace can ask the Data Assistant questions without leaving Slack.

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Prerequisites

  • You are a Cobi admin.
  • You have permission to install apps in Slack.
  • Your Cobi organization has at least one connected data source.
A Slack workspace can be connected to one Cobi organization at a time. This keeps Slack questions routed to the correct data sources and permissions.

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Connect Slack

1

Open Cobi settings

In Cobi, go to Settings.
2

Open integrations

Select the Integrations tab.
3

Choose Slack

Find the Slack card and click Connect.
4

Authorize in Slack

Review the Slack authorization screen and approve the install.
5

Confirm the workspace

After Slack redirects back to Cobi, the Slack card shows the connected workspace.
6

Invite Cobi to channels

In Slack, invite Cobi to every channel where people should ask questions.

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Reconnect Slack

Use Reconnect from the Slack card if the app was reinstalled in Slack or needs refreshed access. Reconnecting keeps the workspace mapped to the same Cobi organization.

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Disconnect Slack

Use Disconnect from the Slack card to remove the workspace connection from Cobi. After disconnecting, Cobi stops answering questions from that Slack workspace until an admin connects it again.
If a workspace is already connected to a different Cobi organization, it cannot be claimed by another organization. Disconnect it from the first organization before connecting it somewhere else.

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What users do next

After installation, users can:
  • Mention Cobi in invited channels.
  • DM Cobi.
  • Run /cobi help to see commands.
  • Run /cobi link to connect their Slack user to their Cobi account.