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Integrations → Incorta Copilot for Slack

Overview

With the 2024.7.4 release, you can integrate Incorta Copilot with Slack. This powerful integration directly provides real-time, data-driven insights to your Slack workspace, empowering your team to make smarter decisions, enhance productivity, and promote collaboration without leaving Slack. It also ensures the platform's security and governance are maintained.

By leveraging this feature, you can ask questions in plain English and receive instant responses in various formats, including summaries, CSV files, tables, and charts. Slack will keep the history of your questions and answers as usual chats.

This integration is available for both Cloud and On-Premises deployments. This guide introduces the required steps to prepare for and configure this integration.

Important

This integration observes object-level access and row-level security. However, you need to exercise caution when sharing the Copilot app responses.

While responses adhere to object-level access controls and row-level security, ensuring you receive only data you’re authorized to access, responses can still be shared with users who lack access to the respective data or even the cluster. The app does not verify recipient privileges.

Note

This guide covers the integration of Incorta Copilot with Slack. For instructions on integrating Incorta Analytics with Slack, refer to Integrations → Slack.

Prerequisites and requirements

Before proceeding, ensure you meet the following requirements:

Check the provided links for details about preparing for this integration. The required steps may vary according to the Incorta deployment type: Cloud or On-Premises.

Step-by-step integration guide

  1. Create a new application in your Slack workspace
  2. Configure the Copilot app for Slack.
  3. Enable and configure the integration in the Cluster Management Console (CMC)
  4. Connect your Incorta account to the Copilot app for Slack
Note

A single instance of the Incorta Copilot app for Slack can connect to only one Incorta cluster. To integrate multiple clusters, create a separate app for each.

Create a new application in your Slack workspace

  1. Navigate to Slack API and sign in to your Slack account.
  2. Select Create An App.
  3. In the Create an app dialog, select From a manifest.
  4. On the Pick a workspace to develop your app page, select your workspace, and then select Next.
    • If your workspace requires an administrator account, either sign in as an admin or create the app and submit a request for approval.
  5. On the Create app from manifest page, on the JSON tab, paste the content of the app’s manifest file.
  6. Replace the cluster URL placeholders <IncortaUrl> with the actual URL of your Incorta cluster, and then select Next.
  7. On the Review summary & create your app page, select Create. After successfully creating the Copilot app, the app’s details page is displayed with the Basic Information tab open.

Configure the Copilot app for Slack

  1. On the Basic Information page, for the Signing Secret option, select Show, and then copy the secret and keep it for the integration configuration in the CMC.
  2. On the navigation pane, under Settings, select Install App.
  3. On the Install App page, select Install to <YourWorkspace> or Request to Install, depending on your Slack user account privileges.
  4. On the navigation pane, under Features, select OAuth & Permissions.
  5. On the OAuth & Permissions page, perform the following steps:
    • Under OAuth Tokens, select Install to Incorta.
    • Select Allow when prompted to allow the Incorta Copilot app to access your workspace.
    • The OAuth & Permissions page displays a Bot User OAuth Token. Copy the token and keep it for the integration configuration in the CMC.

Enable and configure the Copilot app in the CMC

  1. Sign in to the CMC using your CMC admin or cloud admin user.
  2. Navigate to Clusters, and then select your cluster.
  3. Go to Cluster Configurations > Server Configurations > Incorta Copilot.
  4. Ensure the Incorta Copilot is enabled with Incorta Nexus selected as the AI provider.
  5. Turn on the Enable Copilot Slack App toggle, and then enter the following:
    • In Slack app token, enter the Bot User OAuth Token.
    • In Slack app signing secret, enter the Signing Secret.
  6. Save the changes.
Important

After setting the CMC configurations, ensure that the request URL (<IncortaUrl>/incorta/bff/v1/slack/events) is verified in the app's Event Subscriptions.

  1. Navigate to your Incorta Copilot app in Slack Apps.
  2. On the navigation pane, under Features, select Event Subscriptions.
  3. On the Event Subscriptions page, check if the Request URL is verified. If not, select Retry. The Analytics service must be started before retrying to verify the request URL.

Connect your Incorta account to the Copilot app for Slack

To start using Incorta Copilot for Slack, users must connect their Incorta account to the Copilot app for Slack using a valid PAT. Only the Super User and users with the SuperRole or the Copilot User role can use the Copilot Slack app.

  1. Open Slack and sign in to your workspace.
  2. On the navigation bar, select Home, and then select Apps > Manage > Browse Apps.
  3. Search for the Incorta Copilot app on your workspace’s Apps list, and then select it.
  4. Select the app’s Home tab, and then select Connect.
  5. In the Connect dialog, in Personal Access Token, paste your PAT, and then select Connect.
  6. Select the app’s Messages tab, and then select Set data source.
  7. Select a business schema and a verified business view, and then select Done. You must have at least one verified business view enabled for Copilot to complete this step.
Notes
  • Due to Slack limitations,
    • Business schema and view names used in the Incorta Copilot app for Slack must not exceed 75 characters. When setting the data source, the Incorta Copilot app lists any schemas and views that exceed this limit and cannot be used.
    • By default, the Business Schema and Business View lists display the first 100 items. If your business schema or view is not listed, search the list to find it.
    • Changing the business schema after selecting a business view does not rest the Business View list.

Use Incorta Copilot for Slack

You’re all set. You can now use your Incorta Copilot within Slack:

  • In the Messages tab, ask questions about the selected data source in plain English.
  • Receive responses in summaries, CSV files, tables, and charts.
  • Download CSV files for further analysis.
  • Share responses with team members directly within Slack.
Notes
  • Slack will keep the history of your questions and answers as usual chats.
  • To clear the current session chat history, select Reset Chat Context.
  • To get the session logs, use the @log shortcut in the Messages tab or check the Incorta Analytics service logs.
  • The Copilot app CMC configurations define the maximum number of simultaneous requests the app can process and the limit on events sent to the app per minute.

Troubleshooting

The following table shows the common issues and error messages that might appear when using the Incorta Copilot app for Slack:

IssueTroubleshooting

  ●  Invalid Personal Access Token
  ●  Error while parsing personal-access-token
  ●  Ensure you entered a valid PAT.
  ●  Ensure you have the needed permissions (Copilot User or SuperRole).
  ●  Verify that the PAT was created in the same cluster configured for the Slack integration.
  ●  Generate a new PAT and re-authenticate in Slack.
Expired PAT
  ●  Generate a new PAT and re-authenticate.
Unresponsive app
  ●  Ensure the Incorta cluster is running and the network is stable.
  ●  Verify the Copilot app is connecting to the correct cluster.
  ●  Check the app CMC configurations, including the Signing Secret and Bot User OAuth Token.
The Copilot app is unresponsive to some users while others are using the app normally
  ●  Increase the value set for the Max Simultaneous requests being served CMC option.
  ●  Increase the value set for the Slack app request rate threshold CMC option. However, you must be cautious when setting this option to avoid potential denial-of-service (DoS) attacks.
Failed to render insight
  ●  Increase the value set for the Slack app insight render timeout CMC option.
No business views available
  ●  Ensure the selected schema has verified business views enabled for Copilot.
LLM server error
  ●  Ensure the Incorta Copilot is properly configured in the CMC > Server Configurations.