Follow

How to set up our Slack integration


Overview

Our Slack integration makes it easier than ever to collect feedback in real-time by delivering Culture Amp prompts and notifications to your employees directly in Slack. We do this with a Slackbot called Neko, who will deliver all Culture Amp survey communications to your employees via direct messages.

Only survey communications will be delivered via both Slack as well as email for any future survey that you launch. The Slack messages are translated into all our supported languages and it can be customized.

  • Employees with an active Culture Amp account, an active Slack account, and matching emails across both these accounts will receive survey invites and reminders via Slack and email.
  • Reminders are only sent to people who have not submitted their survey yet.
  • Employees that only have an active Culture Amp account (or non-matching emails) will continue to receive the standard email communications that you expect from Culture Amp.

In this article, learn how to: 

  1. Add Neko to Slack
  2. Sync Slack and Culture Amp
  3. Customize messages and manage which users receive messages

Step 1: Add Neko to Slack 

NOTE: The Slack integration must be set up by an Account Admin for your Culture Amp account.

To get started, go to settings-24px.svgAccount Admin Notifications > Add Neko to Slack.

slack-landing-page.png

What if I'm not a Slack Admin? 

You may need approval from the administrators on your company's Slack account to successfully configure Slack integration. If you are unsure whether or not you need approval, simply select I don't have admin access/I'm not sure, click on the Next step button, and follow the prompts on the next screen.

slack-not-sure-screen.png

Select a role that best describes you

assistance-screen.png

Follow prompts to receive approval for Neko installation. 

Configuring Slack Integration if you're a Slack Admin

If you are a Slack administrator, you can add Neko to your account independently. Go to settings-24px.svgAccount Admin Notifications > Add Neko to Slack.

lets-start-page.png

Upon selecting Iā€™m an administrator on [Your Company's] Slack account and the Add Neko to Slack button, you will be presented with the screen below. Go ahead and authorize the integration!

slack-permission-screen.png

That's it! Once everything is set up, you'll see a confirmation screen and can even send yourself a test message in Slack to see how Neko will communicate with your employees. 

 

Step 2: Sync Slack and Culture Amp 

Once Slack integration has been successfully configured, you will be redirected back to Culture Amp to the Notifications section of Account Admin settings. 

neko-installed-success.png

šŸŽ‰ Slack and Culture Amp will now sync automatically. šŸŽ‰ 

 

When these systems sync, Culture Amp will display the total "matches" found. The Culture Amp platform will attempt to "match" a corresponding Slack user by email address. Users are considered "matched" if an exact match of their email is found in both systems. These "matched" users will be able to receive survey messages via Slack. If a match does not exist, we will flag that employee so you can check their emails in each system and make updates accordingly.

Any users that do not have a successful match will have a warning icon next to their name on the Users page.

neko.png

 

NOTE: You will need to manually sync Culture Amp and this integration in the future as new employees join your company. To manually initiate a sync between the two systems, simply to go to settings-24px.svgAccount Admin Notifications > Resync users.

Step 3: Manage + Customize Messages 

Manage who receives messages 

Once the Neko by Culture Amp integration is enabled on your account, survey communications will be delivered via both Slack as well as email for any future survey that you launch. You can view the default Slack messages or you can customize them. 

If you wish, you can deactivate Slack communications on individual surveys. To do so, simply:

  • Navigate to a survey in Draft mode.
  • Open the Settings tab.
  • Scroll down and select Turn Slack notifications off

There is also a Disable Slack for this survey link to remove Slack on the Communications page for a survey.

Slack_Example.png

NOTE: By default, Slack Notifications for Performance are disabled. If you have previously requested for these notifications to be enabled and you want to re-disable Slack Notifications for Performance, please contact your Customer Success coach or the support team (support@cultureamp.com).

Customize Messages

TIP: You can customize messages for survey invites and reminders for all Engagement, Lifecycle, and Effectiveness surveys. To get started, click on the Surveys tab and select the survey you want to customize, then go to Survey Launch Communications > Customize Slack messages.

slack-communications.png

Technical Info

Neko is a bot, which means it has a special permission scope called 'bot'.

The list of allowed operations of a bot is listed in the "Limitation" section of this doc https://api.slack.com/bot-users.

Out of all those permissions, we use only 3 of them.

1. users.list to get a list of users that matches employees in our system.
2. im.open to open a direct communication channel between our bot and the user.
3. chat.postMessage to send a direct message



Was this article helpful?
5 out of 7 found this helpful
Have more questions? Submit a request

Comments