Overview
The SafeBase Bot for Slack has multiple functions.
Send event notifications from your Trust Center directly to a designated channel
Access Requests & Access Request Denials
Access Request Auto-Approval
New Subscribers
File and Bulk File Downloads
Questionnaire Uploads
Users can search the Knowledge Base and Trust Library via AI, without logging in to the SafeBase app
If utilizing SafeBase's AI Questionnaire Answering (AIQA) feature, our Slack integration allows users to collaborate on Question Assignments and Answers
Certain functions of the Slack integration are available to certain Organization Members, based on their assigned role. However, for all members, there is a one-time requirement to link their Slack user to their SafeBase org member record. An unlinked user will be prompted to link their user records when they attempt to take an action in Slack. See the sequence of screenshots below; the first two are visible in Slack, and the third is visible in SafeBase.
Organization User Permissions & Roles
Access Request Notifications
In Slack channels used for notifications from the SafeBase Bot for Slack, one major function is the ability to be notified by, and act on, Trust Center Access Requests.
Only users with the Trust Center role of (Legacy) Account Manager, (Legacy) Questionnaire Manager, or Administrator can approve or deny access requests in Slack.
The notification channel can include additional colleagues. However, colleagues that are not organization members with the above roles cannot take action on the request. They will be able to see the requests in the channel.
By default, only notifications for access requests that need manual approval will be sent to the Slack channel. If you have automatic approval settings turned on, you can choose to include notifications for automatically approved access requests. Go to Settings -> Accounts -> "Automatically approve access requests" -> choose "If request meets conditions -> set the toggle for "Send Slack notifications about automatically-approved access requests" to on.
SafeBase Slack Commands
Commands such as, Search Trust Library with AI, can be used in any Slack Channel
Only org members with the role of Trust Library Viewer or above, can use the commands and post responses to the channel, but anyone who is in the channel can see the posts.
Installation
In the Trust Center click on
Settings,Integrations, then click theConnectbutton next toSlack
Review permissions for the integration
Select a channelfor notifications to be posted in. You may also choose to have notifications sent directly to a specified Slack user in a Direct Message.You will need a Slack admin to approve the app.
Once completed, you will see the integration for Slack
enabled
Note: By default, notifications will use an @here in the specified channel or DM group. Please see this article on how to customize the users or user groups that get notified with our bot for Slack.
Upgrading
If you need to upgrade the integration for Slack, please don't worry about disconnecting from the Settings .
Instead, have your Slack admin follow these steps:
Navigate to https://<your workspace name>.slack.com/apps and click on the
Managebutton at the upper right.Search for the
SafeBase Botapp.Use the
Reinstalloption to get the latest version of the app.
Notifications
Access Requests:
New Subscriber:
SafeBase Slack Commands
SafeBase Slack Help
For a list of available commands and syntac, please use the /safebase-help command.
SafeBase Questionnaire Upload
The /safebase-qnr-upload command allows users to upload a questionnaire directly from SafeBase into the Trust Center.
To use this tool:
Select a Product (if using a multi-prod trust center)
Select the
Accountassociated with the questionnaire (this list will auto-populate)Click the
Request UploadbuttonThe SafeBase Bot for Slack will send a Slack DM requesting to upload a file
Reply to the DM in a Thread
The file will be uploaded to the Trust Center
Navigate to the Trust Center's
Questionnaire Sectionto view the uploaded file
SafeBase (KB) Search
To search the Trust Library (KB), simply type the command /safebase kb-search <SEARCH TERM> to see the top results, there is a next button if there is more than one page of results
Results are only visible to the requster. There is a Post to Channel button to share a result with other members of this channel.
SafeBase Trust Library AI Search
Organization members can get AI-generated answers from SafeBase directly in Slack using the /safebase-ask-ai command.
To receive an answer to a question in Slack:
Make sure that the SafeBase <> Slack integration is enabled and set up for the organization.
Type /safebase-ask-ai into Slack from a DM or channel and type a question.
Click send to submit the question
Optional step for multi-product organizations only: the Slackbot will ask which product the question is asking about. Select one using the dropdown list
The Slackbot will respond with an answer to the question.
Users can:
Click the View in Trust Library Link to go see the generated result in SafeBase
Post the answer to the question in the DM or channel where the search was initiated.
Questionnaire Collaboration
If your SafeBase plan includes our AI Questionnaire Assistance (AIQA) feature, Questionnaire Collaboration events will be sent via Slack
Questionnaire Assignment Notifications
Users will have the ability to answer questions and submit directly from Slack:
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