Slack

is a cloud-based team communication platform that helps different teams in an organization work together seamlessly. With the Document360 integration with Slack, you will equip your agents with your knowledge base without leaving your workspace.

Apart from searching for articles, you can create user-friendly documentation and author in the Markdown editor for any version or language in your knowledge base on Slack.

NOTE

• You must have access to a Slack account.

• You must have a Document360 account under Business or Enterprise plans.

Basic setup guide

Connecting the Document360 extension in Slack

1. Navigate to the Settings () > Knowledge base portal > Extensions in the Knowledge base portal. Go to the desired Document360 project.

2. You can find Slack in the listed extensions.

3. In the Slack assistant, click Connect.

4. The app will redirect you to Slack to grant us access to your workspace.

5. Click Allow and return to Document360.

6. The success message would also display the name of the connected Slack workspace.

Feature highlights

/doc360 Command

Once the integration between Document360 and your Slack workspace is established, you can use the different functions of Document360 with the /doc360 in your conversations, either in 'direct message' conversations or in a channel.

Commands

Command: /doc360<space>help

The above command helps users by listing the functions available with the /doc360 command in Slack. The list of commands that appear in the conversation window is only visible to you. It helps new users get familiar with these commands.

Search and share articles.

Command: /doc360<space>search<space>query

Once you've successfully integrated Document360 with your Slack workspace, your team members can instantly search for and share support articles in conversations using the commands. This simplifies your interactions, as knowledge sharing makes adding context to conversations in real time easy, rather than asking someone for information whenever you need it or jumping to different tabs if you're using it online.

Without leaving the Slack environment, you can equip your agents with all the articles from your Knowledge base. You can also share the searched articles by linking them to your conversation.

To search for an article during a conversation

1. Enter the search command (/doc360<space>search<space>query) and click Enter.

2. Select the version and language of the knowledge base you want to search.

3. The search results would be populated with two options

   1. Open Article, where the Article would be opened in a new tab.

   2. Link Article would send the article result in the conversation.

Creating an article from Slack

You can create your Article to your Knowledge base,

Enter the /doc360 Create command followed by an optional title to open the article creation model

Command: /doc360<space>create<space>Title of the article  (optional)

1. Choose the version of the Knowledge base you want to use to create the Article.

2. Select the category under which the Article should be placed.

NOTE

You cannot create a new category on Slack. However, you can add articles to any existing category.

3. Enter the content of your Article using the Markdown editor.

4. The Article would be created in a draft state, allowing your editors to review and enhance it before publishing it on the Knowledge base.

Removing the Document360 app from the Slack workspace

1. From your Slack workspace, visit Slack's App Directory.

2. Select Manage in the top right.

3. Choose Document360 from the list in the left-hand column.

4. You will be redirected to the Document360 App Info page.

5. In the configuration section, scroll down to the Remove application and select the Remove app.

If you face any issues, please get in touch with us at support@document360.com