Slack setup

Overview

Clarion uses a Slack bot to read channels you allow, post digests, and answer DMs / @mentions. Credentials are saved per organization by an org admin in Settings → Integrations.

1. Create a Slack app

1. Go to https://api.slack.com/apps and click Create New App → From scratch.
2. Name it (for example Clarion) and pick the workspace Clarion should run in.
3. Open OAuth & Permissions. Under Bot Token Scopes, add the scopes listed below.
4. Click Install to Workspace and authorize the app. Copy the Bot User OAuth Token — it starts with xoxb-.

• channels:read — list public channels
• channels:history — read public channel messages
• groups:read — list private channels the bot is in
• groups:history — read those private channels
• users:read — resolve user IDs and emails
• chat:write — post messages as the bot
• im:write — open DMs with users
• im:history — read DM history with the bot

Note. Invite the bot to every channel Clarion should read: /invite @Clarion

2. Enable Socket Mode (recommended)

Socket Mode lets Clarion receive DMs and @mentions without a public webhook URL. This is how the Slack assistant surface works.

1. In your Slack app settings, open Socket Mode and turn it On.
2. Open Basic Information → App-Level Tokens → Generate Token. Add the connections:write scope. Copy the token — it starts with xapp-.
3. Open Event Subscriptions and enable events. Subscribe the bot to message.im and app_mention.
4. Reinstall the app to the workspace if Slack asks you to.

3. Paste tokens in Clarion

1. Sign in to https://dashboard.tryclarion.ai as an org admin.
2. Open Settings → Integrations → Slack.
3. Paste Bot token (xoxb-…).
4. Paste App token (xapp-…) if you enabled Socket Mode.
5. Optionally set Admin users (Slack user IDs or emails) — these users get full assistant tools in Slack.
6. Optionally set Allowed users — leave blank to allow everyone in the workspace to talk to the bot as a read-only member.
7. Click Save Slack, then Test.

Note. Updating credentials overwrites the previous org tokens. Disconnect removes Slack for that org only.

Admin vs allowed users

• Admin users — full Clarion tools in Slack (assign work, update tasks, etc.).
• Allowed users — may DM / mention the bot with read-focused access to their own work.
• Blank allowed list — everyone in the workspace may talk to the bot.

Troubleshooting

• Test fails with auth errors — regenerate the bot token after changing scopes and reinstall the app.
• Bot does not see a channel — invite it with /invite @YourBotName.
• DMs do not work — confirm Socket Mode is on, app token is saved, and message.im is subscribed.
• Only admins can save credentials — ask an org admin, or have your Clarion operator promote your role.