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Setup Time: 30 minutes

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Step 1 — Create Slack App

  1. Go to api.slack.com/apps → Create New App → From scratch
  2. Name: Fincelo CSM Hub
  3. Select your workspace → Create App

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Step 2 — Add Bot Scopes

  1. Your app → OAuth & Permissions → Bot Token Scopes → Add:
    • chat:write — Post messages
    • chat:write.public — Post to public channels
    • users:read — Look up users for @mentions
    • channels:read — Access channel info

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Step 3 — Enable Interactivity (for button clicks)

  1. Interactivity & Shortcuts → Toggle ON
  2. Request URL: https://app.fincelo.app/api/webhooks/slack
  3. Click Save Changes

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Step 4 — Install to Workspace

  1. Install App → Install to Workspace → Allow
  2. Copy Bot User OAuth Token (starts with xoxb-)

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Step 5 — Get Signing Secret

  1. Basic Information → Signing Secret → Show → Copy

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Step 6 — Configure in Fincelo

  1. Fincelo → Settings → CSM Hub → Channel Config → Slack
  2. Paste Bot Token + Default Channel (e.g. #cs-alerts)
  3. Save ✅
Test: 
curl -X POST "https://slack.com/api/chat.postMessage"   -H "Authorization: Bearer YOUR_BOT_TOKEN"   -H "Content-Type: application/json"   -d '{"channel": "#cs-alerts", "text": "✅ Fincelo CSM Hub connected"}'

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Getting CSM Slack User IDs (for @mentions)

  1. In Slack → click CSM’s profile → ”⋯” → Copy member ID
  2. Format: U1234ABCD
  3. Add in Fincelo → Settings → CSM Hub → CSM Roster → Slack User ID