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SETUP.md

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Setting up the Plain Slack app in 3 steps

1. Install the Slack app

2. Create an API key

  1. Go to your Plain workspace
  2. Open Settings ➡️ Machine users
  3. Create a new Machine user, you can name it anything you like (e.g. "Slack Support")
  4. Create a new API key for the Machine user with the following permissions:
    • customer:create
    • customer:edit
    • customer:read
    • timeline:create
    • timeline:edit
    • timeline:read
    • user:read
    • workspace:read
  5. Copy the API key and save it for the next step

3. Configure the API key

In your Slack workspace type the following command:

/plain configure <api key you just created>

🎉 That's it! You can now start using Plain from Slack. 🎉