Set up Slack

This guide is for the people who set up Slack for your organization: someone who manages integrations in VeriProof and a Slack administrator. It can be the same person.

Once it’s set up, reviewers get a direct message from the VeriProof app when a review is assigned to them. They can approve, reject, respond, or ask the application a question from that message, and every decision is recorded in VeriProof. Slack settings explains what reviewers see.

Before you start

You need:

• Permission to manage integrations in VeriProof.
• Permission to add apps to your Slack workspace. On Enterprise Grid, an org owner or org admin can add the app for the whole organization.

Post group reviews in a private channel

Some applications send their reviews to a group, and anyone in the group can claim one. Instead of messaging every person in the group, VeriProof can post each of that application’s group reviews once in a private Slack channel.

You can set this up if you manage reviewer routing in VeriProof and you’re in the channel yourself. Each application can have one channel.

What the channel sees

VeriProof posts each group review once. While decisions in Slack are on, the post has a Claim review button. Otherwise it has Claim in VeriProof, and claiming happens in VeriProof. Nobody decides in the channel itself.

• Only a full member of your organization who may take the application’s group reviews can claim one. If two people claim at once, one gets the review and the other sees a note, visible only to them, that someone else claimed it.
• When someone claims it, the post says Claimed by and their name, for everyone in the channel. Slack shows everyone the same message, so the review arrives in the claimer’s direct message from VeriProof, where they decide. A note only they see in the channel points them there.
• When the review is closed, the post updates to match.
• Group members who aren’t in the channel still get a direct message.

If the channel stops qualifying

VeriProof checks the channel again before every post and whenever Slack reports a change. If a guest joins, the channel is shared or archived, or the app is removed, VeriProof stops posting there. Open posts lose their details, and those reviews go to group members as direct messages.

Settings → Slack and the application’s reviewer routing both show what changed and how to fix it. After you fix it, choose the channel again.

Stop posting in a channel

In the application’s reviewer routing, select Stop posting in Slack. Group reviews go back to a direct message for each reviewer, and open posts in the channel lose their details.

What the app can do in Slack

Slack shows these permissions when you add the app:

The app doesn’t read message history or list public channels. Apart from review link previews, it posts only in direct messages and in a channel you chose for group reviews.

What Slack receives

Review messages show the application name, the reason for review, the person’s role, the due time, the priority, and a case reference. While decisions in Slack are on, a reviewer’s own message and its forms also show the proposed action and the review’s details and fields up to your data limit, and Slack receives the answers the reviewer types in a form. Group review posts show the application name, the reason for review, the due time, the priority, a case reference, and who claimed the review, but never who decided or how. Prompts, model responses, tool data, review notes, and other people’s details stay in VeriProof.

A review link shared in Slack previews its application, status, reason, and due time only in a direct message or a private channel that isn’t shared outside your organization, and only when the person sharing it is working that review. Anywhere else, the preview only says it’s a VeriProof review.

Troubleshooting

When someone leaves

When you deactivate a team member or revoke their invitation, VeriProof removes their Slack account connection and the messages it tracked for them. If they come back, they connect their Slack account again.

Disconnect

In Settings → Slack, select Disconnect Slack. VeriProof removes its app from your workspace and stops sending messages. Messages already in Slack stay there.

What VeriProof deletes when Slack is removed

When you disconnect Slack, or someone removes the VeriProof app in Slack, VeriProof deletes what it kept from your workspace right away:

• Reviewer account connections, including old ones, and unused connection links.
• Its records of the messages it sent, such as channel and message IDs.
• Every group review channel you chose. Those applications’ group reviews go to direct messages until you choose a channel again.
• The workspace or organization ID and name, the app’s own Slack ID, the granted permissions, and the access tokens.

Decisions reviewers made in Slack stay in VeriProof as part of each review’s record. The audit log notes the deletion and what it covered.