With the SourceGeek bot, your team can ask SourceGeek for help without leaving Slack or Microsoft Teams. Conversations stay in your messenger.
Connect Slack
A workspace admin does this once:
- Go to Settings → Bots
- On the Slack card, click Add to Slack and approve SourceGeek in Slack
- Invite the bot to the channels where you want to use it: type
/invite @sourcegeekin the channel
Connect Microsoft Teams
A workspace admin does this once:
- Go to Settings → Bots
- On the Microsoft Teams card, click Connect Microsoft 365 tenant and approve SourceGeek for your organization
- If SourceGeek isn’t available in Teams yet, a Teams admin adds the SourceGeek app in the Teams admin center
Each Slack workspace or Microsoft 365 tenant connects to one SourceGeek workspace.
Talk to the bot
- Slack: message the bot directly, or @mention it in a channel. In a thread with the bot, you can keep replying without mentioning it
- Teams: chat with the bot directly, or @mention it in a channel or group chat
The bot answers like SourceGeek in the app, and each conversation is saved as a personal chat in SourceGeek. When SourceGeek needs your approval, it shows Allow and Deny buttons that only you can use.
Link your account
Link your Slack or Microsoft account to your SourceGeek account so the bot works as you:
- In Settings → Bots, click Link your Slack account or Link your Microsoft account, or
- Ask the bot to link your account. It sends you a personal link that works for 15 minutes. Open it while signed in to SourceGeek and click Link account
Until you link, your messages count as the workspace’s creator, and SourceGeek can’t use your connectors. Once linked, the bot uses your own connectors and your messages are yours.
To unlink, click Unlink in Settings → Bots.
Credits
Conversations with the bot use the workspace’s credits, like any chat. See Credits and usage.
Disconnect a bot
A workspace admin can click Disconnect on the bot’s card in Settings → Bots. The bot stops answering and everyone’s account links are removed.
Other members can see the Bots page but can’t connect or change bots.