Only an admin can set up the Slack integration.

Soal has an especially deep integration with Slack, allowing users to seamlessly interact with Soal through the Slack interface.

To connect Soal to Jira, navigate to the Messaging item under Workspace in the left side panel.

You will be re-directed to the regular Slack app integration page.

It is recommended that you create a #data-requests channel with the data team and all potential question askers. You should connect it to Soal, as this will be the centralized space where request notifications will appear.

The Slack integration is 2 folds.

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1. Slash Commands for smoother operations:

  • /ask: Users can create a question in Soal by typing ‘/ask’ and clickicking the send button in Slack (in any conversation or channel). This will open a modal asking the user to select the question type, which will then be followed by the corresponding intake form.
  • /prompt: This command allows a user to prompt another to begin the question creation process in Slack. This is commonly used by the data team in response to being asked a question over Slack, in order to direct the non-data user to submit a question to Soal. This command should only be entered in a direct message. The user who is being messaged will then receive a notification from the Slack bot asking him to fill an intake.
  • /relevantSearch [search_query]: The Relevant Search command returns questions, playbooks, dashboards, etc.. that are relevant to the search query. This command is used by typing ‘/relevantsearch’ and a search query (ex. ‘payments method breakdown’) and clicking the send message button. This command should be used in the Soal App message channel.
  • /analyticsReport [timeframe]: The Analytics Report command allows the user to send a quick summary of question creation and resolution metrics.

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2. Notifications and Updates:

  • Question creation: Upon the submission of a question, the requester will be sent a confirmation message. The data team channel will be sent a message for question editing and assignment.
  • Question resolution: Upon the status of a question being changed to ‘resolved’, the requester will be sent a message with a link to the question in Soal.
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