Guide

Installation from Slack App Directory
  1. Locate CXera for Slack in the Slack App directory
  2. Click Get app;
  3. From the CXera for Slack page, click Add to Slack
  4. On the CXera app page, click Visit site to install, which will redirect you to https://login.cxera.com/zoom;
  5. On this page enter your tenant URL subdomain and click Continue;
  6. If you are not authenticated in this CXera tenant, you will be redirected to the login page, with login type set to slack as a URL query parameter - {tenantUrl}.cxera.com/login?type=slack;
  7. Log in to CXnow using your username and password;
  8. You are redirected to the Integrations page of CXnow and Slack installation automatically begins;
  9. In the newly spawned browser window, authorize your Slack account to be used by CXera;
  10. A response that the installation is successful or not is shown in CXnow. Because Slack doesn’t know which tenant (or subdomain) to authorize you with, step 3 is necessary. Once you authenticate into CXnow, your access token contains your user and tenant IDs, which is what we need to initialize the installation. Starting with step 6, the process to install Slack into CXera is virtually the same as doing it from CXnow, with unnecessary manual steps skipped.
  1. Log in to CXnow using your username and password;
  2. Open Integrations from the main sidebar;
  3. On the Integrations page, choose Slack;
  4. On the Slack page, you’re presented with a big Install button, installation and uninstallation steps, as well as a list of frequently asked questions;
  5. Click the Install button;
  6. In the newly spawned browser window, authenticate with Slack if needed, then authorize your Slack account to be used by CXera;
  7. A response that the installation is successful or not is shown in CXnow.
    Since you’re initiating the installation from CXnow, you’re already authenticated and your user and tenant IDs are known.
  1. Log in to CXnow using your username and password;
  2. Open Integrations from the main sidebar;
  3. On the Integrations page, choose Slack;
  4. Click the Uninstall button;
  5. Log into Slack if necessary;
  6. You are redirected to Slack App Directory with the focus on CXera for Slack;
  7. In the Remove app section, click Remove app.

The CXera for Slack app provides you with Slash commands to help you harness the power of CXera from within a Slack channel. From the Slack message field you can:

  • Create an Experience and set Visibility and Type with the command /cxera create. CXera uses the channel details to set the Title and Description, but you can change them before you click Create. All users of the Channel are automatically added to the Experience and will have an internal or external Viewer role associated, depending on their Slack user type.
  • Upon success you will see the following type of confirmation. The confirmation will name a maximum of ten users as being added to the Experience, but all Channel users are added. If there are more than ten users, this is denoted by an ellipsis (...).
  • Check whether there is already an Experience linked to a channel with the command /cxera experiences which lists any Experiences associated with the current channel.

FAQ

What does this integration do?

This integration provides you with Slack Slash commands to help you create and manage Experiences directly from Slack.  When you create an Experience from a Slack channel, CXera automatically adds all that channel’s users to the new Experience.  From the message field, try /cxera help to see which commands you can use.

CXera adds any guest or external users on the channel as external Viewers to the Experience.  A user within your own Slack workspace is added as an internal Viewer.

If a user has an existing CXera account, the integration adds them to the Experience.  If a user does not have a CXera account then they may receive account details along with the Experience URL.

Once you install Cxera for Slack, your Slack user ID is permanently stored. When you uninstall, CXera purges all of your Slack records.

Yes, you can use the experiences Slash command to list any Experiences that are connected to the current channel.