This channel enablement flow has been modified as per the changes implemented by Facebook post ver7.2 of the product.
To add the Workplace by Facebook channel to your bot, you will need a developer portal Facebook account to configure the connection between Facebook Workplace and Kore.ai. Kore.ai application needs to be authorized to send and receive messages from the Workplace by Facebook channel.
To add the Workplace by Facebook channel
To complete the following procedure, you must have an admin account in the Facebook Workplace Developers Portal at https://< Your Domain >.workplace.com/work/admin.
- In Bot Builder, in the Bots section, click the bot that you want to enable the Workplace by Facebook channel.
- On the Channels tab, click the Workplace by Facebook icon.
- The Workplace by Facebook Channel page is displayed.
- Navigate to the Configurations tab
- In the Communication Mode section, select one or both of the following:
- Allow communication with a Bot in a Workplace Group
- Allow communication with a Bot through a Work Chat
- In Manage Permissions section, set the following as per your requirements (see here for more on the permissions):
- Message any member – To send messages to any group member. This permission is selected by default and is mandatory hence not editable;
- Mention bot – Needed when the bot is mentioned in a post, to see the post and to reply to comments. This permission is selected by default and is required for the bot to respond to users in groups;
- Manage group content – Required to post and comment in groups. This permission is selected by default and is required for the bot to respond to users in groups;
- Create link previews – Needed to see links added to posts in order to display preview for certain domains;
- Read user email – Required to see any group member’s email address;
- Read work profile – Required to see any group member’s complete profile, including phone number, department and location;
- Read org chart – Needed to check a group member’s profile to see who they report to and who reports to them;
Note: You are advised to set the permissions correctly after evaluating the above-mentioned link carefully. Managing the permissions for your bot after installing Kore.ai application on your workplace account needs you to uninstall the application on workplace account and re-authorize it in the bot platform.
- In the Communication Mode section, select one or both of the following:
- Click Authorize button.
- You will be redirected to Workplace by Facebook page.
- Log in to your Facebook Workplace admin account.
- Click the Add to Workplace to generate page access token to enable access for Kore.ai platform.
- Click Customize to provide the following details for the instance of Kore.ai application being installed on Workplace by Facebook account
- integration logo,
- name and
- description.
- The permissions needed by the Kore.ai Bot will be selected based upon the configuration given in step 4.
- Select the groups to which the bot needs to be added and click Add to Workplace.
- Once the instance of Kore.ai application is added to your Workplace by Facebook account, you will be redirected back to Kore.ai Bot Builder.
- In Bot Builder, from the Configuration tab, click Yes in the Enable Channel section, and then click Save.
- The bot may require your Bots Admin approval and assignment before it is available to any users.
Editing the Channel
To edit the Workplace by Facebook channel, hover your mouse over the channel to modify, and then click the Settings icon displayed to show the command menu displayed in the following illustration.
Select one of the following commands to modify the channel:
- Edit – Click to open the Workplace by Facebook channel setup page.
- Disable/Enable – Click Disable to temporarily disable use of the Workplace by Facebook channel for your bot. When the channel is disabled, click Enable to enable use of the Workplace by Facebook channel.
- Delete – Click Delete, and then click OK in the Delete Confirmation dialog to permanently delete the bot channel configuration.
Warning: This operation is permanent, and cannot be undone.