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Installing Sofie on Slack

Updated

Prerequisites

Before installing Sofie, ensure you have:

Installation steps

Ensure your SoSafe tenant has Sofie enabled

Ensure that Instant Alerts or Level Zero Support is activated for your tenant in the SoSafe Manager. If not sure, reach out to your SoSafe representative for support.

Configure Sofie in the SoSafe Manager

  1. Go to: SoSafe Manager → Sofie → Instant Alerts / Level Zero Support → Bot Configuration
  2. Select Slack in the Connector field.
  3. Enter your Slack Workspace ID from the prerequisites in the designated field.
  4. [Optional] Customize the welcome message

  5. Save changes.

    SoSafe Manager Zero Level Support Bot configuration page, with Slack selected in the Connector field, an empty Slack Workspace ID field below, and an Add to Slack button.

     

Install the Sofie Slack App

  1. Click the "Add to Slack" button.

  2. Confirm by clicking Allow in the Slack authorization window.

    Slack authorization window titled Sofie is requesting permission to access the workspace, listing what Sofie can view and do in channels and the workspace, with Cancel and Allow buttons.

     

  3. Sofie is now installed in your Slack workspace!

Sofie is now ready to:

  • Respond to security-related questions via Level Zero Support
  • Deliver Instant Alerts in Slack

Monitor installation progress

Once Sofie is deployed, the SoSafe Manager will display a rollout progress indicator, showing:

  • Total number of users provisioned with Sofie.
  • Comparison between provisioned users and total enabled employees.

This helps track the progress and effectiveness of the rollout.

SoSafe Manager rollout progress indicator with a fully filled green bar showing all users have installed the Sofie app, next to a count of users with Sofie installed out of total enabled employees.

It is possible for an organization to run Sofie both on Teams and Slack simultaneously. To allow that, configurations should be added in the Bot Configuration section for both connectors.

Note that if an organization has both configurations and is using the Instant Alerts feature, it is not possible to specify whether the messages get sent to Teams or Slack and the message gets sent to both.

Limitations & differences in Slack vs. Microsoft Teams

While Sofie’s core functionality is fully supported in Slack, there are key differences compared to MS Teams:

Feature Slack Microsoft Teams
Avatar & Theme Customization Not customizable Customizable
App Description Only in English Customizable
User Deployment Available to all workspace users (admin cannot limit access) Controlled via IT policy
Instant Alerts Reactions Users react with Slack emojis.

Uses Helpful and Not Helpful emojis
Sofie Replies in Channels Requires @Sofie mention to respond Auto-replies in direct chats

Sofie app profile page in Slack, on the About tab, showing the Sofie avatar and a description of the assistant, with a Configuration button below and a Messages tab alongside About.

Additional notes & considerations

Using Sofie in Slack Channels

  • Sofie is available as a standalone bot in direct messages
  • It can also be added to Slack channels - however, in channel conversations, users must explicitly tag @Sofie for it to respond

Slack App approval status

  • The Sofie Slack app is not listed as an officially approved Slack app
  • Due to this, users will see an alert banner when installing Sofie in Slack

Slack installation screen showing a red banner warning that the app is not approved by Slack, above the permission dialog asking to allow Sofie access to view and act in channels and the workspace.

Do yo need further assistance?
Check out our other support articles or contact your Customer Success representative - we’re happy to assist!

 

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