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Set up a Custom Slack Sender/Slack Bot (Pyn 2)

Learn how to configure a custom Slack bot to send messages from branded aliases like L&D, People Ops, or IT in Pyn 2.

Written by Dame Dingding

The instructions below are for Pyn 2. If you are using Pyn 1 (Classic) click here

Why set up a Custom Slack Bot?

Setting up a custom bot lets your team broadcast communications and direct messages from a functional alias (e.g., @PeopleOps, @L&D, or @HRTeam) rather than an individual team member's Slack account or the default Pyn Bot.

Before you begin:

  • Ensure your workspace is connected to Slack under Settings > Integrations.

  • The Slack configuration steps require a Slack Workspace Administrator.

Step-by-Step Guide

1. Copy the App Manifest in Pyn

  • Inside Pyn, navigate to Settings > Integrations.

  • Select your installed Slack integration.

  • Click the meatball (...) menu and select Add custom bot.

  • In the Slack set up section, click Copy manifest to copy the pre-built configuration to your clipboard.

2. Create the App in Slack

  • Go to api.slack.com/apps and click Create New App.

  • Select From a manifest.

  • Choose your workspace, select the YAML tab, and paste the manifest you copied from Pyn.

  • Click Next and complete the creation prompt.

3. Customize Bot Display Details & Install

  • In Slack, follow the prompts to install the app to your workspace.

  • Under Settings > Basic Information > Display Information, customize your bot's Name, Description, Icon/Logo, and Color (e.g., People Experience Bot).

4. Copy the Bot Token into Pyn

  • Navigate to OAuth & Permissions.

  • Copy the generated Bot User OAuth Token (starts with xoxb-).

  • Return to Pyn and paste the token into the Bot Token field, then save.

5. Ready to Send

  • Your custom bot will now appear as an active Slack sender under Settings > Senders and in the From dropdown within your Flow steps.

Important Considerations & Best Practices

  • Channel Membership: To post messages or invite members to a channel using your custom bot, make sure the custom bot has been invited and added as a member to that Slack channel first.

  • Direct Replies: Direct message replies to custom bots in Slack will only be visible to the user account actively logged into that service profile in Slack, rather than individual personal inboxes.

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