Before You Begin
| Requirement | How to verify |
|---|---|
| You are a Slack workspace admin, or your admin has pre-approved Chert apps | Slack → Settings & administration → Manage apps → App approval |
| You have an active Chert project | Your console URL contains ?project=<uuid> |
| The target channel exists | Public or private — both are supported |
| Your workspace can install Slack apps | App installation is enabled at the workspace level |
Each project gets its own bot token. Installing into multiple
projects from the same workspace means the workspace sees the same
Chert app installed once, with the bot present in each bound
channel.
Install Chert Notifications
Open Settings in the Chert console
Open your project at
https://console.trychert.com/?project=<uuid>,
then click Settings.Click Connect Slack
The button kicks off the OAuth v2 flow. You will be redirected to
slack.com/oauth/v2/authorize with the scopes listed below.Authorize the app in Slack
Pick the workspace, review the requested scopes, and click Allow.
Slack redirects back to Chert with an OAuth code.
Confirm the install
Settings shows Connected to <workspace>. The bot token is
stored server-side and never exposed to the browser.
Pick a channel
The channel picker lists every public channel and every private
channel the bot is a member of. Select the target channel and save.
Requested scopes
| Scope | Reason |
|---|---|
chat:write | Post reply notification cards |
chat:write.public | Post without explicit channel invite (public channels) |
channels:read | Populate the channel picker |
groups:read | Include private channels in the picker |
canvases:write | Create and update the Overview, Daily Summary, and Lead Lists canvases |
Install Chert Agent
Chert Agent is a separate Slack app with its own bot user. Install it through the same Settings page.Authorize and pick a channel
OAuth flow mirrors Chert Notifications. Pick the channel where you
want
@Chert Agent mentions to be answered.Channel binding
| Behavior | Detail |
|---|---|
| One channel per project | Switching channels does not require re-installing — pick a different channel from the Settings picker. |
| Cross-project isolation | Two Chert projects can target the same Slack channel. Each project’s bot token, settings, and canvases are independent. |
| Disconnect | Settings → Disconnect Slack removes the bot token from Chert. Notifications stop immediately. The Slack workspace’s app install record is preserved on Slack’s side until you uninstall from Slack. |
See Also
Configuration
Notification routing, feature flags, and the Nth-reply filter.
Security
What scopes are used for what, and how tokens are stored.