---
sidebar_position: 4
title: "Slack"
description: "Set up Hermes Agent as a Slack bot using Socket Mode"
---

# Slack Setup

Connect Hermes Agent to Slack as a bot using Socket Mode. Socket Mode uses WebSockets instead of
public HTTP endpoints, so your Hermes instance doesn't need to be publicly accessible — it works
behind firewalls, on your laptop, or on a private server.

:::warning Classic Slack Apps Deprecated
Classic Slack apps (using RTM API) were **fully deprecated in March 2025**. Hermes uses the modern
Bolt SDK with Socket Mode. If you have an old classic app, you must create a new one following
the steps below.
:::

## Overview

| Component | Value |
|-----------|-------|
| **Library** | `@slack/bolt` (Socket Mode) |
| **Connection** | WebSocket — no public URL required |
| **Auth tokens needed** | Bot Token (`xoxb-`) + App-Level Token (`xapp-`) |
| **User identification** | Slack Member IDs (e.g., `U01ABC2DEF3`) |

---

## Step 1: Create a Slack App

1. Go to [https://api.slack.com/apps](https://api.slack.com/apps)
2. Click **Create New App**
3. Choose **From scratch**
4. Enter an app name (e.g., "Hermes Agent") and select your workspace
5. Click **Create App**

You'll land on the app's **Basic Information** page.

---

## Step 2: Configure Bot Token Scopes

Navigate to **Features → OAuth & Permissions** in the sidebar. Scroll to **Scopes → Bot Token Scopes** and add the following:

| Scope | Purpose |
|-------|---------|
| `chat:write` | Send messages as the bot |
| `app_mentions:read` | Detect when @mentioned in channels |
| `channels:history` | Read messages in public channels the bot is in |
| `channels:read` | List and get info about public channels |
| `groups:history` | Read messages in private channels the bot is invited to |
| `im:history` | Read direct message history |
| `im:read` | View basic DM info |
| `im:write` | Open and manage DMs |
| `users:read` | Look up user information |
| `files:write` | Upload files (images, audio, documents) |

:::caution Missing scopes = missing features
Without `channels:history` and `groups:history`, the bot **will not receive messages in channels** —
it will only work in DMs. These are the most commonly missed scopes.
:::

**Optional scopes:**

| Scope | Purpose |
|-------|---------|
| `groups:read` | List and get info about private channels |

---

## Step 3: Enable Socket Mode

Socket Mode lets the bot connect via WebSocket instead of requiring a public URL.

1. In the sidebar, go to **Settings → Socket Mode**
2. Toggle **Enable Socket Mode** to ON
3. You'll be prompted to create an **App-Level Token**:
   - Name it something like `hermes-socket` (the name doesn't matter)
   - Add the **`connections:write`** scope
   - Click **Generate**
4. **Copy the token** — it starts with `xapp-`. This is your `SLACK_APP_TOKEN`

:::tip
You can always find or regenerate app-level tokens under **Settings → Basic Information → App-Level Tokens**.
:::

---

## Step 4: Subscribe to Events

This step is critical — it controls what messages the bot can see.

1. In the sidebar, go to **Features → Event Subscriptions**
2. Toggle **Enable Events** to ON
3. Expand **Subscribe to bot events** and add:

| Event | Required? | Purpose |
|-------|-----------|---------|
| `message.im` | **Yes** | Bot receives direct messages |
| `message.channels` | **Yes** | Bot receives messages in **public** channels it's added to |
| `message.groups` | **Recommended** | Bot receives messages in **private** channels it's invited to |
| `app_mention` | **Yes** | Prevents Bolt SDK errors when bot is @mentioned |

4. Click **Save Changes** at the bottom of the page

:::danger Missing event subscriptions is the #1 setup issue
If the bot works in DMs but **not in channels**, you almost certainly forgot to add
`message.channels` (for public channels) and/or `message.groups` (for private channels).
Without these events, Slack simply never delivers channel messages to the bot.
:::

---

## Step 5: Install App to Workspace

1. In the sidebar, go to **Settings → Install App**
2. Click **Install to Workspace**
3. Review the permissions and click **Allow**
4. After authorization, you'll see a **Bot User OAuth Token** starting with `xoxb-`
5. **Copy this token** — this is your `SLACK_BOT_TOKEN`

:::tip
If you change scopes or event subscriptions later, you **must reinstall the app** for the changes
to take effect. The Install App page will show a banner prompting you to do so.
:::

---

## Step 6: Find User IDs for the Allowlist

Hermes uses Slack **Member IDs** (not usernames or display names) for the allowlist.

To find a Member ID:

1. In Slack, click on the user's name or avatar
2. Click **View full profile**
3. Click the **⋮** (more) button
4. Select **Copy member ID**

Member IDs look like `U01ABC2DEF3`. You need your own Member ID at minimum.

---

## Step 7: Configure Hermes

Add the following to your `~/.hermes/.env` file:

```bash
# Required
SLACK_BOT_TOKEN=xoxb-your-bot-token-here
SLACK_APP_TOKEN=xapp-your-app-token-here
SLACK_ALLOWED_USERS=U01ABC2DEF3              # Comma-separated Member IDs

# Optional
SLACK_HOME_CHANNEL=C01234567890              # Default channel for cron/scheduled messages
```

Or run the interactive setup:

```bash
hermes gateway setup    # Select Slack when prompted
```

Then start the gateway:

```bash
hermes gateway              # Foreground
hermes gateway install      # Install as a system service
```

---

## Step 8: Invite the Bot to Channels

After starting the gateway, you need to **invite the bot** to any channel where you want it to respond:

```
/invite @Hermes Agent
```

The bot will **not** automatically join channels. You must invite it to each channel individually.

---

## How the Bot Responds

Understanding how Hermes behaves in different contexts:

| Context | Behavior |
|---------|----------|
| **DMs** | Bot responds to every message — no @mention needed |
| **Channels** | Bot **only responds when @mentioned** (e.g., `@Hermes Agent what time is it?`) |
| **Threads** | Bot replies in threads when the triggering message is in a thread |

:::tip
In channels, always @mention the bot. Simply typing a message without mentioning it will be ignored.
This is intentional — it prevents the bot from responding to every message in busy channels.
:::

---

## Home Channel

Set `SLACK_HOME_CHANNEL` to a channel ID where Hermes will deliver scheduled messages,
cron job results, and other proactive notifications. To find a channel ID:

1. Right-click the channel name in Slack
2. Click **View channel details**
3. Scroll to the bottom — the Channel ID is shown there

```bash
SLACK_HOME_CHANNEL=C01234567890
```

Make sure the bot has been **invited to the channel** (`/invite @Hermes Agent`).

---

## Voice Messages

Hermes supports voice on Slack:

- **Incoming:** Voice/audio messages are automatically transcribed using Whisper (requires `VOICE_TOOLS_OPENAI_KEY`)
- **Outgoing:** TTS responses are sent as audio file attachments

---

## Troubleshooting

| Problem | Solution |
|---------|----------|
| Bot doesn't respond to DMs | Verify `message.im` is in your event subscriptions and the app is reinstalled |
| Bot works in DMs but not in channels | **Most common issue.** Add `message.channels` and `message.groups` to event subscriptions, reinstall the app, and invite the bot to the channel with `/invite @Hermes Agent` |
| Bot doesn't respond to @mentions in channels | 1) Check `message.channels` event is subscribed. 2) Bot must be invited to the channel. 3) Ensure `channels:history` scope is added. 4) Reinstall the app after scope/event changes |
| Bot ignores messages in private channels | Add both the `message.groups` event subscription and `groups:history` scope, then reinstall the app and `/invite` the bot |
| "not_authed" or "invalid_auth" errors | Regenerate your Bot Token and App Token, update `.env` |
| Bot responds but can't post in a channel | Invite the bot to the channel with `/invite @Hermes Agent` |
| "missing_scope" error | Add the required scope in OAuth & Permissions, then **reinstall** the app |
| Socket disconnects frequently | Check your network; Bolt auto-reconnects but unstable connections cause lag |
| Changed scopes/events but nothing changed | You **must reinstall** the app to your workspace after any scope or event subscription change |

### Quick Checklist

If the bot isn't working in channels, verify **all** of the following:

1. ✅ `message.channels` event is subscribed (for public channels)
2. ✅ `message.groups` event is subscribed (for private channels)
3. ✅ `app_mention` event is subscribed
4. ✅ `channels:history` scope is added (for public channels)
5. ✅ `groups:history` scope is added (for private channels)
6. ✅ App was **reinstalled** after adding scopes/events
7. ✅ Bot was **invited** to the channel (`/invite @Hermes Agent`)
8. ✅ You are **@mentioning** the bot in your message

---

## Security

:::warning
**Always set `SLACK_ALLOWED_USERS`** with the Member IDs of authorized users. Without this setting,
the gateway will **deny all messages** by default as a safety measure. Never share your bot tokens —
treat them like passwords.
:::

- Tokens should be stored in `~/.hermes/.env` (file permissions `600`)
- Rotate tokens periodically via the Slack app settings
- Audit who has access to your Hermes config directory
- Socket Mode means no public endpoint is exposed — one less attack surface
