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Creating + Using Slack Webhooks with SmartChat

How to configure the webhook in Slack:

1. In Slack, click on the ... above “More”, then “Automations

2. Click “Create a Workflow”

3. Click “From a webhook”

4. Click “Set up Variables”. The following 5 variables are currently supported:
1. content_title- The title of the newly-uploaded content
2. prompt_title- The title of the prompt
3. prompt_body- The text of the prompt sent to the LLM
4. response- The response from the LLM
5. smartchat_url- The URL of the corresponding smartchat

5. Click “Continue”
6. If you want the webhook to send a message to a channel, click “Messages” on the right side panel, then click “Send a message to a channel”.
7. Fill out the form, constructing the body of the message, using the “Insert a variable” button to insert variables where needed

8. Click “Save”, then “Publish”
9. Once published, you can view the webhook URL by clicking this pencil icon and scrolling down. Use this URL in the SmartChat template creation modal


How to use the webhook in Storytell:

1. Go to your Storytell dashboard at https://smartchat.storytell.ai/
2. Open the question library and select “New”
3. Create your question and check “Set up automatic sharing”, then via “Webhook request”
4. Choose which SmartChat™ tags(s) you want to have power the webhook

How to troubleshoot if the Slack Webhook fails

1. Remove the tag from the content file in Storytell.
1. Refresh the page or navigate away from the content file to ensure the tag removal is saved.
2. Re-add the tag to the content file to re-trigger the webhook.
3. If the Webhook still doesn’t work, proceed to the next steps.
2. Check Slack workflow configuration again
1. Return to the Slack workflow and edit the configuration if necessary.
2. Consider changing the Slack channel for testing purposes to avoid spamming main channels.
3. Save and publish any changes made to the workflow.
3. Manually test your prompt in Storytell
1. Use the chat feature in Storytell to run the prompt manually.
2. Verify that the prompt generates the expected output.
3. If the prompt works manually, the issue likely lies with the webhook configuration or triggering.
4. Re-test the Webhook
1. Repeat the tag removal and re-addition process in Storytell to trigger the webhook.
2. Observe the Slack channel for a new message from the webhook.
5. Reach out for support if necessary
1. If the issue persists, consider reaching out to the support or engineering team for further assistance.
2. Provide details of the steps you’ve taken and where the process seems to be failing.
3. Document any error messages or irregularities that may help in diagnosing the problem.

How to process CSV and XLSX files with SmartChat™

Storytell can now analyze structured data in the form of .csv and/or .xlsx files. If you haven't used this feature yet, we encourage you to give it a try. This new mode is triggered in SmartChat™ under the following conditions:

• You are chatting with 5 or fewer files. This can be an individual document, a tag, or tag group
• Soon, this will be updated to allow for chatting with up to 10 .csv files, or a combination of files, with a maximum of 10 when in analytics mode (e.g., 1 .csv and 9 text files).
• At least one of the files is a .csv / .xlsx file

Please note the maximum file sizes that can be processed:

• 10 MB for .xlsx files
• 20 MB for .csv files
• 500 MB for other normal file types

You will know when you are using this new feature when a chat response starts with: " You are chatting with CSVs, switching to Analytics Mode... "

So what exactly is different about this mode? In short, this new mode actually let's an AI model write and execute it's own code! Think of it like a personal Data Analyst that can do everything from describing datasets to identifying patterns/trends and even training it's own Machine Learning model for specific tasks.

Tips & Tricks This new feature is in Beta, and as a result can be fragile, so I've collected some tips and tricks here to help you get the most value possible out of this tool.

1. Write clear and detailed prompt:

This includes describing the file format and content (.csv with stock data), defining any terminology (like custom metrics and column names) that could be confusing, and providing guidance on how you would like the question to be answered. Here is sample prompt you can use when analyzing stock data to give you a starting point:

Copy

Attached is csv file with daily opening and closing prices for TSLA (a publicly traded company). Please answer the following questions:
1. Which day had the gain? Gain is defined as the largest difference between the closing and opening price
2. Please forecasts the opening prices for the next 30 days using a SARIMA times series modeling approach

Note: Closing prices are in the column labeled "cl". Opening prices are in the column labeled "op"

** Don't worry if you don't know what SARIMA is, it's just a specific technique for forecasting data. I'm just using it to illustrate that you can give direction on how you want a problem to be approached.

2. Clean your data beforehand.

This new mode actually writes/runs code you in order to answer complex questions. For those that have done some data analysis before, you are likely familiar with how important formatting can be. If you provide messy, poorly formatted data, SmartChat™ will likely have difficulties reading the file in the first place. ** Here’s a useful guide to Excel Data Cleaning Techniques

3. Not all errors are created equal. You might notice an "error" mentioned when reading files or running an analysis. This does not necessarily mean that the request is complete or has failed. The model is actually able to debug / fix some errors on the fly and might just need more time to finish the request. You can always check if the chat is still in progress by looking for the blinking cursor.

4. Chat History is now enabled! We've enabled chat history for up to 5 previous messages, so feel free to ask follow up questions! Here is what a typical output might look like:

How to process scanned PDFs with SmartChat™

• Creating + Using Slack Webhooks with SmartChat
• How to troubleshoot if the Slack Webhook fails
• How to process CSV and XLSX files with SmartChat™
• How to process scanned PDFs with SmartChat™