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Assist AI's user groups feature allows admins to restrict the knowledge source's visibility across employees. You can make use of the user groups present in your Okta account as well. This article explains the steps involved in integrating your Okta account with Assist AI.
Pre-requisite:
For Slack users: You should be an Assist AI admin to complete the installation of Assist AI on Slack.
For Teams users: You should be a Global admin on Teams to complete the installation of Assist AI on Teams
You must be an Okta admin to perform this integration.
Integrating Assist AI with Okta:
Integrating Assist AI with Okta allows you to leverage your existing user group configuration within Okta to set visibility restrictions for the knowledge source in Assist AI.
- If you are using Assist AI on Slack, open your Slack Workspace → click on Apps → Assist AI → Home tab→ Manage Assist AI
- If you are using Assist AI on Teams, open your Teams workspace → click on Assist AI on the left tab → Home tab→ Manage Assist AI
- This opens your Assist AI Admin dashboard
- Head to the Apps section on the left pane and then click Okta from the identity management section
- Click on Install Okta, you will be asked to enter the account URL and API token.
- In order to generate the API token, sign in to you Okta account as the admin
- Open the Admin dashboard
- Click on Security on the left menu
- Click on API-> Tokens -> Create token
- Give a name for the API token and click Create token
- Now copy the token value and paste it in Assist AI as the API token
- Click Authorise
- With this, your Okta account has been successfully integrated with Assist AI.
Note: The API token generated to integrate Okta and Assist AI expires every month. So, the API Key needs to be updated before expiration for the integration to remain successful.
Granting access to Okta quick actions:
Okta integration with Assist AI also gives the ability for agents to perform a few quick actions from Assist AI within Slack. You can see the list of quick actions available as part of this integration by clicking on View all actions. Since these are admin actions, you can choose the list of agents who can access these actions.
Enable the Grant app action access to add the agents who can perform the Okta quick actions from Assist AI.
With this you have successfully integrated Okta with Assist AI and have granted Okta quick action access to certain agents.
