Ready to give Mio a try on your Slack workspace? This guide will point you in the right direction for everything from installation to set up and best practices.

If you have any questions, reach out to us at support@m.io or chat with us in the bottom right corner.

Checklist for using Mio on Slack

  1. Install the Mio app

  2. Find the Mio menu and help message

  3. Create your first universal channel

  4. Convert an existing Slack channel to a universal channel

  5. Invite external contacts to your universal channel

  6. View universal channel membership

  7. @mention an external contact

  8. Start an external direct message

  9. Troubleshooting


Step 1 - Install the Mio app

Slack administrators: Check your organization's workspace settings first to allow users to create channels.

  1. Go to https://m.io and click Install for Free.

  2. Follow the onboarding steps and authorize your Slack account.

You should see a welcome message from the Mio app in Slack once you've successfully installed.

For more details, read this article.


Step 2 - Find the Mio menu and help message

In a direct message with the Mio app, type "/mio menu" to pull up your Mio menu. If you need help, you can also type "/mio help" in any universal channel.


Step 3 - Create your first universal channel

Mio universal channels are like Slack shared channels, except they can be joined by external organizations on different chat apps as well.

  1. In a direct message with the Mio app, type and send "/mio create".

  2. Select New Slack channel. Type in the channel name.

  3. Decide whether you want the channel to be public or private, and select Create.

For more details, check out this article.


Step 4 - Convert an existing Slack channel to a universal channel

You can convert any existing Slack channel (or Slack shared channel) into a universal channel. All existing channel members will be able to chat with external contacts who join.

  1. In a direct message with the Mio app, type and send "/mio create".

  2. Select Existing Slack channel. Search for the existing channel name.

  3. Decide whether you want the channel to be public or private, and select Create.

For more details, check out this article.


Step 5 - Invite external contacts to your universal channel

Once you've created your universal channel, copy the invite link (https://app.m.io/uc/abcde) and send it to any external contact you want to chat with.

When they open the link in their browser, they'll be asked to install the Mio app if they haven't already.

For more details, check out this article. If your contact is joining from Microsoft Teams, this article may help.


Step 6 - View universal channel membership

Your external contacts won't show up in the regular members list in Slack because they aren't actual users on your workspace.

In any existing universal channel, type and send "/mio members" to see a list of all members, local and external.

For more details, check out this article.


Step 7 - @mention an external contact

To @mention someone in a universal channel, type their name exactly as it appears in the member list from Step 6. Include their first and last name, but leave out the (Organization).

Note: @mentions will work for the recipient, but they won't highlight for the sender, because they are not a native user in your workspace.

For more details, check out this article.


Step 8 - Direct message an external contact

If you want to start a direct message with an external contact, they must already be in a universal channel with you (see Step 5).

  1. In a direct chat with the Mio app, type "/mio menu". Select New Direct Message.

  2. Find the name of the external contact you want to chat with in the drop-down list.

  3. Once you select Add to Slack, you will install your contact's secondary app to you Slack workspace.

  4. Your contact will receive a message from the Mio bot in their chat app (Microsoft Teams or Webex). They must accept your invite and add your secondary app to their Microsoft Teams or Webex before messages can be sent.

A secondary app is a bot that Mio has provisioned for an external user. Secondary apps relay messages between Slack and other chat tools. This enables you to stay in Slack while your external contacts remain in their communication tool of choice.

  • Any external contact you direct message will show up under your "Apps" section.

For more details, check out this article.


Troubleshooting

If you got an error while trying to create a universal channel on Slack, or "A team preference prevents the authenticated user from creating channels", check your workspace settings.

If you'd like further assistance with the Mio app, let us know at support@m.io and a member of our team will reach out as soon as possible.

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