ChatBot Setup (Slack, Telegram, WhatsApp)

Monetro includes an AI-powered accounting assistant that works directly in Slack, Telegram, or WhatsApp. Users can query invoices, scan receipts, and get financial reports — all from their preferred chat platform.

How It Works

1. Admin installs connector    → /connectors/slack (or telegram/whatsapp)
2. Admin configures credentials → Bot Token, Signing Secret, etc.
3. User connects account       → Settings → Chatbot → "Connect"
4. User chats with the bot     → "Show my open invoices"

Slack Setup

1. Create a Slack App

1. Go to api.slack.com/apps → "Create New App"
2. Choose "From scratch"
3. Name: Monetro (or your preferred name)
4. Select your workspace

2. Configure Bot Scopes

Go to OAuth & Permissions and add these Bot Token Scopes:

Scope	Purpose
chat:write	Send messages
app_mentions:read	Respond to @mentions
commands	Handle slash commands
im:history	Read DM history
im:read	Read DM metadata
im:write	Send DMs

Click "Install to Workspace" and confirm.

3. Get Credentials

Credential	Where to Find
Bot Token (xoxb-...)	OAuth & Permissions → Bot User OAuth Token
Signing Secret	Basic Information → Signing Secret
App ID	Basic Information → App ID (e.g. A07XXXXXXXX)

4. Configure in Monetro

1. Go to /connectors/slack → Install
2. Enter Bot Token, Signing Secret, and App ID
3. Enable the connector → Save

5. Set Webhook URL in Slack

1. In the Slack App → Event Subscriptions → Enable
2. Request URL: https://app.monetro.at/api/chatbot/slack
3. Subscribe to bot events: message.im, app_mention
4. Save

Deep-Link

The App ID is used to generate a Deep-Link (https://slack.com/app_redirect?app=APP_ID) that opens a DM with the bot automatically when users click "Verbinden" in Monetro.

6. Connect Users

Each user goes to Settings → Chatbot → Slack → "Verbinden".

Clicking the button opens Slack directly via the Deep-Link and lands the user in a DM with the Monetro bot. The user then sends connect TOKEN to complete the connection.

info

Slack blocks custom slash commands in bot DMs, so the connect command uses plain text (connect TOKEN) instead of /start TOKEN.

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Telegram Setup

1. Create a Telegram Bot

1. Open Telegram, search for @BotFather
2. Send /newbot
3. Choose a name (e.g., "Monetro Buchhaltung")
4. Choose a username (e.g., monetro_bot)
5. Copy the Bot Token (format: 123456789:ABCdefGHI...)

2. Configure in Monetro

1. Go to /connectors/telegram → Install
2. Enter Bot Token and Bot Username (without @)
3. Enable the connector → Save

3. Set Webhook

The webhook is automatically registered when the bot starts. The URL is:

https://app.monetro.at/api/chatbot/telegram

4. Connect Users

Each user goes to Settings → Chatbot → Telegram → "Verbinden".

Clicking the button opens t.me/monetro_bot?start=TOKEN which automatically sends the /start TOKEN command to the bot. The connection is established instantly.

info

The Telegram start parameter is limited to 64 characters and uses base64url encoding to fit the connection token.

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WhatsApp Business Setup

caution

WhatsApp Business API requires a Meta Business account and phone number verification. This is more complex than Slack/Telegram setup.

1. Meta Business Setup

1. Go to business.facebook.com
2. Create or select a Business Account
3. Go to WhatsApp section → API Setup
4. Add a phone number and verify it

2. Get Credentials

Credential	Where to Find
Access Token	API Setup → Permanent Token
Phone Number ID	API Setup → Phone Number ID
Business Account ID	Business Settings → WhatsApp Accounts
Verify Token	Choose any string (used for webhook verification)

3. Configure in Monetro

1. Go to /connectors/whatsapp → Install
2. Enter all 4 credentials
3. Enable the connector → Save

4. Set Webhook in Meta

1. Meta Business Suite → WhatsApp → Configuration
2. Callback URL: https://app.monetro.at/api/chatbot/whatsapp
3. Verify Token: Same string you entered in step 3
4. Subscribe to: messages, statuses

5. Connect Users

Users go to Settings → Chatbot → WhatsApp → Connect.

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What the Bot Can Do

Command	Example
Query invoices	"Show my open invoices"
Check customers	"How much does Acme GmbH owe?"
Financial summary	"What's my revenue this month?"
Scan receipts	Send a photo of a receipt
Get reports	"Show me the USt this quarter"

The bot uses AI (Claude/GPT/Mistral) with MCP tools to query live data from Monetro.

Troubleshooting

Problem	Solution
"Verbindung fehlgeschlagen"	Check if the connector is installed AND configured (Bot Token entered + enabled)
Bot doesn't respond	Check Dokploy logs for [chatbot] messages
"Konnektor nicht konfiguriert"	Go to /connectors/:slug, enter credentials, enable
Webhook not working	Verify the webhook URL is correctly set in the platform (Slack/Telegram/Meta)
Popup blocker prevents "Verbinden"	The Deep-Link opens in a new tab — allow popups for app.monetro.at or click the link manually
Slack: slash command blocked	Slack does not allow custom slash commands in bot DMs. Use connect TOKEN instead of /start TOKEN
Token too long for Telegram	Tokens are automatically base64url-encoded and truncated to fit the 64-character Telegram start parameter limit

Plans

Platform	Required Plan
Slack	Pro
Telegram	Pro
WhatsApp	Business