Instruction
Difficulty level:
Implementing the Mattermost integration: test and production checklist
Practical implementation guide for the Mattermost integration, with a checklist for test and production. The numbered steps describe the order; then use the per-environment checklists.
Things to watch
- The bot must be a member of all involved channels.
- For the inbound direction (phase 2) the i-Reserve inbound webhook endpoint must be publicly reachable from the Mattermost server.
- Sending is synchronous; check the integration log if messages do not arrive.
Checklist — test environment
- ☐ Mattermost bot account created + personal access token noted.
- ☐ Bot added as a member of the mirror channel (and notification channels).
- ☐ Channel ID(s) noted.
- ☐ Auth screen filled: server URL + bot token.
- ☐ Channel chosen and notification→channel mapping filled.
- ☐ Test message successfully posted to the channel.
- ☐ (Phase 2) Outgoing webhook in Mattermost with Callback URL = i-Reserve inbound URL; token set in i-Reserve; endpoint publicly reachable.
- ☐ End-to-end tested: web chat started → thread in Mattermost; message → threaded reply.
Checklist — production environment
- ☐ Production bot account + token (separate from test).
- ☐ Bot member of the production channels.
- ☐ Production server URL and channel ids filled.
- ☐ (Phase 2) Inbound webhook endpoint publicly reachable in production; outgoing-webhook token set.
- ☐ Integration active; test message verified.
- ☐ Rollback known: setting the integration inactive stops the mirroring.
In Mattermost create a bot account, generate a personal access token and add the bot as a member of the involved channels.
Choose the mirror channel and any notification channels and note the Channel IDs.
In i-Reserve fill the server URL and bot token, choose the channel and set the notification mapping.
In Mattermost create an outgoing webhook with the i-Reserve inbound URL as Callback URL and set the generated token in i-Reserve. Ensure the endpoint is publicly reachable.
Set the integration active, send a test message and test end-to-end from a web chat.
