# Setup tips

> What to check when you set up Connect for the first time, or when a new connection doesn’t behave as expected.

Canonical HTML page: https://conclude.io/doc/connect/setup-tips/
Last updated: 2026-11-02

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Use these tips when you set up Connect for the first time, or when a new connection doesn't behave as expected. They are for Slack and Microsoft Teams admins, and for people who support a rollout and need to know when to involve an admin. For connections that worked before, see [Troubleshooting](https://conclude.io/doc/connect/troubleshooting/).

## User sign-in (strongly recommended)

Users sign in with **Sign in** on the website. Conclude can then post their messages with the correct sender identity. Admins send reminders from [**Admin console > Users and access > Users**](https://conclude.io/admin/users) with **Send sign-in reminder**.

## Microsoft Teams integration account (recommended)

The integration account is a generic Microsoft account. Conclude posts as this account in Teams when no user credentials are available. Without it, those messages may show a fallback sender. Set it up even when you have users on both platforms.

* A Microsoft admin creates the account. A Conclude admin then selects it under [**Admin console > Organization > Integration account**](https://conclude.io/admin/integration-account). License requirements and diagnostics are in [Integration account](https://conclude.io/doc/admin/organization/integration-account/)
* Add the account to the team that contains the connected channels. For a private channel, add it to the channel directly

## Merge users (only if needed)

A person with two email domains or aliases may end up as two users. One symptom is that you see channels in Slack but not in Teams, or the other way round, when you create a connection. An admin selects the duplicates under [**Admin console > Users and access > Users**](https://conclude.io/admin/users) and chooses **Merge users**. See [Merge user accounts](https://conclude.io/doc/admin/users-and-access/users/merge-user-accounts/).

## Commands in Slack

* `/c chat` creates a chat from Slack and connects it to a Teams chat. It works inside your organization, and with a company you have a Bridge with
* `/c status` shows the status of a connected channel, including the number of members

See [Chats](https://conclude.io/doc/guides/chats/) and [General commands](https://conclude.io/doc/commands/general/).

## Commands in Microsoft Teams

* Type `/conclude` and then the action, such as `/conclude chat`, `/conclude connect` or `/conclude status`. Only you see the command and the reply
* Or mention the bot before the command, such as `@Conclude connect`. Everyone in the channel sees the message
* Run `/conclude help` to list the commands for the current channel

See [All commands (Microsoft Teams)](https://conclude.io/doc/commands/teams/).

## Mentioning people across platforms

Users type @Name as usual. The name may not autocomplete, and it can appear as plain text. Conclude turns it into a real mention on the receiving side where it can. That works when users are signed in and have no duplicate accounts. See [Working in connected channels](https://conclude.io/doc/guides/connected-channels/).

## Message syncing

Thread history syncing is set per connection type under [**Admin console > Connect > Sync settings**](https://conclude.io/admin/sync-settings), on separate internal and external tabs. You choose between an existing thread and new replies only. **Settings** in **New connection** controls system messages, bot messages and translation for one connection. See [Message syncing](https://conclude.io/doc/connect/message-syncing/).

## Attachments

The policy for files and images is set in **Manage attachments** under [**Admin console > Connect > Sync settings**](https://conclude.io/admin/sync-settings). A connection overrides it only when **Allow channel-level overrides** is on. See [File and image sharing](https://conclude.io/doc/connect/file-sharing/).

## Related pages

* [Troubleshooting Connect](https://conclude.io/doc/connect/troubleshooting/)
* [Microsoft Teams integration account](https://conclude.io/doc/admin/organization/integration-account/)
* [Merge user accounts](https://conclude.io/doc/admin/users-and-access/users/merge-user-accounts/)
* [Message syncing](https://conclude.io/doc/connect/message-syncing/)
* [File and image sharing](https://conclude.io/doc/connect/file-sharing/)