How to
Set up Conclude
On this page
Start with the capability you want to use. You do not need to set up every part of Conclude before building an app or connecting a conversation.
Before you start
Sign in to the Dashboard. An account administrator enables the required solutions in the Admin console. Installing Conclude on Slack or Microsoft Teams may also need approval from your platform administrator.
Conclude account permissions and Slack or Microsoft permissions are separate. If an installation or control is unavailable, review roles and permissions and the platform authorization scopes.
Choose a setup guide
| Your goal | Start here |
|---|---|
| Connect Slack and Teams inside your organization | Internal Connect setup |
| Connect with another organization | External Connect setup |
| Accept an invitation from a partner | Partner setup guide |
| Establish a Bridge relationship | Bridge setup |
| Set up Connect from Microsoft Teams | Microsoft Teams Connect setup |
| Build and run an app through the Dashboard | Apps web setup, then build your first app |
| Install Apps in Microsoft Teams | Microsoft Teams Apps setup |
| Handle customer support requests in Slack and Teams | Customer support setup |
| Use an app across connected channels | Connected Apps setup |
| Integrate an app with email, web forms, Jira, Zendesk, or lookup | App integrations; setup walkthroughs for Jira and Zendesk |
| Add an AI teammate | Agents setup |
Verify the first result
For Connect, send a test message in each direction and confirm that it appears in the intended conversation with the expected identity.
For Apps, use a test channel and create one activity. Check its fields and participants, then conclude it and confirm the recorded outcome. If the app uses an integration, also check that its intake or synchronization works as configured.
For Agents, check the deployment and response mode, then test with a deliberate mention or the configured app event. Use a small scope before extending a setup to more teams.
If the result differs from what you expect, start with Connect troubleshooting or the relevant integration guide. The command reference is available for people working from Slack.