Conclude Apps Dashboard Quickstart

Start here

In this guide we will cover:

• How to sign up for an account
• Getting started from the Dashboard
• Installing an app
• Configuring an app
• Creating your first activity
• Concluding your first activity

Step 1: Sign up for an account

• Select Sign Up at the top of this page to get started and follow the prompts
• If you see Home instead, it means that you have already added Conclude to your Slack workspace (go to Step 2)

💡 Tip: If you cannot add Conclude to your Slack workspace, check with your team admin.

Once you select Sign In you should see the following:

After selecting Allow, you will be automatically directed to the Dashboard (Conclude’s web based UI).

Step 2: Getting started from the Dashboard

The Dashboard is your mission control center. The sidebar contains different sections, including Get Started and Settings.

The Get Started section allows you to choose and enable different Conclude solutions. When you first land on the Dashboard, you will be directed here.

To enable Conclude Apps, click the Enable Apps button, or toggle the switch in the upper right corner of the box.

The Settings section includes:

• User settings: Manage your personal information
• Admin settings: Access account settings and configure admin roles

Step 3: Installing a Conclude app

Once you have enabled Conclude Apps in the Get Started section, follow these steps:

• From the Get Started tab: In the Conclude Apps solution box, click on the link Install your first Conclude app. This will initiate the installation process
• From the sidebar: After enabling Conclude Apps, a new section called Apps will appear in the sidebar. Navigate to this section, then click the Install app button in the upper right corner, to begin installation

Follow the prompts to install a new app.  Select an app (we are using the Incident Management template in this example) and click Setup.

Next, choose the Slack channel where you want to install the app. For testing purposes, we suggest creating a new channel, e.g. #incidents. You can do this by selecting Create channel.

Then, enter the channel name e.g. #incidents, add an optional description, and click Create.

Next, choose a channel for your workflow app and select Install.

Step 4: Configuring an app

You can start to use the app straight away (go to Step 5), or go to the app Settings to customize it.

To access the Settings, go to the Apps section of the sidebar and click the Edit icon (pencil) on the right, next to the app you wish to configure.

This will open the Settings for the selected app.

Under Settings for each Conclude app, there are 10 different tabs where you can configure and define an app’s behavior.

• General settings is where you can configure the app’s name, enter a short description, and determine who has access, among other things
• Roles and responsibilities allows you to assign an owner, specify which people and channels will be invited, and which channels will receive notifications
• Review settings lets you decide who should review incoming issues, incidents or bugs and set up any exclusion criteria
• Attribute fields lets you configure existing attributes or add new ones
• Severity settings is where you can enable and configure severity levels (this is especially useful when tracking incident metrics)
• Text settings allows you to customize different text fields, including the Launch button and Owner label
• Email settings is configurable to allow people from outside your team or organization to send emails directly to the app. You can also find the settings related to AI email summarization and translation within this tab.
• Jira settings is the place to connect to Jira and configure your projects with Conclude
• Expert is where you can view or edit the YAML source code of any app
• Delete app lets you permanently delete an installed app

Step 5: Creating your first activity

In this example, anyone who is a member of the #incidents channel can report an incident.

To launch an app from the Dashboard, navigate to the Apps section shown in the sidebar, select the app you want to launch e.g. Incident, and click the New incident button.

Launch the app and give your team more details. Submit the incident (you can edit and add more details later).

What happens next?

• An alert is sent to the channel e.g. #incidents
• A dedicated activity channel #_incidents-1 is created. Other incidents created from the primary channel will get their own dedicated channels i.e. #_incidents-2, #_incidents-3, etc.
• Everyone from the #incidents channel can see the new activity

Adding more details

• Navigate to the open incident card
• Click the three dots in the upper right hand corner and select Edit to make any changes including who the incident is assigned to or change the severity level

Step 6: Concluding your first activity

After the issue is resolved, the activity can be concluded. The Slack channel is archived but still remains searchable from the Dashboard.

To conclude an activity:

• Click the three dots in the upper right hand corner and select Conclude
• Add the root cause of the incident and the resolution; edit any incident details if needed
• Select Done to close the dedicated Slack channel and keep a record in the Dashboard (it will display a green “closed” label)
• A message will be sent to the main channel e.g. #incidents, notifying team members that the incident has been resolved with any relevant details

💡 Tip: Reopen closed activities (by clicking on the three dots) then selecting Re-open. This will also reopen the Slack channel. You can also add Postmortem notes from the same location in the Dashboard.

What else can I find in the Dashboard?

The Conclude Dashboard has an Insights section where you can get a visual overview of all key metrics such as the number of activities, trends over time, severity levels, response and resolution times. Metrics can be filtered by time period.