Conclude Connect External Customer Guide

Accept an invitation to connect with another company on Slack and Microsoft Teams

This guide is for external companies connecting to Conclude for the first time using Slack or Microsoft Teams, so you can collaborate on shared channels or chats.

Looking for a more comprehensive overview? See the Conclude Connect External Quickstart Guide. This page relates to Step 5 of that process.

Step 1: Connecting with Conclude

This step explains what you, as the invited external company, need to do to get started with Conclude.

  • Click the invitation link in the email to begin setup. If you do not have an email, check your spam folder or reach out to your contact. The link is valid for 96 hours
  • Select your messaging platform – Slack or Microsoft Teams
  • Authenticate your platform by clicking Add to Slack or Add to Microsoft and then follow the prompts

 

add to slack and add to microsoft teams

 

Step 2: Choose a connection type

  • Slack authentication: you’ll be asked which channels you would like to connect – select Channels and click Continue
  • Teams authentication: you will see two options – to connect Channels or Chats. You can do either, but can only select one connection type at a time
  • Make your selection and click Continue

 

select a connection type

 

Step 3: Connecting channels and chats

  • If you selected Channels, you now have the option to select your team and the channel that you want to connect

  • You can also select Create channel to set up a new channel

  • Click Continue, and the channels will now be connected, enabling real-time synchronization:

    • Messages sent in one platform will appear in the other
    • Files shared in the conversation will be accessible on both sides

     

     

connect your channels or chats on slack and teams

 

Step 4: Navigating the web dashboard

  • Once you are set up, you can navigate to the web dashboard (button in the top right of the Conclude website)
  • Under Channels you will see an overview of which channels and chats are connected with the company that has invited you to be a collaborator
  • To set up new connections and invite collaborators, go to Connect external, then the Channels tab, to send email invitation links

Important: users from your company are not counted as active users and do not require a licence. However, if you decide to set up new connections, your users will be counted as active users (as you will be the inviting company).

 

web dashboard shows slack and teams connections

 

Step 5: Setting up an integration user account

An integration account enables Conclude to post messages on Microsoft Teams. This account serves as a fallback to post messages into channels and chats when no user account is available and ensures consistent message synchronization.

If you are using Microsoft Teams, this step is essential to ensure no messages are missed.

Important: the company that has invited you cannot complete this step.

Here’s how it works:

  • A Microsoft admin creates a special, generic user account (e.g. “Customer” or “External user”) that isn’t associated with any physical person in the Microsoft admin system
  • In Conclude’s Admin settings from the web dashboard, the admin selects the user account and signs them in
  • Once configured, Conclude will use the account to post messages that would be handled by the Conclude Bot
  • This ensures that messages sync smoothly when user credentials aren’t available

To set up an integration account:

  • Navigate to the web dashboard under Settings > Admin > Workspaces
  • Click the Edit (pencil) icon next to the workspace where you want to enable the integration account

 

workspaces tab enable integration account

 

  • Select the pre-created integration account from the drop-down, then click Save

 

edit workspace slack and teams integration

 

The account operates across the entire Microsoft organization. It will post any messages that don’t originate from a user with credentials in the same Microsoft tenant signed in with Conclude.

Important: If the integration account is not yet signed in to Conclude, you will see a prompt to sign in and authorize Conclude to post messages on the account’s behalf.

Additional tips:

  • Ensure the integration account is added to the team containing your connected channels. For private channels, manually add this account to the channel
  • This setup is recommended even when users exist on both sides, as it provides a fallback when no user credentials are available

 

Connect. Collaborate. Conclude