This guide will walk you through getting started with Conclude Link: Internal links. To connect with external customers and companies, see Conclude Link: External links.
Start here
In this guide we will cover:
- How to sign up for an account
- Navigating the Admin settings
- Selecting and linking teams
- Linking your channels
- How to create direct chats
- Setting up an integration account
Step 1: Sign up for an account
To get started, click “Get Started” or “Sign Up” on our website. During the sign-up process, you will be asked to select your primary messaging platform: Slack or Microsoft Teams.
Sign in with your Slack workspace and complete the authentication process. Once authenticated, you’ll see a confirmation message indicating that your workspace is connected.
Next, select Sign in with Microsoft to start the Microsoft authentication process. To ensure proper functionality, sign in with the Microsoft account associated with your preferred Microsoft Teams space.
Once you’ve completed the Microsoft authentication process, you should see the following:
To set up an account for your organization, provide the necessary information and click Create account. You will then be directed to the following page:
Click on Go to Dashboard to continue setting up the integration between Microsoft Teams and Slack.
Step 2: Enable Conclude Link in the Dashboard
When you first land on the Dashboard, you will be directed here. To enable Conclude Link, toggle the switch in the upper right corner of the box.
Step 3: Select teams and start linking channels
The Settings section on the sidebar includes User settings where you can manage your personal information and the Admin settings. Here, admins will find the following:
- Account overview: an overview of Conclude features, including the number of synchronized channels, active users, and billing plan
- Account settings: admins can modify the organization’s name and other relevant information, including address and country
- Admin roles: Account Admins and Account Owners have the authority to manage teams and link channels
- Workspaces: view and manage different teams and workspaces (connected to Conclude). If a team or workspace isn’t listed, admins have the option to add these by going through the sign-up process with Slack or Microsoft
- Users: see a list of active and inactive users and send reminders to users who need to connect Conclude to the associated Slack or Teams account
💡 Tip: If you haven’t created an account during the onboarding process, when you access the Admin settings, you will be automatically directed to the Create account tab.
Here, you can provide details, including the organization name (mandatory). Once the account is created, you can access other settings within the Admin settings.
After adding your Microsoft Teams teams and Slack workspaces to the Workspaces tab, navigate to the Link tab on the sidebar to create links or direct chats.
In this tab you will find:
- Channels: select workspaces and teams across your organization that you want to link
- External links: follow the prompts to connect channels with external companies and collaborators
Active users definition
Active users are those who actively participate in linked channels. Being a member of a team or channel (i.e. reading messages) does not make someone an active user.
- Microsoft Teams: active users are members of the linked Microsoft team who interact in connected channels by sending messages, reacting, or participating in conversations
- Slack: active users are members of linked channels who contribute to discussions or activities
💡 Tip: To manage the number of active users, we suggest creating specific teams in Microsoft Teams to link with Slack channels. This approach helps limit users to specific teams that are connected to the Slack workspace.
Step 4: Linking your channels
Within the Channels tab, you can select and link channels between different teams.
- Click on the New link button to select the teams you want to link
- Choose the Microsoft Teams teams and Slack workspaces to connect
- Select the channels you want to link together for each of the selected teams
- Once you have made your channel selections click Create to establish the connection
After the channels are successfully linked, any communication that takes place will be automatically synchronized between the connected Microsoft Teams and Slack workspaces.
Step 5: Creating direct chats
To enable direct chats between Slack and Microsoft Teams, go to Get Started and enable Direct chats. Once enabled, navigate to the Chat tab on the sidebar to create direct chats for private messaging with team members on either platform.
Next, click on the Create new chat button and enter a name for the private channel you want to create. Fill in the topic to describe the purpose of the chat (optional), select the members you want to include, and click Create.
Important: Make sure to enable the direct chat feature between Slack and Microsoft Teams on the Get Started page to be able to create direct chats.
After completing these steps, a private channel will be created between the selected members, allowing you to message them directly, share files, and more.
Step 6: Setting up an integration 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.
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, the admin selects the user account and signs them in
- Once configured, Conclude will use the integration 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 Settings > Admin > Workspaces
- Click the Edit (pencil) icon next to the workspace where you want to enable the integration account
- Select the pre-created integration account from the drop-down then click Save
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 linked channels. For private channels, manually add this account to the channel
- Once configured, messages from external users will be posted using the integration account
- This setup is recommended even when users exist on both sides, as it provides a fallback when credentials are not available for all users