Conclude Apps Slack Quickstart

Get started with Conclude Apps from Slack

Start here

In this guide we will cover:

  • How to sign up for an account
  • Getting started from Slack
  • Installing a Conclude app
  • Configuring a Conclude 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:

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If this is the first time you are signing in, after selecting Allow, you will be automatically directed to the Dashboard (Conclude’s web based UI).

  • If it’s not your first time signing in, you have the option to open Conclude in Slack
  • From the Dashboard, you can also select Conclude in Slack from the sidebar and continue with Step 2

Step 2: Getting started from Slack

Once you’ve installed Conclude, you will see a welcome message with some instructions on how to run and install your first Conclude app.

From here you can go directly to Step 3 Installing a Conclude app.

Conclude Home

This is your command center in Slack where you can install and run apps, and view recent activities.

Conclude Home has five sub-menus: Dashboard, Overview, Activities, Apps, and Help. As you start to use Conclude, you will see information populated here.

Here are three ways to navigate to Conclude Home:

  • Click anywhere you see the Conclude logo, or;
  • Select Conclude from the installed apps on the left-hand side, or;
  • Type /c home to bring up a link to Conclude Home

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Step 3: Installing a Conclude app

There are two ways to install a Conclude app from Slack:

  • From the Apps section of Conclude Home by clicking Install App or;
  • By running the quick command /c app install

💡 Tip: every command starts with /c . If you get stuck at any point, try using the command /c help. You can also find the quickstart guide under the Help section.

For either option you will see a list of our most popular apps:

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In this example, we are using the Incident Management template:

  • Select Choose an existing channel to install the app, e.g. #incidents, or make a test channel by clicking Create channel.
  • Next, click Install. Conclude will display a message that only you can see

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💡 The channel where you install the app is the primary channel e.g. #incidents, so any new activities created from this channel will open up in a separate channel, organized by number. These channels are archived when the incident is closed.

Step 4: Configuring a Conclude app

  • Share lets you announce to the channel that you have installed a new app.
  • Settings will take you to Conclude Dashboard > App Settings, where you can customize the content and behavior of your app (see below)

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Under App Settings 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 and translations 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 workflow app
  • 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.

There are several ways to launch the app in Slack:

  • Type /c to see a list of installed apps then click the New Incident button
  • Navigate to the channel and type /c new to launch a new activity
  • Go to Conclude Home > Apps and select New incident

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Launch the app and add some more details, then Submit the incident (you can edit and add more details later).

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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

💡Tip: Rename the channel using the command /c rename _type-new-channel-name. We recommend using the underscore as a way to keep activities grouped together.

Adding more details

  • Navigate to the channel e.g. #_incidents-1
  • Select the row you want to edit e.g. Assigned to and Edit using the buttons on the right
  • Otherwise, send a message to the channel with any additional information (optional).

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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:

  • Select the green Conclude button and leave an optional note about the resolution
  • The activity is closed and the dedicated channel #_incidents-1 will disappear
  • 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

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💡 Tip: Use the link to go to the Conclude Dashboard (or Conclude Home > Dashboard) to see a complete overview of all your activities, their status (open or closed) and severity level.

Connect. Collaborate. Conclude