LinkSquares Platform Slack Integration

This feature is not yet available. Please see our current Slack Integration articles HERE

Overview

• Feature Name: Slack Integration

• Purpose: Enables LinkSquares users to create a legal request without leaving Slack

• Key Benefits:

  • Legal request creation with associated files from Slack

Accessing the Feature

1. Click your username in the bottom left corner of the navigation pane

2. Select your name

3. Click the "Manage Account" button

4. You'll be directed to your team's account settings, automatically landing on the user management section

5. Click "Integrations" from the left sidebar menu

6. Required Permissions:

   • Administrator in LinkSquares

   • Slack workspace administrator permissions may be required for initial setup

Setting Up the Integration

1. Initial Connection:

   • Locate the Slack integration card on the Integrations page

• Click the "CONNECT" button

• You will be prompted to authorize LinkSquares to access your Slack workspace

• Review the permissions requested and click "Allow"

1. Authorization Process:

   • If you're not already signed into Slack, you'll be prompted to sign in

   • Review the workspace access permissions

   • Confirm the connection by clicking "Allow"

Note. All users must authorize Slack after the initial connection is established.

Managing the Integration

1. Verifying Connection:

   • After a successful connection, you'll see a confirmation message

• The integration status will be updated on the Integrations page

• You can verify the integration in Slack by checking your workspace's installed apps

The home tab of the App should look like this [NEEDS UPDATING]

Disconnecting:

• To disconnect the integration, return to the Integrations page

• Click "Disconnect" on the Slack integration card

• Choose whether to keep or remove the integration

• Note: Tokens will be revoked, requiring reauthorization if you want to reconnect later

Using the Feature

Things you can do:

• Create a file library item with the AI chat bot

• Create a legal request with the AI chat bot

• Chat with the AI LS bot

Where can I use the LinkSquares chat bot in Slack?

• DMs: no

• Group chat: no

• Private Channel: yes, if you add the bot to the channel

• Public Channel: yes

• In an existing thread (anywhere): no

• In the app’s Messages tab: yes