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The Slack integration lets your support team create recording links without leaving Slack. Agents can use a slash command, a message shortcut, or the App Home to generate links, and get a direct message when a customer submits a recording.

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What the integration does

  • Adds a /userplane slash command so agents can create recording links from any channel or DM.
  • Adds a message shortcut so agents can right-click any Slack message to create a recording link in context.
  • Provides an App Home dashboard with recent recordings, recent links, browsing, and inline link creation.
  • Sends a DM notification to the agent when a recording arrives.
  • Posts the recording link as a channel message when created, so the whole thread has context.

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Connecting Slack

There are two ways to connect Userplane to Slack:
Only workspace owners and admins can connect the integration.
Install Userplane from the Slack App Directory to create a new Userplane workspace as part of setup.
1

Find Userplane in the Slack App Directory

Search for Userplane in the Slack App Directory and click Add to Slack.

Userplane in the Slack App Directory

2

Authorize

Review the permissions Userplane requests and click Allow.

Slack authorization screen

3

Create a workspace

After authorizing, you’ll be prompted to create a new Userplane workspace.

Create your workspace

4

Invite teammates

Invite your support team to the workspace so they can use the Slack integration.

Invite teammates

5

Done

The Userplane app is now installed in your Slack workspace. Try /userplane in any channel to get started.

Connected successfully

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Permissions granted

When you authorize the Slack connection, Userplane requests the following bot permissions:
  • Send messages to channels and DMs.
  • Post messages to public channels without being a member.
  • Look up users by email to match Slack identities to Userplane workspace members.
  • Read basic workspace and team information.
  • Register the /userplane slash command.

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Disconnecting Slack

1

Open Integrations settings

Go to Workspace Settings > Integrations.

Integrations settings

2

Click Disconnect

Click Disconnect next to Slack and confirm.
Disconnecting removes the Userplane app from Slack. Existing recordings and links are preserved. All workspace members’ Slack notification preferences are cleared and must be re-enabled after reconnecting.