Connect Slack to LeadLex and chat with Lexi

An admin connects Slack under Settings → Integrations → Slack → Connect Slack. Slack is in Beta for LeadLex, which means it works and we are still improving it. Lexi joins your Slack workspace as a bot. A workspace admin connects it for the whole firm, and members see Admins only on the card.

Connect Slack

1. Open Settings → Integrations and select Slack.
2. Choose Connect Slack. Add to Slack does the same.
3. In the window that opens, pick your Slack workspace and authorize the LeadLex bot.
4. The window closes and LeadLex confirms with "Slack connected" and the workspace name.

Three ways to ask Lexi

• Send Lexi a direct message.
• Mention @Lexi in any channel.
• Type /lexi followed by your question for a quick lookup, such as "/lexi open deals with Nordlicht GmbH".

Choose your notifications

After Slack connects, LeadLex asks which notifications you want there. Every box starts unticked, and nothing is sent until you tick one.

If it fails

"Slack connection failed: state mismatch. Please try again." means the sign-in window and LeadLex lost track of each other. Close the window and start again from Connect Slack. If you cancel on Slack's approval screen, nothing is connected.

Disconnect

Choose Disconnect on the card and confirm. You can reconnect at any time.

What happens next

See Lexi prompt tips for what to ask.