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Settings > Integrations and Slack setup

Signed in? Ask Lovelio this question inside the app - it answers from this same page.

The Integrations page is where your agency connects the tools it already uses. Find it at Settings > Integrations group > "Integrations" tab. It needs the integrations permission, which a System Admin has by default.

For Google, Microsoft 365 and Outlook, see their own help cards. For WhatsApp, see the WhatsApp help card. For recording calls, see Settings > Calls.

How the page is laid out

Three parts, top to bottom:

  • Connected - everything already linked, with a count. Each row has a "Connected" tag (or "Needs reconnecting" if the link has broken) and a Manage button.
  • Add an app - a wall of logo tiles, each with one Connect button. A connected app leaves the wall and moves up to Connected. X shows "Coming soon".
  • Built into Lovelio - the Split-fee Marketplace switch and Amplifiers (people who share your job posts), each with Manage.

Click a tile or Manage and the app's settings open in a side panel. Some apps (Google, Microsoft 365, Zoom, Slack) send you straight to the app's own sign-in when you click Connect. Others connect inside the panel. Some tiles only appear when they are available to your agency: Zoom and Aircall show only where those are set up, and the chat apps show only when switched on for you.

How to connect Slack

Only a System Admin can connect Slack. Anyone else is told "Only admins can connect Slack. Ask an admin to set it up."

  1. Go to Settings > Integrations and click Connect on the Slack tile.
  2. Slack asks you to pick the workspace and approve. Approve it.
  3. You land back on the Integrations page with the Slack panel open.

If something goes wrong the panel shows why: you cancelled, the request expired (try again), or "This Slack workspace is already connected to another Lovelio account." One Slack workspace can belong to one Lovelio account.

Old /settings/slack links go to the same panel.

How to choose the alert channel

In the Slack panel, open "Notification channel" and pick a channel from the list. Team alerts post there. It saves as soon as you pick.

How to switch Slack alerts on and off

Under "Channel notifications" every alert has a switch. They are on unless you switch them off. The alerts are:

  • New application received
  • Application scored by AI
  • Candidate moves pipeline stage
  • Interview scheduled
  • Interview reminder (1 hour before)
  • Interview scorecard overdue
  • Interview scorecard submitted
  • Placement made
  • Candidate replied to an email
  • Job closed
  • Reference form sent to referee
  • Referee opened reference form
  • Referee started reference form
  • Referee completed reference form
  • Candidate submitted referee details
  • Reference red flag raised
  • Talent pool join request

How to send some alerts to a different channel

Under "Channel routing", each alert shows "Use default channel". Click it and pick another channel for that alert only. Then click Save changes (or Cancel to undo). Choose "Use default channel" to put one back.

How to get alerts as Slack DMs

An admin can switch "Allow private DM conversations" on or off for the whole workspace (it is on by default). While it is on, each person sees "Your personal DM notifications" in the panel with the same list of alerts. Every one is off until you switch it on. These are personal: they only change your own DMs.

How to talk to Lovelio in Slack

Switch on "Enable AI chatbot" under "Lovelio Bot" (an admin setting, off by default). Then mention @lovelio in a channel it has been invited to, or send it a DM, and ask in plain English. It can do the same things as the rest of Lovelio, and asks you to confirm anything that deletes or changes many records. You can also DM it a CV (PDF or DOCX) to add a candidate. The full list is at /docs/slack.

How to disconnect Slack

Click Disconnect in the Slack panel and confirm. Alerts stop being sent.

How to connect Teams, Google Chat, Telegram, Discord, GitHub or Linear

These tiles appear on the wall when they are switched on for your agency. Click Connect, fill in the two boxes (for example Tenant ID and Team name for Teams, Server ID and Server name for Discord), then click Connect. Once connected:

  1. An admin turns on "Lovelio Bot answers here".
  2. Each person clicks "Connect my account", gets a code, and sends it to Lovelio Bot in that app. Lovelio replies there to say you are connected and the page turns green by itself. The code runs out after a few minutes; "Get a new code" makes another.
  3. An admin can disconnect the whole workspace, and anyone can disconnect themselves.