Guided Configuration

Setup Guides

After ordering, connect the systems your AI Team needs. Each setup stays scoped, approval-gated, and evidence-ready.

Universal Rule

Configuration is narrow by default.

01

Customer owns the source account, app, bot, mailbox, or workspace.

02

LaneFrame receives only the minimum permissions approved for the selected AI Team instance.

03

Every integration is mapped to a workflow owner, approval gate, evidence plan, and escalation route.

04

Sensitive actions remain approval-gated unless the customer explicitly enables low-risk execution.

Integration Tutorials

Connect the tools your team already uses.

Guide 01

Slack

Team communication
Plan My Team

Route approvals, status updates, escalations, and evidence summaries into governed channels.

Real product interface

See the reviewable execution evidence.

Test workspace · identifiers redacted · product capability evidence, not a customer result or ROI claim.

Captured product screenshotTrace & Evidence

Request-to-result flow

A captured product evidence flow showing how a request becomes a reviewable operating output.

Claim supported
Request, result, evidence, and review context are rendered by real product components.
Does not prove
Customer deployment success or live connector state.
Source
test-workspace · Fixture/test labels; no customer identifiers
Provenance
Captured product route recorded

Prepare

  • Slack workspace admin access
  • Approved channels for AI Staff work
  • Escalation owner list
  • Message approval rules

Allowed Permissions

  • Read approved channel context
  • Post status updates
  • Create approval requests
  • Escalate to named owners

Guided Setup Steps

  1. Create or approve a LaneFrame AI Staff app connection for the workspace.
  2. Grant only the channel, message, and user lookup permissions approved for the selected AI Team instance.
  3. Invite the AI Staff app to the approved operating channels.
  4. Map each channel to a workflow, owner, approval gate, and escalation rule.
  5. Send a test approval request and confirm the evidence log records channel, actor, timestamp, and result.
Done whenAI Staff can post and receive governed workflow updates in approved Slack channels only.

Guide 02

Telegram

Lightweight command and alert channel
Plan My Team

Send concise alerts, owner approvals, and workflow status messages to approved chats.

Prepare

  • Telegram bot token or approved bot owner
  • Approved chat or group IDs
  • Escalation recipients
  • Allowed command list

Allowed Permissions

  • Send alerts
  • Receive command responses
  • Record approval replies
  • Escalate unresolved work

Guided Setup Steps

  1. Create a Telegram bot with the customer-controlled bot owner account.
  2. Add the bot to the approved group or direct operating chat.
  3. Register the chat ID and allowed commands inside the guided configuration.
  4. Restrict AI Staff behavior to approved alerts, approvals, and status messages.
  5. Run a test alert, approval response, and escalation handoff before production use.
Done whenAI Staff can use Telegram for controlled alerts and approvals without broad chat access.

Guide 03

Email

Inbox and outbound workflow
Plan My Team

Monitor approved mailboxes, draft responses, classify requests, and create evidence-backed follow-ups.

Prepare

  • Shared mailbox or OAuth admin approval
  • Allowed labels or folders
  • Outbound approval policy
  • Sender identity rules

Allowed Permissions

  • Read scoped mailbox items
  • Apply labels
  • Draft replies
  • Send only approved message classes

Guided Setup Steps

  1. Choose the mailbox scope: shared inbox, support inbox, billing inbox, or sales inbox.
  2. Connect through OAuth or a restricted mailbox credential controlled by the customer.
  3. Limit AI Staff to approved folders, labels, senders, and workflow categories.
  4. Set which emails are draft-only, approval-required, or allowed for low-risk sending.
  5. Run test cases for classification, draft response, approval, send, and audit evidence review.
Done whenAI Staff can operate inside the selected mailbox scope with clear send and approval boundaries.

Integration permission preview

Supported channels do not become unrestricted access.

Supported

Slack

Allowed action
Post reviewable Staff cards
Boundary
Approval required for external actions
Evidence
Request, Staff, outcome, and trace remain reviewable.
Supported

Telegram

Allowed action
Receive controlled requests
Boundary
Workspace boundary applies
Evidence
Request, Staff, outcome, and trace remain reviewable.
Supported

Email

Allowed action
Route lead operations context
Boundary
Trace evidence retained
Evidence
Request, Staff, outcome, and trace remain reviewable.

Evaluation notes

Self-serve trial first. Internal review materials stay clear.

Security review

Use Governance, Security, and the Security Overview to review current controls and evaluation boundaries.

Legal review

Review Terms, Privacy, Cookies, and any separately signed agreement before internal approval.

Internal approval

Use Trial terms, Pricing, and Cost Comparison to explain package scope.

Invoice payment

Handle non-card purchasing through a separate approved process if needed.

Order Path

Order first, then complete the guided connection setup.

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