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When you connect Slack, a Create recording link shortcut is added to every message’s context menu. Use it when a customer describes an issue in Slack and you want to create a recording link tied to that exact message.

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Using the message shortcut

1

Open the message menu

Hover over any message in Slack and click the three-dot menu (More actions), or right-click the message.
2

Select Create recording link

Click Create recording link from the list of shortcuts.
3

Fill in the link details

The same link creator modal opens. Select a Project and Domain, and optionally edit the Link Reference and Message for the recipient.
4

Click Create

Click Create. The recording link is posted back to the channel as a reply to the original message.

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Thread-aware behavior

The shortcut posts the recording link where it’s most useful based on where the message lives:
  • Message in a thread — the link is posted as another reply in the same thread, keeping the conversation together.
  • Message in the main channel — the link is posted as a new thread reply on that message, starting a thread.
This means the context of the original message is preserved and visible to anyone reviewing the thread later.
  • The recording link appears as a reply to the original message.
  • You receive a DM when the customer submits the recording. See Slack Notifications.
  • The recording and link appear in your Userplane dashboard.

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Viewing recordings

When the customer submits, open the recording in Userplane for full playback.
1

Recording received

You get a DM in Slack with a View Recording button and a View Original Message button that deep-links back to the Slack thread.
2

Review the session

Watch the video and inspect the captured data.

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Requirements

  • The Slack integration must be connected.
  • The agent must be a member of the Userplane workspace (matched by email).