# Lark

## **1. Before You Start**

Before connecting Lark to CX Genie, make sure you have completed all required setup steps inside the Lark Developer Console:

* **App ID** & **App Secret**
* **Added the correct Redirect URL**
* **Configured Callback Settings** 
* **Set up Permissions & Scopes** required for authentication and future actions

You can view the detailed setup guide for these Lark configurations **here**.

Once all the above are ready, you can proceed to connect Lark to CX Genie in the next section.

## **2. Connect Lark to CX Genie**

### **2.1 Open Platform Integration**

<figure><img src="/files/v89fah5ztgl4GZeKKpEI" alt=""><figcaption></figcaption></figure>

1. Log in to CX Genie.
2. Navigate to:\
   **Bots → Platform Integration**
3. In the platform list, locate and select **Lark**.

***

### **2.2 Enter App ID and App Secret**

A connection window will appear.

<figure><img src="/files/I2Dj8SCPzjk3PTOwNJZt" alt=""><figcaption></figcaption></figure>

Fill in:

* **App ID**
* **App Secret**

Click **Next** to continue.

***

### **2.3 Authorize the Integration in Lark**

You will be redirected to a Lark authorization screen.

<figure><img src="/files/ocbzqwjNsgign9KBGUGP" alt=""><figcaption></figcaption></figure>

Click **Authorize** to grant the app required access, including:

* User credential information
* Offline data access
* View / Comment / Edit / Manage Base
* Any additional permissions selected during app creation

After granting access, Lark will redirect you back to CX Genie automatically.

***

### **2.4 Confirm Integration Success**

If the connection is successful, CX Genie will display a confirmation popup:

<figure><img src="/files/KkYRBe7e72N3eGhrg1Th" alt=""><figcaption></figcaption></figure>

**Status: Connected**

You will see the following options:

* **Disconnect** – remove the Lark integration
* **Reconnect** – refresh or reauthorize the connection
* **Setup training data** – begin syncing documents or bases for RAG Knowledge Base

This means the Lark workspace is now officially linked to your CX Genie bot.

***

## **3. (Optional) Post-Integration Setup**

### **3.1 Sync Lark Data for Training**

Click **Setup training data** to connect Lark Bases or relevant documents to the CX Genie Knowledge Base (for RAG / Q\&A Bot).

***

### **3.2 Test Message Routing**

Send a message from Lark (chat or base activity depending on your setup).\
Confirm that:

* The message appears in CX Genie
* The bot can respond if configured
* Tickets or notifications behave as expected

***

### **3.3 Configure Automation (Optional)**

After integration, you may enhance your workflows by configuring:

* Auto-replies
* Routing rules
* Ticket auto-creation
* Tag assignment
* Escalation logic


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