Lark

This guide explains how to connect your already-created Lark Custom App to CX Genie.

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

  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.

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.

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:

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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