Linc AI Documentation
How to use Linc AI — from recording your first workflow to analyzing processes across your organization.
What Linc AI is, how work is organized into Initiatives, what each area of the sidebar does, and where to start based on your role.
How to sign in with Microsoft or Google SSO, the typical first-time flow from selecting an Initiative to your first generated SOP, and what to do if you arrived through an interview invitation.
Navigating the Home dashboard, switching between Initiatives, the Processes card, the compact Documents card, and where documents live in the Library.
The Scout workflow list, status meanings, starting a new session (Start Fresh, Upload, Meeting, Just Questions), invitations you receive, and multi-process detection.
How to install the Linc AI Chrome extension required for live screen recording — it's detected automatically once installed — and what to do if the session still can't see it.
Recording your screen with the Chrome extension — consent, the recording toolbar, two-screen recording, stopping and saving, recovery if the tab closes, recording your whole day (shadow mode) with Privacy pause and Resume today, and who can play recordings back.
Uploading existing videos and documents instead of recording live, and sending the Linc note-taker bot to a live Zoom, Meet, Teams, or Webex meeting.
How the follow-up interview works — answering by text or voice, voice mode, tracking progress, adding documents mid-interview, replaying your recording, and checking the draft process map.
Finishing the interview to trigger SOP and diagram generation, the completion screen's tabs, chatting after completion, and how reviewers add context or send an interview back for more.
Sharing a session with a teammate, tagging a question for someone, forwarding questions to a process owner, asking the organizer mid-interview, and answering questions sent to you.
The three documents generated from every interview — SOP, BPMN diagram, and flowchart — and how to view and edit them, including screenshots, annotations, and AI Edit.
Download formats for each deliverable — PDF, Word, and Markdown for SOPs, PDF or XML for BPMN diagrams — what each format includes, and how SOPs reach the Library and Chat.
The Processes page — the official, maintained version of each process, how sessions become versions, coverage, publishing, and combined deliverables.
Asking questions about your documented processes and uploaded documents — selecting sources, citations, web search, Deep Research, the prompt library, and chat history.
Practical example questions for Chat, organized by role — transformation teams, implementation consultants, and general users.
The Miner agent for process logs and conformance, and Background Capture — the Chrome extension's always-on, plain-English activity trail with its privacy model.
Creating Initiatives, how to structure work into Initiatives and departments, and the roles people can have.
Adding members from the organization or by email invite, roles and To-Be access, organization administrators, and how pending and expired Initiative invites behave.
The Coverage table; the Interviews tab — everyone asked to record, a status strip that filters the list, sending and chasing invitations, and the AI interview planner (Plan a round) with its Next round list; and following shadow-mode recording days (who is recording now, whose day went quiet, per-screen figures on two-screen days, the silent-worker email).
Running an analysis, the As-Is views — Overview and gaps, Fit/Gap, Conformance, Benchmark against industry references, and the Backlog of questions, conflicts and gaps — keeping results up to date, moving processes between departments, comparing variants, and how to do a gap analysis between two processes or workflows.
Architect's To-Be views — improvement opportunities, implementation cost, the transformation roadmap, who sees financial figures, and editing the analysis with the Analysis chat.
Designing a process's future state — opening the Designer, As-Is vs To-Be, versions, the Design Agent, opportunity targets, and exporting BPMN.
Putting a written AI policy in front of generated opportunities and chat answers — uploading and activating policies, evaluation statuses, the review queue, and audit receipts.
The reporting area for admins — interview programme quality, assistant usage, governance posture, and the review queue.
Every settings tab at the Organization and Initiative scopes — General, About the organization, Departments, People, Interview Topics, Recording Methods, SOP templates, Brief, Assumptions, Deliverables, What Linc knows, and Members & Access.
Connecting external AI clients like Claude Desktop to your Linc data via the Model Context Protocol — creating personal access tokens, scopes, available tools, and revoking access.
Hard limitations of the product — what cannot be done today, including resets, language, exports, search scope, interview planning, and access rules.
Common errors and stuck states — failed uploads and processing, recording recovery, sign-out mid-recording, generation failures, an interview plan that refuses to send, invitation and domain-verification emails that don't arrive, missing pages or tabs, why you can't edit a process that shows Read-only — plus supported file formats and how to contact support.