# Microsoft Teams

Once you’ve prepared your Chat Flow with an AI Chatbot and a Channel of your choice, connecting it to your Microsoft Teams account can be accomplished in just a few steps. 

{% hint style="info" %}
**SUMMARY**

Adding a Chat Flow to your MS Teams can be done in the following steps:

1. **Install the Captivate Chat MS Teams App:** This is the Captivate Chat app within Microsoft Teams those controls connected Chat Flows using special functions.
2. **Grant permissions to the Captivate Chat MS Teams App:** Your first sign in will involve granting permission to the Captivate Chat MS Teams App to access your MS Teams channel.
3. **Sign in to Captivate Chat in the Captivate Chat MS Teams App:** When you open the MS Teams app, it will take you to a sign in process.
4. **Link your Chat Flow:** Upon signing in to the Captivate Chat MS Teams App, type `"link"` to connect a Chat Flow. Click your chosen Chat Flow from a drop-down list.
5. **Confirm new MS Teams chats:** When you choose a Chat Flow, your MS Teams should create a new group chat named after your Chat Flow, and a new group chat with your name as an agent. 
6. **Test your integration:** Go to your Channel, talk to your AI Chatbot, and ask to be assigned to an agent. Your MS Teams will be notified of this request, a new chat named after the user will be created, and this new chat will be updated with the conversation that is happening in the Channel. 
   {% endhint %}

{% hint style="danger" %}
**REQUIREMENTS**

Before trying to link your Chat Flows to your Microsoft Teams, here are some requirements you should consider:

* **Chat Flow set to MS Teams Live Chat:** You should choose "MS Teams" as your Live Chat while setting up your Chat Flow. This makes it detectable in the Captivate Chat MS Teams App. Do this in *"Step 3: Select Live Chat Vendor"* in the Chat Flow creation process. 
* **Microsoft Teams channel:** Your company must have a Microsoft Teams channel. 
* **Identical Microsoft Teams and Captivate Chat email:** The Captivate Chat MS Teams App under your MS Teams email can only access Chat Flows created by the Captivate Chat of your same email. 
* **Captivate Chat MS Teams App:** You have to install the Captivate Chat MS Teams App. It's available in your MS Teams Apps page.
  {% endhint %}

{% hint style="warning" %}
**A Channel in Captivate Chat is different than the "channel" in Microsoft Teams**

In this particular section of the guide, you might encounter the word `channel`used by both Captivate Chat and Microsoft Teams.

**Channels** in Captivate Chat pertain to avenues where an AI Chatbot is deployed - whether web widget or social media. 

Meanwhile, **channels** in Microsoft Teams pertain to chat groups for organizations. 

**To avoid confusion**, we will be spelling "channels" for Microsoft Teams in small caps, and "Channels" for Captivate Chat in large caps. 
{% endhint %}

##