Microsoft Teams

Connect your Chat Flow to 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.

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.

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.

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 channelused 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.