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.

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