Connect your Chat Flow

This white "Connect your team to a chat flow" selection appears after users click the purple "Link" button in the Captivate Chat MS Teams App. There will be a drop down menu to select Chat Flows.
This white "Connect your team to a chat flow" selection appears after users click the purple "Link" button in the Captivate Chat MS Teams App. There will be a drop-down menu to select Chat Flows.

After logging into your Captivate Chat account via the Captivate Chat MS Teams App, you will be prompted to connect a Chat Flow to Microsoft Teams.

Click ..

Wait for the response.

A new message called will appear that contains a drop-down list. This has all the Chat Flows you created in Captivate Chat so far.

After clicking the purple "Link" button, a drop down menu appears with a list of Chat Flows that are currently assigned to MS Teams back in Captivate Chat - Setup > Chat Flows.
After clicking the purple "Link" button, a drop down menu appears with a list of Chat Flows that are currently assigned to MS Teams back in Captivate Chat - Setup > Chat Flows.

Choose the Chat Flow you want to connect to your Microsoft Teams account. In this example, we've chosen "Roof Buddy v2 Chat Flow."

Click .

It will say . Wait for this to finish.

A "Chatflow connection created!" message appears once the user has successfully linked a Chat Flow of their choice to their MS Teams via the Captivate Chat MS Teams App.
A "Chatflow connection created!" message appears once the user has successfully linked a Chat Flow of their choice to their MS Teams via the Captivate Chat MS Teams App.

A new message will say ! This means you’ve finished connecting your Captivate Chat Flow to your Microsoft Teams account.

The view in Captivate Chat - Setup > Chat Flows after MS Teams has been successfully integrated to the Chat Flow via the Captivate Chat MS Teams App
The view in Captivate Chat - Setup > Chat Flows after MS Teams has been successfully integrated to the Chat Flow via the Captivate Chat MS Teams App

To confirm the connection, go to your Captivate Chat account and check your list of Chat Flows. The Chat Flow you recently connected should have the Microsoft Teams under Live Chat.

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