MS Teams App Chats

PreviousConnect your Chat Flow NextTest your Microsoft Teams integration

Last updated 6 months ago

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MS Teams App Chats

After you linked your Chat Flow to the Captivate Chat MS Teams App, look at the left-side dashboard of Microsoft Teams.

The app will create these new chat groups:

Chat Flow Name (Chat Group): A new chat group with the same name as your Captivate Chat Flow. In the above image, this is "Roof Buddy v2 Chat Flow"
Agent Name (Live Agent): This is a conversation dedicated to a Live Agent assigned to respond to users in your Captivate Chat Flow. The first agent is named after you, the creator of the Chat Flow. In the above image, Rob created the Chat Flow so this group chat is named "CH Agent Rob".

Chat Flow Name

This is a new chat group with the same name as your Captivate Chat Flow.

The chat group also contains the General chat. This contains all updates to the Chat Flow. All incoming conversations from users are sent here first before being reallocated to an agent.

The General chat is where you can use commands to assign user conversations to Live Agents and make other adjustments to your Chat Flow from the Microsoft Teams side.

Agent Name

This is a chat group dedicated to all user conversations that are transferred to the Live Agent via the Chat Flow. The first agent is named after you, the creator of the Chat Flow. It has the following components:

General: All changes that specifically happen to this Live Agent are listed here.
User Name: Each user assigned to this Live Agent gets a unique conversation within the chat group. Messages typed here are relayed to the AI Chatbot, which then relays the information to users via their conversation in the Channel.

Team members will be notified if they are assigned to chat with a customer

Team members assigned to an MS Teams Live Chat conversation will see their own Agent Name group chat and a conversation with the user they're assigned to converse with - all in their MS Teams account.

This allows team members to have a single reference point of all conversations they've had with your user without having to log into a separate customer service platform.

PreviousConnect your Chat Flow NextTest your Microsoft Teams integration

Last updated 6 months ago

Was this helpful?

After you linked your Chat Flow to the Captivate Chat MS Teams App, look at the left-side dashboard of Microsoft Teams.

The app will create these new chat groups:

Chat Flow Name (Chat Group): A new chat group with the same name as your Captivate Chat Flow. In the above image, this is "Roof Buddy v2 Chat Flow"
Agent Name (Live Agent): This is a conversation dedicated to a Live Agent assigned to respond to users in your Captivate Chat Flow. The first agent is named after you, the creator of the Chat Flow. In the above image, Rob created the Chat Flow so this group chat is named "CH Agent Rob".

Chat Flow Name

This is a new chat group with the same name as your Captivate Chat Flow.

The chat group also contains the General chat. This contains all updates to the Chat Flow. All incoming conversations from users are sent here first before being reallocated to an agent.

The General chat is where you can use commands to assign user conversations to Live Agents and make other adjustments to your Chat Flow from the Microsoft Teams side.

Agent Name

General: All changes that specifically happen to this Live Agent are listed here.
User Name: Each user assigned to this Live Agent gets a unique conversation within the chat group. Messages typed here are relayed to the AI Chatbot, which then relays the information to users via their conversation in the Channel.

Team members will be notified if they are assigned to chat with a customer

This allows team members to have a single reference point of all conversations they've had with your user without having to log into a separate customer service platform.