Set up the Captivate Chat MS Teams App

A blank MS Teams page.

Before you connect your Chat Flow to your MS Teams, you need to install the Captivate Chat MS Teams App.

Log into your Microsoft Teams.

The "Apps" in Microsoft Teams is located on the lower-right side of the main toolbar.

On the left-side toolbar, click Apps.

A new window will load that contains available applications you can integrate to your Microsoft Teams.

Search for "Captivate Chat" in the Apps page to reveal the Captivate Chat MS Teams App. Click "Add" to install it.

On the search bar, look for "Captivate Chat".

Wait for the screen to load. An app called Captivate Chat should appear and look like the one in the picture above. Click on the upper right side of the application.

The app view of the Captivate Chat MS Teams App. It has a purple version of the "Add" button that installs it to your MS Teams.

This will open a pop-up window containing the application page.

Proceed with the installation by clicking below the name.

As the app is installed, this button transforms into .

The Captivate Chat MS Teams App opens a new window when successfully installed. Under "Select a Channel," select your MS Teams organization. Click the purple "Open" button to launchh the app.

Once complete, a new window will appear. Click .

A chat window for Captivate Chat will appear. This is Captivate Chat’s own dedicated app for MS Teams integration.

Choose the Microsoft Teams channel where you want the app to be used!

Microsoft Teams allows you to open the Captivate Chat MS Teams App to be opened across different "channels."

Select your preferred channel, especially if you have different Microsoft Teams organizations.