First Time Set Up for Live Chat for Microsoft Teams
You've added Live Chat to your Team - Great! Here are five things to make sure it's set up properly
First Time Setup
* Each team member should install the Live Chat app to their account so they can access their personal agent settings.
1. Add a Live Chat Tab to your team.
If you have already added a Live Chat tab to your team when installing your app, great! Your tab should look like the image below and will include the circled Live Chat tab.
Now select the Sign In with Microsoft button to authorize Live Chat for your Teams account. That's it - you don't need to sign up for a separate account.
Chat requests will be sent to the shared team channel for every live chat.
You can reply to chats from the team conversation or the dedicated Live Chat tab.
2. Add your Live Chat app to your personal workspace.
When you first add the Live Chat app to your workspace you may see a popup with the option to "Add" your app, and a dropdown with "Add to a team". You should add the app to both your personal workspace and to your team.
If you haven't added the app yet to your team, first choose the option to Add to a Team and select the team you added the live chat tab to. THEN, you should also select "Add" if you haven't added to your personal workspace (if you don't see it in the left when selecting the horizontal dots icon or if you chat settings content is empty).
Each team member should also add the live chat app to their workspace individually.
* If you aren't receiving chat requests to your team:
If you aren't receiving live chat request notifications to your team, you may not have added the app to a team when originally installing. You can always uninstall and re-install the app to your workspace as follows. See this article on how to uninstall and reinstall the app to your personal workspace.
3. Turn on your channel notifications.
By default, new post notifications are turned off. To make sure you never miss a live chat request, turn on your channel notifications. Just click the 3 dots next to your team's General channel. Then on the popup, choose All New Posts: 'Banner and feed', then Save
4. Add your code snippet to your website.
Go to the Live Chat app settings and select the Code Snippet option to find your code snippet.
You can access the Live Chat app settings from the left hand navigation by clicking the horizontal three dots, then choosing Live Chat. If you don't see Live Chat listed here, add it by selecting the Browser All Apps button, then add Live Chat.
Once in the app settings, choose the Chat Settings tab, then 'Install Code Snippet'