Add Live Chat to Microsoft Teams
You can add Live Chat to any Microsoft Teams account so you can provide customer service right from your team. Place a live chat widget on your website and talk to your customers from Teams. If you haven't yet added the Live Chat application to your team yet, simply follow these steps below
Prefer a video tutorial? Here's how to Add Live Chat to Teams in 5 minutes:
Step 1. Add a Live Chat tab to your selected Team
Go to the team and channel you'd like to add Live Chat to, then click the + button at the top of the channel. Make sure this channel is public as Teams does not allow bot interaction in private channels.
You can also use this link to install the app directly: Add Live Chat to Teams.
Then search for and select 'Live Chat' in the app market:
Not seeing our 'Live Chat' app in the Teams App Market? Make sure to check your Teams Policy File to verify the 3rd party apps are enabled.
After selecting the Live Chat app, click Save to complete the addition to your channel:
Then, sign in to your Microsoft account in the Live Chat tab by clicking the Sign in to Live Chat. Use the same credentials that you use to sign into Teams.
Please note that if you've already sign up for Social Intents with a different email address, and are now adding it directly to teams, you may be creating a new account. We can merge them on our side if this is the case so just contact us to do this.
Step 2. Add Live Chat to your personal workspace.
Next add live chat using the 3 horizontal dots in the left sidebar. Click the side bar then search for 'Live Chat' in the search menu. This will give you access to the Live Chat Settings, Agent Settings, and Plan information to customize your live chat widget colors, routing, and agent details that the visitor will see on your website.
Select Add to add it to your workspace if it's not already there. You can also add to a different Team if you want to do that here as well.
Step 3. Test your Teams Live Chat App
Now that you've added the Live Chat app to at least one Teams Channel and also added the Live Chat app to your left side-bar on teams you should be all set up. Make sure to login first from the Live Chat tab in your Team to finish the integration set up.
The final step is to test out the live chat from your preview page. You can access this page in the Live Chat Settings (from the left side bar), then the Live Chat Settings tab. Click Preview to open a link to a test page that includes your new live chat widget.
Note that you can always change the team that the live chats are sent to at any time. See this article on how to do this: Change the Live Chat routing in Teams.