Overview
Our Microsoft Teams integration lets you sync messages from selected Teams channels to Plain and respond directly to customers from the platform.
Microsoft Teams is available on the Scale pricing plan.
Get started
Prerequisites:
For the integration you’ll need:
A Teams account with at least one seat
The installation of the app for Teams can only be performed by an admin as you may need to change settings to:
Once these prerequisites have been fulfilled, please continue following the installation instructions under "Installation".
If you want to provide support through a channel where you're only a guest, please continue under "Setup in Guest Channels".
Notes
Initializing a conversation from Plain
If you've installed our MS Teams application before, this new feature requires new permissions and will require your Teams administrator to re-upload the application. See "2. Add the Plain app to Teams" above.
In addition to responding to customer messages, you can also create a Teams conversation from Plain by using our "Create Thread" functionality.
To create a thread, open the command palette (cmd / ctrl + k) and select "Create Thread". This will open a sidebar where you can select the channel type ("MS Teams"), the teams channel this message should go to, and a title for the thread. The title field will set the Plain thread title, it will not have any effect on your resulting MS Teams conversation. Once the form is filled out, select "Create Thread".
This will navigate you to an empty Plain thread. At this point no message has been sent to Teams yet. Your first "reply" in this new empty thread will create the conversation in Teams, at which point customers can reply and you can communicate with them via Plain like always.
@-Mentions
In order to mention another user directly from Plain in an MS Teams message, you must have the teams user integration setup. To setup the user integration, navigate to the Microsoft Teams channel settings in Plain and click login under "Replying As" with your Teams account.