Setting Up Microsoft Teams Integration with Plain

Introduction

Integrating Microsoft Teams with Plain allows you to sync messages from selected Teams channels and respond directly to customers from the Plain platform. This guide will walk you through the setup process.

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Step-by-Step Guide

1. Connect Your Plain Workspace to Teams

In Plain, navigate to Settings → Microsoft Teams.
Click Connect to Teams.
Follow the prompts to sign in to your Microsoft account. Ensure you select the correct account if you have more than one.
Once authorized, download the Plain app for Teams.
(Optional) Authorize replies from your Teams profile if you want to respond from Plain as yourself.

2. Add the Plain App to Teams

As a Teams admin, you can install the app in two ways:
- Via Teams App:
  - Go to the Apps tab in Teams.
  - Click Manage your apps > Upload an app.
  - Upload the .zip file you downloaded from Plain.
- Via Teams Admin Dashboard:
  - Go to Teams apps → Manage Apps in the Teams admin center.
  - Click Upload new app and upload the .zip file.

3. Set Up Your Teams Channels

Create a new Team and channel in Teams where you want to provide support.
Add the Plain app to that channel.
Invite guests to the channel as external guests if you want to support external users.
Ensure you are the owner of the channel you want to add the Plain app to.

4. Start Supporting Customers

Once everything is set up, messages from selected Teams channels will sync to Plain, and you can respond directly from Plain.
If you want to reply as your Teams user, make sure to authorize your Teams account in Plain under Settings > Microsoft Teams.

Need More Help?

If you need assistance with any step or require more details about a specific part of the setup, feel free to reach out to our support team.