Microsoft Teams

Overview

The Teams integration Allows Signals users to receive their notifications in a Signals Teams App for the following Signals events: conversation alerts, the user’s calendar is dropped in a bot conversation, a meeting is booked for the user, the user has been routed to a conversation, the user has been tagged in a note, and updates for a visitor that the user follows. 

Admin Setup

An administrator for your organization’s Teams account needs to install/enable the Signals app within Teams prior to enabling the integration. The Signals app is not yet available for download on the Teams app store, so please contact us for support if you would like to install this integration manually. 

To install the Signals app in teams, follow the steps below:

  1. Navigate to the Apps tab within teams and click Manage your apps in the bottom left side of the screen
  2. Click Upload an app
  3. Upload the Signals app file. It should be titled teams-app-v1.0.9.zip
    1. If you have admin rights within Teams, click Upload a custom app and select the Signals app file.
    2. If you do not have admin rights, click Submit an app to your org to submit the Signals app for approval from your IT admin.
  4. Add the app to Teams
  5. After enabling the Signals app for your organization on Teams you will need to setup your Teams integration within Signals by clicking here or navigating to Settings->Org Settings->Integrations->Communication->Teams. 
Settings My Settings My Settings Saved Replies Company Profile Chat Settings Org Settings Meetings Email settings Integrations Installation Admin Settings Integrations INTEGRATIONS MANAGE Active BROWSE All Analytics Automation Communication CRM Customer Support Enrichment 11 16 2 2 5 2 4 Communication Slack View your ChatFunnels notifications across platforms by Integrating with Slack Teams View your ChatFunnels notifications across platforms by Integrating with Teams
  1. Switch the toggle button at the top right hand side of the screen to the “On” position to enable the integration. 
Integration: Off Integrate your ChatFunnels account with Teams to aid and enhance client communication!

NOTE: If the integration has not yet been enabled by an administrator within Signals, users will be unable to receive notifications or change their notification settings following app installation. 

  1. Once the Teams integration has been enabled you will automatically be routed to your notifications settings page.  You can then select which notifications you would like to receive within Teams, after which you will need to click on the “Save Notifications” button at the top right corner of the page. 
Settings My Settings My Settings Saved Replies Company profile Chat Settings Org Settings Email Settings Integrations Installation Admin Settings My Settings PROFILE Chime Alerts MY CALENDAR NOTIFICATIONS SECURITY ALERTS Desktop Email Text Save Notifications Teams a Choose your settings for audio notifications In the ChatFunnels application. Event Notifications Live Chat Routed to Conversation Calendar Drop Meeting Booked Chat Alerts Notes Followed Visitor Updates Daily Chat Summary Daily ABE Summary In-App

 NOTE: all users will need to install the Signals app individually within Teams in order to receive notifications. 

User Setup

Once the app has been installed/enabled within Teams by an admin, individual users must install the app for themselves by doing the following:

  1. Navigate to the Apps section in the Teams sidebar and select the Signals app to install it. 
  1. Click on the Add button 
Chatfunnels chatfunnels.com Add About Permissions By using Chatfunnels, you agree to the privacy policy and terms of use. x Chatfunnels App & Notification Bot ChatFunnels is the leading Account-Based Engagement platform for businesses to engage web visitors and increase revenue. With account identification, chatbots, live chat, A/B testing, and 'nsightful reports, companies can strategically target ideal accounts. ChatFunnels automates and streamlines the conversion process, helping businesses look and feel like rockstars. When you connect ChatFunnels and Teams, it'll be even easier to stay updated on what's happening on your website. Your notifications will come right to you, wherever you are. Add ChatFunneIs to Teams to: Join conversations instantly - When the right buyers are on your site, we'll let you know so you connect with them immediately. Know when your calendar's shared - As soon as your calendar drops or a meeting is booked, we'll let you know. Don't miss a beat - We'll send notifications about what's most important to you, like getting routed into live chat or followed visitor updates. Interested in using ChatFunnels? Click here to start a free 14-day trial. Chat with the app to ask questions and find info Personal app Keep track of important content and info
  1. In Signals, configure which events you'd like to receive notifications in Teams for by clicking here, navigating to Settings->My Settings->Notifications->Event Notifications, or by clicking on the link from the opening message sent by the Signals notification bot in Teams as seen below. 
Chatfunnels 3:35 PM Hi! I'm the ChatFunnels Teams Bot I will keep you posted on any notifications that come your way. To change your notification settings, click on the button below. Notification Settings

You have now finished setting up the Teams integration and can begin to receive Signals notifications within Teams! 

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