Installing the app
Visit the Integrations Page and hit
Connectunder Microsoft Teams.
Select your business account with Microsoft teams and complete the flow.
Once this is complete, schedule 15 minutes with the Pylon team to help install the app into your Teams instance.
Once the app is installed, you’ll need to link Teams channels with Pylon, similar to Slack channels.
- Create a new team by selecting
Create teamfrom the dropdown of your main Teams page. Select
From scratchas your template and
Publicas the channel type. Since customers will only have visibility into channels created within the same team, it isn’t necessary to make the team private.
- Add Pylon to the Teams channel, first select
Manage teamfrom the dropdown on the team.
Get more apps. The app will be called your
<Your Company> Teamand be in the section at the top of the page called
Built by your org.
- Click on the app (don’t click Open), select the dropdown next to the Open and select
Add to a teamand then
Set up a bot.
Create a new Slack channel and link the channel as a customer channel.
Map your newly created Teams channel with your newly created Slack channel from the Microsoft Teams page in Pylon.
You’re done! Any messages you send in this Teams channel will now mirror into the corresponding Slack channel and any messages in the Slack channel will mirror to this Teams channel.