Microsoft Teams

View, respond to, and track customer requests coming from Microsoft Teams.

Setup

Click into the App Directory from your Pylon dashboard and then click on the Microsoft Teams integration to view setup instructions.

Usage

Pylon’s Microsoft Teams integration allows you to view, respond to, and track Microsoft Teams messages from your customer without using Teams yourself.

Messages from customer channels in Microsoft Teams are automatically tracked in Pylon as well as being mirrored into Slack.

Receiving messages

  1. Messages sent by your customer in the Teams channel are visible in your mirrored Slack channel, where any Slack channel members can see them, regardless of whether they are in the Teams channel.

  1. Customer issues from Teams are visible in the Kanban board alongside with your other issues.

  1. Messages are also bundled and visible in the triage channel along with other messages.

Sending messages

  1. Messages and reactions on customer messages sent in your Slack channel are mirrored to Teams.

  1. Responding to customer issues from the Kanban Board, sends the reply directly into Teams.

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