Pylon
Knowledge BaseWebsiteChangelogBook a DemoLogin
  • Getting Started
    • Introduction
    • Quick Start
    • Slack Setup
    • Channel Configuration
    • User Guide
  • Support Workflows
    • Omnichannel Support
    • Issues
      • Views
      • Statuses
      • Message Editor
      • Copilot
      • Internal Threads
      • Proactive Issues
      • Translation
      • Bulk actions
      • Issue Groups
    • SLAs
    • Support Hours
    • CSAT
    • Ticket Forms
    • Assignment Rules
      • User Status
    • Email
  • Platform
    • Custom Fields
    • Required and Conditional Fields
    • Tags
    • Teams
    • Triggers
      • Logs & History
    • Macros
    • Command Search
    • Roles & User Management
    • Training Data
    • Ask AI
  • AI Agents
    • Overview
    • Build
      • Resources
    • Test
  • Knowledge Base
    • Overview
    • Articles & Collections
      • Editor
      • Copilot
      • Templates
      • Collaboration
    • Knowledge Gaps
    • Styling & Customization
    • Custom Authentication
    • Search
    • Translation
  • Customer Portal
    • Overview
    • Styling & Customization
    • Access Control
    • Portal Experience
    • Custom Authentication
  • In-App Chat
    • Overview
    • Styling
    • Functionality
    • Chat Experience
    • Chat Setup
    • Identity Verification
    • JavaScript API
  • Account Management
    • Accounts
    • Views
    • Notebooks
      • Blocks
    • Highlights
    • Fields
    • Copilot
    • Activities
      • Custom Activities
  • Reporting & Analytics
    • Analytics
    • Default Dashboards
    • Custom Dashboards
  • Broadcasts
    • Overview
    • Create a Broadcast
    • Analytics
  • Integrations
    • CRM
      • Salesforce
      • Hubspot
      • Attio
      • Pipedrive
    • Ticketing
      • Linear
      • GitHub Issues
      • Asana
      • Jira
    • Alerting
      • PagerDuty
      • Opsgenie
    • Chat
      • Slack
        • Internal Threads
        • Collect Data
        • Support Ticket Flow
        • Welcome Message
        • Bookmarks
        • Onboard Employees
        • Left Company
        • Slack Community
      • Microsoft Teams
      • Discord
    • Incident Management
      • incident.io
    • Call Recording
      • Gong
      • Fathom
      • Grain
      • Fireflies
  • Data Warehouse
    • Snowflake
    • BigQuery
  • Developer
    • API
      • Authentication
      • Errors
      • API reference
        • Attachments
        • Accounts
          • Activities
          • Highlights
        • Contacts
        • Custom Fields
        • Issues
        • Knowledge Base
        • Me
        • Messages
        • Tags
        • Teams
        • Ticket Forms
        • User roles
        • Users
      • External IDs
    • Custom Apps
    • Embedded Iframes
    • Webhooks
Powered by GitBook
On this page
  • Setup
  • Usage
  • ​Receiving messages
  • ​Sending messages

Was this helpful?

  1. Integrations
  2. Chat

Microsoft Teams

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

PreviousSlack CommunityNextDiscord

Last updated 1 month ago

Was this helpful?

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.

  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 your internal threads channel along with other messages.

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

  1. Responding to customer issues from an Issue in Pylon sends the reply directly into Teams.

Receiving messages

Sending messages

​
​