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Overview

With Microsoft Teams integration, your team can seamlessly chat with customers who use Teams from within Thena . No more juggling apps. No more missed messages. This guide will walk you through the setup process and explain the features available with the integration.
🔒 Admin access requiredIf you’re not a global admin, share the setup link with someone who is.

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Key features

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Pre-requisites

•
Microsoft Teams license for each user.
•
Global admin privileges (for Graph API access).

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Setup guide

Enterprise plan requiredMS Teams is available on the Enterprise plan. If you don’t have an Enterprise plan, contact sales to learn more.
1

Enable Microsoft Teams

Go to the Thena web app → Organization settings → Sources → MS-Teams → Enable.
2

Download custom app

Click download to download a zip file containing the Thena custom app.
3

Upload to Teams

In Microsoft Teams, under the ‘Apps’ section, select ‘Manage your Apps’ → Click on ‘Upload an app’ → Select ‘Upload a custom app’ and upload the downloaded Thena zip file.
4

Chat with Thena bot

Head over to the ‘Chat’ section on Microsoft Teams → Find and send ‘login’ to the ‘thena-ai-bot’.
5

Authorize permissions

Click on the Login button returned by the bot → Click on ‘Accept’ on the permissions requested by Thena.
6

Complete in Thena web app

Return to Thena and check the “I have installed the application and configured the above steps” checkbox → Click Connect to complete the setup.
7

Select Thena teams

Select which Thena teams you want to enable Microsoft Teams integration for.

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Team-level setup

1

Go to team settings

Go to your team’s Settings → Sources → MS Teams.
2

Navigate to channel mapping

In the Channels and accounts mapping section, you’ll see tabs for Available teams and Configured teams.
3

View available channels

Under Available teams, you’ll see a list of MS Teams teams that you can configure. Click on a team to view its channels.
4

Map channels to Thena

Select the channels you want to map to your Thena team and click Add Thena. The selected channels will now appear under the Configured teams tab.
You can only sync channels you’ve created—not ones created by customers.

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Frequently asked questions