How to connect
- In Teams, open the channel's Workflows, choose “Post to a channel when a webhook request is received”, and copy the address it gives you.
- In your dashboard, tap “Assistants” and open your assistant.
- Open the “Connections” tab.
- Under “Slack and Microsoft Teams alerts”, tap “Add” and choose Microsoft Teams.
- Paste the address into “Channel address”.
- Under “Tell us about”, tick what you want (see below).
- Tap “Add channel”, then “Send test” to see a message arrive.
What you can get
- “Every finished call or chat”.
- “Hot lead”.
- “New, moved or cancelled appointment”.
- “Missed call or needs a call back”: callers who left a message, hung up, left a voicemail, need a follow-up, or reached our backup.
Hot leads, appointments and call-backs are ticked to start with.
What a message shows
A card with a one-line title, the key details such as name, phone, how they came in, lead score and mood (or the appointment's time and status), the summary, and a button to open it in your dashboard.
Check it's working
Each channel shows its recent deliveries. If one fails, you'll see “Last delivery failed:” and the reason. Tap “Remove” to stop sending to that channel.