Integrating AI Insite with Microsoft Teams can add significant value to your brand and customer service center, providing you with the ability to collect user information and send it together with the conversation details directly to a designated MS Teams channel, enabling your sales, support, or service representatives to respond quickly and efficiently.
Let's look at how:
- To integrate MS Teams with Insite using the Answer Form Skill, you must create a new skill in the Settings menu.
- When you get to the integrations and webhook sections, enter the following details:
- In the Integrations section, select the Microsoft Teams Endpoint.
- Enter your MS Teams webhook in the provided field.
- Click the Publish button at the bottom right of the page.
Setting Up a Webhook Endpoint
It is mandatory to create a webhook in MS Teams before setting up the integration with Insite.
Refer to the MS Teams documentation for a step-by-step guide to setting up webhook endpoints.
Data Your Endpoint will Receive
An example of the data your MS Teams endpoint will receive is as follows:
Field | Field Description | Example |
Skill Name | The name of the skill that your agent used to capture this information | Inbound Lead - Call Immediately |
Field Name: User Input | The name of the field as described in the skill’s information prompt, followed by the information the visitor entered | Phone Number: 123457582 |
Conversation Link | A link to view the visitor’s entire conversation in the browser | https://agent.life/?url=act-on.com&conversation_id =conversation_ugu1unuyz61m3txhfp70 |
Current Web Page | The web page the visitor is currently on while interacting with your agent | https://mysite.com/currentpage |
Start Time | The date/time (UTC/GMT) when the conversation started | 2024-08-05 14:02:41 |
Duration | The duration of the conversation up to the point when the information was sent | 0:41:13 |
User Messages | The messages exchanged between the visitor and your agent | Tell me more about products; Tell me more about CRM integration; What are the benefits of integrating CRM with marketing automation?; Tell me more about customer retention |
Pages Visited | The names and URLs of web pages the visitor clicked on via your agent during the conversation | My Company Product Page - https://mysite.com/productpage |