First Time Setup for Live Chat for Microsoft Teams
Learning how to use Live Chat in Microsoft Teams
Give real-time customer service via Microsoft Teams. Help customers solve their problems, reduce support tickets and remain up-to-date with all queries without needing to learn new technology. Does Microsoft Teams have live chat support? How to Use MS Teams for Customer Support?
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Does Microsoft Teams have live chat support?
Does Microsoft Teams have live chat support? There is a way to do it. Microsoft Teams has live chat support for paid Microsoft 365 subscribers. To get live chat, hit the “Help” button in the upper right-hand area of Teams application and then select “Contact support”. After that, you’ll be able to chat with Microsoft support representatives. Microsoft support agent.
Support for live chats is accessible 24/7 and you can seek assistance whenever you require it. Support representatives are well-informed and are able to assist you with a range of problems, including creating Teams or troubleshooting issues, or assisting for specific features.If you’re making use of the trial version Microsoft Teams, you can still get assistance by contacting Microsoft support. But, you’ll need to send a ticket via Microsoft support. Microsoft Support website.
Below are some steps for how to send an email for Microsoft support:
- Go to the Microsoft support website: https://support.microsoft.com/en-us/.
- Click on the “Contact support” button.
- Select the product you need help with.
- Select the type of issue you are having.
- Enter your contact information.
- Describe your issue in detail.
- Click on the “Submit” button.
An Microsoft Support representative calls you to assist you in solving your problem.
List of the features Live Chat provides
- Chat with visitors directly from Microsoft Teams
- See who you’re chatting with including name, email, and page URL
- Set up separate chat widgets for each of your websites
- Style your chat widget to fit your brand
- Map each widget to a separate team or channel
- Create department based routing to separate channels
- Send quick replies for common questions
- Send and receive files from your chat visitors
- Handoff chats between team members
- Customize your widget for your language
- Optimized for mobile, tablet, and desktop browsers
Live Chat gives you the same amazing experience you’ve come to know from Teams. Its features include file sharing, department-based route routing and slash command information about your visitor’s location, their browser as well as any other customized information regarding your visitors that you supply such as email name, address, and the number of their phone.
Setting up Live Chat for Microsoft Teams
First Time Setup
Just getting started? We’ll help you with the first time setting up tasks here.
- Each Team member should install your Live Chat app onto their Microsoft Teams account in the left sidebar so that they can access their Personal Agent Settings.
- The Microsoft Teams channel that you add the Live Chat tab to must be ‘Public’. Teams do not allow bot interaction with private channels.
- Add a Live Chat Tab to your Team right from Microsoft Teams.
- If you have already added a Live Chat tab to your Team while installing our app, great! You should look for the Live Chat tab.
- Now, select the ‘Sign In with Microsoft’ button to authorize Live Chat for your Teams account. That’s it – you don’t need to sign up for a separate account.
If you have not yet added a Live Chat tab to your Team or do not see the Live Chat tab yet, just click the ‘+’ button at the end of the tab list.
- Then search for ‘Live Chat’ in the popup and select it.
Once you save the settings, you are all set with Step 1.
- Chat requests will be sent to the shared Team channel for every Live Chat.
You can reply to chats from the Team conversation or the dedicated ‘Live Chat’ tab.
- Next, mention our ‘@Live Chat’ bot in your posts of this channel to make sure we see your messages.
- Next, to access your Chat Settings and Agent Settings, add the Live Chat app to your personal workspace.
- Click on the 3 dots in the left sidebar and search for ‘Live Chat’.
- If you have not yet added your app to your Team, FIRST choose the option ‘Add to a Team’ and select the Team that you have added your Live Chat tab to. THEN, select ‘Add’ to add Live Chat to your personal workspace.
- (Note: If you don’t see it in the left sidebar when selecting the horizontal dots icon, search for ‘Live Chat’ and select it.)
Each member of the Team should include your Live Chat app to their workspaces individually. This is how Team members can alter agents’ settings like their username and photo.
* If you aren’t receiving chat requests to your team:
If you’re having trouble getting Live Chat request notifications to your Team You may not have included the app in an Team at the time of initial installation. You can uninstall and install the app on your workspace by following the article.
- Turn on your Channel Notifications.
By default, new Post Notifications are turned off. To make sure you never miss a Live Chat request, turn on your Channel Notifications. Just click the 3 dots next to your Team’s ‘General’ channel. Then, on the popup, choose ‘All New Posts’: ‘Banner and feed’: then ‘Save’.
You can also choose to display notifications ‘Only in feed’. Either option will work.
- Add your code snippet to your website.
- Go to the Live Chat app settings and select the ‘Code Snippet’ option to find your code snippet.
You can access the Live Chat app settings from the left-hand navigation by clicking the horizontal 3 dots, then choosing Live Chat. If you don’t see your Live Chat listed here, add it by selecting the ‘Browse all apps’ button, then adding Live Chat. - Once in the app settings, choose the ‘Chat Settings’ tab, then choose ‘Install Code Snippet’.
- Simply copy and paste this code into any website where you would like to add your Live Chat Widget. Once you do this, you can chat with website visitors right from Teams.
- Preview your Live Chat and send a Test Chat.
- Go to the Live Chat ‘Chat Settings’ page and select the ‘Preview’ option. You can also get there from the welcome message we sent to your Team when you added your Live Chat app.
- Enter any test information in the pre-sales chat form and click submit. Once you do this, a Live Chat request will be sent directly to the Team you added your Live Chat to.
- Upon receiving the request, reply to the chat from Teams.
- Once you send a test chat to your Team, you can reply to the chat request.
- If you don’t see the chat request in your Team, then you may not have added the bot to your team when originally installing the app.
- Click on the ‘Accept Chat’ button to accept the chat right in your conversation. Then reply to the conversation making sure to mention ‘@Live Chat’ in your reply so the messages are sent to our bot.
How to Use MS Teams for Customer Support
- Integrate Live Chat with Microsoft Teams
To begin, you must establish a live chat system for Teams. This will enable customers to communicate and interact with support staff directly from the site.
- Embed Live Chat Code Snippet on the Website
Incorporate our live chat in your site to quickly add customer support in Microsoft Teams.
- Start helping customers from Microsoft Teams directly
Chat requests will be received by your team that you have configured. Chat with customers, and provide support to customers right from Microsoft teams.
Why Use Microsoft Teams for Customer Service
FACT: Microsoft Teams doesn’t seem like the obvious choice for a support channel that is real-time.
Utilizing Microsoft Teams as a help desk allows your support team to respond to customer queries without leaving the application that they can use to collaborate with chat and interact alongside colleagues all day long.
In actual fact the fact that having MS Teams integrated with the customer support process provides tremendous benefits to your company:
| Better response time. | Working in Teams means that your customer service teams do not have to switch between tools to deal with tickets and requests. They can answer customer questions in real time from the tool they have opened on their screens already. |
| Using Teams fosters conversations and cooperation. | It’s what the tool’s been built for, after all. Conversing with customers in Teams will naturally boost collaboration, and build stronger relationships with customers. |
| Using Teams for customer support is convenient. | Using Teams as a help desk integrates customer service with the rest of the business. Support teams can ask anyone for help and assistance right away, and as a result, assist customers faster. |
Frequently Asked Questions
What is Microsoft?
Microsoft is a software and internet service provider. Microsoft is a major global provider of computer software, devices for mobile, computers and gaming systems; as well as cloud services.
What kind of support does Microsoft offer?
Microsoft’s Customer Service team Microsoft provides the following support channels live chat as well as social media and forum support, and self-service assistance.
How do I contact Microsoft support?
Contact Microsoft support by contacting Microsoft support team via Chat with live support agent via their website or posting a message to them on any of their social networks.
How do I speak to someone at Microsoft?
Microsoft doesn’t offer phone support for customers.
