Good news! As a Premium or Enterprise user, you can now integrate Teams to see and send chat messages to customers in a space. On top of that, we’ve added a function for adding and handling your Teams meetings directly on the meeting timeline.
That way, you will be able to see and respond to chat messages your customers send in a space – even when you’re not in SP_CE. As a bonus, you and your customers will get a great overview of all your meetings and interactions.
To get started, head to your settings page and go to your integrations. There, you’ll be able to connect your organization’s Teams account. Which will mean that every new space that’s created in your SP_CE organization will get a corresponding channel in the user’s Teams app.
Note: To connect Teams to SP_CE the first time, you need to be the Global Administrator of your Teams account.
Chat functionallity
If a SP_CE user in your organization has accepted the Teams connection, they will now find that a Teams channel is automatically created for each new space they create. With that, no Teams channel will be created for spaces created before the connection was made.
With the connection set up, the user doesn’t have to be in a specific space to communicate with different stakeholders. This, since all chat interactions can be managed directly in Teams. Where messeages and threads are synchronized in real time.
| Feature | From SP_CE to Teams | From Teams to SP_CE |
|---|---|---|
| Add message | Yes | Yes |
| Update message | No | Yes |
| Delete message | No | Yes |
| Like/unlike message | No | No |
| Create meeting | Yes | Yes |
| Update meeting | Yes | Yes |
| Delete meeting | Yes | Yes |
| Record meeting | Yes | Yes |
Plan your Teams meetings in the space timeline
On top of the chat functionality, you’ll be able to schedule your Teams meetings directly on the meeting timeline in any given space. Or, if you installed our Outlook app, you can book Teams meetings associated with a specific space directly from your own calendar. And if you recorded the meeting, your will be able to watch the recording with a click on the play button on the timeline.
With this, both you and your customers will have a nice overview of the process, and can always head to the meeting timeline in your space to see what meetings have been held so far.
How to set up the Teams connection as a SP_CE Admin
- Head over to the Integrations page and look for the Teams integration card. Then, click on the CONNECT button.
- You’ll see a popup that asks you to confirm the connection. Click CONNECT to continue.
- Give Teams the necessary permissions, by checking the box and clicking ACCEPT.
- You’ll see a popup that confirms that the connection has been set up successfully. Click OK to continue.
- On your integration page, the button on the Teams card will have turned green. This means that you’re all set and ready to start.
- If you and/or your organization decide to stop using Teams in SP_CE, please reach out to us at support@spce.com. We’ll help you with the necessary changes.
How to connect Teams as a SP_CE user
Once the Teams integration has been made by the administrator, the next time a user logs into SP_CE they will be asked to connect their individual Teams account and give Teams permission to synchronize relevant data.
- In the popup, click CONNECT to confirm the connection.
- Give Teams the necessary permissions, by checking the box and clicking ACCEPT.
- You’ll see a popup that confirms that the connection is successful. Click OK to continue.
