How it works
- The workspace connection links Sayless to your Microsoft 365 tenant through an admin account.
- The Sayless Teams app is added to each Team channel you want in Sayless. It reads new posts and replies, and posts your replies.
- Each Teams thread is one conversation. A new post starts a conversation; replies to it land in the same one.
- Personal connections let each agent reply as themselves.
What syncs
When someone new writes, Sayless creates a contact from their Teams account; a work email links them to that company. Link each channel to its company so its conversations show on the company’s page.
Set up Microsoft Teams
You need to be a Sayless workspace admin and have a Microsoft Teams admin account. Teams also needs to be turned on for your workspace; if you don’t see Microsoft Teams in settings, contact support@joinsayless.com.- Open Settings > Microsoft Teams and click Connect. Sign in with your Microsoft Teams admin account and approve the permissions.
- Click Email support for the Teams app. Sayless support sends you the Sayless Teams app for your organization.
- In Teams, install the app, then add it to each Team channel you want to sync.
- Back in Sayless, open Settings > Microsoft Teams > Channels and link each channel to its company.