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Guide

Weloop for Microsoft Teams

Weloop for Microsoft Teams posts the feedback your users leave in your product into a Teams channel or a 1:1 chat, and sends your replies back to the user in the Weloop widget. This guide covers the installation, the connection to your Weloop project, and everyday use.

Before you start

  • An active Weloop account. If you do not have one yet, read Get started.
  • An administrator role in your Weloop organization, to create the setup code.
  • A Microsoft Teams administrator, if your organization restricts which apps can be installed.

1. Install the app in Teams

  1. In Microsoft Teams, select Apps and search for WeLoop, or install it from the Microsoft Marketplace listing.
  2. Choose where to add it: a team channel, a group chat, or a personal chat with the bot.
  3. The bot posts a welcome card with the next steps. Type help at any time to see it again.

If the app is not available in your Teams, your Teams administrator can allow it in the Teams admin center > Manage apps.

2. Connect Teams to your Weloop project

  1. In the Weloop dashboard, open AI automation > Business rules and open the rule you want to route to Teams.
  2. In Routing, choose Microsoft Teams and select Connect. Weloop shows a setup code that looks like WL-AB12CD. The code expires after a few minutes – select Connect again for a new one.
  3. Post the code once in the channel or chat you want to use. In a channel, mention @WeLoop when you paste it. In a 1:1 chat, send the code as a message.
  4. The bot confirms the link and the rule status turns green in Weloop.
  5. Under Send to, choose the channel or the person the rule should post to, and save the rule. A channel appears once the bot is added to it; a person appears once they have messaged the bot. Select Refresh list if a destination is missing.

3. Answer feedback from Teams

  • Feedback cards. When a conversation matches the rule, a card appears in the channel or chat with the request, the user, and the details collected by the assistant.
  • Reply to user. Select it on the card, write your answer, and send. The user receives it in the Weloop widget, and the conversation stays in the Teams thread.
  • Reply to all. When several users reported the same thing, the card says how many. Reply to all answers every one of them at once.
  • Done. Closes the conversation and notifies the user. Replies are no longer accepted on that card.
  • Thread replies. In a channel, a reply written directly in the card's thread is also delivered to the user.

Bot commands

  • help – shows what the bot does, the available commands, the connection status, and the links to sign up, sign in, this guide, and support. Works in every chat and channel, whether or not the app is connected yet.
  • connect – shows the steps to link the chat or channel to a Weloop project.

Permissions and data

  • The app asks for the ChannelMessage.Read.Group permission so that replies written in a card's thread reach the user without mentioning the bot. It requires tenant administrator consent at install.
  • Only the messages posted in a thread started by a Weloop card are read. Other channel messages are ignored.
  • Feedback content is stored by Weloop in France. Read the sovereignty and security page and the privacy policy.

Troubleshooting

  • "That setup code is not valid." The code expired or was mistyped. Create a new one in Weloop and paste it exactly as shown.
  • The bot does not answer in a channel. Mention @WeLoop in your message. Unaddressed channel messages are ignored on purpose.
  • A channel or person is missing under Send to. Add the bot to the channel, or ask the person to send any message to the bot, then select Refresh list.

Support

Email contact@weloop.io. Include your organization name and the conversation identifier shown at the bottom of the card. See also the help and documentation hub.