If you’re using Microsoft Teams, hosts can receive the check-in notification via this channel. This is on top of the email and text message notifications. As you can see in the screenshot below, hosts can also respond to the reception team via custom responses (Available with Efficiency +).
Step 1: Connect Proxyclick to your Microsoft Teams Account
Go to the Integrations Marketplace and find the Microsoft Teams integration.
This will prompt a screen from Microsoft Teams asking you to sign in (if you’re not signed in yet) and to authorize access to your Microsoft Teams account. Once authorized, you will be redirected to Proxyclick where you will be able to choose the team allowing Proxyclick to find the hosts and send them check-in notifications.
Then you’ll be prompted to do the following:
- Add Proxyclick to Microsoft Teams with the manifest (you’ll need Admin access to your Microsoft Teams account)
- Install the Proxyclick bot
- Mention the bot in the team on Microsoft Teams
You need to be an Admin in your Microsoft Teams account to be able to perform this step:
In the Apps menu, click Upload a custom app at the bottom of the submenu. Download this manifest zip file from us and upload it into Microsoft Teams.
In your list of Apps, find Proxyclick and select the Proxyclick app.
Select the team you want to add Proxyclick in the “Add to team” search.
Step 2: Finalize the set up
Please mention the bot @Proxyclick in the team. The bot will reply “Thank you, your Proxyclick integration is set up correctly!”
Now, you are good to go!
Tip 💡 Notifications will be sent privately by the bot to the user (member of the team) when a visitor checks in for them.
If you have any questions or feedback, please contact firstname.lastname@example.org or send us a message on the live chat.