Mercuri Docs
  • Welcome to Mercuri
  • Getting Started with Mercuri CX
  • FAQs & Troubleshooting
  • How Businesses Use Mercuri
    • Auto-Send WhatsApp Booking Confirmations
  • đź“©Communication Channels
    • WhatsApp Integration
      • Onboarding on WhatsApp Business
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Starting a New Chat with a Customer
      • Adding / Updating Contact details in Inbox
      • Interactive Message Options for WhatsApp Conversations
      • Use case of WhatsApp Interactive Messages
    • Contacts
    • Marketing
      • Track Campaign Performance
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Creating Your First SMS Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
    • Data Protection & Permissions in Mercuri CX for Microsoft Teams
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  1. Integrations Guide

Data Protection & Permissions in Mercuri CX for Microsoft Teams

With Mercuri CX, you don’t have to worry about losing track of important customer conversations.

Our setup makes it easy to monitor, back up, and control access to all WhatsApp chats,right inside Microsoft Teams.

Here’s how it helps:


1. All Chats in One Place

No matter where your team replies from, the Mercuri dashboard or the WhatsApp Business app, every single conversation gets tracked and stored. You can always navigate to Mercuri's Shared Inbox and see the full picture, all in one place.

2. Built for DLP: Track & Log Every Interaction

Every message is automatically logged and saved. This is super useful for audits or just keeping a clean record of all communication. You’ll find these logs right inside your Microsoft Teams channel.

3. Automatic Chat Backup to Teams

Every conversation is backed up to your Teams channel in real time, so you never miss a message.

4. Control Who Sees What

Easily set permissions based on roles , so sensitive data is only visible to team members who need it. This helps prevent accidental exposure and supports internal privacy policies.

PreviousConfigure Mercuri for Microsoft Teams

Last updated 10 days ago

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