Configure Mercuri for Microsoft Teams

Mercuri integrates seamlessly with Microsoft Teams, Outlook, and Office 365, allowing businesses to manage SMS and WhatsApp communication within their Microsoft ecosystem.

Configurations List

• Onboarding a Phone number

• Inviting users to Mercuri in Microsoft Teams

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A. Onboarding a Phone Number

To start using Mercuri for messaging in Microsoft Teams, you must onboard a phone number for either SMS or WhatsApp.

For SMS Onboarding:

1. Navigate to Mercuri SMS Onboarding.

2. Follow the steps to verify and activate your number.

3. Once activated, your number will be ready for SMS messaging in Microsoft Teams.

For WhatsApp Onboarding:

1. Navigate to Mercuri WhatsApp Onboarding.

2. Complete the WhatsApp Business API setup.

3. Ensure you use Microsoft Teams in a browser for proper onboarding.

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B. Inviting Users To Mercuri in Microsoft Teams

After setting up Mercuri, invite your team members to collaborate using SMS and WhatsApp messaging within Teams.

• Install Mercuri CX App – Each team member must first install the Mercuri CX app on their Microsoft Teams account.

• Login – Once installed, they need to log in with their credentials to activate their access.

• Role Assignment and Access – You can then assign roles and grant access to specific sections of the dashboard based on their responsibilities.

Managing Users in Mercuri

1. Go to Settings > Teams in Mercuri.

2. You will see a list of all your team members.

3. Click on a user to assign permissions.

Assigning Permissions

• Inbox Access – Allow users to send and receive messages.

• Marketing Access – Grant permissions to create and manage SMS and WhatsApp campaigns.

• Billing Access – Provide access to view and manage billing details.

• Reporting & Analytics – Allow users to view engagement reports.

• Integrations – Manage third-party tool connections.

Users Management

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