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:

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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.

Want to know how to backup your customer chats to the Teams Channel ,Click Here.

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.