How to Back-up Chats to Teams Channel

Easily set up real-time WhatsApp chat backups to a dedicated Microsoft Teams channel in just 3 simple steps.

Step-by-Step Guide

Complete the following 3 steps to back-up your conversation into teams Channel

Step 1: Create a Channel for Message Backup

1. Inside Microsoft Teams, open the Mercuri app (this will launch the Mercuri dashboard inside Teams).

2. In the Mercuri CX dashboard, navigate to the left panel and go to: Settings → Microsoft

3. Under Microsoft Teams Setup, click "Create Channel for Message Backup"

4. Enter a channel name (e.g., mercuri-message-backup) and click "Create Channel".

5. Once created, you can find this channel under Teams Chat > Teams and Channels.

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Step 2: Add Mercuri Bot to channel

1. After creating the channel, click on the “Add Bot” button.

2. This step will connect the mercuri-backup-bot to your newly created Teams channel.

3. Once the bot is active, it will start backing up all incoming messages automatically.

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Step 3: Send a Test Message

1. Click on Send Text Message. You will be directed to the Conversations inbox in your Mercuri dashboard.

2. Send a test message like: “This is a test message for the Mercuri backup channel.”

3. Switch back to Microsoft Teams and open the backup channel under Chat.

4. If you see the test message appear, it means your setup is working perfectly!

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⚠️Please note: Only admins will have access to view the backed-up chats in Microsoft Teams. This ensures customer data privacy and restricts sensitive information to authorized personnel only.