Mercuri Docs
  • Welcome to Mercuri
  • 📩Communication Channels
    • WhatsApp Integration
      • Prerequisites
      • Onboarding on WhatsApp Business
      • Creating Your First WhatsApp Template
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Interactive Message Options for WhatsApp Conversations
    • Contacts
    • Marketing
    • 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
      • Understand WhatsApp Template components
    • Users Management
    • 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
      • WhatsApp Onboarding
      • How to use Mercuri?
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  1. Integrations Guide
  2. Microsoft Teams

How to use Mercuri?

Mercuri integrates with Microsoft Teams, Outlook and 365 enabling businesses to manage SMS and WhatsApp conversations directly from the Teams interface.

PreviousWhatsApp Onboarding

Last updated 1 month ago

Starting Conversations

You can start one-on-one conversations with leads and customers directly within Teams.

How to Start a Conversation:

  1. Open Conversations from the left panel.

  2. Click New Conversation.

  3. Select the recipient’s phone number.

  4. Choose the communication channel (SMS or WhatsApp).

  5. Type your message and click Send.

For detailed instructions, refer to the guide below:


Sending Marketing Campaigns

Mercuri allows you to send bulk SMS and WhatsApp campaigns from Microsoft Teams.

How to Send a Marketing Campaign:

  1. Navigate to Marketing > Campaigns.

  2. Click Create New Campaign.

  3. Select a Contact List.

  4. Compose your message or select a WhatsApp template.

  5. Click Send Now or schedule for later.

For step-by-step instructions, refer to the guide below:

🛍️
Conversations Inbox
Marketing
Conversations Inbox for SMS and WhatsApp integration for Microsoft
SMS and WhatsApp Marketing Campaigns within Microsoft