1. Expel Support Center
  2. Getting started with Expel Workbench™
  3. Getting set up and ready to go in Workbench
  4. Integrating your notification systems

Teams Integration Guide

  • Updated

Integrating with Microsoft Teams allows for notifications from Expel as well as 2-way communication.

To see the differences in the notifications channels, see Notification systems.

Setting up the shared channel
  1. Logged in as a Global or Security Administrator in Microsoft Entra (formerly Azure), enable external collaboration and add Expel as a trusted organization in Microsoft Teams:
    1. Configure B2B direct connect. For more information, see Microsoft’s instructions for configuring B2B direct connect.
    2. Add Expel as an organization to share channels with using Expel Tenant ID: 1cde81fd-b430-4035-b24d-709921922876.
    3. Locate your organization’s tenant ID. ‌See How to find your Microsoft Entra tenant ID for more information. 
  1. Create a team in Microsoft Teams to be used for Expel communications and add the appropriate users.
    • Note: Since you created the team, you will be the Team Owner and receive the shared channel invitation. 
    • If you are repurposing an existing team, there should be no unnecessary users in the team as they all have access to our shared channel upon completion.
  2. Share your organization’s tenant ID and the Team Owner’s email address with your Engagement Manager.
    • Expel will create a shared Microsoft Teams channel and send the invitation to the Team Owner.
  3. In Microsoft Teams, navigate to the Activity tab and accept the invitation to the shared Microsoft Teams channel.
  4. Assign the channel to the appropriate team. 
  5. Notify your Engagement Manager after the shared channel appears under your team.
    • Expel will accept the connection on our side and confirm the process is completed by sending a welcome message in the channel.

Configuring your Expel notifications channel

Note: This can be a new or existing channel, but it can't be a shared channel.

    1. Create a new private (non-shared) channel or use an existing channel. Note: This channel will house your Expel Ruxie notifications.
    2. Add the Ruxie app at the channel level:
      1. Select the (…) next to the Customer Team.
      2. Select Manage Team.
      3. Select Apps > More apps.
    3. Add Ruxie to the Channel:
      1. Search “Ruxie” in the search bar.
      2. Select the Ruxie App.
      3. Select Add > Add to a team.
      4. Clear the name that’s listed and search for the channel you created above.
      5. Select set up a bot.
    4. Once Ruxie is properly added to the channel, you will receive a message from Ruxie in Teams. Click see more to reveal the Channel ID and the SMTP URL:
      • Channel ID: 19xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx@thread.tacv2
      • SMTP URL: smtp.xxxx
    5. In Expel Workbench, select Organization Settings in the left navigation menu.
    6. Select your organization under the Name column.
    7. Click the Integrations tab and select the pencil icon next to “Teams.”
    8. Paste the Channel ID provided in step 4 above.

Tip

This article was accurate at the time of writing, but changes happen. If you find the instructions are outdated, leave a description in the comment field below and let us know!

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