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Overview

Userpilot’s Microsoft Teams integration helps your team stay informed about product activity without leaving Teams. Receive system notifications and digests, share insights from signals, and act on feedback faster. A survey response delivered by the Userpilot bot in Microsoft Teams

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Use cases

Here’s what you can do with the Microsoft Teams integration:

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1. Stay informed

Get notifications in Teams channels or as direct messages when:
  • Users complete flows, checklists, or surveys.
  • NPS responses or feedback are submitted.
  • Users engage with in-app experiences or visit key pages.

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2. Collaborate effortlessly

Keep everyone aligned by:
  • Receiving notifications when teammates share reports, dashboards, sessions, or publish new content.
  • Allowing Product, Success, Support, and Marketing teams to act on insights immediately.

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3. Monitor product health

  • Get notified when issues occur in your in-app content, such as broken flows or delivery errors.
  • Troubleshoot and optimize faster with visibility in Teams.

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Install the Beta app

Follow the instructions below to download the Microsoft Teams app.

Download the Userpilot Teams app (Beta)

A Teams app package (.zip) to upload to your Microsoft Teams organization.
Only a Microsoft Teams admin can upload a custom app. If you are not an admin, send the file to your Teams admin.
  1. Download the app package above. Do not unzip it.
  2. Open the Microsoft Teams admin center and go to Teams apps → Manage apps.
  3. Select Upload new app, then Upload, and choose the downloaded file.
  4. Make sure the Userpilot app is allowed for your users.
After the Userpilot app is published in the Teams Store, you can remove the Beta app and install it from the Store instead.

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How to integrate Userpilot with Microsoft Teams

  1. Enable Microsoft Teams integration
The Microsoft Teams integration shown as connected in Userpilot
  1. Authorize Userpilot in Microsoft Teams
    • Sign in with your Microsoft account and approve the connection.
  2. Grant admin consent in Microsoft Entra
    • Userpilot needs your Microsoft admin’s approval to list your teams and channels. Without it, the team picker in Userpilot stays empty.
    • A Microsoft Entra admin opens the Microsoft Entra admin center and goes to Enterprise applications → Userpilot → Permissions.
    • Select Grant admin consent, review the permissions, and select Accept.
    • You only need to do this once for your organization.
The Userpilot app appears in Enterprise applications after the first person in your organization completes step 2.
  1. Add the Userpilot app to your teams
    • In Microsoft Teams, add the Userpilot app to every team where you want to receive signals.
  2. Start sending notifications
The Userpilot system notifications settings page with the Sign in with Microsoft Teams button
  1. Configure Signal notifications
    • Create or edit a signal and select via Teams.
    • Choose the team, channels, schedule, and user properties to include.
    • Pick a team where you added the Userpilot app in step 4, so it can post to its channels.
The Create signal dialog with via Teams selected, the Default Directory team, the Product News channel, and a Real-time cadence