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Gainsight Inc.

Setting up notifications for Microsoft Teams

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This article describes how to configure Staircase AI to send notifications to Microsoft Teams—including creating an incoming webhook in the desired Teams channel, adding it in Staircase integrations, and enabling alerts via the Notifications settings.

How to Send Staircase AI Notifications to Microsoft Teams

Step 1: Access Microsoft Teams

  • Log into your Microsoft Teams account.
  • Go to the "Teams" tab.
  • Select the desired team and navigate to the target channel. You can also create a new channel if needed.
  • Click on "More options" and choose "Connectors".
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Step 2: Configure the Incoming Webhook Connector

  • In the "Connectors" section, search for the "Incoming Webhook" connector.
  • Click on the "Configure" button.
  • Provide a name for your webhook and optionally upload an image.
  • Copy and save the unique webhook URL displayed in the dialog.
  • Save the changes.
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Step 3: Copy the Webhook URL

  • Copy and save the unique webhook URL displayed in the dialog.
  • Save the changes.
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Step 4: Configure Staircase Integration with Microsoft Teams

  • Log into your Staircase account.
  • Click on the cog symbol in the left-hand bar to access the settings.
  • Navigate to the "Integrations" tab.
  • Look for the "Microsoft Teams" card and click on "Add webhook".
  • Enter a channel alias and paste the webhook URL in the modal window. Note that the alias can be different from the original channel name.
  • Save the changes.
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Step 5: Set up Staircase Notifications for Microsoft Teams

  • After configuring the webhook, go to the "Notifications" tab in Staircase.
  • Create a new notification.
  • In the "Notify on" section, select the "Teams" option.
  • Choose the channel alias from the drop-down list.
  • Save the configuration.
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Step 6: Verify the Setup

  • To test the setup, send a test notification.
  • Locate the notification you want to test and click on the three dots on the right side.
  • Choose the "Trigger test notification" option.
  • If you see a new message in your Microsoft Teams channel, it means that everything is working correctly.
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