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Share to Teams

Quick start​

Connect Teams once in Settings → Integrations → Microsoft → Connect. Once connected, you can automatically send insights from NEXT (e.g. Highlights, Clusters, or Chats) into a Teams channel where your team already collaborates.

Why integrate with Microsoft Teams?​

NEXT turns customer conversations into evidence-backed insights. Sharing those insights into Microsoft Teams ensures they appear directly in the collaboration hub used by Product, CX, and GTM teams - alongside ongoing discussions and decisions.

By posting insights automatically, Teams channels stay up to date with real customer signals, without manual copy-pasting or context loss:

  • What NEXT creates: A message posted into a Microsoft Teams channel via an Automation.
  • What’s included: Insight text generated by NEXT (e.g. from a Highlight, Cluster, or automated Chat), plus links back to the source in NEXT.
  • Where it lands: The Microsoft Teams channel you configure in the Automation.

Install the Microsoft Teams app (one-time)​

⚠️ Important The NEXT Microsoft Teams app is not yet listed in the Microsoft Teams App Store. Installation is done by uploading a custom app package (ZIP).

Step 1: Download the app package​

Download the Microsoft Teams app package (ZIP): teamsPackage.zip

Step 2: Upload the app to Microsoft Teams​

  1. Open Microsoft Teams
  2. Go to Apps
  3. Select Manage your apps
  4. Click Upload an app
  5. Choose Upload a custom app
  6. Upload the ZIP file you downloaded

Microsoft provides detailed instructions here: 👉 https://learn.microsoft.com/en-us/microsoftteams/platform/concepts/deploy-and-publish/apps-upload

Depending on your organization, uploading custom apps may require approval from a Teams administrator.

Step 3: Add the app to a Team​

Uploading the app to Microsoft Teams is not enough. You must also add the NEXT app to each Team where Automations should post messages.

  1. Open Microsoft Teams
  2. Go to Teams
  3. Find the Team where you want NEXT to post messages
  4. Click ⋯ (More options) next to the Team name
  5. Select Manage team
  6. Open the Apps tab
  7. Click Add an app
  8. Select the NEXT app and add it to the Team

Once added, Automations in NEXT can post messages to the default channel of that Team.

Note: Depending on your organization’s policies, adding apps to a Team may require approval from a Microsoft Teams administrator.

Connect Microsoft Teams in NEXT (one-time)​

The Teams connection is configured per teamspace.

  1. In NEXT, click your profile photo (top right) → Settings
  2. Open Integrations → Microsoft
  3. Click Connect
  4. Sign in with your Microsoft account and grant access
  5. Once connected, the Microsoft card shows Connected

Send insights to Microsoft Teams using Automations​

To set up an Automation:

  1. Open Automations in NEXT
  2. Create or edit an Automation
  3. Choose a trigger (e.g. schedule weekly execution)
  4. Select Post to Teams as the action
  5. Choose the target Team
  6. Save and enable the Automation

From now on, NEXT automatically posts insights into the selected Teams channel.

Troubleshooting​

Issue: Microsoft Teams doesn’t appear in Automations Make sure Teams is connected in Settings → Integrations → Microsoft Teams.

Issue: I can’t upload the app ZIP Your organization may block custom app uploads. Ask a Teams admin to allow custom apps or upload it centrally for the tenant.

Issue: Messages don’t appear in the channel Check that:

  • The selected channel still exists
  • The connected Microsoft account has permission to post in that channel
  • The Automation is enabled

FAQ​

Q: What exactly does NEXT send to Microsoft Teams? Textual insights generated by NEXT (e.g. from Chats or Clusters), plus links back to the source in NEXT for validation and follow-up.

Q: Can I manually share a Highlight or Chat to Teams? Not yet. Microsoft Teams is currently supported via Automations only.

Q: Is the Teams connection per user or per teamspace? Per teamspace. You connect Microsoft Teams in Settings → Integrations for each teamspace.

Q: Can users open links posted in Teams? Yes - but only if they have permission in NEXT. Teams messages never bypass NEXT access controls.

Q: Is the app available in the Microsoft Teams marketplace? Not yet. For now, installation happens via a custom app ZIP. Marketplace availability is planned.

Q: Can we post to multiple Teams channels? Yes. You can create multiple Automations, each targeting a different Team or Channel.

Q: Does NEXT read or import messages from Teams? No. The integration only sends messages from NEXT to Teams; it does not read or import Teams content.

Q: How do I disconnect Microsoft Teams? Go to Settings → Integrations → Microsoft → Disconnect.

Q: Can I choose which channel in a Team the Automation posts to? No. At the moment, Automations can only post to the default channel of a Microsoft Teams team. Selecting a specific channel is not yet supported.