Skip to main content
If your organization runs on Microsoft Teams, that is where partnerships should surface too. Connecting Teams lets Introw post partner activity to your team’s channels, open shared channels with partners, and bring Introw’s AI agents into chat, so relationship owners see what is happening in the tool they already use. This guide gets Teams connected, then points you to mapping channels and choosing which events post. The integration is read and post only: it never changes anything in your CRM.

Ask Introw in

Introw runs two AI agents inside , so partners and your team get answers and take action without leaving chat. Both read live from your CRM source of truth and act only within each person’s own access - partners stay scoped to their portal, your team stays scoped to theirs.

Partner support agent - shared channels

In a shared partner channel, partners just @-mention Introw to ask the same questions they could in the portal - deal status, commissions, tiers, content, or even registering a deal - and get an instant, scoped answer.

Internal agent - internal channels

In your internal channels, your team @-mentions Introw to get insight on the partner ecosystem and act on it - handle open form submissions, surface best-performing partners, check pipeline, and update partner records.

Partners self-serve in shared channels

@-mention Introw in a shared partner channel and the partner support agent answers from your knowledge base and live portal data, scoped to that partner. It is the same agent partners use in the portal, now in : it can answer questions in any language and take action on the partner’s behalf - register a deal, update a record, or surface the right asset - without anyone on your team being pulled in.

Your team gets ecosystem insight in internal channels

@-mention Introw in an internal channel and the internal agent answers questions about your whole program and acts on it, scoped to your access - no portal hunt and no RevOps ticket. For example:
  • Handle open work - “Show me open form submissions,” then approve, reject, or follow up on deal and lead registrations right from chat.
  • Spot what’s working - “Who are my best-performing partners this quarter?” to pull ecosystem performance on demand.
  • Update partners - “Move Acme to Gold” or “add a note to this partner” to change partner records on the fly.
  • Check the numbers - “What’s this partner’s pipeline and commission status?” for a live readout.
Both agents depend on the partner support agent being enabled. Each agent only ever sees and does what the person talking to it is allowed to - partners are scoped to their own portal data, your team to your program.

What you’ll achieve

A connected Microsoft Teams tenant shown as Connected in Introw, ready to map internal and partner channels and start posting partner activity to Teams.

Before you start

1

Confirm your Introw permission

You need permission to connect integrations in Introw to authorize Teams and manage its settings.
2

Confirm Teams admin access

You need permission to authorize an app in the Microsoft Teams tenant you are connecting.

Watch it

Steps

1

Open the Communication integrations

Go to Integrations and stay on the Communication category, where the Slack, Microsoft Teams, and Zapier tiles live.
Open the Communication integrations
2

Start the Teams connection

On the Microsoft Teams tile select Connect to open Microsoft’s authorization screen.
Start the Teams connection
3

Authorize and pick the tenant

Sign in to Microsoft, choose the tenant to connect, and approve the requested access so Introw can list channels and post messages. Introw returns with Microsoft Teams shown as Connected by you, with the connection date.
4

Configure channels and notifications

Connecting only links the tenant. Next, map your internal and partner channels and choose which events post by following Configure the chat integration.

Verify it worked

Microsoft Teams shows as Connected on the Communication integrations page with a green status and Connected by your name. Opening the Teams integration shows the Internal channels and Partner channels sections, ready to map.

Configure the chat integration

Map channels and choose which events post.

Connect Slack

Use Slack instead of Teams.

Implementation reference

Full configuration options.