You can use the Survicate and Microsoft Teams integration to:
Send responses in real-time to the selected Microsoft Teams channel;
See who gave you each answer right in Microsoft Teams if the respondent's identity is known;
Quickly jump to the survey results from the message in your Microsoft Teams channel.
In this article, you will learn how to send answers from your surveys to a selected Microsoft Teams channel, so you can react timely and collaborate on the feedback collected. The setup is very easy and can be finished in less than 5 minutes.
📌 Before connecting the integration, make sure your respondents will be recognized. It’s necessary to collect respondents’ information in order to assign data to the correct person.
❗ Please note that Microsoft Teams notifications are available on some of the plans. If you are interested in testing this feature, contact sales@survicate.com or our team via live chat.
Table of contents:
Connect Microsoft Teams integration
1. Go to the Connect tab of your survey, find, and select Microsoft Teams from the list of integrations:
2. Click the Connect button to set up the authorization:
3. A pop-up window will appear for you to log in to your Microsoft Teams account. If you don't see the pop-up window, you may need to allow pop-ups in your browser. Please look for the settings in your browser's URL bar, or follow the instructions for Chrome, Firefox, or Safari. Then, allow Survicate to connect to your Microsoft Teams account by clicking on the "Yes" button.
4. Integration is now connected and authorized!
Sending notifications to Microsoft Teams upon a survey response
Send survey responses to a Microsoft Teams channel
1. Move to Settings of the integration and enable the Send survey responses as notifications to Microsoft Teams toggle
2. Pick the Team and Channel you wish to send your responses to. Please note that you can connect multiple surveys to one channel, but responses from a survey can go to only one channel at a time.
3. Now, every survey response will be automatically passed to Microsoft Teams. Once you receive a new response to the survey, it will be sent automatically to the selected channel. You will be able to see the survey name, respondent's details, and responses to all the questions in Microsoft Teams.
Ask the Research Agent in Microsoft Teams
You can ask Survicate's Research Agent about your feedback right in Microsoft Teams. It answers from your surveys and Research Hub, with links to the sources, so your team can:
get answers in a personal chat with the app,
@mention the app in a channel and get the answer in the thread,
ask follow-up questions in the same conversation.
📌 The Microsoft Teams integration must be connected (see Connect Microsoft Teams integration above).
Switch on the Research Agent
Only workspace admins and owners can do this.
Go to Integrations ➡️ Microsoft Teams ➡️ Settings.
Switch on Enable Research Agent in Microsoft Teams:
Add the app in Microsoft Teams
In Microsoft Teams, open Apps and search for Survicate.
Click Add to chat with the app. To use it in a channel, add it to the team.
If you can't find or add the app, ask your Microsoft Teams admin to allow it.
Connect your Survicate account
Each person connects their own Survicate account once. Answers only include feedback you can access in Survicate.
Ask your first question in a chat with the app, for example: What do customers say about onboarding?
In a channel, @mention it: @Survicate What do customers say about onboarding?Click Connect on the card and sign in to Survicate.
Choose your workspace and click Approve, then go back to Microsoft Teams.
Check that the Is this you? card shows your email and click Confirm. Your answer appears, with links to its sources:
Good to know
In a channel, everyone in the channel sees the answer. To ask a follow-up there, @mention the app again.
The app doesn't work in group chats.
The Research Agent never creates, changes or deletes your surveys, responses or notes. Questions and answers are saved in your Survicate workspace.
Answers are generated by AI and can be inaccurate. Check the linked sources.
Troubleshooting
I get an Integration error when trying to connect my Microsoft Teams account to Survicate
To use the power of Microsoft Teams integration, you should use Teams for Business (Microsoft 365 Business Basic or Microsoft 365 Business Standard subscription).
I don't see my new MS Teams channel in Survicate
After creating a new channel in your MS Teams account, it can take up to 30 minutes on Microsoft’s side to process the newly created channel. You should see it after that time in the Connect tab of your survey.
The app says "The Research Agent is turned off for this Survicate workspace."
A workspace admin needs to switch it on in Integrations ➡️ Microsoft Teams ➡️ Settings.
The app says "This card belongs to a different Microsoft Teams organization."
Ask your question again in this chat to get your own Connect card.
📞 If you have any questions about our integrations, feel free to reach out to our team via chat or email: support@survicate.com.