Microsoft Teams Integration for CultureMonkey | Survey Channel Setup

How do you integrate Microsoft Teams with CultureMonkey?

CultureMonkey integrates with Microsoft Teams to deliver surveys and reminders to unanswered participants directly inside Teams. The setup must be completed by your MS Teams master administrator: activate the Microsoft Teams channel in CultureMonkey, complete Microsoft authentication, then grant the app policy in admin.teams.microsoft.com so the CultureMonkey bot installs tenant-wide. Installation is handled by Microsoft and is typically completed within 24 hours.

CultureMonkey enables you to send reminders to the unanswered participants of any survey through multiple channels, including collaboration platforms like Slack and MS Teams.

CultureMonkey & MS Teams Integration Guide

Who has to perform the below actions?
The steps below can only be completed by the master administrator of MS Teams within your organization.

Step 1: Log in to your CultureMonkey account and go to the Channels module from the left panel.


Step 2: On the "Channels" page, click “Activate” within the Microsoft Teams section. You should now be redirected to the Microsoft authentication page. Enter your master or administrator credentials to be able to integrate CultureMonkey with Microsoft Teams.


Step 3: Next, you should be prompted with a consent screen that outlines the permissions requested by CultureMonkey to send messages to your employees. Review the permissions and click the "Accept" button. Once you have authorized, you should be redirected back to CultureMonkey with a success message.



Issues with authorisation process
If you run into issues with the authorisation process, please reach out to support@culturemonkey.io

Granting App Policy for CultureMonkey in MS Teams

​After successful authentication, the MS Teams admin needs to follow these steps to grant the app policy and install the CultureMonkey app publicly for their tenant:
​
Step1: Verify App Status
  • Navigate to admin.teams.microsoft.com.
  • From the sidebar, go to Teams Apps > Manage Apps.
  • Use the search bar to find the CultureMonkey app.


  • Ensure that the app is not blocked in the tenant.
  • If the app is blocked, click on the app to navigate to the app setup page.
  • Click Unblock to unblock the app.

Step 2: Add to Setup Policy
  • Navigate to Teams Apps > Setup Policies.
  • Create a new policy or use an existing setup policy if available.
  • If a new policy is created, assign users to the policy.
  • Select the policy and click on the Manage Users option.
  • Add the required users to the selected policy.
  • Under the selected policy, click + Add Apps under the Installed Apps section.
  • Add the CultureMonkey app to the policy.



Step 3: Tenant-Wide Installation
  1. Once added, the CultureMonkey app will be installed for all users assigned to the policy in the tenant automatically
  2. Note: In case policies differ across regions, please ensure to configure the required permissions and authentication separately for each region. We also recommend validating the integration with users from different regions to confirm that everything is working as expected.

CultureMonkey Bot Installation on MS Teams

  • Once the above steps are completed, the bot installation process will begin and will be installed for all users listed in your CultureMonkey account.
  • Installation will be handled by Microsoft and is typically completed within 24 hours. However, the exact duration may vary based on Microsoft's policies and processes.
  • Once installed, A welcome message will be automatically sent to all employees as per MS Teams marketplace policies.
  • This message is required to enable communication between the app and users, following standard MS Teams installation practices.



Frequently Asked Questions

Who can install the CultureMonkey integration in Microsoft Teams?

Only the master administrator of MS Teams within your organisation can complete the authentication and grant the tenant-wide app policy.

What are the high-level steps to integrate MS Teams?

Activate Teams in the CultureMonkey Channels module, authenticate with an MS admin, verify the CultureMonkey app isn't blocked in admin.teams.microsoft.com, add it to a setup policy with the relevant users, then complete the tenant-wide bot installation.

How long does the CultureMonkey Teams bot take to install?

Installation is handled by Microsoft and is typically completed within 24 hours, though the exact duration may vary based on Microsoft's policies.

Will employees see a welcome message in Teams after install?

Yes. A welcome message is automatically sent to all employees once the bot is installed — this is required by MS Teams marketplace policies to enable communication between the app and users.

What if MS Teams policies differ across regions in our organisation?

Configure permissions and authentication separately for each region, and validate the integration with users from each region to confirm everything works as expected.

What do I do if MS authorisation fails?

Reach out to support@culturemonkey.io with the error details — CultureMonkey support can walk through the authentication and app-policy steps with your Teams admin.