Microsoft Teams Bot

This article explains how to integrate Microsoft Teams with Happeo Channels and show Happeo Posts into Teams.

What is the Microsoft Teams Bot?

The Microsoft Teams Bot can connect Happeo Channels with Microsoft Teams Channels, so that all posts and articles shared within said Happeo Channel are automatically copied into the connected Teams Channel(s), helping bring updates directly to people where they already work.

This integration is powered by the Happeo app in Microsoft Teams, using bot commands like @happeo connect to link Channels.

Note: This is a one-way integration. Posts from Happeo Channels are shared in Teams Channels, rather than the other way around.

Why use it?

This integration is ideal for:

• Reaching users who work in Teams.
• Broadcasting key updates or announcements.
• Reducing context-switching across platforms.
• Amplifying internal communication to the broader audience(s).
• Reenforcing your intranet as the central source of information.

By syncing Happeo posts to Teams, you ensure alignment across tools.

Best practices

Use a dedicated Teams Channel for Happeo posts

If you want to separate official updates from everyday chat and give your teams a clear place to find important announcements, consider creating a specific Microsoft Teams Channel for posts pushed from Happeo. 

• Set the Teams Channel so only the Happeo bot can post.
• Disable replies in the Teams Channel where possible.
• Encourage users to click through to Happeo to comment or react to the post.

This keeps engagement and discussion in one place – inside Happeo.

Align Teams Channels with Happeo audiences

For some instances, like team updates or topic-specific Channels, you may want to make corresponding Teams Channels for this connection. This way, you can align the audiences in both Channels to make sure the right people receive the right updates.

This approach:

• Ensures each group receives only relevant content.
• Encourages more focused, team-level discussion.
• Avoids the visibility pressure of a company-wide audience.

For example, posts from the Marketing Updates Happeo Channel could go only to the Marketing Teams Channel.

Understand how posting works

The Microsoft Teams Bot sends a static copy of Happeo posts and articles to Teams at the time it’s published in Happeo.

• Edits or deletions made in Happeo won’t update the version in Teams.
• All users with access to the connected Teams Channel will see the post – even if they don’t have access to the original Happeo Channel.

How to set up the Microsoft Teams Bot

Before making use of the Microsoft Teams Bot integration, you must set up the Happeo App within Microsoft Teams. Follow these steps to get set up and start using it.

Enable the Teams integration in Happeo

Note: You must be a Happeo admin to enable the Teams integration in Happeo.

To enable Microsoft Teams in Happeo:

1. Click your avatar at the top-right corner of Happeo’s main navigation.
2. Select Admin Settings.
3. Go to Integrations.
4. Toggle Microsoft Teams and follow the installation instructions.

Install the Happeo App in Microsoft Teams

Note: Both admins and regular Microsoft 365 users can install the Happeo app in Microsoft Teams. 

After the integration is enabled in Happeo, you’ll need to add the Happeo app to Microsoft Teams. 

1. Open Microsoft Teams.
2. Go to Apps.
3. Search for Happeo.
4. Select the app and click Add to Teams.

Once added, the app will be available in your Teams Channels. A welcome message will appear only when you interact with the app using a command.

Connect a Happeo Channel to a Teams Channel

Once the app is installed, you can then link a specific Happeo Channel to a Microsoft Teams Channel(s):

1. Visit the Teams Channel where you want to receive copies of posts from Happeo.
2. Mention @happeo and type connect [Happeo Channel URL].
   • Example: @happeo connect https://app.happeo.com/channels/1234/example
3. Activate the connection when prompted.
4. You will be taken to your Happeo Channel to confirm the connection – and you will see a success message in Teams.

Note: You can connect one Happeo Channel to multiple Teams Channels.

How to use the Microsoft Teams Bot

Once the connection is set up, any new post published in the connected Happeo Channel will automatically appear in the linked Teams Channel(s) – including the title, body content, and any attachments.

This integration also supports videos hosted in SharePoint or OneDrive embedded in Happeo posts and articles. These could be Teams meeting recordings or other videos, such as internal announcements or training content.

To embed a video:

1. In Microsoft Teams or SharePoint, open the video and click Share.
2. Copy the SharePoint or OneDrive link.
3. Paste the link into your Happeo post (you can remove the URL after the preview loads).
4. Share your post to see a copy in the connected Microsoft Teams Channel!

How to disconnect the Microsoft Teams Bot (optional)

To disconnect a Happeo Channel, mention @happeo in Teams and type disconnect [Happeo Channel URL].
For example: @happeo disconnect https://app.happeo.com/channels/1234/example.

You will receive a confirmation message to confirm your action.

Customize the Happeo app (optional)

If you’re a Microsoft Teams admin, you can customize how the Happeo app appears within your Teams environment – for example, by adjusting its name, icon, or permissions.

To access customization options:

1. Open the Microsoft Teams Admin Center.
2. Navigate to Teams apps → Manage apps.
3. Select Happeo, then open the Settings and Customization tab.

For more detailed guidance, see Microsoft’s official documentation.

FAQ

Can I connect the same Happeo Channel to multiple Teams Channels?

Yes – a single Happeo Channel can be connected to multiple Microsoft Teams Channels. This is useful when the same content needs to reach different Teams audiences. However, if there is audience overlap between the connected Teams Channels, some users may see duplicate copies of the same post.

How many Happeo Channels can I connect to a Teams Channel?

A Microsoft Teams Channel can only be connected to one Happeo Channel at a time using the bot. If needed, you can disconnect the current Happeo Channel by using the @happeo disconnect [Channel URL] command, then connect a new one with @happeo connect [Channel URL].

Who can set up the integration?

You don’t need to be a Happeo or Microsoft 365 admin to set up the integration in Microsoft Teams.

Once installed, any user can initiate the integration by using the @happeo connect [Channel URL] command in Microsoft Teams. After running the command, you’ll be prompted to confirm the connection in Happeo.

Does the integration respect Happeo Channel visibility?

Only users with access to a Channel can create or view posts. However, once a post is pushed to Microsoft Teams, it becomes visible to anyone with access to the connected Teams Channel – even if they don’t have access to the original Happeo Channel. Keep in mind that files or attachments included in the post may not be accessible to all Teams users if they don’t have the right Happeo permissions. 

To avoid unintentional exposure, we recommend reviewing visibility settings in both Happeo and Teams before connecting a Channel.

Can I connect an invite-only Happeo Channel to a Teams Channel?

Yes, you can – but once posts from that Channel are shared to the Teams Channel, they will be visible to all users who have access to the connected Teams Channel, regardless of their Happeo access rights.

What type of Teams Channels does this integration support?

The Microsoft Teams Bot can connect Happeo Channels to Standard Teams Channels only. See a breakdown below.

What type of Happeo Channels does this integration support?

This integration supports all types of Happeo Channels, namely:

• Channels where users must be invited to.
• Channels where anyone in your organization can ask to join.
• Channels where anyone in your organization can join.

Can I choose which Happeo posts are shared in a connected Teams Channel?

By default, all new posts published in a connected Happeo Channel are automatically shared in the linked Teams Channel. However, Channel Editors and Owners can manually toggle the Share to Teams switch off before publishing if they want to prevent an upcoming post from being shown in Teams Channel(s).

Regular Channel members do not have this control – posts they publish will always be shared if the integration is active.

How do I change the look of the posts in Microsoft Teams?

The format and layout of posts shared from Happeo to Teams are predefined and cannot be customized. The integration sends a static copy of the post, including the title, body text, and attachments, in a standard format supported by Microsoft Teams.

If you want to adjust how the content appears, you can:

• Edit the formatting in your Happeo post before publishing (e.g. headings, spacing, link placement).
• Include visuals or links to enhance how the content is presented when copied to Teams.

However, styling beyond what Happeo natively supports (e.g. changing fonts, layout, or Teams post structure) is not possible due to Microsoft Teams limitations on external app formatting.

Will posts published before the connection was set up appear in Teams?

No. The integration only mirrors posts created after the Channel connection is active. Historical posts will not be synced.

What is the experience if a user sees a post from Happeo in a Teams Channel that contains a Sharepoint file they don't have access to?

The user will be able to see the Happeo post itself within the Teams channel, including any text or other elements of the post. The presence of the SharePoint file will also be indicated as an attachment.

If the user clicks on the attached SharePoint file, they will be presented with an "Access Denied" message or a similar error notification. They will not be able to preview, download, or otherwise interact with the file itself.

Once the user is granted access, they will be able to open the attached file from the Teams Channel as expected.

Can I connect a private (aka non-discoverable) Happeo Channel to an open Teams Channel?

Yes, you can connect a private Happeo Channel to a public Microsoft Teams Channel, as there are no technical restrictions preventing it.

However, please be aware that this action compromises the privacy of the Happeo Channel. Any posts made in the private Happeo Channel will be visible to everyone in the connected public Teams Channel.

Troubleshooting

The @happeo command didn’t work. What should I do?

Make sure the Happeo app has been installed in Microsoft Teams. You also need to run the command inside a Teams Channel, not in a direct message or private chat. If the app is installed but still unresponsive, try removing and re-adding it to the Channel.

I didn’t receive the confirmation link after using the connect command.

Double-check that the Happeo Channel URL was correctly formatted in your command. If the URL is invalid or missing, the bot won’t respond. Use the full URL to the Happeo Channel you want to connect.

The connection link doesn’t work or doesn’t take me to Happeo.

First, make sure you’re logged into Happeo in your browser before clicking the confirmation link. If the link opens a blank page or fails to redirect, try copying and pasting it into a new tab where you’re already signed in.

If the issue persists, it may be because you don’t have access to the Happeo Channel that’s being connected. In that case, contact your Happeo Admin or the Channel Owner to confirm your access rights.

My post didn’t appear in Teams after I published it in Happeo.

If a post doesn’t show up in Teams, here are a few things to check:

• Was the Happeo Channel connected to the correct Teams Channel?
• Was the post created after the connection was confirmed?
• Has the Happeo app been removed from the Teams Channel or from Microsoft Teams entirely?
  Was the Teams Channel deleted or changed to private after the connection was set up?

Note: Only posts made after a successful connection will be shared.

There may also be a short delay between publishing in Happeo and the post appearing in Teams. In most cases, posts are copied within a few minutes, but delays of up to 5 minutes can occasionally occur due to platform processing times.

I’m getting a permissions error when trying to connect Channels.

If you see a permissions error when trying to connect a Happeo Channel to Teams, it usually means one of the following:

• Your Microsoft Teams settings restrict the use of bots or third-party apps at the organizational level.
• The Happeo app isn’t installed in the Teams environment or in the specific Channel.
• You don’t have permission to use apps in that particular Teams Channel — app permissions can be managed individually per Channel.

We recommend checking with your Microsoft 365 admin, who can confirm whether app usage is allowed for your Channel and help ensure the Happeo app is properly installed.

I shared a poll within a post but it doesn’t appear within the connected Teams Channel.

Only the post content is shared to the connected Teams Channel. Polls are a Happeo-specific feature that isn’t supported in Microsoft Teams, so they aren’t included when a post is cascaded. If you’d like your audience in Teams to engage with the poll, users should navigate to Happeo to see the full post.