With the Caplena + Microsoft Teams/Slack integrations, your team can access AI-powered insights where they collaborate every day. No switching tabs, no manual searches, just ask questions in Teams and get instant summaries, trends, and answers from your customer feedback data.
🔎 In this article:
Microsoft Teams
Below is a simple step-by-step guide to help you set everything up.
1. Enable the Integration for Selected Projects
Before the bot can answer questions in Teams, you need to activate it for the projects you want to query.
To enable access:
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Open the project in Caplena.
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Go to Settings → General.
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Turn on “Enable querying from Teams”.
This gives the bot permission to pull insights from that specific project.
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Then go to your global Integrations page
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Click Connect under the Microsoft Teams section.
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Download the provided Manifest file (ZIP).
Tip:
If you don’t see the Teams integration option, your role may not include permissions for integrations.
Just reach out to your Caplena admin, they can enable it with one click.
2. Install the Caplena App in Microsoft Teams
Once you have the manifest file, upload it to your Teams environment:
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Open Teams → Apps → Manage your Apps → Upload an App.
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Depending on your permissions, click either “Upload an app to your org’s app catalog” or “Submit an app to your org”, and then follow the on-screen instructions to upload the ZIP file you downloaded in step 1.
3. Link Your Teams Account to Caplena
Once the app is approved:
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Go to Apps in Microsoft Teams.
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Search for Caplena.
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If you see Add → click it.
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If you see Open → you're already good to go.
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Navigate to Chat → Caplena bot.
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You should automatically receive a “Welcome” message with a link to connect your Teams installation to your Caplena user.
If no message appears, simply type “Hi”, this triggers the connection flow.
Slack
Below is a step-by-step guide to help you get everything set up.
1. Connect Your Slack Workspace
To start using Caplena in Slack, you first need to connect your workspace.
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Open Caplena and navigate to Settings → Integrations
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Find the Slack integration
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Click Connect
Slack will open a permissions window where you can select your workspace and submit the installation request.
Note:
If you see a “Request to install” button, it means your Slack admin must approve Caplena before you can use it.
You can optionally leave a message explaining why you want to install the app.
2. Wait for Admin Approval (If Required)
If your Slack workspace restricts app installations, your admin will need to review your request.
Once approved, the Caplena app will appear in Slack under Apps.
If apps are not restricted, Slack will install the Caplena app automatically after permission confirmation.
3. Link Your Slack User to Your Caplena Account
After the app is installed:
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Open Slack → Apps → Caplena
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You should automatically receive a welcome message prompting you to connect your account
You're now ready to use the Insight Agent directly from Slack.
4. Enable Project Access in Caplena
Slack can only query insights from projects that have been explicitly approved.
To enable access:
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Open a project in Caplena
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Go to Settings → General
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Toggle “Enable querying from Slack”
Repeat for each project you want your team to query from Slack.
Best Practices for Microsoft Teams & Slack
To get the most value from Caplena inside the apps, we recommend following these best practices:
Create a Public #insights Channel
Set up a shared “Insights” channel where team members can query Caplena for findings.
This helps everyone:
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discover what the bot can do
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learn from each other’s use cases
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discuss insights together
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keep knowledge accessible across the team
How Caplena Works in Public Channels
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In public channels, the bot will always reply in a thread.
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Each thread automatically links to one specific project on Caplena.
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If you want the bot to continue the conversation within the same thread, make sure to @Caplena in every new reply to trigger a response.
How Caplena Works in Private Channels
In private channels, Caplena doesn’t use threads. Instead, you need to click “New Conversation” whenever:
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You want to ask about a different project
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You want to start fresh without previous context
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The conversation thread has become too long or mixed
A new conversation will also be created automatically every few days to help keep context clean.