Magic LibraryThis guide connects the Companion App to your own Microsoft 365 tenant, for your service
team. To deploy a Teams app to a customer’s tenant, use the Teams Service App instead — they are different apps with different audiences.
What you get
- Notifications when you’re assigned as owner of a thread.
- Custom Flows that route threads to a Teams channel you choose.
- Real-time updates — replies, internal notes, status and board changes, as they happen in your PSA or Inbox.
- Thread management — collaborate internally, sync notes to the PSA, reply to the customer, and change status, priority, board and contact from Teams.
Before you start
You need administrator credentials for your company’s Microsoft 365 environment, and access to the Microsoft Teams admin center.Connect Microsoft 365
1
Open the Microsoft 365 & Teams integration
In the Thread Admin Panel, go to Integrations → Microsoft 365 & Teams app.
2
Click Connect
3
Choose Connect with Microsoft Teams
4
Sign in as an administrator
Sign in to your company’s Microsoft 365 environment with administrator credentials.
5
Accept the requested permissions
Review the permissions the app requests and click Accept. The full list is documented in the Microsoft Teams app permissions reference.
6
Land on the setup instructions
After consent you’re redirected to the Teams app setup instructions.
Upload the app to your tenant
1
Download the manifest
Download the Teams Companion App manifest from the setup instructions screen. Upload it as a
.zip — do not extract it.2
Open the Teams admin center
In the same browser session, sign in to admin.teams.microsoft.com and go to Teams Apps → Manage Apps.
3
Upload the .zip
Choose to upload a custom app, then select the 
.zip you downloaded.4
Confirm the app was added
Add it to a setup policy
Uploading makes the app available; a setup policy installs it for your users.1
Open Setup Policies
Close the New app added prompt, then go to Teams Apps → Setup Policies and select Global (Org-wide default).
2
Add the Thread app
Under Installed apps, click Add apps, search for “Thread”, select it and click Add.
3
Optionally pin it, then save
You can pin Thread to the Teams app bar, though it isn’t required. Click Save.
Add the app to a team
Adding the app to a team is what lets you route threads to that team’s channels and interact with the bot from inside it.1
Find the app in Manage Apps
In the Teams admin center, go to Teams Apps → Manage Apps and search for the Thread Companion App you just installed.
2
Click Add to a team
Type the team you want to add it to.
3
Choose whether to post about Thread, then save
Decide whether to announce Thread in the channel, then click Save.
4
Confirm the integration
The integration now shows as connected on the Admin Panel integrations page.
FAQ
How do I add the app to another team?
How do I add the app to another team?
Repeat Add the app to a team for each team you want. You only need to add the app to a given team once — after that the bot can reach any public channel created under it, and you can create new channels under that team from Thread’s Flow builder.
I get a “no permissions” message. What now?
I get a “no permissions” message. What now?
Check your permissions in the Teams admin center. The permissions Thread requests, and why, are listed in the Microsoft Teams app permissions reference.