What the Teams Integration Does
The Surva.ai Microsoft Teams integration puts your AI visibility data inside your Teams workspace. Once installed, you can receive a daily digest of visibility changes, run text commands to pull live data, ask the Surva bot questions in plain English, and pin a live dashboard as a native Teams tab in any channel.
The integration includes:
- A daily digest delivered at 7 AM Eastern with visibility changes, competitor moves, and trending prompts
- Bot commands available in personal chat, team channels, and group chats
- Natural language AI chat - message the bot directly or @mention it in a channel
- A pinned Dashboard tab showing your brand data directly inside Teams
Before You Begin
You will need:
- An active Surva.ai account (any paid plan)
- Permission to install apps in your Microsoft Teams tenant (Teams admin or user with app installation permissions)
- At least one brand configured with tracked prompts in Surva.ai
Step 1: Add the Surva.ai App to Teams
There are two ways to install the app:
Option A - From the Teams App Store:
- Open Microsoft Teams and click Apps in the left sidebar
- Search for "Surva.ai" in the search bar
- Click the Surva.ai app tile and then click Add
- Choose whether to add the bot to yourself, a team, or a group chat
Option B - Direct install link:
Open this link in your browser while signed in to Teams: Install Surva.ai in Microsoft Teams
You can also install from Surva.ai directly by going to Settings > Integrations > Microsoft Teams and clicking Add to Teams.
Step 2: Connect Your Surva.ai Account
After adding the app, open a chat with the Surva.ai bot. Type connect and the bot will reply with a sign-in card. Click Sign in to Surva.ai, which opens a browser window where you log in to your account and authorize the Teams connection.
Once authorized, you are redirected back to Teams. The bot sends a confirmation message and asks you to select which brand to connect to this workspace. If you have multiple brands, choose the one most relevant to the team where you are installing the bot.
Step 3: Add the Bot to Channels
To use the bot in a team channel, open the channel, click the plus (+) icon to add a tab or app, search for Surva.ai, and click Add to channel. Once added, the bot will send a welcome message to the channel and all team members can use commands there.
The bot also works in:
- Personal chat - message the bot directly in your Teams chat list for private queries
- Group chats - add the bot to any existing group chat
- Team channels - add to any standard channel
Available Bot Commands
Type any of the following in a Teams chat or channel where the bot is present:
- visibility - shows your current AI visibility score, share of voice, and week-over-week change
- digest - pulls today's digest immediately without waiting for the 7 AM delivery
- gaps - lists your top 5 visibility gaps where competitors appear but you do not
- content - shows your most recent content pieces and their citation scores
- competitors - shows a summary of competitor activity from the last 24 hours
- help - displays the full list of commands with descriptions
Commands are case-insensitive and work without any prefix. Just type the word and send the message.
AI Chat with the Bot
You can ask the bot questions in plain English in any of the following ways:
- Message the bot directly in personal chat
- @mention the bot in a team channel
- Ask a question in a group chat where the bot is a member
Example questions you can ask:
- Which competitor gained the most visibility this week?
- What prompts should I prioritize creating content for?
- How is my visibility trending compared to last month?
- What content gaps do I have in the CRM category?
- Which of my prompts are showing the highest opportunity scores?
The bot uses your brand context and current tracking data to generate a specific, data-backed response. In team channels, responses appear as replies in the thread to avoid cluttering the channel.
Pinned Dashboard Tab
The Surva.ai Teams app includes a native tab you can pin to any team channel for always-on visibility. To add the tab:
- Open the channel where you want the dashboard
- Click the plus (+) icon in the tab bar at the top
- Search for Surva.ai and select the Dashboard tab option
- Click Save
The pinned tab shows your live AI visibility score, your top tracked prompts with current visibility percentages, recent competitor activity, and a feed of recent insights. The tab refreshes each time it is opened.
Daily Digest
The daily digest is delivered at 7 AM Eastern to the channel or personal chat you designated during setup. The digest includes:
- Your current AI visibility score and week-over-week change
- New competitor ads detected in the last 24 hours
- Prompts where your visibility changed (gained or lost)
- Top trending prompts in your tracked topics
- Landing page changes detected for tracked competitors
To change the digest destination, go to Settings > Integrations > Microsoft Teams in Surva.ai and update the target channel. To pause the digest, toggle off daily notifications from the same screen. Individual team members can also opt out of the digest from their personal notification settings in Surva.ai.
Troubleshooting
- Bot is not responding to commands - make sure the bot has been added to the channel or chat. In team channels, you must explicitly add the bot - it does not join automatically when added to the team.
- Not receiving the daily digest - check that the target channel is correct in Settings and that the bot has not been removed from that channel. Also confirm your notification preferences are not set to off.
- Sign-in card did not appear - try typing "connect" again. If the sign-in card still does not appear, remove the bot from the chat and add it back fresh.
- Wrong brand data showing - if you manage multiple brands, go to Settings and confirm which brand is linked to this Teams workspace. Each workspace is connected to one brand at a time.
- Admin blocked the app - if your Teams admin has restricted app installations, contact them to approve the Surva.ai app (app ID: c11cf614-5b0d-4fc5-a409-fda7acf46f9f) in the Teams admin center.
- Need to reconnect - go to Settings, disconnect the Microsoft Teams integration, then reinstall the app and go through the connect flow again.