Microsoft Teams app help

Plaibook in Microsoft Teams

Plaibook listens to your business's sales and service calls and tracks the sales that come from them. In Teams, you can ask Plaibook about your team's calls, sales and customers in plain words, and get the coaching notifications your Plaibook admin sets up, in a chat with Plaibook or in a team's channel.

Last updated: November 2026

Before you start

You need a Plaibook account

The Teams app works with your business's Plaibook account. If your business doesn't use Plaibook, the app has nothing to show you.

What you need

Your business has a Plaibook account
A Plaibook admin, to connect Teams
A Microsoft 365 admin (Global Administrator or Privileged Role Administrator), to approve Plaibook for your organization

New to Plaibook?

There's no self-serve sign-up. Book a demo and our team will set your business up.

Book a demo

For admins

Set it up in five steps

Connect Teams in Plaibook

In Plaibook, go to Settings > Integrations > Microsoft Teams and click Connect.

Approve Plaibook for your organization

Sign in with a Microsoft 365 admin account (Global Administrator or Privileged Role Administrator) and approve Plaibook for the whole organization.

Make the Plaibook app available in Teams

Get it from the Teams Store under Apps. Or click Download the Teams app on the Plaibook card and upload it in the Teams admin center under Teams apps > Manage apps.

Add Plaibook to a team, for channel notifications

To post coaching notifications in a channel, add Plaibook to that team from Apps in Teams. Notifications post in a team's standard channels.

Set up coaching notifications in Plaibook

Teams appears as a destination once the Plaibook app is in your Teams app list.

Linking people

Match each Teams user to their Plaibook account

Plaibook needs to know who is messaging it, so it shows each person only what they can see in Plaibook.

Same email: automatic

If someone's Teams email is the email they sign in to Plaibook with, they're linked the first time they message Plaibook.

Different email: an admin links them

On the Microsoft Teams card in Settings > Integrations, a Plaibook admin clicks Auto-link by email, or types the person's Teams email and clicks Link.

In a chat with Plaibook

Ask about your calls, sales and customers

Find Plaibook under Apps in Teams and open a chat with it. Then ask in plain words, the way you'd ask a colleague.

Things you can ask

“How did my calls go yesterday?”
“Who sold the most this week?”
“What objections came up most this month?”

How the chat works

Type help to see what Plaibook can do.
Plaibook shows it's typing, then answers. Teams marks its answers as AI generated.
Messages less than an hour apart count as one conversation.
Buttons under an answer send their words as your next message.
Plaibook only sees what you can see in Plaibook. It won't show you calls, sales or customers your Plaibook account doesn't give you access to.

In a channel

Coaching notifications for the whole team

What Plaibook does in a channel

Plaibook posts the coaching notifications your Plaibook admin set up.
Reply in a notification's thread to ask a follow-up. Plaibook answers in that thread.
Mention @Plaibook help to see what it can do in a channel.

What the app doesn't do

Answers are written by AI from your Plaibook data and can be wrong. Check anything important in Plaibook.
Charts show as tables of their numbers.
Changes that need approval are made in the Plaibook app.
The app works only for businesses that have a Plaibook account and whose Microsoft 365 admin has connected Teams.

Need a hand?

If something won't connect or an answer looks wrong, email support@plaibook.tech and we'll sort it out with you.

Contact support