Setup Guide: Magnify bot for Microsoft Teams

What is the Magnify bot for Teams?

The Magnify Teams integration enables you to send automated direct messages (DMs) to users in your Microsoft Teams organization through Magnify motions. This allows you to proactively notify team members about important customer events—such as health score changes, renewal risks, or expansion opportunities—directly in the tool they use every day.

For example, you can configure a motion to automatically DM your Customer Success Managers and Account Executives when an account's health score drops to "red," ensuring they're immediately aware and can take action.

Before You Begin

What you'll need:

• Access to the Microsoft Teams Admin Center for your organization
• The Magnify Teams app package (.zip file) provided by your Magnify Customer Success Manager
• Administrator permissions in Magnify to connect integrations

Important to know:

• The Magnify bot is installed as a custom app and won't appear in the Teams marketplace
• Your IT or Teams administrator may need to be involved in the installation process
• The setup takes approximately 15-20 minutes

---

Part 1: Install the Magnify Bot (Standard Setup)

Follow these steps to install the Magnify bot in your Teams organization without customization. If you want to customize the bot's name or icon, see Part 2 below.

Step 1: Get the App Package

Contact your Magnify Customer Success Manager to receive the Teams app package file. This will be a .zip file named something like magnify-teams-app-prod.zip.

Step 2: Open Teams Admin Center

1. Navigate to the Microsoft Teams Admin Center
2. Sign in with your administrator account
3. In the left navigation, go to Teams apps → Manage apps

Step 3: Upload the App Package

1. Click Upload or + New app (depending on your Teams Admin Center version)
2. Select the .zip file provided by Magnify
3. Click Open to upload

The system will validate the app package. If successful, you'll see the app details.

Initiating Upload in Teams Admin Center

Dialog to manage the app manifest

Step 4: Review and Add the App

1. Review the app information displayed
2. Click Add or Save to complete the installation
3. The Magnify bot is now available in your organization's Teams app catalog

Confirmation with manage link

Step 5: Get Your Catalog App ID

After installation, Teams generates a unique Catalog App ID for your organization. You'll need this ID to complete the connection in Magnify.

To find your Catalog App ID:

1. Stay in the Teams Admin Center
2. Navigate to Teams apps → Manage apps
3. Use the search box to find "Magnify" (or the custom name if you changed it)
4. Click on the app to open its details
5. Copy the App ID shown—this is your Catalog App ID

6. Send the Catalog App ID to your Customer Success Manager. This is a required step to connect your Magnify instance with your Magnify bot in Teams.
    

   

   Catalog ID Location

Step 6: Connect Teams in Magnify

1. Log into your Magnify account
2. Navigate to the Integrations page
3. Find the Microsoft Teams integration
4. Click Authenticate (or Re-authenticate if you previously connected Teams)
   • Important: An administrator from your organization must complete this authentication flow
5. Sign in when prompted and grant the requested permissions
6. After successful authentication, you'll see a confirmation message

If you've added new permissions: If Microsoft has added new permissions to the Magnify Teams app after your initial connection, you'll need to re-authenticate. Simply click the Re-authenticate button on the Teams integration card and go through the authentication flow again.

 

Integrations->Reauthenticate button for Teams

---

Part 2: Customize the Bot (Optional)

If you'd like to customize the bot's name, description, or icon to match your organization's branding, you have two options:

Option A: Manual Customization (Edit and Re-upload)

Best for: Quick changes to name, description, or basic branding

1. Extract the app package your CSM provided
2. Open the manifest.json file in a text editor
3. Edit the customizable fields:
   • name.short – Short app name (e.g., "Acme CS Bot")
   • name.full – Full app name (e.g., "Acme Customer Success Bot")
   • description.short – Brief description of what the bot does
   • description.full – Detailed description
   • accentColor – Brand color in hex format (e.g., "#0066CC")
4. Replace the icon images (optional):
   • color.png – Must be 192x192 pixels
   • outline.png – Must be 32x32 pixels with transparent background
5. Create a new .zip file:
   • Select all three files: manifest.json, color.png, outline.png
   • Create a ZIP archive
   • Important: Files must be at the root of the ZIP, not in a subfolder
6. Upload to Teams following Steps 2-6 from Part 1 above

Important fields NOT to change:

• id – The unique identifier for the app
• botId – Links to Magnify's app registration
• Any permissions or configuration settings

Option B: Teams Developer Portal (Recommended for Advanced Customization)

Best for: Organizations that want a guided interface or plan to make multiple changes

1. Navigate to the Teams Developer Portal at https://dev.teams.microsoft.com/
2. Sign in with your Teams administrator account
3. Import the app:
   • Click + New app or Import app
   • Upload the .zip file provided by Magnify
     
     
4. Customize the app:
   • Go to App features → Basic information
   • Edit the app name, descriptions, and accent color
   • Upload custom icons under the Branding section

   • Review bot configuration under App features → Bot
     
      

     

     Basic information where naming and descriptions can be updated

     

     Branding configuration

5. Validate your changes:
   • Click Validate to check for any errors
   • Fix any issues identified
6. Publish to your organization:
   • Navigate to Publish → Publish to org
   • Confirm the publication
     
     
7. Approve in Teams Admin Center:
   • Go to the Teams Admin Center
   • Navigate to Teams apps → Manage apps
   • Find your Magnify app and click on it
   • Click Approve to make it available
     
     
8. Complete Steps 5-6 from Part 1 to get your Catalog App ID and connect in Magnify

---

Troubleshooting

The upload fails with "Invalid manifest" or "Validation failed"

Solution:

• If you edited the manifest manually, verify the JSON is valid (check for extra commas, proper quotes)
• Ensure icon files are the correct size (192x192px for color, 32x32px for outline)
• Verify the ZIP file structure has all files at the root level, not in a subfolder

The app uploaded but users can't see it

Solution:

• Check app permission policies in Teams Admin Center to ensure users have access
• Verify the app status is set to "Allowed" in your organization
• Confirm users have permission to install custom apps

Connection fails in Magnify

Solution:

• Ensure you're using an administrator account for the authentication
• Verify the Catalog App ID is correct
• Try re-authenticating through the Magnify Integrations page

---

Next Steps

Once installed and connected, you can start using the Teams → Send Message action in your Magnify motions to send automated notifications to users in your organization.

Need help? Contact your Magnify Customer Success Manager for assistance.

Updated January 22, 2026 00:10