Ready to give Mio a try on your Microsoft Teams tenant? This guide will point you in the right direction for everything from installation to set up and best practices.

If you have any questions, reach out to us at support@m.io or chat with us in the bottom right corner.

Checklist for using Mio on Microsoft Teams

  1. Install the Mio app

  2. Find the Mio menu and help message

  3. Create your first universal channel

  4. Convert an existing Teams channel to a universal channel

  5. Invite external contacts to your universal channel

  6. View universal channel membership

  7. @mention an external contact

  8. Start an external direct message

  9. Troubleshooting


Step 1 - Install the Mio app

Microsoft Teams administrators: Check your organization's settings first to allow users to create channels.

  1. Go to https://m.io and click Install for Free.

  2. Follow the onboarding steps.

  3. Add the Mio app to a Team in Microsoft Teams.

You should see a welcome message from the Mio app once you've added the app to a Team. Authenticate your account one more time to finish.

For more details, read this article.


Step 2 - Find the Mio menu and help message

In a direct message with the Mio app, type "menu" to pull up your Mio menu. If you need help, you can also type "help".


Step 3 - Create your first universal channel

Mio universal channels can be joined by external organizations on different chat apps.

  1. Create a regular Microsoft Teams channel in the team where the Mio app is already installed.

  2. At the bottom your channel, find the "路 路 路" and select Mio.

  3. Choose the first option, Convert and invite.

Share the universal channel link with your external contacts so they can join you.

For more details, check out this article.


Step 4 - Convert an existing Teams channel to a universal channel

You can convert any existing Teams channel into a universal channel. All existing channel members will then be able to chat with external contacts who join.

  1. Make sure your channel is in a Team where the Mio app is already installed. Click the "路 路 路" next to your Team name and select Manage team. Select the Apps tab to see if the Mio app is listed.

  2. At the bottom your existing Teams channel, find the "路 路 路" and select Mio.

  3. Choose the first option, Convert and invite.

For more details, check out this article.


Step 5 - Invite external contacts to your universal channel

Once you've created your universal channel, copy the invite link (https://app.m.io/uc/abcde) and send it to any external contact you want to chat with.

When they open the link in their browser, they'll be asked to install the Mio app if they haven't already.

For more details, check out this article. If your contact is joining from Microsoft Teams, this article may help.


Step 6 - View universal channel membership

Your external contacts won't show up in the regular members list in Teams because they aren't actual users on your tenant.

In a direct message with the Mio app, send "members" and pick which channel you want to view members for.

Alternatively, at the bottom of any existing universal channel, you can click the 路 路 路 and select the Mio app. This will pull up the Channel Menu which includes a membership list.

For more details, check out this article.


Step 7 - @mention an external contact

To @mention someone in a universal channel, type their name exactly as it appears in the member list from Step 6. Include their first and last name, but leave out the (Organization).

Note: @mentions will work for the recipient, but they won't highlight for the sender, because they are not a native user in your workspace.

For more details, check out this article.


Step 8 - Direct message an external contact

If you want to start a direct message with an external contact, they must already be in a universal channel with you (see Step 5).

  1. In a direct chat with the Mio app, send "menu". Select New Direct Chat.

  2. Find the name of the external contact you want to chat with in the drop-down list.

  3. Once you select Send invite, you will install your contact's secondary app to your Teams tenant.

  4. Your contact will receive a message from the Mio bot in their chat app (Slack or Webex). They must accept your invite and add your secondary app to their Slack or Webex before messages can be sent.

A secondary app is a bot that Mio has provisioned for an external user. Secondary apps relay messages between Teams and other chat tools. This enables you to stay in Teams while your external contacts remain in their communication tool of choice.

  • Any external contact you direct message will show up as an "app" with a hexagon icon.

For more details, check out this article.


Troubleshooting

If you got an error while trying to create or convert a channel, check your organization settings and whether the Mio app was correctly installed at the team level.

If you'd like further assistance with the Mio app, let us know at support@m.io and a member of our team will reach out as soon as possible.

Did this answer your question?