Prerequisites & Requirements
Before you begin with Membit CCP, make sure you have the following requirements in place:
✅ System Requirements
💡 Pro Tip
Contact your IT administrator beforehand to ensure you have the necessary permissions and that your organization's security policies allow third-party Teams apps.
Installation Process
The installation process involves several steps that are managed through our admin interface:
Step 1: Tenant Registration
- Organization administrator contacts Membit support to get access
- Membit provides access to our admin interface
- Administrator logs into the Membit admin portal
- Administrator connects their organization's tenant to the Teams bot application
Step 2: App Deployment to Organization
- The CCP Messaging Assistant app is available in the Microsoft Teams App Store
- Organization's IT administrator searches for "CCP Messaging Assistant" in Teams Admin Center
- Administrator approves and deploys the app for the organization
- App becomes available in the organization's Teams app catalog for all users
Step 3: End User Installation
- Users can now find CCP Messaging Assistant in their Teams apps list
- Click "Add" to install the app to your personal Teams workspace
- Grant necessary permissions when prompted
- App is now ready for configuration and use
🏢 Self-Service Deployment
Organizations have full control over the deployment process through our admin interface. This ensures maximum security and allows administrators to manage the rollout according to their internal policies.
⚠️ Important Notes
- Administrator must first get access to our admin interface from Membit support
- Tenant connection in Step 1 must be completed before the app will work
- App deployment in Step 2 can be done independently through Teams Admin Center
- End users cannot use the app functionality until Step 1 is completed
- Contact support@membitbot.com to request admin interface access
Initial Configuration
After installation, administrators need to configure the system through the Membit admin interface:
- Configure agents in the Membit admin interface
- Assign WhatsApp virtual numbers
- Set up organizational preferences and settings
- Test system connectivity
🔧 Configuration Requirements
All configuration is done through the Membit admin interface. Contact Membit support for detailed setup instructions and access credentials.
⚠️ Admin Access Required
Configuration must be completed by authorized administrators through the Membit admin portal before end users can begin using the messaging features.
Your First Client Conversation
Once the app is installed and configured, authorized team agents can start communicating with clients. Here's the workflow:
Accessing CCP Messaging Assistant
- Open Microsoft Teams
- Find CCP Messaging Assistant in your installed apps list
- Click to launch the application within Teams
- The app interface will open as a tab or side panel
Starting Client Communication
- Click "New Conversation" or "Start Chat"
- Select your preferred messaging channel (SMS, WhatsApp, Telegram, etc.)
- Enter the client's contact information (phone number for SMS/WhatsApp)
- Type your message and send
- All communication appears within the Teams interface
Managing Multiple Conversations
- View all active client conversations in one unified inbox
- Access conversation history and client information in Membit Admin portal
Client → Agent Communication Flow
- Clients can initiate conversations by messaging the assigned WhatsApp business number
- CCP automatically identifies the agent and creates a dedicated Teams chat
- Messages appear directly in Teams for the agent to respond
- Agent replies are automatically sent back to the client via WhatsApp
🎯 Key Benefits for Users
Each authorized team agent can communicate with their specific clients through their preferred messaging channels, all from within Teams. No need to switch between different apps or platforms.
Getting Help & Support
Need assistance? We're here to help you succeed:
Self-Service Resources
- Browse our comprehensive Help Center
- Watch video tutorials and demos
- Download user guides and documentation
- Join our community forum for tips and tricks
Direct Support
- Email support: support@membitbot.com
- Phone support for enterprise customers
- Dedicated account manager for large deployments
🎯 Quick Start Checklist
Complete these tasks to ensure you're ready to use CCP Messaging Assistant effectively: