Setup Guide

Install Qai for Microsoft Teams

A step-by-step guide for IT administrators to deploy Qai in your organization.

Before you begin

Users in your organization need existing Qualifier accounts to use Qai in Teams. The bot will prompt users to link their Teams identity to their Qualifier account on first use.

Step 1: Download the app package

Download the Qai app package. This is a ZIP file containing the Teams app manifest and icons.

Download teams-app.zip

Step 2: Upload to Teams Admin Center

Go to the Microsoft Teams Admin Center
In the left sidebar, navigate to Teams apps → Manage apps
Click Upload new app (or Actions → Upload new app)
Select the teams-app.zip file you downloaded
Click Upload

The app will be uploaded to your organization's app catalog. It may take a few hours to become available to users.

Step 3: Configure app availability (optional)

By default, uploaded apps are available to all users in your organization. To restrict access:

In the Teams Admin Center, go to Teams apps → Manage apps
Search for "Qai" and click on the app
Under Users and groups, configure who can install the app

Step 4: Users install and link their accounts

Once the app is available, users can install it from the Teams app store (within your organization's catalog):

In Teams, click Apps in the left sidebar
Search for "Qai" and click Add
Open a chat with Qai and send any message
If Qai doesn't recognize the user, it will ask for their Qualifier email address to link accounts

After linking, users can chat with Qai to review prospects, check campaign stats, and manage their outreach.

Troubleshooting

App not appearing after upload

Custom apps can take up to 24 hours to appear in the Teams app catalog. If it still doesn't appear, verify that custom app uploads are enabled in your tenant's app permission policies.

Users can't find their Qualifier account

The user needs an active Qualifier account with the same email address they're trying to link. They can sign up at app.qualifier.ai or contact their team admin.