Now available for Microsoft Teams

Ask your CRM anything.
In Teams. Instantly.

Conversa connects to Klaviyo, HubSpot, Salesforce, and Dynamics 365 — and answers any question about your marketing performance, audiences, and pipeline. No dashboards. No reports. Just answers.

Marketing › General
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Thomas Nielsen9:15 AM

What was our email RPR last week?

ConversaBOT9:15 AM

Customers 90d led with RPR 0.142 — your top segment. VIP Buyers at 0.131. Both above benchmark for Nordic fashion.

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Thomas Nielsen10:27 AM

Show top campaigns by revenue

ConversaBOT10:27 AM

Your Spring Launch drove DKK 45.2K — 3x above average. Summer Preview at DKK 28.1K. Flash Sale underperformed at DKK 8.4K — worth checking the subject line.

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Thomas Nielsen11:39 AM

How is my VIP segment growing?

ConversaBOT11:39 AM

VIP Buyers grew 12% this month (2,340 → 2,621). Active Shoppers flat at +1.2%. New Subscribers declining — check your welcome flow.

🤖 Powered by AI · Responses may be inaccurate — always verify against your source data.

2 AI Co-workers

Each agent is a domain expert — trained to understand specific data and deliver insights that matter for your role.

Email Marketing Analyst

Campaign performance, open rates, click rates, revenue, benchmarks

CRM Manager

Full-stack monitoring across all platforms — campaigns, flows, segments, pipeline

More Coming Soon

Custom agents and new integrations are on the roadmap.

Everything You Need

Built for marketing and revenue teams who live in Microsoft Teams.

Ask in Plain Language

No dashboards, no reports. Just @mention Conversa and ask “What was last week’s RPR?” to get an instant answer.

4 Platform Integrations

Connects to Klaviyo, HubSpot, Salesforce Marketing Cloud, and Microsoft Dynamics 365.

2 AI Co-workers

Email Marketing Analyst for campaign insights and CRM Manager for full-stack cross-platform intelligence.

Real-Time Data

Queries your live platform data — no syncing, no stale reports. Always up-to-date answers.

Enterprise Security

AES-256 encrypted credentials, Bot Framework authentication, and Microsoft 365 tenant isolation.

Install in 5 Minutes

Download the app package, upload it to your Teams admin, and start asking questions.

Connects to Your Stack

Works with the platforms you already use.

Klaviyo
HubSpot
Salesforce CRM
Salesforce Marketing Cloud
Microsoft Dynamics 365

Installation Guide

Installing in Teams is slightly more involved than Slack — but only once, and we make each step clear.

1

Get the app package

Sign in to your Conversa account and go to the Channels page to download the Microsoft Teams app package (.zip).

2

Upload to Teams

In Teams, open Apps → Manage your apps → Upload an app → Upload a custom app. Select the downloaded .zip.

3

Add & link

Confirm Add to install Conversa for yourself or your team. Your Conversa admin will link your tenant to your account.

Microsoft 365 admin note

Custom app sideloading must be enabled in your organization’s Microsoft Teams admin center (Teams apps → Setup policies). Most enterprises have this enabled by default — if it’s disabled, ask your M365 admin to enable “Upload custom apps” for your account.

AI-Powered Responses

Conversa uses AI (powered by large language models) to generate answers based on your marketing and CRM data. AI-generated responses may occasionally be inaccurate or incomplete — always verify critical business decisions against your source platforms. We do not use your Teams conversation data to train any AI or machine learning models.