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Get started using the Vertice app in Microsoft Teams

Learn how to install the Vertice app in Microsoft Teams and link your account

If your organization has an active Teams integration, you can use the Vertice app to receive notifications, raise requests, and complete tasks directly from Teams. You can also interact with Vertice AI which can provide instant, AI-powered answers about your procurement stack and insights based on our proprietary dataset.

Note

If you're an administrator looking for guidance on how to set up the Vertice-Teams integration, see Integrate Vertice with Microsoft Teams.

Install the Vertice app


  1. In Teams, click the Store button

  2. Search for "Vertice" in the search bar

  3. Click the Vertice app

  4. In the pop-up that opens, click Add

A chat window will open. This is how you interact with the Vertice app.

Next steps

If your account has already been linked by your administrator, you can begin using it right away. See Using the app for more details.

If you haven't linked your account yet, you can link it yourself by following the steps in Link your account.

Link your account


If your administrator hasn't linked your account for you, you'll need to link your Vertice account with Microsoft Teams before you can use the app.

If you're unsure about whether you need to do this, contact your workspace admin and reference this article.

  1. In the chat window, type "Link" and send it in the chat

  2. Click Link my Vertice account in Vertice's reply

  3. On the confirmation page, click Confirm link

You can now use the Vertice app in Microsoft Teams.

Using the app


There are three main uses for the Vertice app: receiving notifications, actioning requests and tasks, and querying Vertice AI for information related to your account.

Notifications

The Vertice app will notify you when a request or task you're involved with needs action. You can learn how to manage which notifications you receive in Teams in Manage notification preferences.

Actioning requests and tasks

You can interact with Vertice by typing prompts into the chat window. Vertice will also suggest prompts based on your current conversation.

Try asking it to raise a purchase request or start a renewal!

Vertice AI

You can ask Vertice AI questions about vendors, negotiation insights, market data and more. Learn more about the capabilities of Vertice AI in About Vertice AI.

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