Setting Up CoffeePals in Microsoft Teams

How to Install the CoffeePals App

To find the CoffeePals app in the Microsoft Teams store, you can search for CoffeePals in the app tabs. Alternatively, you can click this link which will open the app right in Teams.

If you can't find the CoffeePals app in the Teams store, contact your IT administrator to get permission to view the app within Teams. We have a helpful article on how to do that here.

Create a CoffeePals Team

We recommend creating a new CoffeePals team in MS Teams and inviting people to join this team. This way, people are only matched with other people who want to be matched. This makes it more likely that the meetings actually happen. You can however add it to an existing team.

Click Join or create a team at the bottom of the team list in Microsoft Teams.



Click Create Team.



Click From scratch and select Public (recommended) or Private.





Add a name and description to the team. We've seen it be called "Introductions", "Coffee Buddies", "Random Chats", "Coffee Chats" or, our favourite, CoffeePals.



Click Create

(Optional) You can add members who you know will enjoy being a part of coffee chats, or a test group to pilot the app.

Adding the CoffeePals App to the Team

Find the CoffeePals App in the Teams Store or by clicking this link.

Once you find the app, click the dropdown next to Open/Add then click Add to a team.



Add the app to the team you just created.



Ensure that team members can't remove the application by mistake.




Once the app is installed on a team, all users on the team will be automatically opted-in. Any new users that join the team will automatically be opted-in.

Creating a CoffeePals program for Your Team

To create a program, you'll need to access the dashboard.

Send the CoffeePals app in a personal message with the command "Dashboard". This will return a secure login link to authenticate you into the dashboard.

Once you are in the dashboard, click Programs in the left side menu to view your list of teams.

Click the Create a new program button in the top right corner.

Select a program template from the list.

Proceed to configure and launch your program.

Announcing CoffeePals to your Organization

Now that you've set up the app, you need to spread the news! Check out our guide on how to announce CoffeePals to your organization.

Match Settings

On the free plan, matching takes place every Tuesday at 10AM in pairs. In the match settings, you can:
Enable and Disable matching for the team.
Choose which channel matching notifications get sent to.
Select the timezone for when matches are sent out.

On the Pro plan, you can:
All things on the free plan.
Choose either Standard Matching, Cross-Group Matching or lottery matching.
Choose the frequency of matching (1-4 weeks).
Choose the match day and time.
Choose the match group size (1 - 5 members).
Make changes to the match message
View the match history and see who reported meeting

CoffeeMaker Program Settings

On the free plan, CoffeeMaker will send prompts to your team at 10 AM on Wednesdays and Fridays. In the CoffeeMaker settings, you can:
Enable and Disable CoffeeMaker for the Team.
Select the channel CoffeeMaker questions will be sent to.
Select the timezone

On the Pro plan, you can:
All things on the free plan.
Choose which days CoffeeMaker sends questions.
Choose the time of day CoffeeMaker sends questions.
View and manage the order of the questions
Add your own questions!


If you have any questions that we did not cover or feedback, hit the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.

Updated on: 01/08/2024