Branding Options for the HappySignals Surveys Via Teams Bot

Summary

This article explains which branding elements of the HappySignals Surveys Via Teams bot can be configured—such as name, logo, and description—and which are mandatory and cannot be modified. It also provides guidance for a successful rollout.

Branding Options

Customers can configure the following elements of the HappySignals Surveys Via Teams bot before installation:

💡 Important: Branding must be finalized before installation. If the bot is installed first and branding is applied afterward, some elements may take a long time to update—or may not update at all. This is due to how Microsoft propagates branding changes across Teams clients

Configurable Element	Description	Example
A) Bot Name	Display name of the bot in Teams	My Company Branded Bot
B) Short Description	Appears in the bot listing	This is our branded HappySignals survey bot.
C) Full Description	Shown on the bot's About page	Makes it easy to provide feedback about different aspects of IT.
D) Logo	Displayed in the top-left corner of the bot interface	Company logo
E) Outline Icon	Appears in the Teams sidebar	Custom icon
F) Privacy Policy	Link to your organization's privacy policy	URL to policy page

These elements help align the bot with your company's visual identity and communication tone.

Mandatory Elements (Cannot Be Modified)

The following components are mandatory and cannot be modified:

G) Developer Name
H) Terms of Use
I) Demo Video and Example Images on the bot's About page
J) Installation Welcome Message
Example: "Hello! 👋 Welcome to HappySignals Surveys. This app makes it easy for you to give feedback via Microsoft..."
K) Help Prompt Message
Example: "HappySignals Surveys makes it easy for you to give feedback via Microsoft Teams about your experiences with IT..."

These messages are part of the default behavior of the Teams client and apply to all bots installed via the Teams App Store.

Branding in Microsoft Teams Admin Center

The basic branding settings for the HappySignals Surveys Teams app are managed in the Microsoft Teams Admin Center. As shown in the screenshots above, the Admin Center lets you configure elements such as the app name, icon, and message colors used in Microsoft Teams. These settings affect how HappySignals surveys appear to end users in Teams and are applied at the organization level.

Customizing the message content in ServiceNow

The actual content of the Teams message is configured in ServiceNow under the HappySignals module at Surveys Via Teams > Greeting Messages. In ServiceNow, you can define separate greeting messages for different use cases. The message used depends on the ServiceNow table from which the response record is created. For example, responses created from incident, request, or other tables can each use their own greeting message. This allows you to tailor the message text based on the process or use case without changing the Teams administration settings.

Branding Options for the HappySignals Surveys Via Teams Bot

What elements of the HappySignals Surveys Via Teams bot can be branded, and which are mandatory and cannot be modified? Understand which parts of the Teams bot experience are editable and how to prepare for a successful rollout.

Summary