Microsoft Teams

The Microsoft Teams channel allows chatbots and agents to chat with customers via Microsoft Teams.

Once you add a Microsoft Teams channel, click anywhere on the channel row to configure it.

19201920

🚧

Requirement

The Microsoft Teams channel must be enabled before you test it. To enable the channel, click the STATUS toggle.

Before starting

Before starting, you must have a Office 365 E3 admin account.

Settings

Under the SETTINGS tab, you have the following options:

  • Enable - make the channel live to the public
  • Name - edit the channel name within the AICX platform
  • Language - set the default language for customers using this channel
  • In development - make chatbot edits live only after when the chatbot is deployed
  • Channel ID and Secret - required for the deploy script
  • Delete - remove the channel
18611861

❗️

Important

Once a Microsoft Teams channel is deleted, you will need to reset up your Office 365 E3 admin account to the new Microsoft Teams channel.

🚧

Reminder

Once the channel is set to Live, please make sure you click the Deploy button every time you made changes on the bot.

Microsoft Bot Framework setup

Complete the following steps to set up your Microsoft Bot Framework:

  1. Login to Microsoft Bot Framework with your organization Office 365 E3 admin account.
18891889
  1. Create a New bot with this link. Please do not click on the Create bot button to create a new bot (you will need a Microsoft Azure account if you create bot with the button).
19201920
  1. Fill in the bot profile:
    i. Bot Icon
    ii. Display name
    iii. Bot handle A bot handle represents a bot's registration with the online Azure Bot Service. This registration is associated with an HTTP webhook endpoint and registrations with channels. The Azure Bot Service ensures uniqueness of bot handles. The Azure portal performs a case-insensitive uniqueness check (meaning that case variations of bot handle are treated as a single handle) although this is a characteristic of the Azure portal, and not necessarily the bot handle itself.
    iv. Long Description
    v. Messaging Endpoint (You can get the Endpoint from Proto AICX platform WEBHOOK page)
    vi. Click on Create Microsoft App ID and password
    • Sign in with your organization Office 365 E3 admin account
    • Go to the app registrations blade and click New registration in the action bar at the top.
12801280

vii. Enter a display name for the application registration in the Name field and select the supported account types. The name does not have to match the bot ID.
viii. In the Supported account types, select the 2nd ( Accounts in any organizational directory (Any Azure AD directory - Multitenant)) or 3rd (Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox) radio button) option.
ix. Click Register

🚧

Reminder

If the 1st option in Supported account types is selected, the bot will be unusable.

12801280

x. After a few moments, the newly created app registration should open a blade. Copy the Application (client) ID in the Overview blade.

12801280

xi. Go back to the Microsoft Bot Framework page and paste it in to the App ID field.

12801280

xii. You can add more emails of the people who have permission to edit this bot (or else you can skip this step).

12801280

xiii. Tick on the terms agreement and click on Register
xiv. Now, you have successfully created a bot on the Microsoft Bot Framework.
xv. Click the Microsoft Teams icon to connect the bot to the Microsoft Teams channel.

12801280

xvi. Select Microsoft Teams Commercial (most common) option and click Save.

12801280

xvii. Go back to the Microsoft Azure website, copy the Application (client) ID in the Overview blade again and paste it in Proto AICX platform CONFIGURATION page.

757757

xviii. Scroll to Manage tab on the left panel, click on Certificates & secrets in the left navigation column of your app registration's blade. Click the New client secret button..

12801280

xix. In the dialog that pops up, select Never from the Expires radio button group and click Add.

12801280

xx. Copy your secret's value from the table under Client secrets and paste it into the App Password field in Proto AICX platform CONFIGURATION page.

12881288

Add Bot to Microsoft Teams

  1. Login to Microsoft Teams with your organization Office 365 E3 admin account.
  2. Click on the three dots … and search for App Studio on the search bar.
12801280
  1. Select the Manifest editor tab and click on Create a new app
12801280
  1. In (1) Details tab, fill in the App details:
  • Fill in any value in short name, full name.
  • Click Generate button to generate the APP ID (This APP ID is for Microsoft Teams, independent to the APP ID created in the Microsoft Azure)
  • Fill in the package name, version, short description, full description.
  • Fill in the Company name, Website, Privacy statement, Terms of use.
  • Upload avatar ("Full color" and "Transparent outline")
12801280
  1. In (2) Capabilities tab, select Bots
  • Click Set up to set up the created bot to this app
12801280
  • Choose Existing bot
  • Select Select from one of my existing bots
  • Choose the bot in the dropdown below
  • In Messaging bot option, tick "My bots supports uploading and downloading files"
  • In Scope option, tick Personal and Teams for the scope.
  • Click Save
12801280
  1. In (3) Finish tab, select Test and distribute
  • Click Download to download the manifest
12801280
  1. Go to Apps panel, scroll to the bottom and select Upload a custom app to upload the downloaded manifest in Step 6.
  2. Click the app created and start chatting with the bot.
12801280

Add the bot for all Microsoft Teams User in Your Organization

  1. Login to your organization Microsoft 365 admin center
  2. Select Teams on the left panel
12801280
  1. Go to Team apps tab and select Setup policies and click on Global (Org-wide default)
12871287
  1. In Installed apps section, click on the Add apps button
12801280
  1. Search the bot app and click Add
12801280
  1. To pin the bot app on the left panel for all Microsoft Teams user in your organization, go to Pinned apps section
12801280
  1. Click on Add apps and search the bot app and click Add
  2. Click Save to setup the bot for all user in your organization
  3. After you edit the setup policy, it can take a few hours for changes to take effect on all users account (around 2 hours).

What’s Next