Microsoft Teams Bot

Microsoft Teams is a secure collaboration platform that enables messaging, file sharing, meetings, and application integrations for seamless team communication.

By integrating a Microsoft Teams Bot with Chat360, businesses can automate internal communication, provide support within Teams, and collect user feedback directly from the collaboration environment.

Prerequisites

Before creating a Microsoft Teams bot, ensure the following requirements are available:

Step 1: Sign in to Microsoft Portal

• Go to Microsoft Admin Center or Microsoft My Apps.

• Sign in using your Microsoft 365 credentials.

• Create or verify the user account that will be associated with the bot.

Step 2: Access the Teams Developer Portal

• Open the Teams Developer Portal:
  https://dev.teams.microsoft.com

• Sign in using the same Microsoft account.

• After authentication, you will be redirected to the Developer Portal Dashboard.

Step 3: Create the Bot in the Developer Portal

• Click New App.

• Navigate to: Tools → Bot Management → New Bot

• Enter the required bot details.

• After creating the bot, copy the Webhook Endpoint URL.

  • This URL will later be used when configuring the Microsoft Teams channel in Chat360.

Step 4: Configure the Bot in Azure Portal

• Open the Azure Portal: https://portal.azure.com

• Log in with your Microsoft credentials.

• Navigate to: App Registrations → Select your bot

• In Overview, note:

  • Application (Client) ID → This becomes your Bot ID

5. Go to Certificates & Secrets → Create Client Secret

6. Go to Expose an API → Add Application ID URI

   • Format: api://{bot_id}

   • Example: api://13a666c4-2c73-4d03-af06-1882d6279dc3

Step 5: Download and Upload the Bot App

• Download the App Package (.zip) from the Developer Portal.

• In Microsoft Teams:

  • Go to: Apps → Manage Your Apps → Upload an App

  • Upload the downloaded .zip file.

Step 6: Install and Distribute the Bot

• Search for the bot by name in Microsoft Teams.

• Click Add.

• Share the bot with your teams or organization users.

• Ensure users install the bot to start interacting with it.

Step 7: Configure Microsoft Teams Channel in Chat360

When adding Microsoft Teams as a channel in Chat360, use the following credentials:

Creating a Bot Flow in Chat360

Build Your Bot Flow

• Open Bot Builder in Chat360.

• Click Create New Bot.

• Select Microsoft Teams as the channel.

• Add a Start Node.

• Drag and add components such as:

  • Message

  • Name

  • Phone

  • Multiple Choice

  • Cards

• Connect nodes by linking blue output points to green input points to create the conversation flow.

Connecting Microsoft Teams to Chat360

Step 1: Create a Teams Channel

• Log in to the Chat360 Dashboard.

• Navigate to Channels from the left sidebar.

• Select Microsoft Teams.

• Click Add New Channel.

• Fill in the following details:

• Click Create Channel to complete the setup.

Step 2: Assign a Bot

• Click Edit on the newly created channel.

• Select the bot you want to assign.

• Click Save.

• After saving, a welcome message from your Microsoft Teams bot will confirm that the connection is successful.

Step 3: Test Your Bot

• Open Microsoft Teams (desktop or web).

• Search for your bot in the chat list.

• Start a conversation by sending a message such as: “Hi” to ****

• The bot will respond and begin executing the configured conversation flow.