Microsoft Teams

Workativ Assistant seamlessly integrates with Teams with zero coding. This helps automate workplace support faster, easier, and user-friendly.  

Pre-Requisites:  

1. You need Admin access to your Azure Portal (https://portal.azure.com/) to complete the following steps.   

• Create a new Azure Subscription or access to the existing Subscription.  
• Create a Azure Bot resource (App to deploy in MS Teams) and link it with the Azure Subscription.  
• Authorize the created app in Azure portal from Workativ Assistant application to deploy in MS Teams.   

2. Make sure the Upload a customized app feature is enabled in your MS Teams. (How to enable)  

• You can verify that by selecting any Team and navigating to Apps tab.   

To integrate the Workativ Assistant with Teams, follow the steps below:  

1. Select the Omni-Channel tab from the left navigation and then click on Chat Channel. Click on Teams.  

2. Click on the Add to Teams button.  

3. The Teams Integration page appears as shown below.   

4. Select the chatbot that you want to integrate from the Select Chatbot drop-down menu.  

5. Go to http://www.portal.azure.com and login with an Admin account and Click on Create a Resource  

6. Search and select Azure Bot.   

7. Click on Create to create a resource.   

8. Azure Bot creation page will be opened.  

9. Fill in the details to create the Azure Bot.  

• Enter the Bot name in the Bot handle field.  
• Choose the Subscription.  
• Choose an existing Resource Group or create a new one by clicking on Create New.  
• Keep the Pricing Tier as Standard. 
• Select the Type of App as Multi Tenant 
• Click on Review + Create  

10. Review the details and click on Create.  

11. Wait for the Azure bot (resource) to get created.  

12. Click on Go to resource.  

13. Created bot resource will be opened.   

14. Select Bot Profile from the navigation Menu.  

15. Select the Icon (logo) and Display name of your choice for the bot and click on Apply.  

16. Go to Channels from the Navigation Menu and Select Microsoft Teams.  

17. Agree the Terms of Service by clicking on the checkbox and click on Agree  

18. Click on Save. It will let you add the chatbot in your MS Teams channel.  

19. Go to Configuration from the Navigation Menu  

20. Add the Message endpoint by copying from the Teams integration page in Workativ Assistant and click on Apply.  

21. Click on Manage in the Microsoft App ID field.  

22. Go to Certificates & Secrets from the Navigation Menu and Click on New client secret  

23. Provide Description and choose the Expires time and click on Add.   

24. Client secret will be created. Copy the Value of the client secret.  

25. Add the Client secret in the Client Secret field in the Teams Integration page of Workativ Assistant.  

26. Go to Overview from the Navigation Menu.  

27. Copy the Application (client) ID using the Copy to clipboard icon.   

28. Paste the information under Client ID field in Teams Integration page.   

29. Copy the Directory (tenant) ID using the Copy to clipboard icon.  

30. Paste the Directory (tenant) ID in the Tenant ID field in the Teams Integration page and click on Save.  

31. Click Add a Redirect URL from the overview menu.   

32. Click the Add a Platform button in the Platform Configurations section.   

33. Click on Web from the Configure Platform section.   

34. Copy the Redirection URL from the Teams Integration page in the Workativ Assistant.  

35. Paste the copied Redirection URL in the Redirect URLs field in the Azure platform and click on the Configure button. The URL will get updated on the portal once configured.   

36. Select API Permissions from the left navigation menu and click Add a Permission  

37. Select Microsoft Graph   

38. Select Application Permissions   

39. Search and select the following permissions:  

• Application.ReadWrite.All  
• User.Read.All  
• User.ReadWrite.All  
• ChannelMessage.Read.All  
• Chat.Read.All  
• Chat.ReadWrite.All  
• Group.ReadWrite.All  

Click on the Add permissions   

40. All the added permissions will be displayed as below.  

41. Select Branding from the left navigation menu to add your own branding to the Chatbot such as Logo, Privacy and Terms URL’s etc.   

42. Fill in the branding details and click Save.   

43. Click on Authorize on the Teams Integration page.   

44. Connect the account and Accept the permissions in the confirmation pop-up.   

45. Fill in the chatbot details and then click Download.  A .zip file will be downloaded on your download folder.   

46. This will prompt a download pop-up. You’ll see that a zip has been downloaded.   

47. Go to MS Teams and Select/Create a Team to deploy the chatbot. All the members inside the Team will have the access to use the chatbot. Click on the + to add the chatbot.   

48. Click on the Manage Apps  

49. Click on Upload a customized App  

50. Select the downloaded.zip file to upload in Teams as a customized app.  

51. Click on Add to add the chatbot to the Teams.  

52. Chatbot will be added as an app and will be displayed under the Apps list.  

53. Chatbot will be onboarding, and the onboarding message will be displayed to all the members of the team from the chatbot.  

54. Members in the Teams will be able to access the chatbot any time.  

55. You can Deactivate or Activate the chatbot from Teams Integration page in Workativ Assistant. Details of the chatbot deployed team will be displayed under the Workspace Details section for your reference.