Guide FloatChat

Floatchat- User Guid

Microsoft Teams

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1. Introduction #

Microsoft Teams is a comprehensive platform for communication and collaboration, widely used for workplace conversations. It combines chat, video meetings, file storage, and application integration in one place. Floatchat allows customers to deploy their Floatchat bots on Microsoft Teams. However, it’s important to note that MS Teams supports certain message types while others are not currently supported.

1.1 Access to Setup #

Microsoft Team

2. Steps to configure Microsoft Teams as a channel #

2.1  Create a bot on Bot Framework #

To set up your bot on Microsoft Teams, follow these steps:

  1. Ensure you have a Microsoft account.
  2. Go to the URL [URL] and sign in with your Microsoft account.
  3. Fill in the necessary bot details, such as the Display Name, Bot Handle, and a description.

Microsoft Team

  1. Add the Messaging endpoint by copying the Endpoint URL from the Floatchat portal. Enable the Streaming Endpoint and click on “Create Microsoft App ID and password.”
Microsoft Team
Microsoft Team
  1. Click on “New registration” at the top left corner of the page.
Microsoft Team
  1. Fill in all the required fields. Choose “Accounts in any organizational directory and personal Microsoft accounts” as the Supported account types, then click “Register” to complete the registration.
Microsoft Team
  1. Navigate to “Certificates & Secrets” in the left navigation bar and click on “New Client Secret.” Select the expiry date and add the secret.
Microsoft Team
  1. Copy the generated password from ‘Value’ and paste it into the ‘App Secret’ field on the Floatchat Bot Platform.
  1. Navigate to the Overview tab in the top left corner, copy the Application (client) ID and paste it into the App ID field on the Floatchat portal.
  1. Now click on ‘Save changes’ on the Flotchat portal.
  1. Navigate to the developer portal (https://dev.teams.microsoft.com/apps). Click on ‘new app’ and assign a name to your app.
Microsoft Team
  1. Copy the Application (client) ID from the Microsoft Azure portal [URL] and paste it into the corresponding field in the Developer Portal.
Microsoft Team
  1. Fill in the basic information, including description fields, Developer information, and App URLs. Save the changes.
Microsoft Team
  1. Copy the Application (client) ID from the Microsoft Azure portal and paste it into the Microsoft Bot Framework developer portal [URL]. Check the “I agree” box and click on “Register.”
Microsoft Team
  1. Go to the Microsoft Teams Developer Portal and select “Publish to your org” from the publish menu. Click on “Publish,” and the admin will approve it for the organization.
Microsoft Team
  1. After registration, select Microsoft Teams from the “Add a featured channel” option in the developer portal.
Microsoft Team
  1. Select the ‘Microsoft Teams commercial button’ and  save the changes.
Microsoft Team
  1. Read and agree to the terms of service. Your bot is now ready to be used on Microsoft Teams.
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