Here is a video to help you connect your bot to Teams. Written instructions follow below.

Log in to The Bot Platform

If you don’t have a login for The Bot Platform, make sure you contact our sales team

Select the bot you want to connect to Teams or click 'Create a new bot'.

  1. When you're ready to connect your bot to Teams, click the 'Connect to Teams' button in the big orange banner displayed at the top of your dashboard.

2. Next, you can customise your bot name, icon and description. You can come back and do this later but be warned it can take a few days for Microsoft to update this in Teams.

3. You need to include a Privacy statement and Services agreement which will be shown to each user of the bot if they hover over the bot name in Teams or when the bot is added for them. You can download our templates for these, edit them and then re-upload them or add a link to your own statements for these.

Nb. If you host these documents online and provide us with the URL, your bot users will be taken to that url. If you upload a document, that will be downloaded for a user if they select the option in Teams.

4. You need a Teams admin to sign in to Microsoft. They can then choose to grant The Bot Platform to install the bot on their behalf or to manually install it themselves.

To install the bot manually, your Teams admin will need to follow the steps listed on this page:

Alternatively, your Teams admin can click 'Sign in with Microsoft' and we will install the bot for you.

That's it - you'll be taken back to the dashboard and see a success message so you can now start using your bot in Teams. To start triggering your bot messages, first allocate a keyword to the Welcome Message in the keyword section of the platform. We recommend terms such as "start" or "hello". Once you've done that, push your changes live and use this trigger word in your bot in Teams to launch your Welcome Message.

We'd also recommend adding in a Default Reply, so you can instruct users how to use the bot if they don't know the trigger word. To create a default reply, first create the message you want to show the user - this could be a set of instructions on how to use the bot, or a simple text box and button to launch the Welcome Message. Then head on over the Default Reply section in the left hand column of the platform and choose this message from the dropdown list. Push your changes live, and the Default Reply should be ready to go.

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