Log in to The Bot Platform

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

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. Just go to to Teams and trigger one of your keywords (or type hi which is already programmed into the bot).

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