Consult this page for information about how to set up with Microsoft Teams.
Before you can properly install and use in Microsoft teams, there are a few things that need to be done in your KB. If you've set up ConvoAI, chances are you've already completed these steps.
- Go to Setup > System. Then, click Manage Global Variables.
- Click the Variables with Default Values tab Hotlink Server Root URL with your browser's Find tool (Ctrl+F).
- variable.
- Copy the for your KB and input it in the Global Variable Value section.
- Navigate to the People table.
- Search for a user you'd like to add.
- Edit the user record and scroll down to Group.
- Click the search icon next to Group and select Agiloft Bot Users.
- Click OK.
- Click Save.
- Repeat for all ConvoAI users.
Now, it's time to make the app available in Teams.
Add
- Download the agiloftbot.zip file.
- Open Microsoft Teams.
- Apps in the left pane.
- Click Manage your apps.
- Click Upload an app.
- Click Upload a custom app in the bottom left-hand corner and agiloftbot.zip file. However, if the Upload a custom app option doesn't appear, a user in your organization with admin credentials in Team must grant your account permission to install custom apps. For information about this, visit Microsoft support.
- Click
When you have added the app successfully, it will appear on the left-hand sidebar of Teams. If it doesn't appear, you might need to click the three-dot menu to view the app.
Connecting to Agiloft from Teams
Follow this method to make a specific team or channel appear as a recipient for a MS Teams Notification action in your KB.
- Once the bot is set up, you can then connect with in your team or channel. Open a channel you'd like to use with , and begin to type
@Agiloft
in the conversation box. Select the icon when you see it, and then begin to type connect
. You should see a prompt about connecting to a KB. Click the prompt and then send the message. - Click and enter .
- Click . In Teams, you should receive a message that says you have successfully in to .
- Repeat steps 1 through 3 in each channel you'd like to appear as a recipient for MS Teams Notification actions.
The app is now connected with the specified team. You can now select the team as a recipient when creating Notification actions.
Configuring Actions
Once has been set up in Teams, it's time to tell it what to do. for uses specific Notification actions.
Follow the steps below to create a N.
- Create an action. For Teams notifications, this is likely from within a rule.
- Create Notification Action.
- the General tab, make sure to select Microsoft Teams Message under Delivery Method.
- Next.
- Under Contract MS Teams Templates, click New.
- In the To field, choose your recipient type. This options determines who receives the notification you are about to configure. You can send notifications to users and teams, similar to email templates, or you can select Microsoft Teams channels.
- Users: Sends a notification to the users selected in the field.
- Teams: Sends a notification to the users in the Agiloft teams selected in the field.
- Channels: Sends a notification to the Microsoft Teams channel selected in the field.
- User Fields: Sends a notification to the users populated in the selected Agiloft user field.
- Email Fields: Sends a notification to the emails populated in the selected Agiloft email field.
- Address in Field: Sends a notification to the emails that are populated in the selected Agiloft text field.
- Link to Team: Sends a notification to the users in the Agiloft teams that are populated in the selected Agiloft Team field.
- Channels in Field: Sends a notification to the Microsoft Teams channels that are populated in the selected Agiloft text field.
- Addresses: Sends a notification to the designated email address.
- For Microsoft Teams messages, you are likely going to select Channels. After clicking the look-up icon, the channels that appear in the multi-choice list depend on which teams you have connected to your KB using the steps in Connecting to Agiloft from Teams.
- the message that you'd like the notification in Teams to display, such as "Click to approve the contract."
- You can add fields and buttons to the notification as well. For example, to add a button that allows you to automatically Approve a record:
- Click
- Click New Button.
- Name the button Approve and set the Status to Approved.
- Finish.
- Click Next.
- the template and click Finish.
- Select the new Contract MS Teams Template record and click Next.
- On the Options tab, determine whether or not you want this notification to overwrite a previous notification of your choosing. For example, once a Contract record has been approved, you may want to send a notification message saying "The contract has been approved." that updates the original "Click here to approve the contract." message.
- you've made your choices, click Finish.
Once the notification action has been created, you can attach it to action buttons or rules that can notify the appropriate user or group of users as the workflow
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