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Microsoft Teams Integration

The Automind Agentflow platform allows you to create and deploy your automation agent directly in Microsoft Teams, providing seamless integration with your team's communication workflow.

Prerequisites​

Before integrating your Automind Agentflow with Microsoft Teams, ensure you have:

  • A built and published Automind Agentflow bot
  • A Microsoft Teams account with appropriate permissions
  • Access to the Microsoft Teams Developer Portal
  • Administrative rights to install apps in your Teams organization

Note: Microsoft Teams channel integration requires cloud deployment. On-premise installations may have limited functionality for Teams integration.

This documentation describes how to integrate Automind Agentflow with Microsoft Teams using the Developer Portal. For additional integration options, refer to the Microsoft Teams Platform documentation.

Step 1: Create Microsoft Teams Channel in Automind Agentflow​

  1. Access Channel Creation

    • Log into your Automind Agentflow Portal
    • Navigate to Channels from the sidebar menu
    • Click the New button to start creating a new channel

  2. Configure Basic Information

    • Enter a descriptive Name for your Teams channel
    • Provide a Description explaining the channel's purpose
    • Select your Agent from the dropdown menu
    • Choose Teams from the Platform dropdown
    • Click Create Channel to proceed

  3. Configure Teams Specific Settings

    • Enter the Bot ID for your Teams application
    • Enter the Application ID (Microsoft Application ID from Azure)
    • Click Next to continue

  4. Complete Channel Setup

    • Copy the Callback URL displayed on the final page for webhook configuration
    • Click Create Channel to finalize the setup
    • The channel will be created and activated

  5. Available Context Parameters After successful channel activation, Automind Agentflow automatically provides the following user context parameters:

    • [[ChatUser]].ChannelId = "msteams"
    • [[ChatUser]].UserId - Unique identifier for the Teams user account
    • [[ChatUser]].Email - User's email address
    • [[ChatUser]].FirstName - User's first name
    • [[ChatUser]].LastName - User's last name
    • [[ChatUser]].DomainUserName - Domain username

  6. Save Configuration

    • Click Save & Close to complete the channel setup

Step 2: Create App Package using Microsoft Teams Developer Portal​

Access Developer Portal​

  1. Open Teams Developer Portal

    • In the Microsoft Teams client, click the ... (overflow menu) on the left sidebar
    • Select Developer Portal from the menu

  2. Install Developer Portal (if needed)

    • If Developer Portal isn't installed, search for "Developer Portal" in the Teams app store
    • Click on Developer Portal and install it
    • The app will now be available in your left menu

Create New App​

  1. Start New App Creation

    • In Developer Portal, click the Apps tab
    • Click New App to begin creating your Teams application

  2. Configure Basic Information

    • Enter a descriptive name for your No-Code Agent app
    • Click Create to proceed

  3. Set App Details

    • Navigate to Configure > Basic Information
    • Fill in the following required fields:
      • App name: Your Automind Agentflow name
      • Short description: Brief description of your agent's capabilities
      • Long description: Detailed explanation of features and use cases
      • Developer information: Your organization details
      • Partner ID: Enter the Microsoft Partner Network ID from your No-Code Agent channel configuration

  4. Configure Permissions

    • Go to Configure > Permissions
    • Under Device Permissions, select:
      • Send the user notifications
      • Any additional permissions your agent requires

  5. Set Up Bot Features

    • Navigate to Configure > App features
    • Click Bot in the right panel
    • Select Enter a bot ID
    • Paste the Microsoft Application ID you copied from the Automind Agentflow portal

Tip: You can copy the Microsoft Application ID from your Automind Agentflow Portal under Bot Settings > Channels > Teams.

  1. Configure Bot Capabilities Select the appropriate capabilities and scopes for your bot:

    • Capabilities: Enable "Upload and download files" if your agent handles file operations
    • Scopes: Select both Personal and Team for maximum flexibility

  2. Add Trusted Domains (Optional) If your Automind Agentflow requires sensitive data handling:

    • Go to Configure > Domains
    • Add the following trusted domains:
      • token.botframework.com
      • Your Automind Agentflow API domain (specific to your deployment region)

  3. Download App Package

    • Click the Distribute button in the top-right corner
    • Select Download the app package
    • The package will be saved to your default download folder

Step 3: Validate Your Application​

Before deploying your Automind Agentflow to Teams, validate the app package:

  1. Start Validation Process

    • In Developer Portal, go to Publish > App validation
    • Click Get Started to begin validation

  2. Run Validation

    • Review the three validation steps presented
    • Click Start validation to run automated checks
    • Address any issues identified during validation

  3. Validation Completion

    • Once validation passes successfully, you can proceed to publish
    • Options include:
      • Publish to your organization
      • Publish to Teams store (requires additional approval)
      • Install directly in Teams

Step 4: Install Automind Agentflow in Microsoft Teams​

Important: You must have appropriate permissions (team owner or administrator) to install custom apps in Microsoft Teams.

Note: Bot installation in Teams is progressive and may take up to 48 hours to complete for large organizations. During installation, team members will see the bot in their left menu and may receive welcome messages.

Installation Process​

  1. Access Team Management

    • In Microsoft Teams, navigate to Teams in the left sidebar
    • Right-click on the team where you want to install the agent
    • Select Manage team from the context menu

  2. Upload Custom App

    • In the team management page, click the Apps tab
    • Click Upload an app or Upload a custom app

  3. Install App Package

    • Browse and select the app package downloaded in Step 2
    • Click Open to start the installation process
    • If the manifest validation passes, installation will begin

  4. Verify Installation

    • The Automind Agentflow will appear in the team's app list
    • Team members will see the agent in their Teams interface
    • Installation may take time to propagate to all team members

Step 5: Start Using Your Automind Agentflow​

Accessing the Agent​

  1. Direct Access

    • From the Automind Agentflow Portal, navigate to Bot Settings > Channels
    • Click on the Teams channel icon to open a direct chat
    • This provides immediate access for testing and administration

  2. Teams Interface

    • Team members can find the agent in their Teams left sidebar
    • Click on the agent to start a conversation
    • The agent supports both direct messages and team channel interactions

Features and Capabilities​

Your Automind Agentflow in Teams supports:

  • Interactive Conversations: Natural language processing for user queries
  • File Handling: Upload and download capabilities (if configured)
  • Automation Workflows: Execute configured automation processes
  • Context Awareness: Access to user information and team context
  • Rich Responses: Support for cards, buttons, and multimedia content

Note: The Microsoft Teams channel supports secure data input and processing. Sensitive information is handled according to your organization's security policies.

Limitations and Considerations​

Technical Limitations​

  • Pagination: Teams has built-in pagination for rich content:
    • Hero buttons with repeater: 6 items per page
    • Hero cards with repeater: 9 items per page

Deployment Considerations​

  • Installation Time: Large organizations may experience delays up to 48 hours for complete deployment
  • Permissions: Ensure proper administrative rights for app installation
  • Network: Verify that Teams can access your No-Code Agent endpoints

Best Practices​

  • Welcome Messages: Configure appropriate welcome flows to guide new users
  • Error Handling: Implement clear error messages for better user experience
  • Testing: Thoroughly test your agent before organization-wide deployment
  • Documentation: Provide users with guidance on available commands and features

Troubleshooting​

Common Issues​

  1. App Package Validation Fails

    • Verify all required fields are completed in Developer Portal
    • Check that the Microsoft Application ID matches your Automind Agentflow configuration
    • Ensure manifest.json follows Teams schema requirements

  2. Installation Delays

    • Teams app installation is progressive; allow up to 48 hours
    • Check organization policies that might restrict custom app installations
    • Verify you have appropriate permissions for the target team

  3. Agent Not Responding

    • Confirm the Automind Agentflow channel is active and published
    • Check network connectivity between Teams and your agent endpoints
    • Review logs in the Automind Agentflow Portal for error messages

  4. Permission Issues

    • Ensure the bot has necessary scopes (Personal and Team)
    • Verify trusted domains are configured if using external services
    • Check that device permissions align with your agent's capabilities

Support Resources​

  • Microsoft Teams Platform Documentation
  • Automind Agentflow Support Portal
  • Teams Developer Community
  • Azure Bot Framework Documentation