Integrating with Microsoft Teams

IBM Cloud

Add a chatbot to Microsoft Teams to create and customize a productive hub where content, tools, and people come together to chat, meet, and collaborate.

After you create an action, you can use this integration to connect your assistant with Microsoft Teams.

Before you begin

To integrate your assistant with Microsoft Teams, you must have the Global Administrator, or Teams Administrator roles. For more information, see App permission policies.

Go to the Microsoft Dev Center.
Click Join now to become a member of the Microsoft 365 Developer program.
On the Dashboard, click Set up E5 subscription, and select an Instant or a Configurable sandbox.
Copy the email address listed under Administrator. Your admin credentials are required at several points of setup.

Adding the Microsoft Teams integration

Go to the Integrations page by clicking the integrations icon () in the left menu.
Click Add on the Microsoft Teams tile.
Click Confirm. The Get Started page provides a summary of the setup process.
Click Next to begin app registration.

App registration

Go to the Microsoft Azure portal, and log in with your admin credentials.
On the App registrations page, click New registration.
On the Register an application page, enter a name, select the multi-tenant option that applies to your app, and then click Register.
Copy the application ID from the Overview page of your app, and paste it into the App registration field of your watsonx Assistant Microsoft Teams integration.
On the same Microsoft Azure Overview page, click the hyperlink Add a certificate or secret next to Client Credentials.
On the Certificates & secrets page for token creation, click New client secret. Enter a description and then select Recommended 180 days. Click Add.
Copy the string under Value and paste into Client secret value on the App registration page of your watsonx Assistant Microsoft Teams integration. Note: You must generate a new value before the current one expires on day 180.
Click Next to create your bot.

Create your bot

Go to the Microsoft Bot Framework developer portal, and log in with your admin credentials.
On the Tell us about your bot page, complete your bot profile.
Copy the generated endpoint from the Create your bot page of your watsonx Assistant Microsoft Teams integration and paste into the Messaging endpoint field of the Configuration section.
Select Multi-Tenant as the app type.
Copy and paste your app ID, and then click Register.
On the Connect to channels page, click Configure Microsoft Teams channel in the Add a featured channel section.
On the Configure Microsoft Teams page, specify options in the Messaging, Calling, and Publish tabs that fit your bot needs, and then click Save.
In your watsonx Assistant Microsoft Teams integration, click Next to create your Teams app.

Create your Teams app

Go to the Microsoft Teams Developer Portal, and log in with your admin credentials.
On the Apps tab, click New App.
Enter a name, and click Add.
On the Basic information page, enter app names, app ID, descriptions, developer information, and app URLs, and then copy and paste your app ID into Application (client) ID. Click Save.
In the Configure section, select App features, and then Bot.
On the Identify your bot page, select your bot.
In the Select the scope in which people can use this command section, select Personal, Team, and Group Chat.
Click Save, but keep the window open.
In your watsonx Assistant Microsoft Teams integration, click Finish.
Click Publish to publish your bot.

Publishing your Teams app

In the Microsoft Teams Developer Portal window where you created and saved your Teams app, click Publish to publish your bot.
Click Download the app package.
Go to Microsoft Teams, and log in with your admin credentials.
Click Apps in the sidebar menu, and then click Manage your apps and Upload an app.
Select Upload a custom app and specify the app package .zip file you downloaded.
Click Add to finish.
Test your actions and responses in the Chat section of your Teams app.

Response types

These response types are supported and displayed as expected when your assistant is deployed for Microsoft Teams direct messages, channels, or group chats.

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