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Teams Connection Setup Guide ​

1. Connect Your App ​

  • Click on the Channels option in your agent’s menu, then click the Connect button under the Microsoft Teams option.

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2. You must fill in the required fields in the settings window that appears ​

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FieldDescription
DescriptionDescription of your Teams bot. Example: "Support bot for the sales team"
Welcome MessageThe message that will be sent to users as a greeting. Example: "Hello! How can I help you?"
Chat Icon (optional)You can upload a custom icon for the bot. (Recommended: PNG/JPG, 512x512 pixels)

3. After clicking the Save button, your Teams ZIP file will be ready for download ​

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Upload your app ​

You can upload your app to a team, chat, meeting, or for personal use depending on how you configured your app's scope.

  1. Log in to the Teams client with your Microsoft 365 development account.

  2. Select Apps > Manage your apps > Upload an app

  3. Select Upload a custom app

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  4. Select your app package .zip file.

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  5. Select Add

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  6. Select Open to open the app in personal scope.

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