Microsoft Teams

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Step 1: Request the HappyRobot Teams Bot Package

1. To begin, reach out to us via support@happyrobot.ai or Slack to request the HappyRobot Teams Bot ZIP file. This file contains everything needed to manually deploy the bot in your Teams organization.

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Step 2: Upload the Bot to Teams Admin Center

1. Visit https://admin.teams.microsoft.com and sign in as a Teams admin.
2. From the left-hand menu, go to Teams Apps → Manage apps.
3. In the top-right corner of the page, find the Actions dropdown.
4. Click Upload custom app, then select and upload the ZIP file we provided.
5. Wait a few moments for the bot to upload. Once successful, you’ll see a confirmation.

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Step 3: Configure App Permissions

1. Use the search bar on the Manage apps page to find HappyRobot.
2. Click on the app name to open its settings.
3. Go to the Permissions tab.
4. Click Review Permissions and then Consent on behalf of the organization
5. Navigate to the Users and Groups tab.
6. Under App availability, choose to make the app available to Everyone in your organization.
7. Save the changes.

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Step 4: Install the App for Your Users

1. Open the Microsoft Teams app.
2. In the sidebar, click Apps.
3. Scroll down to Built for your org.
4. Find and click on HappyRobot.
5. Click Install to add it to your workspace.

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Step 5: Set Up a Team and Channel

1. In Microsoft Teams, create a new Team and Channel, or choose an existing one.
2. This will be the space where the HappyRobot Bot interacts with your team.

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Step 6: Link Your Channel to HappyRobot Platform

1. Log in to the HappyRobot platform.
2. In your organization’s workspace, create or open an existing Use Case.
3. Add a Teams node (e.g., “Send Channel Message” or “New Channel Message”).
4. Click Integrate and then click Enable.
5. You’ll be redirected to a Microsoft login screen — sign in and grant permissions.
6. Once redirected back, navigate back to the use case: Select the Team and Channel you created in Step 5.
7. Configure the node by selecting existing or your newly created Team and Channel.
8. Click Continue.
9. Skip fetching records for now.

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Step 7: Subscribe to the Bot in Teams

1. Go to the Team and Channel you configured.
2. Create a new post.
3. Mention the bot using @HappyRobot.
4. From the suggested commands, select Subscribe.
5. Post the message.
6. Wait a few moments — you should receive a confirmation message: “You have been subscribed to this channel.”

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Step 8: Test the Bot Integration

1. Create another post and send any message.
2. Go back to the HappyRobot platform.
3. Click Fetch Records.
4. The message you sent should now appear in the platform.

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You’re All Set!