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Microsoft Teams

Microsoft TeamsTeam & Community

Connecting your agent to Microsoft Teams is like adding a new teammate to your workspace — your coworkers chat with it the same way they message anyone else in Teams. To add it, you download a small app package from Nirvai and install it into Teams.

Microsoft Teams channel exportImage: Microsoft Teams channel export

Before you start​

  • A saved agent in the Agent Control Panel (at least the Profile step completed)
  • A Microsoft Teams workspace
  • Permission to add custom apps in Teams. If you don't have it, your Teams administrator can turn it on for you (Microsoft calls this "sideloading")
tip

Not sure whether you can add custom apps? Try the steps below — if the upload option is missing, that's your sign to ask your Teams administrator to enable it.

Setting up Teams​

  1. Open your agent in the Agent Control Panel and click the Channels node
  2. Select Microsoft Teams from the Team & Community section
  3. Click Download App Package — a .zip file downloads to your computer
  4. Open Microsoft Teams
  5. Go to Apps → Manage your apps → Upload an app
  6. Select Upload a custom app and choose the .zip file you just downloaded
  7. The agent appears as an app in your Teams workspace, ready to chat

Downloading and installing the Teams app packageImage: Downloading and installing the Teams app package

info

If you don't see the Upload a custom app option, your Teams administrator needs to turn on custom apps in the Teams admin center. This is a one-time change.

What your agent can send​

CapabilitySupported
Respond to messages✓
Send text messages✓
Send images✓
Send files✓

Managing your connection​

  • Re-download — Get a fresh app package if you ever need to reinstall the agent in Teams
  • Remove — Disconnect Teams from your agent and uninstall the app from Teams

Troubleshooting​

ProblemFix
"Custom apps disabled"Ask your Teams administrator to allow custom apps (sideloading) in the Teams admin center
The app doesn't respond after installingRemove it, download a fresh package from Nirvai, and install it again
I can't find the app after uploadingLook under Built for your org or Personal apps in the Teams app list

What's next​

Want to reach people outside your organization too? Connect your agent to another channel from the Channels overview.