These instructions guide you through installing a Microsoft Teams app for your organization. Before you begin, ensure you have the app's manifest file downloaded as a .zip file.
Downloading the App Manifest from the CalypsoAI Interface
To add the CalypsoAI chatbot, first download the app's manifest file. To do this, navigate to the Chatbots screen from Settings at the bottom of the navigation panel (Settings → ChatBots).
From the Chatbots screen, click Add Bot.
From the New Chat Bot screen, select Microsoft Teams as the bot type, and click Download.
Once the app manifest has been downloaded, follow the below instructions from within Teams to install the chatbot.
Installing a Microsoft Teams App
Access Teams Admin Portal
Open Microsoft Teams and navigate to the Teams Admin portal. You can typically find this in the left-hand sidebar of the Teams interface.
Manage Your Apps
Once in the Teams Admin portal, locate and click on "Apps" in the sidebar menu. This will give you access to the management options for apps within your organization.
Upload the App Manifest:
Within the Apps section, choose "Manage your apps". This will take you to a page where you can control the apps available to your organization. From there, select "Upload an app".
You will be presented with options for uploading the app. Choose "Upload an app to your org". This ensures that the app is available for use within your organization's Teams environment.
Now, locate the zip file containing the bot manifest that you downloaded in the first step. Select this file for upload. This will initiate the process of adding the app to your organization's Teams environment.
Enable the App:
After uploading the manifest, search for the app in the left navigation and select it. From there, enable it for your account or for the entire organization as per your preference.
Please note, these instructions are a general guideline, and specific steps might vary slightly depending on your Teams admin portal version.
Managing a Microsoft Teams Bot
There are two routes available for managing a Microsoft teams bot:
Via Microsoft Teams panel
Via Microsoft Entra (preferred)
Microsoft Teams Panel
The Microsoft Teams panel can be used to manage apps and search the Teams app. From this site, you can view a quick summary of the CalypsoAI app and upload new versions of the manifest. You can also use this view to the External App ID to validate that the app reflects what is in Microsoft Entra.
Microsoft Entra ID
It is typically recommended to manage permissions using Microsoft Entra. To handle app permissions, access to the following is required:
Applications → App registrations → All applications → Select your app → API permissions
From this page, it is possible to add and remove permissions to a specific application.
CalypsoAI Microsoft Teams Bot Required Permissions
ChatMessage.Read.All
Enables reading of messages.
TeamsAppInstallation.ReadForUser.All
Allows retrieval of the app information installed in the organization’s Microsoft Teams account.
User.Read.All
Required to get the user info.