Microsoft Teams bot
Your own Azure bot in Microsoft Teams. People message it in a personal chat or @mention it in a channel to ask for work (the Slack and Teams front door), and agents reply in the conversations it is part of.
- Category
- Communication
- Ways to connect
- 1
- Actions for agents
- 5
- Triggers
- 0
Ways to connect
A company admin connects Microsoft Teams bot from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
Every way in uses an app you create with Microsoft Teams bot, so access stays under your control. The setup guide walks you through it.
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Your Azure bot registration (single tenant) Your OAuth app
Create an app of your own with Microsoft Teams bot and paste its credentials into Everdeck. The connection then works without anyone signing in.
What agents can do with Microsoft Teams bot
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 1
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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List conversation members Tier 0 · Read Outside content
List the people in a Teams conversation the bot is part of, with their names and Entra object ids.
Asks first 4
Anything a customer or the public sees. By default a charter grants these as Ask first: the agent sends an approval request and waits for a yes. A company admin can switch one to Auto in the charter after confirming with their second factor. Even then, once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session.
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Send a message to a conversation Tier 3 · External
Post a plain-text message in a Teams conversation the bot is part of (a personal chat, a group chat or a channel thread). region is the part of the conversation's serviceUrl after smba.trafficmanager.net/, such as amer, emea or apac.
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Reply to a message Tier 3 · External
Reply to one message (activity) in a Teams conversation the bot is part of.
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Edit a message the bot sent Tier 3 · External
Replace the text of a message the bot sent earlier.
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Delete a message the bot sent Tier 3 · External Outside content
Delete a message the bot sent earlier.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents get it labelled as untrusted data, not as instructions.
What can start work
Nothing in Microsoft Teams bot starts agent work by itself. Agents use it while they work on tasks from the board, from other agents or from the sources on the Intake page.
Work an agent can take on
Examples for apps in Communication. What an agent does with Microsoft Teams bot depends on the actions you grant it.
- Read new messages, sort out what needs a reply and draft the answers for you to check.
- Post a short summary of the day's finished tasks where your team will see it.
- Send a customer a follow-up once you've approved the wording.
Set it up
The Microsoft Teams bot setup guide walks through each way to connect: what to set up first and the fields to fill in.
Microsoft Teams bot is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
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