Introduction

The integration of the Microsoft Teams channel allows wolkvox clients to interact directly with their customers through the Teams application. The connection uses Microsoft's Bot Framework to receive and send messages, as well as to manage attachments, enabling smooth and bidirectional communication.

Integration Components

Prerequisites

Azure

• Active Microsoft Azure subscription.
• Contributor or Owner permissions in the subscription.
• Access to Azure Active Directory with application administrator permissions.
• Application registration enabled in Azure AD.

wolkvox

• Access to the wolkvox platform with valid credentials.
• A routing point or routing point available for the bot.

Technical Requirements

• Updated web browser: Chrome, Firefox, or Edge.
• Teams Desktop or Teams Web to install the application.
• Internet access to connect with Azure.

How to Configure Microsoft Teams in wolkvox

1. Create the Azure Bot Resource

1. Go to https://portal.azure.com and log in with your Microsoft Azure credentials.
2. In the top search bar, type "Azure Bot".
3. Select Azure Bot from the results and click + Create.

In the creation form, complete the following fields:

Note: The resource name is for internal identification in Azure and is not visible to end users.

Free Tier: Allows up to 1,000 messages per month. For production, it is recommended to use Standard.

2. Register the Application in Azure AD

1. Enter a descriptive name for the application, for example: wolkvox-teams-bot.
2. Select Single tenant for accounts in the company directory or Multitenant for accounts in different organizational directories.
3. In Platform, select Web.
4. Leave the Redirect URI blank.
5. Click Register.

3. Obtain the Credentials

Once the application is created, obtain and save the following credentials:

To generate the App Secret, go to Certificates & secrets, select + New client secret, write a description such as teams-bot-secret, set a duration of 24 months, and click Add.

Warning: Copy the Client Secret immediately. The value is displayed only once; if not saved, a new one will need to be created.

4. Configure the Webhook and Enable Teams

1. In Azure Portal, go to the created Azure Bot resource.
2. In the side menu, select Configuration.
3. In Messaging endpoint, register the webhook URL: https://teams.wolkvox.com/webhook.php
4. Click Apply.
5. In the side menu, select Channels.
6. Search for Microsoft Teams, select the Teams icon, accept the terms, and click Agree.

5. Configure Message Permissions

1. Go to Azure Active Directory → App registrations.
2. Select the created application.
3. Go to API permissions and click + Add a permission.
4. Select Microsoft Graph → Delegated permissions.
5. Add Teamwork.Migrate.All and Chat.ReadWrite.
6. Click Grant admin consent if you have the necessary permissions.

6. Load Credentials into wolkvox

1. Log in to wolkvox Manager.
2. In the side menu, go to Omnichannel.
3. Scroll to the Teams tab.
4. Click Configure to open the Teams Bot Configuration form.

Complete the form fields:

7. Validate and Save the Configuration

1. Verify that all fields are correct.
2. Click Save.
3. Wait for the validation against Azure AD to complete.
4. After validation, you will be redirected to the list of configurations.

Expected Result: If the credentials are valid, it will display "Credentials validated successfully." If they are invalid, it will display "Invalid credentials. Check App ID, App Secret, and Tenant ID."

8. Download the manifest.json

1. Go to Teams Configurations.
2. Find the configuration you want to install.
3. Verify that the status is "Verified," identified with a green checkmark.
4. Click "Download manifest."

The file will download with a name similar to: manifest-[custom-name].json

The manifest automatically replaces the dynamic data of the application, such as the Microsoft App ID, custom name, and webhook domain.
 

9. Prepare the Package for Teams

Create a folder and include the following files:

my-teams-bot.zip/
├── manifest.json
├── color.png      (192 × 192 pixels)
└── outline.png    (32 × 32 pixels)

Important: The files color.png and outline.png must be provided separately. The manifest references them but does not include them.

1. Place the three files inside a folder.
2. Compress the folder in .zip format.
3. On Windows, use Send to → Compressed (zipped) folder. On Mac, select Compress.

10. Install the Application in Teams

Individual Installation in Teams Desktop

1. Open Microsoft Teams on your computer.
2. In the left side menu, click on Apps.
3. Select Manage custom apps.
4. Click Upload a custom app.
5. Select the .zip file and click Open.

1. In the confirmation window, review the application name.
2. Click Add.

Installation from Teams Web

1. Go to https://teams.microsoft.com and log in with your Microsoft account.
2. In Apps, select Manage custom apps.
3. Click Upload a custom app.
4. Select the .zip file, click Upload, and then Add.

11. Verify the Functionality

1. Open the conversation with the bot.
2. Send a test message: "Hello."
3. Wait for the response.
4. Verify that the message is processed correctly.

12. Install the Application for Multiple Users

1. Go to https://admin.teams.microsoft.com with Microsoft 365 administrator credentials.
2. In the side menu, select Teams apps → Manage apps.
3. Click + Upload custom app.
4. Select the .zip file, click Add, verify the manifest data, and select Submit.

Distribution for the Entire Organization

1. In Manage apps, find the custom application.
2. Go to Permissions.
3. In Org-wide availability, select Available to all users.
4. Click Save.

Distribution for Specific Users

1. Go to Policy → Setup policies.
2. Click + Add.
3. Assign a name to the policy, for example: "wolkvox Support Bot".
4. In Upload custom apps, select On.
5. Save the policy and assign it to the corresponding users or groups.

Final Checklist

Location of Included Images