# Bot Setup

## Required information for Creating MS Teams Chatbot

To do MS Teams integration, you will need the following details on your end. 

* Bot ID
* Bot Password
* Update the Webhook endpoint in the Bot Details
* Create and Publish an app for your organization

## Steps to complete integration

### Step 1: Setup MS Teams Bot 

1. Login to the MS Teams using the following URL <https://teams.microsoft.com/v2/>. If you do not have the MS Teams documentation, Create the one before proceeding.

2. Once logged in, Navigate to the developer portal of MS Teams.

   <figure><img src="/files/kPnyqp4of0CQBZLrZRVt" alt=""><figcaption><p>MS Teams Developer Portal</p></figcaption></figure>

3. Choose the "Tools" tab and click on "Bot Management Option"\
   \
   &#x20;

   <figure><img src="/files/ZrNAML29a1tGIkAMwQNP" alt=""><figcaption><p>Bot Management on MS Teams</p></figcaption></figure>

4. On this Page, Locate the "New Bot" option and add the bot by giving it a name.&#x20;

5. Once the bot is created, Enter the following Webhook endpoint address and click "save" to proceed.\
   <https://api.v7.botpenguin.com/ms-teams/webhook\\>
   \
   \ <br>

   <figure><img src="/files/4FHcs3bnY3dV8L79Oxhi" alt=""><figcaption><p>Configure Webhook Endpoint</p></figcaption></figure>

6. Navigate to "Client Secrets" and add new and Copy the Provide secret key. Keep this secret key safe. This will be used while creating the configuration on BotPenguin.<br>

   <figure><img src="/files/tK7qpYHK4gHtoKROReFp" alt=""><figcaption><p>Bot Password</p></figcaption></figure>

7. Return to the bot listing page and copy the "Bot ID". Keep this key safe. This will be used while creating the configuration on BotPenguin.<br>

   <figure><img src="/files/0hE0jOF06lvEEDL9xHbm" alt=""><figcaption><p>Copy Bot ID</p></figcaption></figure>

### Step 2: Create the MS Teams App

1. Navigate back to the "Apps" tab and click on "New App".&#x20;

2. Create the new app by providing the name. (e.g BotPenguin)

3. Fill in the basic information of the App. \
   \
   An example of the same is as follows

   1. Short Name - BotPenguin
   2. Full name - BotPenguin - The chatbot builder platform
   3. Short description- BotPenguin is an omnichannel platform to automate your communications.
   4. Long description - BotPenguin is an advanced chatbot platform designed to streamline and enhance conversational experiences for businesses across various industries. With a focus on user-friendly interactions, BotPenguin leverages artificial intelligence and natural language processing to create intelligent chatbots that can efficiently handle customer queries, provide information, and engage in meaningful conversations.
   5. Version - 1.0.0
   6. Developer or company name - BotPenguin
   7. Website (must be a valid HTTPS URL) - <https://botpenguin.com/>
   8. Privacy policy- <https://botpenguin.com/privacy-policy>
   9. &#x20;Terms of use - <https://botpenguin.com/terms-and-conditions>
   10. App ID: Same as Bot ID

   <figure><img src="/files/TRy2KbWUm7fIcNvBqLLN" alt=""><figcaption><p>Manage Basic Information</p></figcaption></figure>

4. You can give your own branding to your app or leave as it is.

   <figure><img src="/files/AATmvewTo8ycKc7aZjCf" alt=""><figcaption><p>Manage Branding</p></figcaption></figure>

5. Navigate to the "App Features" tab and add the "Bot". Once the next page opens, choose the relevant bot and assign the following scopes&#x20;

   1. Personal&#x20;
   2. Teams
   3. Group Chat

   Also, Check the following options under what your bot can do.

   1. Upload and Download files

      <figure><img src="/files/Nvv4LcXLGKIN1RbnolfQ" alt=""><figcaption><p>Configure Bot</p></figcaption></figure>

6. Now, Move to the "Publish to Org" tab, and Submit your app for your organization. <br>

   <figure><img src="/files/7dalIdAIuCtuYzWmMOI9" alt=""><figcaption><p>Publish your app</p></figcaption></figure>

### Step 3: Approve your app as Admin

1. Open the Teams admin portal using the following link <https://admin.teams.microsoft.com/>

2. Locate the "Manage Apps" options under the "Team Apps" Section. Search for your app and click on the same. <br>

   <figure><img src="/files/A9DZoVrLr7ernQXXSKyU" alt=""><figcaption><p>Approve App</p></figcaption></figure>

3. Click on the App and Click "Publish"

4. Once you have approved the apps, It takes some time to get listed for your users.&#x20;

### Step 4: Save the configuration on BotPenguin

1. Navigate to the [BotPenguin Dashboard](https://app.botpenguin.com/).
2. Click on "New bot" on the top left.&#x20;

<figure><img src="/files/twxylvmMjkBGVLoyLF6O" alt=""><figcaption></figcaption></figure>

3. Choose MS Teams as Platform.

<figure><img src="/files/y92OU5DzTQpaIMhb7hkh" alt=""><figcaption></figcaption></figure>

4. Select the Business Goal and click on proceed to Next step.

<figure><img src="/files/GxYz6YyshqDozGcrz8R9" alt=""><figcaption></figcaption></figure>

5. Name your bot and Fill in the Bot ID and Bot Secret (Bot Password) which you copied in 1st step.&#x20;

<figure><img src="/files/eRE2YVYA5VNduQHBGA02" alt=""><figcaption></figcaption></figure>

Once you have updated the same. Your bot will be created.&#x20;

If everything is correct and you are still unable to move forward, write to us at <support@botpenguin.com>. We will respond back within 48 business hours.


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# Agent Instructions: Querying This Documentation

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