# 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FbwtI2FgPdw4kYmrXaAv7%2Fimage.png?alt=media&#x26;token=56d76d19-6ce3-4e13-8d67-b8cb6a9f48da" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fq8mFUgd4CWVsMXsS2mQI%2Fimage.png?alt=media&#x26;token=13ecf5f2-1392-4f56-a922-25def7311233" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FgEQs3SjQJ7OQ1J9GKiKU%2Fimage.png?alt=media&#x26;token=45fa1fef-c9ff-42f3-aa32-03aee9cb05d9" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FXLFyGzxw6sLVyemjsJVW%2Fimage.png?alt=media&#x26;token=64332b36-0ff4-4bc7-8b0f-021412f6b0a9" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FwUBZ65WKBsfVfaNQ9izT%2Fimage.png?alt=media&#x26;token=595b5267-af80-4b5a-a583-5d97cdc35017" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F97PwT4OSpNoyM70PMW14%2Fimage.png?alt=media&#x26;token=cca2f089-0efe-41a0-8bb6-bc6a911c8b1a" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FbwrNrKUIUKcfDS7bw22v%2Fimage.png?alt=media&#x26;token=96239d1e-385f-4114-b052-8616b800de7d" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Foz0V72ot47VNaaLJI5h3%2Fimage.png?alt=media&#x26;token=5e162982-0446-4f8c-9463-b024751fc1b5" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FBEdVpvlIq0M3e19uezBh%2Fimage.png?alt=media&#x26;token=a7800f59-8d34-4155-af65-0f52613504ae" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FmPEHBPSvv10RrbnRRqk0%2Fimage.png?alt=media&#x26;token=5559f827-9f29-44a2-be7d-1e92ebbe3a40" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FDQlVJeNFGtMJ8YgSgilW%2Fimage.png?alt=media&#x26;token=c3192bad-d283-435b-8e05-4429300cc28d" alt=""><figcaption></figcaption></figure>

3. Choose MS Teams as Platform.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F5b78Dkj9KhOF1h6lPG4s%2Fimage.png?alt=media&#x26;token=1fd9bc7d-cefb-4dc6-9fa1-5a3729b51f6c" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fc0ZV2UgGOnweiG4b9HAU%2Fimage.png?alt=media&#x26;token=d3a43677-2eaf-4146-b011-8d95639e4c19" 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="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FX3oD5vbpP083gjnIq8Vy%2Fimage.png?alt=media&#x26;token=c91ede89-3aea-4b2f-97df-8d9023df5eb6" 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.