> For the complete documentation index, see [llms.txt](https://help.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.botpenguin.com/bots/ms-teams-bot/bot-setup.md).

# Bot Setup

#### What is an MS Teams Chatbot?

An MS Teams Chatbot is an automated messaging solution integrated directly with your Microsoft Teams bot registration. It allows you to respond to queries and messages instantly, and helps you deliver consistent, personalised engagement at any scale — without requiring a live agent for every interaction.

***

#### When Should You Use This?

Use this feature when:

* You want to provide 24/7 automated customer support inside Microsoft Teams without human intervention.
* You need to engage your organisation or customers in real time with personalised messages, updates, or workflows.
* You are trying to generate leads or capture information directly through Teams conversations.
* You want to handle multiple conversations simultaneously at scale, inside the tools your team already uses.

***

#### Benefits of the MS Teams Chatbot

* 🚀 Delivers round-the-clock support — your bot never sleeps.
* ⏱️ Reduces time spent on repetitive queries by automating standard responses.
* 🎯 Improves lead generation and workflow automation by capturing information within the conversation flow.
* 🔄 Ensures consistent messaging across all MS Teams interactions.
* 📈 Enhances overall engagement through real-time, personalised replies.

***

#### Expected Outcome

After setting this up:

* Your MS Teams bot will automatically respond to messages in real time.
* You will notice a significant reduction in manual effort for routine interactions.
* Users will experience faster, more consistent replies — improving overall satisfaction.

{% hint style="info" icon="lightbulb" %}
**Tip:** Once connected, your chatbot will begin responding based on your configured flows immediately. Make sure your flows are tested before going live.
{% endhint %}

***

#### Required Information for Creating Your MS Teams Chatbot

To complete the MS Teams integration, you will need the following details on your end:

* Bot ID
* Bot Password
* An updated Webhook endpoint in the bot's details
* A created and published app for your organization

The sections below walk you through getting to BotPenguin's connection screen, gathering each of these details from Microsoft Teams, and then entering them back into BotPenguin to complete the connection.

***

#### How to Create Your MS Teams Chatbot

**Part 1: Get to the "Connect with MS Teams" Screen on BotPenguin**

1. Navigate to your BotPenguin dashboard and click **"Create New Bot"**.
2. Select **"MS Teams"** as your platform from the available options.

<figure><img src="/files/Xr63k9AouEe1zQ5KaX0E" alt=""><figcaption></figcaption></figure>

3. Select the primary use case / business goal for your MS Teams chatbot, and click **"Proceed to Next Step"**.

<figure><img src="/files/jMAgVGxveaNyrA9fztUR" alt=""><figcaption></figcaption></figure>

4. You'll now land on the **"Connect with MS Teams"** screen with fields for Bot Name, Bot Id, Bot Password, and Webhook URL. Keep this screen open — you'll need it once you've collected your bot's details from Microsoft Teams in Part 2 below.

***

**Part 2: Get Your Bot Details from Microsoft Teams**

**Step 1: Set Up Your MS Teams Bot**

1. Log in to MS Teams using the following URL: <https://teams.microsoft.com/v2/>. If you don't already have an MS Teams organization set up, create 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 the **"Bot Management"** option.

<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 a bot by giving it a name.
5. Once the bot is created, enter the following as its Webhook endpoint address and click **"Save"**: `https://api.v7.botpenguin.com/ms-teams/webhook`

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

6. Navigate to **"Client Secrets,"** click **"Add New,"** and copy the secret key it provides. Keep this **Bot Password** safe — you'll use it while creating the configuration on BotPenguin.

<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 safe too — you'll use it while creating the configuration on BotPenguin.

<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."**
2. Create the new app by giving it a name (e.g., BotPenguin).
3. Fill in the app's basic information. For example:
   * **Short name:** BotPenguin
   * **Full name:** BotPenguin – The chatbot builder platform
   * **Short description:** BotPenguin is an omnichannel platform to automate your communications.
   * **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.
   * **Version:** 1.0.0
   * **Developer or company name:** BotPenguin
   * **Website** (must be a valid HTTPS URL): <https://botpenguin.com/>
   * **Privacy policy:** <https://botpenguin.com/privacy-policy>
   * **Terms of use:** <https://botpenguin.com/terms-and-conditions>
   * **App ID:** same as your Bot ID

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

4. You can give your app custom branding here, or leave the defaults as they are.

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

5. Navigate to the **"App Features"** tab and add **"Bot."** On the page that opens, choose your bot and assign the following scopes:

   1. Personal
   2. Teams
   3. Group Chat

   Also check the option for what your bot can do:

   1. Upload and Download files

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

6. Move to the **"Publish to Org"** tab and submit your app for your organization.

<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: <https://admin.teams.microsoft.com/>
2. Locate **"Manage Apps"** under the **"Team Apps"** section. Search for your app and click on it.

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

3. Click on the app and click **"Publish."**
4. Once approved, it takes some time for the app to get listed for your users.

***

**Part 3: Enter the Details Back on BotPenguin**

1. Return to the **"Connect with MS Teams"** screen on your BotPenguin dashboard (from Part 1).
2. Name your bot, and fill in the **Bot ID** and **Bot Secret (Bot Password)** you copied in Step 1 above. The Webhook URL field will already reflect the endpoint you configured in Microsoft Teams.
3. Click **"Connect"**.
4. You'll see a **"Connecting your MS Teams Account"** screen with a progress indicator while BotPenguin completes the final setup tasks. You can click **"Cancel Connection"** here if you need to stop the process.

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

5. Once complete, you'll see confirmation that your MS Teams account has been successfully connected, along with the connected bot's account handle. Click **"Go Back"** to return to your dashboard.

{% hint style="success" %}
🎉 Your MS Teams Chatbot is now connected and ready to configure!
{% endhint %}

***

#### Best Practices

> 💡 Use clear and concise flow names to make it easier to manage multiple bots and automations.

> 🚀 Regularly review your chatbot analytics and update your flows based on drop-off points or unanswered queries.

> 🎯 Align your MS Teams bot's tone and messaging with your overall brand voice for a consistent customer experience.

> 🔑 Complete the MS Teams Developer Portal steps (Bot ID, Bot Password, Webhook endpoint, and app publishing) in one sitting before starting the BotPenguin connection — this avoids having to pause mid-setup to retrieve them.
>
> 🛡️ App publishing requires Teams admin approval, which can take some time before your bot is listed for users — plan for this lead time before your intended go-live date.

***

### Troubleshooting

<details>

<summary>The "Connect" button is disabled or doesn't proceed.</summary>

**Solution:** Make sure all four required fields — **Bot Name**, **Bot ID**, **Bot Password**, and **Webhook URL** — are filled in correctly. All fields marked with an asterisk (\*) are mandatory.

</details>

<details>

<summary>My Bot ID or Bot Password isn't being accepted.</summary>

**Solution:** Double-check that you've copied the **Bot ID** from the bot listing page and the **Client Secret** from **Client Secrets** exactly as generated in the MS Teams Developer Portal, with no extra spaces or truncated characters. If the secret has expired, generate a new one and try again.

</details>

<details>

<summary>The connection is stuck on "Connecting your MS Teams Account."</summary>

**Solution:** Confirm that the Webhook endpoint (`https://api.v7.botpenguin.com/ms-teams/webhook`) was correctly saved on your bot in the MS Teams Developer Portal, and that your app has been published and approved in the Teams admin portal. If the issue persists, click **Cancel Connection** and retry the setup.

</details>

<details>

<summary>My app isn't showing up for users in Teams.</summary>

**Solution:** After an admin publishes the app in the Teams admin portal, it may take some time before it appears for users. If it still isn't listed after a while, confirm that the app was approved (not just submitted) under **Manage Apps**.

</details>

<details>

<summary>Bot was connected but has stopped responding.</summary>

**Solution:** Your bot's client secret may have expired or been rotated in the MS Teams Developer Portal. Generate a new secret, then go to your BotPenguin dashboard, navigate to the **MS Teams** integration settings, and reconnect your account using the updated credentials.

</details>

***

### FAQs

<details>

<summary>Where do I find my Bot ID and Bot Password?</summary>

Both are available in the **MS Teams Developer Portal**. The **Bot ID** can be copied from the bot listing page after creating your bot, while the **Bot Password** is the client secret generated under **Client Secrets**.

</details>

<details>

<summary>What is the Webhook URL used for, and where do I set it?</summary>

The Webhook URL (`https://api.v7.botpenguin.com/ms-teams/webhook`) must be configured as your bot's endpoint address in the **MS Teams Developer Portal** so that messages sent to your Teams bot are routed to BotPenguin.

</details>

<details>

<summary>Do I need to create a separate Teams app, or is the bot enough?</summary>

You need both. The bot registration provides the **Bot ID**, **Bot Password**, and **Webhook URL**, while the **Teams app** (with the **Bot** feature added and the required scopes assigned) is what gets published and installed for your organization's users.

</details>

<details>

<summary>Who needs to approve the app before it goes live?</summary>

A **Teams administrator** must approve and publish the app from the **Teams Admin Center** under **Manage Apps** before it becomes available to users.

</details>

<details>

<summary>Can I cancel the connection while it's in progress?</summary>

Yes. On the **Connecting your MS Teams Account** screen, click **Cancel Connection** to stop the setup before it completes.

</details>

<details>

<summary>How do I know which account got connected?</summary>

After a successful connection, the confirmation screen displays the connected bot's account handle so you can verify that the correct bot was connected.

</details>

<details>

<summary>How many MS Teams bots can I connect to BotPenguin?</summary>

The number of MS Teams bots you can connect depends on your BotPenguin subscription plan. Check your plan details on the BotPenguin pricing page or contact **<support@botpenguin.com>** for more information.

</details>

***

#### Support

If you still have questions for our team, write to us at [**support@botpenguin.com**](mailto:support@botpenguin.com). We'll get back to you within 48 business hours.

#### 🎉 Completion

🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.