MS Teams ChatBot Installation

Creating and Configuring an Azure Bot for Microsoft Teams

This document provides a complete, user-friendly guide for creating a webhook-triggered Autom in Autom Mate and connecting it to a ChatBot inside Microsoft Teams.

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1. Preparing the Webhook in Autom Mate

1. Create a new Autom in Autom Mate.

2. Set the Autom's Trigger Method to Webhook.

3. Copy and save the generated Webhook URL — it will be required in later steps.

You can find a sample webhook URL below. This example illustrates the format, and note that each webhook is uniquely generated for each Autom:

https://qa.betaautommate.com/api/v1/automs/run/9cec7314-6a41-4220-bff5-c41001261d20?apiKey=TQWDK9H-MZMM5X2-G1PRWJ6-B7Y4G69

As you may have observed, the webhook URL includes an API Key at the end. If your webhook does not contain an API Key, it will not function. To properly configure your webhook, navigate to the help section (indicated with a “?” at the bottom of the left panel) and select the Create API Key tab. If you do not already have an API Key, please generate one before proceeding.

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2. Creating the Azure Bot Service

2.1 Login to Azure Portal

1. Go to https://portal.azure.com and sign in.

2. Click Create a Resource.

3. Search for Azure Bot Service, select it, and click Create.

2.2 Bot Basic Setup

1. Fill in the required fields:

   • Bot Name

   • Subscription

   • Resource Group

2. In Pricing Tier, you can select one of them. We continued with Free Plan.

3. In Type of App, choose Single Tenant.

2.3 Create Microsoft App ID

1. Select Create new Microsoft App ID.

2. Proceed with Review + Create → Create to complete the bot setup.

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3. Configuring Bot Channels

1. Once the bot is created, click Go to Resource.

2. From the left menu, navigate to Channels.

3. Under Available Channels, find Microsoft Teams and open it.

4. Save without making any changes. After saving it should be appeared like below.

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4. Messaging Endpoint & Identity Information

4.1 Connecting Webhook as Messaging Endpoint

1. Go to the Configuration section.

2. In the Messaging Endpoint field, paste the webhook URL you created in Autom Mate. And then click to "Apply" button. Please be careful to apply, sometimes you need to click double to make sure it saved.

4.2 Saving Identity Information

1. On the same page, copy the following for Autom Mate Vault:

• Microsoft App ID

• Tenant ID

4.3 Creating a Client Secret

1. Click Manage Password on the Configuration page.

2. In Certificates & Secrets, create a New Client Secret.

3. Save the Secret Value for later use in the Autom Mate Vault.

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5. Adjusting App Registration Settings

1. In Azure Portal, open App Registrations.

2. Find your bot application under All Applications and open it.

3. Go to the Authentication menu.

4. Change the application from Single Tenant to Multi-Tenant.

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6. Defining the Application in Teams Developer Portal

1. Go to https://dev.teams.microsoft.com (Developer Portal).

2. Click Create a New App to create a Teams app container.

6.1 Filling in Basic Information

1. From the left menu, open Configure → Basic Information.

2. The following mandatory fields must be completed:

Category	Field	Requirement	Mandatory
App Names	Short Name	Must be 30 characters or fewer	Yes
Descriptions	Short Description	Max 80 characters; must differ from long description	Yes (for submission)
Descriptions	Long Description	Max 4000 characters; must differ from short description	Yes (for submission)
Developer Information	Developer / Company Name	Full developer or organization name	Yes
Website	Website URL	Must be a valid HTTPS URL	Yes
App URLs	Privacy Policy URL	Valid link to the privacy policy	Yes
App URLs	Terms of Use URL	Valid link to the terms of use	Yes

After completing these mandatory items, you may fill in optional metadata fields if needed.

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7. Setting Required Permissions

1. Go to the Permissions menu.

2. Expand Teams Permissions → Application.

3. Enable the following permissions:

   1. Teams / Application Permissions:

      1. ChannelMessage.Read.Group

      2. ChannelMessage.Send.Group

      
   2. Chat / Application Permissions:

      1. ChatMessage.Read.Chat

      2. ChatMessage.Send.Chat

      
4. Save your changes.

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8. Linking the Bot to the Application

1. Open App Features from the left menu.

2. Select Bot.

3. Enter your Microsoft App ID into the Bot ID field.

4. Under "Scopes," enable all three options:

   1. Personal

   2. Team

   3. Group Chat

5. Save.

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9. Packaging and Validation

1. Click the Distribute button.

2. Select Download App Package to download the Teams app package. We will use this package after.

9.1 Validation Process

1. Open the App Validation section in the Developer Portal.

2. The interface will automatically display validation results for your bot.

3. You may see 4 validation warnings — these are non-critical and can be safely ignored, as they do not affect deployment.

Note: The new interface does not require uploading the package for validation.

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10. Publishing via Microsoft Teams Admin Center

1. Go to https://admin.teams.microsoft.com

2. Navigate to Teams Apps → Manage Apps.

3. Click Upload New App.

4. Upload the Teams app package downloaded from the Developer Portal.

⏳ It may take up to 5 minutes for the bot to appear inside MS Teams. You can also test instantly using the Preview in Teams button inside Developer Portal.

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11. Creating Credentials in Autom Mate

You should now have:

• Tenant ID

• App ID

• Client Secret

1. Create a Credential Profile in Autom Mate Vault using these values.

2. After that, turn back to the Autom that we created and saved the webhook. Add a Send Message action inside an Autom from MS Teams Library.

3. Select the Teams credential that you created.

4. Type "Hello" into the message field and execute the Autom. Your Teams bot will now respond with "Hello World!". You can find the example Autom at below; you can download it and then configure credentials. After that you can use this, Autom. Do not forget the set trigger type as webhook.

Here is the example Autom that you can download to test.

4KB

MS Teams Bot Test.json

Open