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.
1. Preparing the Webhook in Autom Mate
Create a new Autom in Autom Mate.
Set the Autom's Trigger Method to Webhook.
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:
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.
2. Creating the Azure Bot Service
2.1 Login to Azure Portal
Go to https://portal.azure.com and sign in.
Click Create a Resource.
Search for Azure Bot Service, select it, and click Create.
2.2 Bot Basic Setup
Fill in the required fields:
Bot Name
Subscription
Resource Group
In Pricing Tier, you can select one of them. We continued with Free Plan.
In Type of App, choose Single Tenant.
2.3 Create Microsoft App ID
Select Create new Microsoft App ID.
Proceed with Review + Create → Create to complete the bot setup.
3. Configuring Bot Channels
Once the bot is created, click Go to Resource.
From the left menu, navigate to Channels.
Under Available Channels, find Microsoft Teams and open it.
Save without making any changes. After saving it should be appeared like below.
4. Messaging Endpoint & Identity Information
4.1 Connecting Webhook as Messaging Endpoint
Go to the Configuration section.
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
On the same page, copy the following for Autom Mate Vault:
Microsoft App ID
Tenant ID
4.3 Creating a Client Secret
Click Manage Password on the Configuration page.
In Certificates & Secrets, create a New Client Secret.
Save the Secret Value for later use in the Autom Mate Vault.
5. Adjusting App Registration Settings
In Azure Portal, open App Registrations.
Find your bot application under All Applications and open it.
Go to the Authentication menu.
Change the application from Single Tenant to Multi-Tenant.
6. Defining the Application in Teams Developer Portal
Go to https://dev.teams.microsoft.com (Developer Portal).
Click Create a New App to create a Teams app container.
6.1 Filling in Basic Information
From the left menu, open Configure → Basic Information.
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.
7. Setting Required Permissions
Go to the Permissions menu.
Expand Teams Permissions → Application.
Enable the following permissions:
Teams / Application Permissions:
ChannelMessage.Read.GroupChannelMessage.Send.Group
Chat / Application Permissions:
ChatMessage.Read.ChatChatMessage.Send.Chat
Save your changes.
8. Linking the Bot to the Application
Open App Features from the left menu.
Select Bot.
Enter your Microsoft App ID into the Bot ID field.
Under "Scopes," enable all three options:
Personal
Team
Group Chat
Save.
9. Packaging and Validation
Click the Distribute button.
Select Download App Package to download the Teams app package. We will use this package after.
9.1 Validation Process
Open the App Validation section in the Developer Portal.
The interface will automatically display validation results for your bot.
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.
10. Publishing via Microsoft Teams Admin Center
Navigate to Teams Apps → Manage Apps.
Click Upload New App.
Upload the Teams app package downloaded from the Developer Portal.
11. Creating Credentials in Autom Mate
You should now have:
Tenant ID
App ID
Client Secret
Create a Credential Profile in Autom Mate Vault using these values.
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.
Select the Teams credential that you created.
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.
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