Abacus.ai Microsoft Teams App

If you're experiencing issues using the Abacus.ai Chatbot in Microsoft Teams, please send an email to support@abacus.ai, and we'll get back to you as soon as possible

Abacus.AI Teams Bot Architecture

teams-architecture

Abacus.AI has a Microsoft Teams bot that allows you to chat with your Abacus-created AI Agent or ChatLLM model deployments. Before you can query Abacus.ai in Teams, you must setup a Teams connector in the Abacus platform (as a logged in Abacus user). Please refer to Connect chatLLM deployments to your work messaging platform. After that is completed, please follow the below steps to set up the bot in your Teams workspace.

Installing the AbacusAI Teams Bot

Step 1: Add the App from Microsoft Teams Store

Open Microsoft Teams and navigate to the Apps section. Use the search bar to find the AbacusAI app. Select it, then select the down arrow to add to which part of Teams you'd like add_chat

Step 2: Set up the AbacusAI Bot

As an example, we will add it to a team. This confirmation page will pop up, and you can press Set Up as Bot setup_bot

Step 3: Test the Bot

Once the setup is done, we can test out the app in the channel. If you haven't already, Please refer to Connect chatLLM deployments to your work messaging platform to set up your Teams connector inside the Abacus platform. We can see from the below screenshots that when tagged, the bot will respond as intended. If you are having any difficulties, please reach out to your Abacus administrator tag_bot bot_results

Customizing the Abacus AI Bot Appearance and Description

To customize the appearance and description of your Abacus AI bot in Teams:

Step 1: Navigate to Manage Apps

Go to the Microsoft Teams Admin Center - Manage Apps.

Step 2: Customize App Settings

Select the AbacusAI app and customize the following:

teams-customize-app

Step 3: Save Changes

After making the desired changes, save them to update the app's appearance and description in Teams.

Configuring Chatbot Settings

To configure various settings for your chatbots, visit the external admin page -> Admin > Connectors.

Here you can customize:

Steps to Limit Access to the Abacus AI Bot in Your Microsoft Teams

While these steps will not limit who sees the response to Abacus AI bot queries in channels or group chats, you can limit who can invoke the bot all inside of Teams. Below are the steps on how to do that.

  1. First, navigate to your Microsoft Teams Admin Center - Permission Policies, as shown below. Here, you can create a new permission policy that you can assign to users, or you can edit an existing policy, including the global policy listed here that applies to all users (again must be a Teams admin) permissions_screen

  2. For either option, in order to affect the AbacusAI bot that you downloaded in the previous step, you must edit the Custom apps portion of the permissions policy.Although there are a few options that work here, we recommend Block specific apps and allow all others, so that you can block the AbacusAI app for all users you don't want to use it. You will have to apply the policy to all of those users if you pick this route. permissions_screen select_abacus

  3. Once you've changed the policies you'd like, navigate to Microsoft Teams Admin Center - Manage Users, as shown below, and select View Policies for the users who you'd like to change the policies of. Here, you can add or remove policies you've created / edited for users manage_users

Updating the Abacus AI Bot

To update the bot, users should follow the standard method of updating apps in Microsoft Teams. This ensures that the bot remains up-to-date with the latest features and fixes.

Having a running conversation with your Abacus bot

You can engage in a back-and-forth dialogue with the Abacus bot and it will remember your previous queries within the same conversation. In group chats or channels, multiple participants can be part of the conversation with the bot.

In any channel type, use the "help" command to access instructions for the appropriate channel:

Instructions for DMs:

Instructions for Group Chats:

Instructions for Public Channels: