Abacus.AI - Microsoft Teams Connector Documentation

The Abacus.AI Microsoft Teams App allows you to interact with your AI models directly within Microsoft Teams. Follow the instructions below to set up and use the Teams connector.

Setup Instructions

teams-architecture

To set up the Abacus.AI Teams Bot in your Microsoft Teams environment, follow these steps:

Step 1: Add the App from Microsoft Teams Store

  1. Open Microsoft Teams and navigate to the Apps section.
  2. Use the search bar to find the AbacusAI app, or click here to view the app in the Microsoft Teams Store.
  3. Select the app and choose where to add it within Teams.

Add App

Step 2: Set up the AbacusAI Bot

  1. Add the bot to a team and confirm the setup.

Setup Bot

Step 3: Test the Bot

  1. Test the app in the channel to ensure it responds as intended.

Test Bot Bot Results

Customizing the Abacus.AI Bot Appearance and Description

  1. Navigate to the Microsoft Teams Admin Center to manage and customize the app settings.
  2. Customize the appearance, descriptions, and icons as needed.

teams-customize-app

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

  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

Configuring Chatbot Settings

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

Admin Connectors

Here, you can select the checkboxes for:

Examples:

Usage Instructions

Engage in a dialogue with the Abacus bot, which will remember your previous queries within the same conversation.

Instructions for DMs:

Instructions for Group Chats:

Instructions for Public Channels:

Updating the Abacus.AI Bot

To ensure the bot has the latest features and fixes, follow the standard method of updating apps in Microsoft Teams.

Teams Transcripts Connector

The Teams Transcripts Connector is specifically designed for scraping and analyzing data from Teams. It focuses on extracting detailed information from Teams communications, such as chat messages, channel posts, and potentially meeting transcripts.

If you want to pull that data from Teams, please see the Teams Transcript connector here.

Troubleshooting and FAQ for the Teams Connector

For any issues or questions regarding the Teams connector, please refer to the troubleshooting section or contact Abacus.AI support for assistance.