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Microsoft Teams User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a Microsoft Teams connector with Abacus.AI's ChatLLM platform.

Use Microsoft Teams directly in chat — no Custom Chatbot required

Once Microsoft Teams is connected from Profile → User Connectors, it works straight away in ChatLLM Teams chats with RouteLLM selected, and with the Abacus AI Agent.

  1. In ChatLLM Teams, click Connectors on the home page (or go to Profile → User Connectors) and connect Microsoft Teams.
  2. Open a new chat and select RouteLLM (route-llm) from the model selector.
  3. Ask a question about your Microsoft Teams data — for example "Summarize my recent Microsoft Teams messages". The first time you query it you may be asked to authorize the connector; complete the sign-in once and the request continues automatically.

The Custom Chatbot steps below are only needed when you want a purpose-built bot with its own instructions and a restricted set of tools. See the User Connectors guide for the full walkthrough.

Prerequisites​

Before starting, ensure you have access to:

  • Abacus.AI platform
  • A valid Microsoft Teams account
  • Administrative access to create connectors and projects

Step-by-Step Instructions​

1. Navigate to Projects Page​

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project​

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type​

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name​

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard​

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training​

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options​

Navigate through the following menu structure:

  • Select Advanced Option
  • Choose Tool Use
  • Select Teams_tool

8. Initiate Model Training​

Click on "Train Model" to begin the training process.

9. Access Trained Model​

Once training is complete:

  1. Click on Models in the navigation
  2. Select your newly trained model

10. Create Deployment​

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type​

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

12. Name Your Deployment​

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status​

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

14. Access Prediction Dashboard​

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot​

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Chatbot​

  • Enter your questions or prompts in the chat interface
  • Note: Each user will be prompted to log in to Microsoft Teams once for authentication

Important Notes​

  • Authentication: Users will need to authenticate with Microsoft Teams on their first interaction
  • Permissions: Ensure proper Microsoft Teams permissions are configured
  • Testing: Thoroughly test the connector with various Microsoft Teams operations before deploying to end users

Troubleshooting​

If you encounter issues:

  1. Check deployment status is "Active"
  2. Ensure proper authentication credentials
  3. Review Microsoft Teams permissions and access rights