Channels
Microsoft Teams
Admin Guide

Connecting agents to Microsoft Teams

As an administrator, you'll connect Sema4.ai Agents with Microsoft Teams.

Prerequisites

Here are the prerequisites for connecting Sema4.ai Agents to Microsoft Teams:

  • Sema4.ai Control Room access with minimum Operator role in the workspace
  • Microsoft Azure administrator access
  • Microsoft Teams access to upload custom apps (see below for more details)

Set up Microsoft Teams Channel

Add Microsoft Teams Channel

  1. Log in to the Sema4.ai Control Room
  2. Navigate to Deployed agents and click on the agent you want to connect with Microsoft Teams
    Agent overview page
    Agent overview page
  3. On your agent's overview page, click the three dots menu (...) in the upper right corner and select Channels from the dropdown menu
  4. You'll be directed to the Microsoft Teams channel setup screen
    Teams Configuration Screen
    Teams Configuration Screen

Create an Azure Bot

  1. Sign in to the Microsoft Azure portal
  2. Navigate to Azure Bot Services
  3. Click Create to set up a new bot
    Create new Azure bot
    Create new Azure bot
  4. Provide the required information:
    • Bot handle: A unique name for your bot

As a best practice, we recommend naming your bot similar to your Agent name in Control Room. Note that Azure does not allow spaces in bot handles, so replace any spaces with underscores. Example: Agent name in Control Room: "Customer Support Assistant"
Bot handle in Azure: "Customer_Support_Assistant"

  • Subscription: Your Azure subscription
  • Resource group: Create new or select existing
  • Data Residency: Choose the appropriate region
  1. Next, for Type of app, select Single Tenant for making this app available for single organisation in Microsoft Teams.
  2. Click Review + create, then Create after validation

Refer to MS Azure documentation for further details on creating an Azure Bot (opens in a new tab)

Configure Bot Channels

  1. Once your bot is created, navigate to your bot resource
    New Azure bot created
    New Azure bot created
  2. Under Settings, select Channels
  3. Click on the Microsoft Teams icon to add Teams as a channel
    Channels page
    Channels page
  4. Accept the terms and click Save

After enabling the Microsoft Teams channel, you can optionally edit the Display name to match your Agent name in Control Room. Unlike the bot handle, the display name can include spaces. To do this, go to Settings > Bot profile and update the Display name field.

Connect Azure Bot to Sema4.ai

  1. In the Sema4.ai Control Room, copy the Messaging Endpoint URL from the Teams integration screen
  2. Return to your Azure portal and Navigate to Configuration
    Configuration page
    Configuration page
  3. Paste the copied URL into the Messaging endpoint field
  4. Click on Apply to save your changes

Complete Sema4.ai Teams Configuration

  1. In the Azure bot configuration, copy the Microsoft App ID
  2. Go to the Sema4.ai Control Room Teams integration screen and enter the Microsoft App ID
  3. Return to Azure bot configuration and click the Manage Password link next to Microsoft App ID
  4. Create a new client secret
    Create new secret
    Create new secret
  5. Copy the Secret Value
  6. Return to the Sema4.ai Control Room Teams integration screen
  7. Enter the Client Secret Value
  8. Return to Azure bot configuration and copy the App Tenant ID
    App tenant ID
    App tenant ID
  9. Now on the Sema4.ai Control Room Teams integration screen, select Single Tenant under Bot Type
  10. Enter the App Tenant ID
    Control Room App tenant ID
    Control Room App tenant ID
  11. Click Continue

Deploy to Microsoft Teams

  1. Download the Manifest file from the Sema4.ai Control Room
    Download Manifest file
    Download Manifest file
  2. In Microsoft Teams, go to Apps
  3. Select Upload a custom app
    Upload Manifest file
    Upload Manifest file
  4. Choose the downloaded manifest file
  5. Review permissions and click Add
    Bot deployed
    Bot deployed

Verify agent is connected

  1. Confirm the agent appears correctly in Microsoft Teams
  2. Test basic functionality

Agent Management & Next Steps

Congratulations! You've successfully connected Sema4.ai agents to your Microsoft Teams environment. Your organization now has access to powerful AI capabilities directly within their familiar workflow. You can also use Control Room to monitor agent performance and update agent configurations as business needs evolve.

  • Monitor agent performance through the Control Room dashboard to gain insights into usage patterns and identify opportunities for optimization
  • Version Control and Update agent configurations as business needs evolve
Microsoft TeamsUser Guide