Microsoft Teams is a business communication platform developed by Microsoft which allows you to host audio, video, and web conferences with anyone inside or outside your organization or go big with live events.
Envoy will automatically send a Microsoft Teams direct message to your employees when their visitors arrive.
Envoy + Microsoft Teams FAQ
Q: What are the prerequisites for Microsoft Teams?
A: You need to have a Microsoft Office 365 admin account with access Teams. To install Teams across your entire organization, you need to be a Teams Service Admin in order to manage app setup policies.
Q: Does the Envoy Bot send a direct message in Teams?
A: Yes, the Envoy Bot will send the host a direct message when their visitor arrives. It will not notify the entire Team chat.
Enabling the Envoy + Microsoft Teams application
Go to Apps > All Apps.
Under Communication, find Microsoft Teams. Click “Install” and then “Connect Account”.
Authenticate with Microsoft Office 365. If you are not currently logged into Office 365, you will be prompted to do so.
If you are not an admin you will see a modal that says "Need admin approval"
In order to complete the setup, you have 2 options. You can choose to install the bot org-wide OR install the bot per team.
4a. If installing Envoy bot across your entire organization, you must complete the steps under "Org-wide policy installs." After you complete the steps in the Envoy dashboard, please follow these steps in the Teams Admin portal.
4b. If installing Envoy bot per team, you must complete the steps under "Per Team bot installs"
5. Click "Save Configuration". And you're done!
6. To receive notifications from the Envoy bot, an employee must be listed with the same email address both in your employee directory and in Microsoft Teams.
We recommend testing the notification because a notification will be sent for each visitor to their host. On the Envoy Visitors app, sign yourself in as a test visitor, select yourself as the host, and review the notification you receive from the Envoy bot.
Setting up an org-wide policy for Envoy in Teams
Go to the Teams Admin dashboard
Select "Teams apps" -> "Permission Policies"
Edit or add a Global (Org-wide default) policy and make sure you allow for Third-party apps.
Once you have allowed for third-party apps, navigate to "Manage apps" and search for Envoy and make sure the status says "Allow."
Navigate to Setup policies > Select your Global Policy > Add apps > Add the Envoy App. Don't forget to press save at the bottom!
After the policy has been added, you will need to wait 24-36 hours per Microsoft's guidelines prior to all users receiving policy settings
After the 24-36 hour waiting period, when users sign into Teams, real-time events will be passed back into Envoy which will opt new users globally into the Envoy bot
Important notes
[If installing the Bot-per-team] Once you've installed the bot as an admin you can assign the bot to an entire team.
If you have a team with everyone in the organization on it, you can go to all apps, find envoy, click the down arrow next to open, and add to a team.
✨ Tip: If you don't do one of the steps above you will see the error user_not_found next to the Microsoft Teams notification in the entry.
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