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Microsoft Teams (AI Agent)

Why Integrate Checkbox AI Agent with Microsoft Teams?

Integrating Checkbox AI Agent with Microsoft Teams allows users to interact with the AI Agent directly within Teams chats and channels.

 

Who Can Integrate Checkbox AI Agent with Microsoft Teams?

Integrating the AI Agent with Microsoft Teams requires admin access to the Developer Portal.

The following guide will assist you in setting up your Checkbox AI Agent to integrate with Microsoft Teams.

 

Note: If you don’t have the necessary permissions, check with your admin to gain access.

 

How to Integrate the Checkbox AI Agent with Microsoft Teams

Setting Up Your AI Agent App

  1. Navigate to the Microsoft Teams Developer Portal to create and manage your custom apps. If you don’t have the necessary permissions, check with your admin to gain access.
  2. Create a new app
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  3. Go to Basic Information and copy the App ID
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  4. In Checkbox, navigate to the AI Agent Integrations Page, select "Teams Card", and paste your App ID
    2025-04-17_11h31_17.png
  5. Copy the contents of the App Manifest (JSON) field, then click Save to apply the changes.2025-04-17_11h43_07.png


  6. Return to the Teams Developer Portal, navigate to the App Package Editor, and update the manifest.json
    2025-04-17_11h47_04.png

  7. Paste your App Manifest (JSON) below the existing manifest in the App Package Editor, then click Save to finalize the configuration.
    2025-04-17_11h48_47.png

  8. Click "Preview in Teams", then search for the group chat or channel where you want to use the app.
    Note: Clicking Open will launch the app as a personal app.
    image-20250417-012827.png

  9. After adding the app to a chat, the Checkbox login page will appear. Sign in to access the AI Agent you’ve set up.
    image-20250417-013029.png
    image-20250417-013130.png

Publishing the App

For app to appear as “Built for your organization” so that anyone can easily add the bot created.
image-20250417-015157.png

Important Note: Make sure to complete the Short description and Long description fields under the Descriptions section in the Basic Information panel.
Leaving these fields blank will result in an error during publishing.
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  1. In the Teams app, navigate to "Publish to org", then click "Publish your app" to make it available for your organization.
    image-20250417-013748.png

  2. After publishing, go to Teams Admin Center to approve and publish the app. If you don’t have access, check with your admin.
    2025-04-17_12h09_33.png