1. Go to Bot Framework and click on “Create a bot”.

2. Click on “Create”.

You will be redirected to portal.azure.com.

3. Scroll down until you see “Load more” in the bottom of the page.

4. Scroll down and click “Load more” until you see “Azure Bot” from Microsoft.

5. Click on “Create”

6. Enter the details:

Bot handle → write a name. No spaces allowed. Recommended to write a name a meaningful name as it can’t be changed later. This is a private name and won’t be seen by customers.

Subscription → choose a valid subscription associated to your Microsoft Account.

Resource group → choose global or a region near your business. Create a new Resource group to access more settings.

Pricing tier → Click on “Change plan” and choose “Free” tier to avoid paying for messages. The Standard price tier only guarantees about messages incoming from Microsoft Teams to XCALLY Motion.

Type of App → Choose Single Tenant when in doubt.

Creation type → Leave selected “Create new Microsoft App ID”

7. Click on “Review + Create”.

To add a new client secret:

1. Go in the related Enterprise App and go to the left menu voice “Certificates & Secrets”.

2. Click on “+ New client secret”.

3. Click on the blue “Add” button.

• Save the “Value”. This will be required later during the Microsoft Teams plugin configuration.

To add Microsoft Teams Channel follow the below steps:

1. Go to the Azure Bot resource in Azure Portal.

2. Add Microsoft Teams from the Available Channels list.

• In Messaging, leave “Microsoft Teams Commercial”.

• In Calling, leave blank.

3. Click on Apply on the bottom bar.

4. From the Configuration section, set Messaging endpoint to: https://your.public.domain/api/plugins/webhook?port=3980&path=/api/messages

5. Save the “Bot Type”, the “Microsoft App ID” and the “Microsoft Tenant ID”. They will be required later during the Microsoft Teams plugin configuration.

6. Change port and public domain to match the actual domain where it is installed XCALLY Motion V3 and the plugin port (3980 is the default port).

7. Click on Apply.

1. Go to the Microsoft Teams desktop app.

2. Add to Microsoft Teams the app called Developer Portal.

3. Go to Apps tab.

4. Click on “New App”, write a name. This will be the public name of the app.

5. Fill the form.

6. ID Application must be the same as the App ID of the Enterprise App in the Azure portal.

7. Click on the menu Capabilities.

8. Add Bot feature.

9. The bot ID must be the same as the Azure Bot app ID.

10. Enable file upload.

11. Check only “Personal” chat scope.

12. Go to Publish and choose Package export and download it.

1. Go to https://admin.teams.microsoft.com/ with admin credentials

2. Go to Microsoft Teams apps

3. Click on Manage apps

4. Click on “+ Upload”

5. In the popup, drag and drop the zip app package made with Developer Portal or click on “Upload” to choose from file system.

When the app is published it can be seen only by users in the same enterprise and it can be found in the app store of Microsoft Teams.

Every user must add the app manually to chat with it or you can make a custom user group policy where the app is already installed and then add users.

Further versions of the app must have a greather version number, example if the current is version 1.0.0, the next must be 1.0.1.

3. Fill the below fields:

• Name: choose a name for your Microsoft Teams Account

• Key: enter a specif key (it must different for each channel)

• Reply URL: http://localhost:3980/sendMessage - This URL is going to be used by Open Channel to answer to the interactions.

• List: Choose the List where the new contacts will be saved in the Contacts Manager. If a contact is already present in the List, the new interaction will be associated and reported in the Customer Journey. 

• Description: (Optional) Describe to which bot the channel is associate.

4. Find the Microsoft Teams Account, that you have just created, in the list of Openchannel Accounts

5. Click on the three dots button next to the Microsoft Teams account and select Edit Open Channel account.

6. Check the information and complete the Microsoft Teams Account configuration. On the top of the screen, you can see the ID Account (the number that follows the # ).

7. Save the Open Channel Account ID – This will be required later during the Microsoft Teams plugin configuration.

To generate the API Key:

1. Go to the Staff section

2. Open the Users section

3. Select the account of interest and press on the three dots button to Edit it.

4. Click on the API Key Manager Icon:

   1. Generate the API KEY. If the API KEY has been already generated, you just need to copy it.

5. Copy the API Key. This will be required later during the Telegram plugin configuration.

1. Download the Microsoft Teams Plugin zip file: https://repository.xcally.com/repository/plugins/teams-plugin/teams-plugin-v2.0.0.zip

2. Open the App Zone section → Plugins

3. Upload the Microsoft Teams Plugin clicking the plus button, choosing the zip file and clicking on Confirm

4. After the upload, you will find the plugin in the list of the uploaded App Zone Plugins

5. To Install the plugin, click on the three dots button next to the plugin and click Install plugin

6. Click on the three dots button next to the plugin and click Edit plugin.

7. In the Sidebar field, select how and to whom this integration should be displayed in the menu. (default value: Admin Only)

• Webhook (XCALLY Motion Omnichannel): http://localhost:9000/api/openchannel/accounts/ID-CHANNEL/notify , where the 'ID-CHANNEL' is the Openchannel Account ID previously saved.

• API Key (Admin): Insert the API Key previously saved

• Port: Plugin port (choose a different port for each plugin)

• URL (public) XCALLY Motion: Enter the public XCALLY Motion URL

• Proxy token: If necessary, insert the proxy token.

Teams

• Microsoft app ID: Insert the Microsoft app ID previously saved

• Microsoft app password: Insert the Microsoft app password (Value) previously saved

• Microsoft tenant ID: Insert the Microsoft tenant ID previously saved

• Microsoft app type: Insert the Microsoft app type (Bot Type) previously saved

• Unsupported type of message text: Message that appears to your Customers in case of unsupported message

• File too big: Message that appears to your Agents in case the attachment sent by the Customer is too big for Motion to handle

3. After the changes, remember to Restart the Plugin:

• Go to the App Zone section

• Find the Microsoft Teams plugin and click on the three dots button next to the plugin

• Choose the Restart plugin command.

The Microsoft Teams Integration is ready to be used!

Note that:

• Motion supports attachments up to 15 MB.

• Text or attachments can be exchanged: they must be sent in different messages.