Microsoft Teams

Seamlessly integrate Secoda with your Microsoft Teams

Overview

The Secoda extension for Microsoft Teams provides access to Secoda AI and notifications in Teams, enabling users to ask questions and get answers from company data within channels. This guide outlines installing and configuring the app, including uploading the custom app, setting up the Secoda bot with an API key, and creating a channel with an incoming webhook for Secoda notifications. This setup ensures seamless data interaction and real-time workspace updates.

Secoda AI in Microsoft Teams

To install the Secoda AI for Microsoft Teams App, follow these steps.

Access Your Team

1. Open Microsoft Teams

2. Navigate to your desired team

3. Click on the Apps tab at the top of the team interface

Step 2: Upload the Custom App

1. In the Apps section, click Upload an app in the top right

2. Select Upload a custom app from the dropdown menu

3. Choose the Secoda app package file:

4. Click Upload to proceed

Step 3: Review and Install

1. The Secoda app information dialog will appear, showing:

   • App overview and description

   • Features and permissions

   • Version information

2. Review the app details and permissions

3. Click Add to install the app to your team

Step 4: Initial Setup and Configuration

1. After installation, go to any channel in your team

2. Type @Secoda to mention the app

3. The app will respond with a Bot Setup Required message

4. Click on Configure Secoda Bot or follow the setup link provided

5. Enter your Secoda API key when prompted

6. Complete the configuration process

Using the App

Once installed and configured, you can interact with the Secoda app by mentioning @Secoda in any message within channels where it's available. The app will help you ask questions and get answers from your company data through Secoda AI.

Secoda Notifications in Microsoft Teams

Connecting your workspace to Microsoft Teams allows you to receive notifications from Secoda regarding changes in your workspace.

There are three steps to get started with Microsoft Teams

1. Create a channel for Secoda notifications

2. Create incoming webhook for channel

3. Connect with Secoda and update notification settings

Create a channel for Secoda notifications

Create a channel for Secoda notifications. This can be done by going to your Team -> Manage Team -> Channels -> Add Channel. Name your channel, e.g, secoda-notifications.

Create incoming webhook for the channel

1. Go to your channel -> Manage Channel -> Connectors -> Edit

1. Search and select Incoming Webhook

1. Name your incoming webhook Secoda, and add Secoda icon, you can download the following image

1. Copy the URL in the modal and select Done.

You can also follow the guide by Microsoft on how to create an Incoming Webhook.

Connect with Secoda and update notification settings

1. Use the Incoming Webhook URL in the previous step in the Microsoft Teams connection form.

2. Test connection. Secoda will send a test message to see if the connection was made.

3. After connected, you can select which notifications should be sent to the Teams channel.