Microsoft Teams Integration

Connect MetricChat to Microsoft Teams to ask data questions directly from Teams. Users interact through direct messages and channel mentions.

Key Features

• Direct messaging — Chat with the bot in 1:1 conversations
• Channel mentions — @mention the bot in team channels
• Threaded conversations — Each thread maps to a single report
• Secure authentication — Users link Teams accounts to MetricChat accounts
• Natural language queries — Ask questions in plain English
• Automatic report generation — Every conversation creates a report
• Context-aware access — Channels use public data; DMs access public and private sources
• Rich responses — Markdown tables and formatted text

Setup

Prerequisites

• Admin access to MetricChat
• Azure Portal access
• Microsoft Teams admin rights

Step 1: Register a Bot in Azure

1. Go to the Azure Portal
2. Create a new Bot resource
3. Select Multi Tenant configuration

Step 2: Get App Credentials

From the bot's Configuration page, copy:

• Microsoft App ID
• Client Secret

Step 3: Set Messaging Endpoint

Configure the messaging endpoint:

https://YOUR_DOMAIN/api/settings/integrations/teams/webhook

Step 4: Enable Teams Channel

In the Azure Bot resource, enable the Microsoft Teams channel.

Step 5: Connect in MetricChat

Navigate to Settings > Integrations and enter:

• App ID
• Client Secret
• Tenant ID

Step 6: Create Teams App Manifest

Create a zip file containing:

• manifest.json — App configuration
• color.png — Color icon (192x192)
• outline.png — Outline icon (32x32)

Step 7: Install the App

Upload the zip file through Teams' custom app feature.

Usage

Account Verification

Each user must verify once:

1. Message the bot in a DM
2. Click the verification link
3. Authenticate with your MetricChat account

Asking Questions

• DMs — Send questions directly to the bot
• Channels — @mention the bot with your question

Important: Channel mentions restrict data access to public sources only. Use DMs for private data access.