MS Teams

5 min read

Archestra can connect directly to Microsoft Teams channels. When users mention the bot in a channel, messages are routed to your configured agent and responses appear directly in Teams.

Prerequisites

  • Azure subscription with permissions to create Azure Bot resources
  • Teams tenant where you can install custom apps
  • Archestra deployment with external webhook access

Setup

The setup wizard in Archestra guides you through the entire MS Teams configuration. Navigate to Agent TriggersMS TeamsSetup MS Teams and follow the step-by-step instructions.

MS Teams Setup Wizard

The wizard will walk you through creating an Azure Bot, configuring the Teams app manifest, and installing it to your workspace. All required credentials are collected and saved automatically.

See Deployment — Environment Variables for the full list of environment variables if you prefer manual configuration.

Usage

First Message

When you first mention the bot in a channel:

@Archestra what's the status of service X?

The bot responds with an Adaptive Card dropdown to select which agent handles this channel. After selection, the bot processes your message and all future messages in that channel.

Commands

CommandDescription
@Archestra /select-agentChange which agent handles this channel by default
@Archestra /statusShow currently set default agent for the channel
@Archestra /helpShow available commands

Default Agent

Each Teams channel requires a default agent to be assigned to it. This agent handles all messages in the channel by default. When you first mention the bot in a channel without a binding, you'll be prompted to select an agent from a dropdown.

You can manage the default agent for each channel from the Agent TriggersMS Teams page in Archestra.

MS Teams Agent Selection

Once set, the default agent processes all subsequent messages in that channel. You can also use the /select-agent command directly in Teams to change the default agent.

Switching Agents Inline

You can temporarily use a different agent for a single message by using the AgentName > syntax:

@Archestra Sales > what's our Q4 pipeline?

This routes the message to the "Sales" agent instead of the channel's default agent. The default binding remains unchanged—only this specific message uses the alternate agent.

Matching rules:

  • Agent names are matched case-insensitively
  • Spaces in agent names are optional: AgentPeter > matches "Agent Peter"
  • If the agent name isn't found, the message falls back to the default agent with a notice

Examples:

MessageRouted To
@Archestra helloDefault agent
@Archestra Sales > check revenueSales agent
@Archestra support > help meSupport agent
@Archestra Unknown > testDefault agent (with fallback notice)

Direct Messages

A DM with the bot behaves just like another channel — each user can choose which agent handles their DMs. On your first message, the bot shows an agent selection card. Use /select-agent to change it later.

Note: Installing the bot for a team does not automatically enable direct messages for all team members. Each user must install the Archestra app personally before they can DM the bot. When a user opens a chat with the bot for the first time, Teams prompts them to click Add to complete the personal installation. This is a Microsoft Teams platform requirement.

If you update from a previous manifest without the "personal" scope, re-upload the updated manifest to enable DMs.

Autoprovisioning MS Teams Users

When a user interacts with the bot but hasn't signed up in Archestra yet, they are automatically provisioned with the Member role and no teams assigned. The user receives a unique invitation link via Teams DM that they can use to complete sign-up and become a full Archestra user. Until they do, they cannot log in to the Archestra web app.

Admins can view autoprovisioned users on the Settings → Members page — from there they can copy the invitation link or delete the user.

Autoprovisioned MS Teams Users

Attachments

Messages sent to the bot can include file attachments (images, PDFs, documents, etc.). Attachments are automatically downloaded and passed to the agent for processing. Image attachments are included inline in the agent's context; non-image attachments are noted but not processed as inline content.

Adaptive Cards and other Teams-specific card types are not treated as file attachments.

Limits:

  • Max 20 attachments per message
  • Max 10 MB per individual file
  • Max 25 MB total across all attachments in a single message

Files exceeding these limits are silently skipped.

Troubleshooting

"You don't have access to this app"

  • Your org may have disabled custom app uploads
  • Ask IT to enable sideloading in Teams Admin Center

Bot not responding

  • Verify ARCHESTRA_CHATOPS_MS_TEAMS_ENABLED=true
  • Check webhook URL is accessible externally
  • Verify App ID and Password are correct

"Could not verify your identity"

  • Ensure TeamMember.Read.Group and ChatMember.Read.Chat RSC permissions are in your manifest. These are required for the bot to resolve user emails. Reinstall the app after updating the manifest.

No thread history

  • Ensure ChannelMessage.Read.Group and ChatMessage.Read.Chat RSC permissions are in your manifest. Reinstall the app after updating the manifest. The team owner must consent to the permissions when adding the app.