MokenLogic
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Integration

Microsoft Teams Integration Guide

Connect a MokenLogic agent to Microsoft Teams through a self-built Bot Framework app, so your team can talk to your agent directly in one-on-one or group chats. The whole flow takes about 10 minutes.

Before you begin

  • A Microsoft Teams / Microsoft 365 account allowed to create apps and bots in the Teams Developer Portal.
  • MokenLogic installed and initialized, with at least one agent created.
  • A Mac kept running to host MokenLogic and answer incoming messages.

Steps

  1. Create a bot

    Open the Teams Developer Portal (https://dev.teams.microsoft.com/), go to Tools → Bot management, click "New bot", enter a name (e.g. "Moken"), and click "Add". Once created, note the Bot ID — you'll need it when registering in MokenLogic.

  2. Point the bot's endpoint to MokenLogic

    Open the bot you just created, go to Configure, set the Endpoint address to the following MokenLogic Teams endpoint, then click "Save": https://api.mokenlogic.com/api/v1/channels/teams/events

  3. Create a client secret

    Go to the "Client secrets" tab, click "Add a secret", and copy the generated secret. You'll paste it into MokenLogic as the App Password in the next step.

    The secret is shown only once — copy it immediately and keep it safe. If you lose it, create a new one.

  4. Register the bot in MokenLogic

    Open MokenLogic, go to Capabilities → Connectors, and click "Add Bot" under "Microsoft Teams". Paste the Bot ID as the App ID and the client secret as the App Password, optionally set a display name, then click "Register Bot". Once registered, MokenLogic handles inbound and outbound Teams messages with these credentials. You can return to the Connectors page anytime to check the connection or remove the bot.

  5. Create an app

    Back in the Teams Developer Portal, go to Apps, click "New app", enter an app name, keep the latest stable manifest version, and click "Add". This app is the package that lets people install your bot in Teams.

  6. Fill in basic information

    On the app's "Basic information" page, enter a short name and the short / long descriptions. The App ID here is generated by Microsoft and is unique to your org.

  7. Add developer info and URLs

    Scroll down to "Developer information" and "App URLs". Enter your developer / company name, website, and the privacy policy and terms-of-use URLs — for example, MokenLogic's own privacy policy (https://mokenlogic.com/en/privacy) and terms of use (https://mokenlogic.com/en/terms) — then click "Save".

  8. Upload the app icons

    Go to "Branding" and upload two icons: a color icon (192×192 px PNG, with a 96×96 symbol centered) and an outline icon (32×32 px, white or transparent).

  9. Add the Bot feature

    Open "App features", and under "Select a feature to add" choose "Bot".

  10. Identify the bot and set the scopes

    Under "Identify your bot", choose "Select an existing bot" and pick the bot you created in step 1. Then, under "Select the scopes where people can use your bot", check "Personal" and "Group Chat", and click "Save".

  11. Preview in Teams

    Click "Preview in Teams" in the top-right corner to install the app in your Teams client.

Done — start using it in Teams

After the app is installed, members can message the bot in a one-on-one chat or @mention it in a group, and your MokenLogic agent replies. To use it in a group or channel, add the bot there first.

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