Microsoft Teams Integration Setup

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What Teams currently supports

• AI assistant chat in direct messages with the Inbox Zero bot
• Account linking with one-time /connect <code> commands
• Direct-message delivery for meeting briefs, follow-up reminders, email digests, filing alerts, and rule notifications configured from Channels

• Delivery into Teams channels; automated notifications are delivered in the linked bot DM
• One-click draft editing and sending inside Teams; review or send those drafts in Inbox Zero

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1. Create an Azure Bot resource

1. Go to portal.azure.com
2. Click Create a resource, search for Azure Bot, and select it
3. Click Create and fill in:
   • Bot handle: a unique identifier for your bot
   • Subscription: your Azure subscription
   • Resource group: create new or use existing
   • Pricing tier: F0 (free) for testing
   • Type of App: Single Tenant (recommended) or Multi Tenant
   • Creation type: Use existing Microsoft App ID or create a new one
4. Click Review + create, then Create

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2. Get your app credentials

1. Go to Configuration
2. Copy Microsoft App ID — this is your TEAMS_BOT_APP_ID
3. Click Manage Password (next to Microsoft App ID)
4. In the App Registration page, go to Certificates & secrets
5. Click New client secret, add a description, choose an expiry, click Add
6. Copy the Value immediately (it’s only shown once) — this is your TEAMS_BOT_APP_PASSWORD
7. Go to Overview and copy Directory (tenant) ID — this is your TEAMS_BOT_APP_TENANT_ID

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3. Set the messaging endpoint

1. In your Azure Bot resource, go to Configuration
2. Set Messaging endpoint to:

https://<your-domain>/api/teams/events

3. Click Apply

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4. Enable the Teams channel

1. In your Azure Bot resource, go to Channels
2. Click Microsoft Teams
3. Accept the terms of service
4. Click Apply

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5. Create and upload the Teams app package

{
  "$schema": "https://developer.microsoft.com/en-us/json-schemas/teams/v1.16/MicrosoftTeams.schema.json",
  "manifestVersion": "1.16",
  "version": "1.0.0",
  "id": "<your-app-id>",
  "packageName": "com.yourcompany.inboxzero",
  "developer": {
    "name": "Your Company",
    "websiteUrl": "https://your-domain.com",
    "privacyUrl": "https://your-domain.com/privacy",
    "termsOfUseUrl": "https://your-domain.com/terms"
  },
  "name": {
    "short": "Inbox Zero",
    "full": "Inbox Zero Assistant"
  },
  "description": {
    "short": "Manage email with Inbox Zero for Microsoft Teams",
    "full": "Manage email with your Inbox Zero AI assistant in Microsoft Teams. An active Inbox Zero account is required. Sign up or get started at https://your-domain.com. For help, visit https://your-domain.com/docs/essentials/channels or contact support@your-domain.com. AI-generated content may be inaccurate and should be reviewed before use. Report objectionable AI-generated content to support@your-domain.com."
  },
  "icons": {
    "outline": "outline.png",
    "color": "color.png"
  },
  "accentColor": "#FFFFFF",
  "bots": [
    {
      "botId": "<your-app-id>",
      "scopes": ["personal"],
      "supportsFiles": false,
      "isNotificationOnly": false,
      "commandLists": [
        {
          "scopes": ["personal"],
          "commands": [
            { "title": "connect", "description": "Link an Inbox Zero account with a connect code" },
            { "title": "switch", "description": "List or switch linked Inbox Zero accounts" },
            { "title": "help", "description": "Show help and supported commands" },
            { "title": "cleanup", "description": "Help clean up your inbox" },
            { "title": "summary", "description": "Summarize what needs attention" },
            { "title": "draftreply", "description": "Draft a reply to an urgent email" },
            { "title": "followups", "description": "Show emails that need a follow-up" }
          ]
        }
      ]
    }
  ],
  "permissions": ["identity", "messageTeamMembers"],
  "validDomains": ["your-domain.com"]
}

1. In Teams, click Apps in the sidebar
2. Click Manage your apps → Upload an app
3. Click Upload a custom app and select your zip file

1. Go to the Teams Admin Center
2. Go to Teams apps → Manage apps
3. Click Upload new app and select your zip file
4. Use Setup policies to control who can access the app

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6. Set environment variables

TEAMS_BOT_APP_ID=
TEAMS_BOT_APP_PASSWORD=
TEAMS_BOT_APP_TENANT_ID=      # required for the single-tenant Teams bot

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7. Connect a user account from Inbox Zero

1. In Inbox Zero, go to Settings → Connected Apps
2. Click Connect Teams
3. Copy the generated command: /connect <code>
4. Open a DM with the Inbox Zero bot in Teams
5. Send the command

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8. Validate end-to-end

1. POST /api/teams/events returns 200 for valid bot activity
2. Before linking, Hello returns account setup guidance and /help lists supported commands
3. An unknown slash command points the user to /help
4. Sending /connect <code> in the bot DM links the account
5. /summary, /cleanup, /draftreply, and /followups return useful responses after linking

Use Azure CLI to set up the Microsoft Teams integration for Inbox Zero. Create a single-tenant Entra app registration with a client secret, create an Azure Bot resource on the F0 tier, point it at https://<your-domain>/api/teams/events, enable the Teams channel, and then tell me exactly which environment variables and manual Azure/Teams UI steps are left for me to complete.