Microsoft Teams Integration with Iris

Overview

Adding Iris to a Team or Channel:

1. Have your Teams admin set up the integration

2. Go to your desired Team or Channel

3. Click the "..." More button in the top right corner

4. Within Participants, select Add agents and bots

5. Search and select the HeyIris bot

Ask Iris within a Team or Channel:

Type @Heyiris [your question]

• Example: @Heyiris Does our solution support in-memory computing?

FAQ:

Why did I get this error?

Error: No Iris account found for

*rfpzrule@yourcompany.com'. Please ask your administrator to invite you to your organization's Iris workspace..

This error means your email in Teams is not associated with an Iris account. Make sure you Teams email matches with a licenses user in Iris.

Which Tags are used in this search?

All tags are used when prompting Iris within Teams

Here's how to set it up

This guide provides step-by-step instructions for setting up the Iris bot integration with Microsoft Teams. The setup involves two main phases and requires both end-user and administrator actions.

Prerequisites

- Microsoft Teams administrator access

- Access to the Iris integration page

- Zip file containing the Teams bot code. Download it here:

- User accounts must exist in the Iris organization to use the bot

Phase 1: Initial Integration Setup

Step 1: Connect Teams Integration in Iris

1. Navigate to the Iris integration page

2. Locate the Teams integration (it should show as "not connected" for first-time setup)

3. Click "Connect"

4. This should automatically handle the initial connection setup

Expected Result: Teams integration should now show as connected in the Iris interface.

Phase 2: Microsoft Teams Administrator Setup

Step 2: Access Teams Admin Center

1. Go to admin.teams.microsoft.com

2. Navigate to Team apps → Manage apps

Step 3: Upload the Iris Bot App

1. Click the Actions button

2. Select Upload new app

3. Upload the zip file received from Iris

Step 4: Configure App Availability

1. After upload, search for "Hey Iris" in the app list

2. You should see the "Hey Iris" app (or similar naming)

3. Click on the app to open its settings

4. Look for the "Available to users and groups" parameter

5. Configure who can access the app:

- Everyone (organization-wide access)

- Specific groups (targeted access)

Recommendation: Start with "Everyone" for broader accessibility.

Phase 3: End-User Setup (One-time setup)

Step 5: Add the App to Teams

1. Open Microsoft Teams

2. Click on Apps in the left sidebar

3. Look for the Iris app under:

- Built for your org (top option)

- Added by your org (second option)

4. Click Add on the "Hey Iris" app

Step 6: Add Bot to Group Chats

1. Open any existing group chat

2. Click the three dots (...) menu

3. Select Participants and agents (or similar option)

4. Add the Iris bot to the conversation

Phase 4: User Account Verification

Step 7: Ensure User Access

1. Verify that all intended users have accounts in the Iris portal

2. If a user doesn't exist in Iris, they cannot use the bot

3. Add missing users to the Iris organization before they attempt to use the bot

Using the Iris Bot

Basic Usage

- In group chats: Simply mention the bot and ask questions

- Direct messaging: You can also chat directly with the bot one-on-one

- The bot uses all available tags and shows sources in responses

- Click "Show details" to see source information

Advanced Usage: Custom Instructions

For more sophisticated queries with custom instructions:

In group chats:

1. Mention the bot: @Iris ask

2. This opens a modal window

3. Enter your question

4. Add custom instructions (e.g., "sound like a pilot")

In direct messages:

1. Type: ask

2. Follow the same modal process

Common Issues and Solutions

Issue 1: Bot Not Appearing in Apps

Solution: Ensure the Teams admin has properly uploaded the zip file and configured availability settings.

Issue 2: Access Denied Errors

Solution: Verify the user exists in the Iris organization. Add them if missing.

Issue 3: Upload Errors During App Installation

Solution: Teams may show errors during the upload process, but the app usually installs successfully. Proceed with the setup even if error messages appear.

Issue 4: Bot Not Responding

Solution:

- Check that the initial Iris integration is connected

- Verify user permissions in the Iris organization

- Ensure the bot was properly added to the chat

Issue 5: Missing App in "Built for your org"

Solution: The app may appear under "Added by your org" instead. Check both sections.

Important Notes

1. Zip File Distribution: Iris must provide the Teams bot zip file to each customer organization

2. User Management: Maintain user accounts in both Teams and Iris organizations

3. Permissions: The bot respects Iris organization permissions and knowledge base access

4. Documentation: Consider creating internal documentation for your organization's specific setup and usage guidelines

Support and Troubleshooting

If you encounter issues not covered in this guide:

1. Verify all prerequisites are met

2. Check user permissions in both Teams and Iris

3. Ensure the integration connection is active

4. Contact Iris support with specific error messages