diff --git a/docs/channels/ms-teams.md b/docs/channels/ms-teams.md index 6698ecc7..1b0da790 100644 --- a/docs/channels/ms-teams.md +++ b/docs/channels/ms-teams.md @@ -55,5 +55,5 @@ Teams is deeply integrated with the Microsoft 365 ecosystem — ideal for: | File downloads failing | Verify `Files.Read.All` permission has admin consent in Azure Portal | | Smart mode not working | Verify `ChannelMessage.Read.All` has admin consent. Ensure the channel is set to smart mode | | Credential validation failed | Ensure App Password is the **Value** (not the Secret ID). For single-tenant bots, confirm the Tenant ID is correct | -| No 💬 reaction | Visit `https:///ms-teams/auth/sign-in` to complete the one-time OAuth sign-in. See Step 10 in the deployment guide | +| No 💬 reaction | Visit `https:///ms-teams/auth/sign-in` to complete the one-time OAuth sign-in. See Step 11 in the deployment guide | | Want to disconnect | Click the **Disconnect** button on the Microsoft Teams card in the employee detail page | diff --git a/docs/getting-started/channel-deployment.md b/docs/getting-started/channel-deployment.md index bc8757c8..17f7a622 100644 --- a/docs/getting-started/channel-deployment.md +++ b/docs/getting-started/channel-deployment.md @@ -943,11 +943,17 @@ Four credentials are required: You can find this on the **Microsoft Teams** card in your employee's channel grid on the COCO Dashboard. Copy it and paste it here. 3. Note down the **Microsoft App ID** (this is your **App ID**) and **App Tenant ID** (this is your **Tenant ID**) 4. Click **Apply** -5. Go to **Channels** in the left sidebar, click **Microsoft Teams**, accept the terms, and click **Apply** to enable the Teams channel +### Step 3: Enable the Microsoft Teams Channel + +This step is **required and easy to miss** — the bot will not work in Teams without it. + +1. In the Azure Bot resource, go to **Channels** in the left sidebar +2. Click **Microsoft Teams**, accept the Terms of Service, and click **Apply** +3. The Microsoft Teams channel should now appear as **Running** in the channel list > **Important:** The Teams channel must be enabled on the Azure Bot resource. Without it, Teams will show an "Invalid Bot" error when users try to chat with the bot. -### Step 3: Create a Client Secret +### Step 4: Create a Client Secret 1. On the Configuration page, click **Manage Password** — this takes you to the App Registration page 2. Go to **Certificates & secrets** @@ -958,7 +964,7 @@ Four credentials are required: > **Important:** The client secret cannot be viewed again after you leave this page. Save it securely. This is your **App Password**. -### Step 4: Configure Graph API Permissions +### Step 5: Configure Graph API Permissions Instead of adding permissions one by one through the UI, you can paste them all at once via the manifest editor. @@ -1015,7 +1021,7 @@ After saving the manifest, go to **API permissions** and click **Grant admin con > **Important:** Admin consent is required. Without it, file downloads, chat history, emoji reactions, and smart mode features will not work. -### Step 5: Create App in Teams Developer Portal +### Step 6: Create App in Teams Developer Portal 1. Go to [Teams Developer Portal](https://dev.teams.microsoft.com) and sign in 2. Click **Apps** in the left sidebar, then **+ New app** @@ -1030,7 +1036,7 @@ After saving the manifest, go to **API permissions** and click **Grant admin con - **Terms of use**: `https://docs.icoco.ai/user-agreement` 6. Click **Save** -### Step 6: Configure the App Manifest +### Step 7: Configure the App Manifest 1. In the Teams Developer Portal, go to your app's **App package** → **App package editor** 2. Paste the following manifest JSON, replacing the two placeholders with your actual values: @@ -1086,7 +1092,7 @@ After saving the manifest, go to **API permissions** and click **Grant admin con > **Note on placeholders:** The manifest has two different IDs. `` is the App ID from the Teams Developer Portal (Step 5) — it appears once in the `id` field. `` is the App ID from Azure (Step 2) — it appears in `botId` and `webApplicationInfo.id`. -### Step 7: Upload App Icons (Optional) +### Step 8: Upload App Icons (Optional) 1. In the Teams Developer Portal, go to your app's **Branding** section 2. Upload the app icons: @@ -1096,7 +1102,7 @@ After saving the manifest, go to **API permissions** and click **Grant admin con > **Tip:** If you skip this step, Teams will use default placeholder icons. -### Step 8: Publish the App +### Step 9: Publish the App You have two options to distribute the app: @@ -1111,7 +1117,7 @@ You have two options to distribute the app: 2. In Microsoft Teams, go to **Apps** → **Manage your apps** → **Upload a custom app** 3. Select the downloaded `.zip` file -### Step 9: Connect in COCO Dashboard +### Step 10: Connect in COCO Dashboard > **Important:** This step must be done **last** — all 4 credentials are required. @@ -1129,7 +1135,7 @@ You have two options to distribute the app: 5. Click **Connect** — the system will validate your credentials and deploy the channel -### Step 10: Enable Reactions (One-Time Setup) +### Step 11: Enable Reactions (One-Time Setup) To activate the 💬 thinking indicator and emoji reactions: @@ -1140,7 +1146,7 @@ To activate the 💬 thinking indicator and emoji reactions: > **Note:** This only needs to be done once. The bot stores the delegated token and uses it automatically for all reactions going forward. -### Step 11: Start Chatting +### Step 12: Start Chatting 1. In Teams, search for your app name (e.g., `COCO AI Employee`) 2. Click to start a DM conversation diff --git a/docs/zh/channels/ms-teams.md b/docs/zh/channels/ms-teams.md index 81670943..49cd1ee9 100644 --- a/docs/zh/channels/ms-teams.md +++ b/docs/zh/channels/ms-teams.md @@ -55,5 +55,5 @@ Teams 与 Microsoft 365 生态深度整合,适合: | 文件下载失败 | 确认 Azure Portal 中 `Files.Read.All` 权限已获得管理员同意 | | 智能模式不生效 | 确认 `ChannelMessage.Read.All` 已获得管理员同意,确保频道已设置为智能模式 | | 凭据验证失败 | 确认 App Password 使用的是 **Value**(非 Secret ID)。单租户机器人请确认 Tenant ID 正确 | -| DM 中没有 💬 反应 | 未配置 App Catalog ID。请参阅部署指南第8步 | +| DM 中没有 💬 反应 | 未配置 App Catalog ID。请参阅部署指南第9步 | | 想要断开连接 | 在员工详情页的 Microsoft Teams 卡片上点击 **断开连接** 按钮 | diff --git a/docs/zh/getting-started/channel-deployment.md b/docs/zh/getting-started/channel-deployment.md index c12adf7b..f2bdc1d3 100644 --- a/docs/zh/getting-started/channel-deployment.md +++ b/docs/zh/getting-started/channel-deployment.md @@ -1064,11 +1064,17 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 你可以在 COCO Dashboard 员工详情页的渠道列表中,**Microsoft Teams** 卡片上找到该 URL。复制并粘贴到此处。 3. 记下 **Microsoft App ID**(即你的 **App ID**)和 **App Tenant ID**(即你的 **Tenant ID**) 4. 点击 **Apply** -5. 进入左侧 **Channels**,点击 **Microsoft Teams**,接受条款后点击 **Apply** 以启用 Teams 渠道 +### 第3步:启用 Microsoft Teams 渠道 + +这一步**必需且最容易遗漏**——不启用,Bot 在 Teams 中将无法工作。 + +1. 在 Azure Bot 资源中,进入左侧 **Channels** +2. 点击 **Microsoft Teams**,接受服务条款后点击 **Apply** +3. 此时 Microsoft Teams 渠道应在列表中显示为 **Running**(运行中) > **重要:** 必须在 Azure Bot 资源上启用 Teams 渠道。否则用户尝试与 Bot 聊天时,Teams 会显示"Invalid Bot"错误。 -### 第3步:创建 Client Secret(客户端密钥) +### 第4步:创建 Client Secret(客户端密钥) 1. 在 Configuration 页面,点击 **Manage Password** — 会跳转到 App Registration 页面 2. 进入 **Certificates & secrets** @@ -1079,7 +1085,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 > **注意:** 客户端密钥仅在创建时显示一次,请立即安全保存。这就是你的 **App Password**。 -### 第4步:配置 Graph API 权限 +### 第5步:配置 Graph API 权限 无需逐个搜索添加权限,可以通过 Manifest 编辑器一次性粘贴全部权限。 @@ -1130,7 +1136,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 > **注意:** 必须获得管理员同意。否则文件下载、聊天历史、表情回应和智能模式功能将无法使用。 -### 第5步:在 Teams Developer Portal 中创建应用 +### 第6步:在 Teams Developer Portal 中创建应用 1. 打开 [Teams Developer Portal](https://dev.teams.microsoft.com) 并登录 2. 点击左侧 **Apps**,然后点击 **+ New app** @@ -1145,7 +1151,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 - **Terms of use**:`https://docs.icoco.ai/user-agreement` 6. 点击 **Save** -### 第6步:配置应用 Manifest +### 第7步:配置应用 Manifest 1. 在 Teams Developer Portal 中,进入你的应用的 **App package** → **App package editor** 2. 粘贴以下 manifest JSON,将两个占位符替换为你的实际值: @@ -1201,7 +1207,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 > **关于占位符:** Manifest 中有两个不同的 ID。`` 是 Teams Developer Portal 的 App ID(第5步)——在 `id` 字段中出现1次。`` 是 Azure 的 App ID(第2步)——出现在 `botId` 和 `webApplicationInfo.id` 中。 -### 第7步:上传应用图标(可选) +### 第8步:上传应用图标(可选) 1. 在 Teams Developer Portal 中,进入你的应用的 **Branding** 部分 2. 上传应用图标: @@ -1211,7 +1217,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 > **提示:** 如果跳过此步骤,Teams 将使用默认占位图标。 -### 第8步:发布应用 +### 第9步:发布应用 有两种方式分发应用: @@ -1226,7 +1232,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 2. 在 Microsoft Teams 中,进入 **Apps** → **Manage your apps** → **Upload a custom app** 3. 选择下载的 `.zip` 文件 -### 第9步:在 COCO Dashboard 中连接 +### 第10步:在 COCO Dashboard 中连接 > **重要:** 此步骤必须**最后**完成——需要全部 4 个配置项。 @@ -1244,7 +1250,7 @@ Bot 需要独立身份。只有使用专属号码,其他人才能把它当作 5. 点击 **连接** — 系统将验证凭据并部署渠道 -### 第10步:开始聊天 +### 第11步:开始聊天 1. 在 Teams 中搜索你的应用名称(如 `COCO AI Employee`) 2. 点击即可开始私聊对话