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2 changes: 2 additions & 0 deletions fern/docs.yml
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Expand Up @@ -41,6 +41,8 @@ navigation:
path: ./docs/integrations/github.mdx
- page: Linear Integration
path: ./docs/integrations/linear.mdx
- page: Microsoft Teams Integration
path: ./docs/integrations/microsoft-teams.mdx
- page: Slack Integration
path: ./docs/integrations/slack.mdx
- page: Zendesk Integration
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1 change: 1 addition & 0 deletions fern/docs/integrations/index.mdx
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Expand Up @@ -13,6 +13,7 @@ Some integrations can be used for multiple purposes. Some integrations are in a

- [GitHub](./github): Trigger based on Pull Requests, research based on code functionality, and publish documentation to GitHub repos
- [Slack](./slack): Trigger based on DMs or message actions in Slack
- [Microsoft Teams](./microsoft-teams): Trigger based on mentions and message actions in Microsoft Teams
- [Zendesk](./zendesk): Trigger based on resolved support tickets, and publish to Zendesk help center
- [Linear](./linear): Look up relevant Linear issues and projects within a team when being triggered
- [Webflow](./webflow): Publish documentation updates directly to Webflow CMS, including blog posts and collection items (Beta, contact help@gopromptless.ai to get access)
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76 changes: 76 additions & 0 deletions fern/docs/integrations/microsoft-teams.mdx
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# Microsoft Teams Integration

**Used for: Triggers**

Promptless integrates with Microsoft Teams through our official Teams app, enabling automated documentation updates based on team communication and collaboration within your Teams environment.

## Prerequisites

To install Promptless in Microsoft Teams, you'll need:
- Microsoft Teams admin center access
- Permissions to manage app setup policies in your organization
- Ability to install and configure third-party apps

## Installation

### Step 1: Upload Promptless App

1. Navigate to the [Microsoft Teams admin center](https://admin.teams.microsoft.com)
2. In the left navigation, under **Teams apps**, select **Manage apps**. This section allows you to control which apps are available to install for users in your organization
3. Click the **Actions** > **Upload new app** button to upload the Promptless Teams app package
4. Click **Upload** to proceed with the app installation

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-admin-center-app-setup-policies.png" alt="Manage Apps" />
</Frame>

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-manage-apps-overview.png" alt="Teams Manage Apps Overview" />
</Frame>

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-upload-custom-app-dialog.png" alt="Teams Upload Custom App Dialog" />
</Frame>

### Step 2: Grant access to users in the organization

1. In the left navigation, select **Setup policies**

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-global-policy-configuration.png" alt="Teams Global Policy Configuration" />
</Frame>

2. Select the **Global (Org-wide default)** policy
3. Ensure that **Upload custom apps** and **User pinning** are enabled. These settings allow users to install and pin custom apps like Promptless.
4. Under **Installed apps**, click on **Add apps**

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-add-apps-button.png" alt="Global Policy" />
</Frame>

### Step 6: Add Promptless App

1. After selecting Promptless, click **Select** to add it to your organization's approved apps

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-search-promptless.png" alt="Add App" />
</Frame>

2. Verify that Promptless appears in your installed apps list. Now your organization's users can interact directly with Promptless bot

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/0042d96c-e3e7-42b7-8ee9-3d5cda74a0d4-teams-promptless-installed.png" alt="Teams Promptless Installed" />
</Frame>

## Project Setup and Permissions

After installing the Teams app, you can configure new projects in the [projects page](https://app.gopromptless.ai/projects) to be set up to trigger from Microsoft Teams.

## Support and Troubleshooting

If you encounter issues during installation or setup:

1. Verify that your organization allows third-party app installations
2. Ensure you have the necessary admin permissions in Teams admin center
3. Check that app setup policies are configured correctly
4. Contact [help@gopromptless.ai](mailto:help@gopromptless.ai) for additional support