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When you connect AI Helpdesk to Microsoft Teams, users can send inquiries to the AI bot from Teams chats.

Supported connection types

Two connection types are available for Microsoft Teams.
TypeDescriptionBest for
Standard BotInstall via admin consent (OAuth)Quick setup / avoiding Azure app registration management
Custom BotRegister an app in Azure AD and enter App ID, App Password, and other credentialsFull control over app permissions and branding / organizations where public app installation is restricted
Both types provide the same chat experience (automatic group chat creation, DM support).

Prerequisites

  • Admin role in AI Helpdesk is required
  • Standard Bot: Microsoft Azure AD tenant admin rights required (to grant admin consent)
  • Custom Bot: Permission to register and configure bot apps in Azure Active Directory

Connect via Standard Bot

Install the official Admina Teams app using Microsoft admin consent (Admin Consent). No Azure app registration required.
1

Open Integration settings

Select Settings from the left navigation and open the Integration tab. Click Add connection in the Messaging section and select Microsoft Teams — Standard Bot.
2

Grant admin consent

You are redirected to the Microsoft admin consent page. Sign in with your Azure AD admin account and approve the permissions for the Admina AI Helpdesk app.
3

Select an observer user

Select at least one observer user to satisfy the group chat member requirement. Choose an appropriate user from the list and click Connect.
The observer user is a technical requirement for group chats. In normal operations, use a dedicated account that does not monitor conversation content.
4

Confirm connection

When authentication succeeds, a Microsoft Teams (Standard Bot) card appears in the Messaging section.

Connect via Custom Bot

Register a bot app in Azure AD and enter the credentials in AI Helpdesk.

Required information

FieldSource
App IDApplication (client) ID on the Azure AD app registration page
App PasswordClient secret issued in Certificates & secrets on the app registration page
Tenant IDDirectory (tenant) ID on the app registration page
Teams App IDCatalog ID of the app uploaded to the Teams Admin Center

Azure setup

Create a Bot Service

  1. In Azure Portal, go to Bot Service and select + Create > Azure Bot
  2. Enter the Bot handle name and tenant settings, then submit
  3. For Microsoft App ID, choose to create a new one or use an existing app registration
  4. In the Bot’s Configuration, set the Messaging endpoint to:
    https://assist.i.moneyforward.com/chat/teams
    
  5. Enable the Microsoft Teams channel in the Bot’s Channels

Required API permissions

Add the following permissions to API Permissions on the app registration and grant admin consent.
PermissionTypePurpose
AppCatalog.Read.AllApplicationRead app catalog
Channel.ReadBasic.AllApplicationRead channel info
ChannelMessage.Read.AllApplicationRead channel messages
Chat.CreateApplicationCreate group chats
Chat.ReadWrite.AllApplicationRead and write chat info
ChatMessage.Read.AllApplicationRead chat messages
Team.ReadBasic.AllApplicationList teams
TeamsAppInstallation.ReadWriteForChat.AllApplicationManage Teams apps in chats
TeamsAppInstallation.ReadWriteForUser.AllApplicationManage Teams apps for users
User.ReadDelegatedSign-in and profile access
User.Read.AllApplicationRead all user profiles

Issue a client secret

In Certificates & secrets on the app registration, create a new secret and copy the displayed Value (it cannot be retrieved later). This value is the App Password.

Upload the Teams app and get the catalog ID

Upload the app package (zip) in Microsoft Teams Admin Center under Teams apps > Manage apps. Copy the catalog ID shown in the app details page URL.

Connection steps

1

Open Integration settings

Select Settings from the left navigation and open the Integration tab. Click Add connection in the Messaging section and select Microsoft Teams — Custom Bot.
2

Enter credentials

Enter the App ID, App Password, Tenant ID, and Teams App ID, then click Next. The credentials are validated against Azure AD.
3

Select an observer user

Select at least one observer user to satisfy the group chat member requirement. Choose an appropriate user from the list and click Connect.
The observer user is a technical requirement for group chats. In normal operations, use a dedicated account that does not monitor conversation content.
4

Confirm connection

When the connection succeeds, a Microsoft Teams card appears in the Messaging section.

Using the bot

After connecting, Teams users can send inquiries by starting a direct chat with the bot. When a user sends a message, a group chat is automatically created and the session begins.
For DM notifications to users (such as escalation alerts), the TeamsAppInstallation.ReadWriteForUser.All permission must be granted on the Azure AD side (Custom Bot only).

Disconnect Teams

In the Messaging section of Settings > Integration, click the trash icon on the card you want to disconnect.
Disconnecting stops all incoming inquiries from that Teams tenant.

Troubleshooting

Admin consent denied (Standard Bot) Contact your Azure AD admin to approve admin consent for the Admina AI Helpdesk app. If approval is not possible, consider using Custom Bot instead. “Invalid credentials” error (Custom Bot)
  • Verify the App ID, App Password, and Tenant ID are correct
  • Check that the client secret has not expired
Bot does not respond
  • Confirm the app is approved and distributed in the Teams Admin Center
  • Verify the bot service messaging endpoint URL is configured correctly
Last modified on July 10, 2026