Step 1: Navigate to the Integrations Page
Log in to your ClawStaff dashboard and click Integrations in the left sidebar. Scroll down to the Messaging category or use the search bar to find Microsoft Teams. The Teams integration card will display a brief overview of what the integration can do, including channel messaging, adaptive cards, and meeting summaries.
Click the card to view more details about the integration before starting the setup process.
Step 2: Click “Add Microsoft Teams”
Click the Add Microsoft Teams button to begin the setup wizard. ClawStaff will ask you to sign in with your Microsoft 365 account. Use an account that has admin privileges in your organization’s Azure Active Directory, as you will need to consent to application permissions on behalf of your organization.
After signing in, you will be presented with a list of permissions ClawStaff needs, including the ability to send and receive messages in channels, access team and channel metadata, and respond to bot commands. Review these permissions carefully and click Accept to proceed.
Step 3: Azure Bot Provisioning
After authorization, ClawStaff will automatically provision an Azure Bot resource linked to your account. This process takes about 30 to 60 seconds. You will see a progress indicator as ClawStaff registers the bot application in Azure, configures the messaging endpoint, and establishes the secure connection between Teams and your ClawCage environment.
You do not need to manually configure anything in the Azure portal. ClawStaff handles the bot registration, app ID generation, and secret management automatically. Once provisioning is complete, you will see a confirmation screen with your bot’s details including its application ID.
Step 4: Install the Teams App
ClawStaff will generate a Teams app package for your Claw. Click the Install in Teams button to sideload the app into your Teams organization. This will open Microsoft Teams (desktop or web) and prompt you to add the ClawStaff bot. Select Add to a team and choose the team where you want your Claw to operate.
If your organization requires admin approval for sideloaded apps, you may need to approve the app in the Teams Admin Center first. ClawStaff will display instructions specific to your tenant’s policy if this step is required. Once installed, the Claw will appear as a bot member in the selected team.
Step 5: Configure Channels and Permissions
Back in the ClawStaff dashboard, you will see a list of channels within your selected team. Check the channels where your Claw should be active. For each channel, configure whether the Claw should respond to all messages, only when mentioned with @ClawStaff, or only when triggered by a specific command keyword.
You can also configure adaptive card templates for rich responses, set up proactive messaging schedules for daily digests, and define escalation rules for when the Claw should hand off to a human team member. These settings are optional and can be adjusted later from your Claw’s configuration page.
Step 6: Test the Bot
Click the Test Connection button in the ClawStaff dashboard to send a test message to your configured Teams channel. The Claw will introduce itself with a brief message confirming it is online and ready to respond. You should see this message appear in the Teams channel within a few seconds.
Open Microsoft Teams and navigate to the channel where the test was sent. Try mentioning the bot with @ClawStaff followed by a question or command. If the bot responds, the integration is fully set up. If the message does not appear or the bot does not respond, check that the app was installed correctly and that channel permissions allow bot messages.