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AI Chatbot Integration for Microsoft Teams

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With our interactive AI/SI Chatbot integration for Microsoft Teams, you can manage many aspects of your asset and inventory data using natural conversation directly within the Teams chat app.

What Can Our AI Chatbot Integration For Teams Do?

Our AI chatbot for Teams can streamline common workflows and complete tasks directly in Teams, without switching between apps.

The supported functions include:

  • Record Creation: Create or update records by uploading CSV files or sharing spreadsheet rows using our spreadsheet add-ons for Excel or Google Sheets.
  • Barcode & NFC scans: Scan QR Codes, NFC tags, and other ID barcodes directly to the Teams app.
  • Document Upload: Upload documents and photos and match them to assets or inventories.
  • Notifications: Receive notifications directly in the Teams app or create them for other channels.
  • Search: Search for records.
  • To-do Tasks: Add to-do tasks.
  • Reports: Generate report URLs you can import into Power BI or Looker Studio for visualization, or directly into Excel and Google Sheets for analysis.
  • Export Data: Export data records to CSV.
  • Statistics: Get quick record counts or sums.
  • Groups: Create or update asset & Inventory groups
  • Users: Create users for both the smartphone and web app.
  • Knowledge Base: Ask and receive summarised how-to articles.

Setting Up Our Teams AI Chatbot

In your account, go to the Interactive AI Chatbots page.

Under the Microsoft Teams section, click on the Connect button.

You will then be redirected to the Marketplace to install the chatbot.

Step 1: Installing the chatbot

Choose one of the following methods to install the chatbot:

Method A: Via Marketplace Web Link (AppSource)

From the AppSource page, click Get it now or Open in Teams.

When prompted by your browser, choose to open the link in your Microsoft Teams app (or continue in the Teams web browser version).

Method B: Directly inside Microsoft Teams (In-App)

Open Microsoft Teams and click Apps in the left navigation sidebar.

Search for the app name (VentipixBot) in the search bar.

Click on the app card in the search results.

Step 2: Add the Bot to Your Workspace

Once the installation window pops up inside Teams:

– For Personal Use (1:1 Chat): Click the primary Add button.

– For Team Channels or Group Chats: Click the down arrow next to the Add button, select Add to a team or Add to a chat, choose your desired channel/group, and click Set up a bot.

– Permissions Approval: If prompted, click Accept to authorize the basic permissions required for the bot to run.

Step 3: Start Interacting

– In 1:1 Direct Messages: Go to Chats in the left sidebar, select the bot’s name, and send your first message or use the slash commands.

– In Channels or Group Chats: Type @VentipixBot followed by your prompt and press Send.

Troubleshooting & Support

– “Admin Approval Required” Message: If clicking the Marketplace link shows a message stating that your IT admin has blocked the app, click the Request approval button inside the prompt to send an automated installation request to your Teams administrator.

– Admin Bulk Deployment: Global admins can skip individual user installs by navigating to the Microsoft Teams Admin Center > Teams apps > Setup policies to automatically install and pin the bot to users’ sidebars across the organization.

Working With Our Teams AI Chatbot

Creating and Updating Records

To create or update records, you can upload a CSV file from the chat app interface, share rows of data from a spreadsheet using our spreadsheet add-ons for Excel and Google, or ask the bot to create/update a single record from a text-only prompt.

Scanning Barcodes and NFC Tags

When creating, searching, or updating single records, you may need to scan the record’s barcode or NFC tags.

To do so, prompt the chatbot to start a scan session, then follow the bot’s instructions to use our iOS and Android app to scan QR Codes, 1D barcodes, and NFC tags.

Once the scan has been made on the smartphone app, the scan results will be sent directly to the Teams app.

Receiving Chat Notifications

You can set up chat notifications that get triggered whenever a monitored new activity takes place, or based on specific conditions that should be met first.

To set up the chat notification, simply prompt the chatbot to create a chat notification.

Setting Up Other Notifications

In addition to chat notifications, you can set up other notifications for emails and calendar.

Just as with the chat notification, to set up email or calendar notifications, simply prompt the chatbot to create one.

Uploading Documents

You can upload documents and photos, and optionally associate them with assets or inventories.

To do so, upload the file from the chat app’s interface, then prompt the chatbot to upload or create an association with an asset or inventory record.

Generating Reports

You can generate reports based on specific parameters, then get a URL to import them for visualization in Power BI and Looker Studio, or use our spreadsheet add-ons for Excel or Google Sheets to auto-import them.

To do so, prompt the chatbot to generate a report, then specify the type of report, and define your report’s parameters.

Exporting Data

You can export data as a CSV for any of your records.

To do so, prompt the chatbot to export data for a specific service.

Creating Tasks

You can create to-do tasks related to assets and inventory records.

To do so, prompt the chatbot to create a task.

Searching for Records and Obtaining Statistics

You can search for records or obtain basic statistics about them, such as counts and aggregate totals.

To do so, prompt the chatbot for the value to search for and the field to search in.

Creating and Updating Groups

You can create or update groups for assets and inventory records.

To do so, prompt the chatbot to create or update the group.

Creating Users

You can create user accounts for our smartphone app or the web app.

To do so, simply prompt the chatbot to create a user for the appropriate account.

Getting Help

You can get the chatbot to find and summarize knowledge base articles, or open a support ticket.

To do so, prompt it with a how-to question.

Slash Commands

These command shortcuts can trigger our chatbot to perform the respective function.

Command Description
bot-csv-import Import asset and inventory data from an attached CSV file.
bot-process-csv Process a previously attached CSV file or shared spreadsheet data.
bot-record Create a single asset or inventory record.
bot-scan Trigger a QR code, barcode, or NFC scan in the mobile app and receive results here.
bot-search Search for asset and inventory records.
bot-notification Create notifications for chat, email, or calendar.
bot-document Upload files and associate them with asset or inventory records.
bot-reports Generate reports compatible with Power BI and Looker Studio.
bot-tasks Create a to‑do task.
bot-stats Get sum and count statistics for your asset and inventory records.
bot-groups Create or update asset and inventory groups.
bot-users Create users for the web platform or mobile app.
bot-support Open a support ticket to contact our support team.
bot-logout Log out of your chat session.
bot-help Get help from our knowledge base.

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