Microsoft Teams
  • 06 Mar 2022
  • 2 Minutes to read
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Microsoft Teams

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Microsoft Teams is a widely used business collaboration application, helping a company’s workforce stay organized and also engage in conversations on a single platform.

Customers using both Teams and Document360 could experience the amazing cross-platform functionality on their Teams application after configuring the API.

By connecting Document360 with your Microsoft Teams, you can seamlessly search for and share articles from your knowledge base in Teams chats and channels.


Basic setup guide

1. Add Document360 app on Teams

  1. In your Microsoft Teams application click on the Apps option on the left navbar
  2. Use the search bar and find Document360 application
  3. Click on the app widget and select the Add button
    01_Gif_MSTeams_extension

You can find the Document360 logo appear in the bottom chat controls and also the Search bar at the top when you type @Document360 and press enter

If you already have a live knowledge base powered by Document360, you can easily connect it using an API key.

2. API key generation on Document360

  1. To generate the API key go to the Document360 portal
  2. Go to SettingsKnowledge base portalExtensions, select the Team Collaboration tab
  3. You’ll find the Microsoft Teams widget
  4. Click on the + (generate) option in the widget

Copy the generated API Key which would be required while connecting your Knowledge base with your Teams app

3. Document360 API configuration

  1. Your knowledge base would be connected and accessible only after the API has been configured between Teams and Document360
  2. There are two methods in which you can access the Add API Key field in the Teams application

Method 1

Using the top search bar on Teams, type the @Document360 command and press enter. Now you can find the Add API key option dropdown.

01_Screenshot_MSteams_extensions

Method 2

  1. Click on the Document360 logo in the chat controls; click on the + button and select the Add API Key option

  2. Paste the generated API key in the Teams API key window. You would get a success message indicating the integration status.

03_Screenshot_MSTeams_extensions


Feature Highlights

Article search and send

After successful integration, you can search for and share articles from Document360 to individual contacts as well as channels on Microsoft Teams without having to leave the platform.
When you want to search a particular article from the integrated knowledge base

  1. Either click on the Document360 logo from the chat controls
  2. Type the keyword in the search bar
  3. Select the relevant article from the search results

001_Screenshot_MSTeams_Integrations(2)

(or)

  1. In the search bar type @Document360 and press enter
  2. The Document360 search would be enabled on the left side of the search bar
  3. Type the keyword you want to search related articles for
  4. View and select the relevant article you would like to send from the search result

002_Screenshot_MSteams_Extensions

(or)

Type in @document360search in the New message field at the bottom and hit enter.

Another sub-field would appear with the search bar. Type in your search query and the results would be populated. Click on the result, it would be added to the conversation and then you can edit it before sending it.



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