Knowledge Base
AI Chatbot Integration for Microsoft Teams
With our interactive AI chatbot integration for Microsoft Teams, you can manage many aspects of your event and attendee 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:
- Attendee Creation: Create attendees and optionally issue tickets by uploading CSV files or sharing spreadsheet rows using our spreadsheet add-ons for Excel or Google Sheets.
- Ticket Issuance: Issue tickets for a single or multiple attendees.
- Check-in Confirmation: Confirm if a specific attendee has checked in.
- Chat Notifications: Receive sales, revenue, and check-in notifications directly in Teams.
- Attendee Search: Search for attendees.
- Profile Updates: Update an attendee’s profile or an event’s status.
- To-do Tasks: Add to-do and other event planning tasks.
- Reports: Generate report URLs that you can import into Power BI or Looker Studio for visualization or directly into Excel and Google Sheets for analysis.
- Statistics: Get ticket sales, ticket validation, and revenue earned statistics.
- 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 Teams Marketplace to install the chatbot.
Add our chatbot to a channel or a chat.
Depending on the chat environment, you can start chatting directly with the chatbot, use @mention to direct messages to the bot, or use the available slash commands.
Working With Our Teams AI Chatbot
Creating Attendees or Issuing Tickets
To create attendees and optionally issue tickets, you can upload a CSV file from the chat app interface, share rows of attendee data from a spreadsheet using our spreadsheet add-ons for Excel and Google, or ask the bot to create a single attendee or issue their tickets from a text-only prompt.
Receiving Chat Notifications
You can set up chat notifications for ticket sales, revenues earned, check-ins made, and venue presence.
The notifications get triggered based on specific conditions that you define for each ticket type.
To set up the chat notification, simply prompt the chatbot to create a chat notification.
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.
Confirming Checked-in Attendees
You can confirm which attendee has had their tickets validated.
To do so, prompt the chatbot to confirm a check-in.
Searching for Attendees
You can search for an attendee and view their tickets.
To do so, prompt the chatbot for the value to search for the attendee using their email address or phone number.
Obtaining Statistics
You can obtain statistics about ticket sales, revenues earned, and tickets validated.
To do so, prompt the chatbot to generate the statistics you’re interested in.
Creating Tasks
You can create to-do tasks for event planning.
To do so, prompt the chatbot to create a task.
Updating Profiles
You can update the profile of an attendee, including their custom fields.
You can also update the status of an event; however, it’s limited to activating or deactivating the event.
To do so, prompt the chatbot to update an attendee or an event status.
Creating Users
You can create user accounts for our smartphone app or the web app.
To do so, prompt the chatbot to create a desired user 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-attendee-import |
Import attendees or issue tickets from an attached CSV file. |
bot-process-csv |
Process a previously attached CSV file or shared spreadsheet. |
bot-attendee-ticket |
Create an attendee and issue tickets. |
bot-tickets |
Issue tickets to attendees. |
bot-attendee-update |
Update an attendee’s profile. |
bot-event-status |
Update an event’s status. |
bot-check-in |
Find out who has checked in. |
bot-guests |
Manage an attendee’s guest. |
bot-search |
Search for an attendee. |
bot-reports |
Generate reports for an event. |
bot-tasks |
Create to-do tasks. |
bot-notification |
Create a chat notification. |
bot-stats |
Get event statistics. |
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. |