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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 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 Marketplace page 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 (TicketingBot) 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 @TicketingBot 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 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.
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