Contents
- Overview
- Setting Up the Integration (Administrator)
- Permissions
- Data Flow
- Using the Integration (Individual User)
- FAQs
Overview
Note: The Microsoft Teams integration (v2) also known as the "Betterworks MS Teams bot" will override the existing integration (v1). Although the Microsoft Teams integration (v1) will still function in a limited capacity, customers are encouraged to upgrade to access the updated and expanded capabilities.
With our Betterworks MS Teams bot, users can:
- View and update their goals and milestones
- Give and request feedback
- Give recognition
- Receive notifications about:
- Goal and milestone activity
- Due dates for conversations
- Pending feedback
- Recognition received
Setting Up the Integration (Administrator)
Note: In order to set up the integration, you must be a Super Admin in Betterworks and an administrator in your organization's Microsoft instance. Also, your email address in Betterworks must match your email address in Microsoft.
As a Super Admin, go to:
Admin → Platform Configuration → Third-party Integrations → Microsoft Teams
Authenticate the Betterworks MS Teams bot for your organization by providing your Microsoft email address:
You can test the Betterworks MS Teams bot by installing it for a few users (simply select their names from the search box) and have them use the bot. This functionality is beneficial for security personnel who need to review the bot's capabilities or other administrators who'd simply like to familiarize themselves with the bot in order to better support their team.
Once satisfied, you can install the Betterworks MS Teams bot for everyone in the organization by clicking "Enable for all the employees":
Permissions
Below are the permissions the Betterworks MS Teams bot requires:
- Read directory data - Supporting documentation from Microsoft
- The directory data is periodically read to generate a list of users for whom the bot was not previously installed in order to install the bot automatically for those users
- Manage Teams apps for all users - Supporting documentation from Microsoft
- Used to automatically install the bot for users. Although the permission isn’t restricted to a particular bot, only the Betterworks MS Teams bot will be installed.
Note: These permissions are used by Betterworks without a signed-in user present, and can only be consented to by a Microsoft administrator - Support documentation from Microsoft.
Data Flow
1. A user sends a command to the Betterworks MS Teams bot.
2. Command text and context information (i.e. Microsoft Teams User ID, Tenant ID, command parameters if applicable, etc.) is sent from the Microsoft Teams client to the Microsoft Teams server.
3. The Microsoft Teams server transfers the information to the Betterworks MS Teams bot server.
4. The Betterworks MS Teams bot server processes the request and sends the response via the same path.
Note: The communication between the Microsoft Teams server and the Betterworks MS Teams bot server is based on the Microsoft bot framework and has the same standard security practices.
Using the Integration (Individual User)
Note: Pin the Betterworks message extension below the message box just once and it will be available everywhere.
With our Betterworks MS Teams bot, users can:
- View and update their goals and milestones
- Give and request feedback
- Give recognition
- Receive notifications about:
- Goal and milestone activity
- Due dates for conversations
- Pending feedback
- Recognition received
Request feedback
To request anytime feedback:
1. Go to another user's chat/thread.
2. Click the "Betterworks" pinned message extension.
3. Click "Request".
Once you select the template and move to the following step, that user will be selected by default. You'll simply need to click "Request Feedback" to complete the process:
Give feedback
To give anytime feedback to others:
1. Go to another user's chat/thread.
2. Click the "Betterworks" pinned message extension.
3. Click "Give".
Once you select the template and move to the following step, that user will be selected by default. You'll simply need to fill in the feedback and click "Give Feedback" to complete the process:
Give Recognition
To give recognition:
1. Go to another user's chat/thread.
2. Click the "Betterworks" pinned message extension.
3. Click "Recognize".
That user will be selected by default. You'll simply need to enter the recognition and click "Submit" to complete the process:
View and Update Goals and Milestones
To view and update goals and milestones:
1. Go to another user's chat/thread.
2. Click the "Betterworks" pinned message extension.
3. A dialog box will display containing all public goals, their progress, and their status. Click "View" to show the associate milestones.
4. Click "Update" to update progress or add comments.
Notifications
Receive the following notifications in the bot window:
- A user has commented, cheered, or nudged your goal or milestone
- You have open conversations that are due
- You have received recognition
- You have received feedback
- You have pending feedback requested and scheduled feedback
Receive a weekly summary at the start of the week in the bot window that includes:
- Status of your goals and milestones
- Pending feedback
- Incomplete conversations
- Latest recognition given
FAQs
Can I search for a user from the provider list?
Due to the limitations of Microsoft search, it is not possible at this time. However, you can scroll through the list or simply go to that user's chat/thread.
Can an administrator configure the names of commands or features?
The text visible on the command or feature is fixed. It cannot be changed to match customized module names in the Betterworks application.
Can an administrator disable commands for features that are not used in the Betterworks application?
An administrator cannot disable commands. The Betterworks MS Teams bot will show all commands even if your specific organization does not use those modules in the Betterworks application.