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Version: 8.3

Set up Creatio.ai add-in for Microsoft Teams

Important

Creatio.ai add-in is available for Microsoft Teams for a limited number of beta testers.

After the system administrator performs preliminary setup, you can configure Creatio.ai in your Microsoft Teams client. In general, the setup of Creatio.ai add-in consists of the following steps:

  1. Install Creatio.ai add-in. Learn more: Read more >>>
  2. Grant Microsoft Outlook and Microsoft Teams access to Creatio Read more >>>

1. Install Creatio.ai add-in​

You can install the Creatio.ai add-in for Teams in one of the following ways:

  • from Microsoft Teams
  • directly from Microsoft AppSource

Install Creatio.ai add-in for Microsoft Teams​

  1. Open Microsoft Teams.

  2. Click Apps in the navigation panel.

    Fig. 12 Add apps to Microsoft Teams
    Fig. 12 Add apps to Microsoft Teams

  3. Enter "Creatio.ai" in the search bar.

  4. Select the add-in from the results.

  5. Click Add.

As a result:

  • The Creatio.ai add-in will be added to the Apps page.
  • Creatio.ai will be available directly from the calendar event before the meeting.
  • Creatio.ai will be available in the side panel chat during the meeting.
  • Creatio.ai will review and analyze notes in the dedicated tab after the meeting.

Install Creatio.ai add-in directly from Microsoft AppSource​

  1. Open the Microsoft AppSource.

  2. Find the Creatio.ai add-in. To do this, go to the Search AppSource Apps field → enter the "Creatio.ai" search query → select the Creatio.ai add-in. This opens the Creatio.ai page (Fig. 11).

    Fig. 11 Creatio.ai window
    Fig. 11 Creatio.ai window

  3. Click Get it now.

  4. Confirm the installation. To do this, click Continue.

  5. Log in to Microsoft account using your credentials if needed.

    The installation might take some time.

As a result:

  • The Creatio.ai add-in will be added to the Apps page (Fig. 3). Use Creatio.ai when working with a single email in a separate window or the message list.
  • The "Creatio.ai" group that includes the Creatio.ai button will be added to the Event tab on the New event window (Fig. 4). Use Creatio.ai when working with a single event in a separate window.

2. Grant Microsoft Teams access to Creatio​

  1. Open Microsoft Teams → Calendar.

  2. Open a meeting → Apps → Creatio.ai Agent. This adds the app to the meeting.

  3. Click the app in the app list (Fig 12).

    Fig. 12 Meeting window
    Fig. 12 Meeting window

  4. Log in to Creatio.

    1. Enter the Creatio URL and click Continue.
    2. Click Sign in to.... This displays Creatio login page.
    3. Use your credentials to log in. This displays consent page (Fig. 13).
    Fig. 13 Consent page
    Fig. 13 Consent page

  5. Click Accept. This opens the Creatio.ai window in Microsoft Teams.

As a result, Teams will be connected to Creatio and you will be able to interact with Creatio.ai directly from Teams (Fig. 15).

Fig. 16 Interaction with Creatio.ai directly from Teams
Fig. 16 Interaction with Creatio.ai directly from Teams

See also​

Creatio.ai

Creatio.ai add-in overview

Set up Creatio.ai add-in for Microsoft Outlook

Creatio.ai (developer documentation)