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For what the Teams integration does, see Chamelio for Microsoft Teams.

Installing the Integration

1

Get the app package

Reach out to the Chamelio team to receive the Microsoft Teams app package.
2

Connect from Chamelio

In the Chamelio app, go to Settings > Org Integrations and click Connect on the Teams card.
3

Upload in Teams Admin Center

In the Microsoft Teams Admin Center, go to Manage apps and upload the package you received.
4

Review permissions

Review and accept the requested permissions during installation.

Required Permissions

TeamMember.Read.All, Channel.ReadBasic.All, TeamsActivity.Send, Chat.ReadWrite.WhereInstalled, ChatMessage.Read.All, User.Read.All, ChannelMember.Read.All, Files.Read.All, Team.ReadBasic.All, Chat.Read.All, ChannelMessage.Read.All, Chat.Create, email, offline_access, profile, User.Read These permissions let Chamelio operate within Teams, support workflows, and surface relevant legal context where needed.

Using the Integration

Chamelio in Teams supports two modes:
  • Flow initiation - Any designated user, including Viewers with permission to launch a workflow, can start a Flow by mentioning Chamelio in a channel or by opening a form through the + icon > app picker > Chamelio. Some requests include an approval step, such as a OneDrive file upload.
  • Agent conversations - Reserved for Agent Users. Start a conversation by mentioning Chamelio in a thread, or by opening a private session with the app.