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Integrating Microsoft Teams with Archie

Setting your Teams account

Written by Camilo

The Microsoft Teams integration allows you to connect your Microsoft Teams environment with Archie, making it easier for users within your organization to access the platform directly from Teams.
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Before configuring this integration, Single Sign-On (SSO) must already be set up, as it is a prerequisite. Once enabled, users within your Microsoft domain will be able to access Archie through Microsoft Teams, providing a seamless experience and significantly simplifying processes such as visitor creation.


Integrating Teams with Archie

  • Login into your Archie portal

  • Navigate to "Settings/Integrations/App marketplace"

  • Locate the Teams app and click View integration

  • Click "Connect Teams account"

  • Proceed to add your Microsoft teams account information

  • You will be taken back to Archie

As an alternative, you can also connect Teams to Archie using App Registration. This method provides greater flexibility and control by allowing you to configure and manage the integration directly within your Microsoft Entra (Azure AD) environment.

Connect with app registration

Create the app in Azure

  • Connect to Azure and go to App Registration

  • Click on New registration to register an application

    • Name : Archie

    • Supported account types : • Accounts in any organizational directory (Any Azure AD directory - Multitenant)

    • Redirect URI: Leave it empty

  • Go to Api permissions and add the permission as follow by clicking on Microsoft Graph. Make sure the permissions are configured exactly as shown below.

    • Calendars.ReadWrite

      • Set as Application

      • This is to Have full access to user calendars

    • Calendars.ReadWrite.Shared

      • Set as Delegated

      • This is to Read and write user and shared calendars

    • Place.Read.All

      • Set as Application

      • This is to Read all company places

    • User.Read

      • Set as Delegated

      • This is to Sign in and read user profile

    • User.Read.All

      • Set to Application

      • This is to Read all users' full profiles

  • Grant admin consent to all these permissions

  • Go to Certificates & Secrets and create a new client secret

    • Description : Archie secret

    • Expires : Longest period to avoid disconnection with Archie

    • Copy the Value from the new entry in the table (this value will not be visible after), you will need it in Archie later

Connect the app to Archie

  • Go to "Settings / Integrations / App marketplace"

  • Locate the Teams app and click "View Integration"

  • Click "Connect your application"

  • Enter the information requested:

    • Directory (Tenant) ID : (You will find this information in the app overview in Azure)

    • Application (Client) ID : (You will find this information in the app overview in Azure)

    • Secret ID : Paste the value from the secret you generated when creating the app in Azure. If you lost the secret value, you can generate a new secret in the Azure application

  • Click Confirm

Adding the Archie App to Microsoft Teams

You will need to install the Archie app in your Teams, this can be done by following this link:

Using the Archie App

Open the recently installed Archie app. You will be prompted to sign in using your SSO credentials. Once you sign in, you will see three tabs:

Chat

The Chat tab is the chatbot. You should see a welcome message when you first open it.

You can also test your connection by sending the word “Welcome”. You should receive a response from the bot that includes your name.

Note: The message shown in the example may vary depending on the products enabled in your workspace.

Once everything is set up, you will receive a message in the Chat tab whenever a visitor checks in and you are listed as the host.

Book

Within the Book tab, you will find an option called Visits.

From here, you can create visits directly from the app without opening a web browser or signing in to Archie separately.

Note: The options shown in the example may vary depending on the products enabled in your workspace.

From the Visits section, you can view the visits scheduled for a specific date.

Please keep in mind:

  • Owners and admins can see all visits scheduled for the selected date.

  • Regular users can only see their own visits.

Create a Visit

To create a visit:

  1. Click Add a Visit in the upper-right corner.

  2. Enter the required information.

  3. Save the visit.

Review a Visit

To review a visit:

  1. Click the three dots next to the visit you want to review.

  2. Select Open Summary.

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