@mention it in a channel or DM it directly. Replies include rich Adaptive Cards for approvals, search results, and file attachments.
Prerequisites
You must have the Microsoft 365 connector set up first. The Teams bot can’t function without it.Step 1 — Receive the Teams manifest
Your BrightPath account manager will send you a.zip file containing the DeskMate Teams app manifest. The same manifest works for every customer — DeskMate’s bot is multi-tenant.
Step 2 — Install the app in Teams
You can install at the organisation level (everyone gets the bot) or at the personal level (just you).Organisation-wide install
- Sign in to admin.teams.microsoft.com as a Teams Administrator
- Go to Teams apps → Manage apps
- Click + Upload new app → Upload
- Select the
.zipfile from Step 1 - Once uploaded, find DeskMate in the list and set Status: Allowed
- Optional: go to Setup policies to pin DeskMate to the Teams sidebar for everyone
Personal install (testing)
- In Teams, click Apps in the sidebar
- Click Manage your apps → Upload an app → Upload a custom app
- Select the
.zipfile from Step 1 - Click Add
Step 3 — Talk to the bot
In any channel where DeskMate is installed, type:Features
Adaptive Cards
Approvals, search results, and file attachments are rendered as Adaptive Cards — interactive cards with buttons. For example, an approval card lets you click Approve or Reject directly in chat without leaving Teams.File uploads
You can drag a file (PDF, DOCX, XLSX, CSV, image) into a chat with DeskMate. The bot will download it, parse it, and use it as context for whatever you ask next. Example:(drag in invoice.pdf) What’s the total amount and due date?