Prerequisites
Before you begin, ensure you have:
Microsoft Teams admin access to upload custom apps and manage app policies
elvex admin access to configure integrations and manage agent settings
The elvex_bot.zip file (do not unzip the contents)
Step 1: Upload the elvex App to Microsoft Teams
Step 1: Navigate to the Microsoft Teams admin center
Step 2: In the left sidebar, click Teams apps > Manage apps
Step 3: In the top right corner, click Actions > Upload new app
Step 4: Select the elvex_bot.zip file directly
Do not unzip the contents before uploading.
Step 2: Configure App Setup Policies (optional)
To ensure your users have access to elvex by default:
Step 1: In the left sidebar, select Teams apps > Setup policies
Step 2: Select the policy that applies to your users (typically Global)
Step 3: Under Installed Apps, click Add apps
Step 4: Search for and select elvex
Step 5: Click Add to save your changes
Step 3: Connect elvex to Microsoft Teams
Step 1: Open Settings > Integrations as an elvex admin
Step 2: Find the Microsoft Teams card and click Configure
Step 3: Click Prompt admin consent
Step 4: A Microsoft Teams admin will need to sign in and approve the requested scopes
Step 5: After approval, you will be redirected back to elvex
You should now see a new connection with the Connected status.
Step 4: Add elvex to Your Teams App
Step 1: Open the Microsoft Teams app
Step 2: In the left sidebar, select Apps
Step 3: Under Added by your org, you should see elvex
Step 4: Click Add to install elvex for your personal use
Step 5: Configuring Teams Settings for Your Agent
To make an agent available in Microsoft Teams:
Step 1: In elvex, select the agent you want to use in Teams
Step 2: Expand the Security & Permissions section
Step 3: Locate the Microsoft Teams settings
Alias
The alias is how users will invoke your agent in Teams. For example, if your alias is "test", users can mention the agent by typing @elvex !test followed by their message.
Step 1: In the agent settings, expand the Teams Settings section
Step 2: Enter a unique Alias for your agent
Step 3: Verify that the alias is valid (you'll see a green checkmark)
Permissions
Choose who can use this agent within your Microsoft Teams tenant:
Disabled (Default): The agent cannot be used within your Microsoft Teams tenant
Match elvex permissions: Only users with an elvex account and permission to use this agent can use it in your Teams tenant (you can configure access in the Security & Permissions section)
All Teams users: Only public agents may be used by all Teams users
Allow Shared Channels
Enable this option to allow the agent to be used in Teams channels shared with users from other tenants.
⚠️ Warning: This may expose your agent to users outside of your organization.
Channel Access
Control which channels the agent can be used in:
All channels: The agent can be used in any channel within your Teams tenant
Exclusive channels: Limit the agent to specific channels in your Teams tenant
Default Channels
Select channels where this agent will be the default one. Users in these channels can interact with this agent without explicitly specifying the alias.
Step 1: Click the Search channels or add by link field
Step 2: Search for channels by name or paste a channel link
Step 3: Select the channels where you want this agent to be the default
If you don't find the channel in the list, you can add it by link.