SME Intelligent Bot Wiki

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Onboarding Process ​

Install the Bot ​

  1. Download the bot zip file here (updated at 2024-12-17)

  2. Install the Zip file to Teams as per below instruction.

    teams-installation

  3. Choose the type you want to install as. E.g. Click Add to onboard as personal account, and click the Add to a chat and Add to a team corresponding to groupChat onboarding and channel onboarding.

    teams-installation2

Team Creation ​

TIP

If you are new to Bot and haven't got a Team in Bot yet, you need to create a Team in Bot first. (Please go to next section if you already know your Team name.)

  1. Make sure you are a Technical Advisor or Manager, the command will verify your job title and currently only those roles can create a Team in Bot.
  2. After installing the Bot, please use command create team with name <Your-Team-Name> . Please note that the Team name is case-sensitive. You will be automatically linked to the Team with TA role. teams-creation

Add personal account to your Team ​

If you are already in a Team with TA role, you can add engineers to your team (regardless of if they are registered in Bot or not.).

Please use command register <alias1>, <alias2> to team: <Team-Name>, e.g. register lucashuang1, lucashuang2, lucashuang3 to team: Lucas Test Team, to link those engineers with your Team. teams-ta-batch-register

Add chat group to your Team ​

This is referring to groupChat user account. After installing the bot to the chat group, you can link this chat group to a Team.

In the chat group, please use command register to team: <you-team-name>, e.g. @SMEIntelligentBot register to team: Lucas Test Team, to link the chat group with your Team.

TIP

  • This registration only targets at the chat group itself, regardless how many people inside this chat group.

  • After onboarded, the default role for the chat group account is TA, as a group chat is designed to receive all Team related information.

  • Each team can only have 1 chat group.

Add channel to your Team ​

This is referring to channel user account. After installing the bot to a channel, you can link this channel to a Team.

In the channel, Please use command register to team: <you-team-name>, e.g. @SMEIntelligentBot register to team: Lucas Test Team, to link the channel with a Team.

img.png

TIP

  • This registration only targets at the channel itself, regardless how many people inside this channel.

  • When onboarded, the default role for the channel account is TA, as a channel is designed to receive all Team related information.

  • Each team can only have 1 chat group.