Do your first setup on MS Teams
New Setup Card
New setup is done after the installation package of the bot is installed on MS Teams.
For any new setup, the setup card will be sent to users upon app mounting on a team.
The setup card will be sent to the “General” channel upon the app is mounted on a team in Microsoft Teams.
Do your first time setup now
The user should click on the button to proceed to the setup page. After performing the first-time setup, the client will be redirected to Stella Account to do Stella OAUTH.
Click on “Do your first time setup now”
After clicking “Do your first setup now” a new setup page will be open.
New Setup Page
In the new setup page, the user has to define the default inbox mapping from Stella channels to MS Teams Channels and template message tree, inbox settings, and admin account username and password.
Default settings: in new setup includes setting up a connection with the bot platform in the process. Therefore Stella Organization ID and Bot Platform Version are included in the selection.
Stella Organization ID: defines the Stella / Woztell Organization to be used by Stella Inbox to retrieve data.
Version Selection: defines the Bot Platform Version to be used. This will be detected by Stella Inbox from incoming messages sent from channel web hooks automatically.
Default Settings include:
• Default Inbox Channel
• Default Template Tree
• Teams Service URL
• Whats App WABA ID
• Whats App Namespace
Default Inbox Channel defines the Teams channel to be used when a new channel is integrated, without any Teams channel ID or Teams channel URL specified.
Default Template Tree defines an array of Stella Tree IDs to be used by agents in Teams. The trees included here will be served to agents to be used as possible templates to send to clients. The default template trees will be available to all messages from different Stella channels.
Teams Service URL is defined by the service zone of MS Teams. This is provided by Microsoft Teams during installation, but can also be updated by developers manually.
Whats App WABA ID defines the default WABA ID from Whats App. As Whats App no longer provides singleton English or English, this default setting is deprecated now, and shall not be used.
Whats App Namespace defines the default Whats App WABA Namespace. This default setting is now deprecated as WhatsApp since WhatsApp no longer provides the same namespace to the same organizations.
Go to your Stella account and copy the organization id.
Now paste the organization id in the Stella organization box.
Then go to your MS Teams and click on the three-dot option to get the link to Default Inbox Channel.
Copy the URL of the default inbox channel.
Now paste the URL in the Default inbox channel box.
Go to your Stella/woztell account and click on Bot Builder and then click on your desire tree.
Now click on any of your nodes and copy the Tree id.
Then paste the Tree id in the default template tree box.
Now again go to your Stella/Woztell account and click on “Channels” then click on “Edit”
Click on the “Platform” you can find WhatsApp WABA ID, Please copy the “WABA ID”
Now paste the copied ID in the “Whatsapp WABA ID” Box
Now again go to Stella/Woztell account and click on “Integrations” then click on “type: Whatsapp”
You will find the Whatsapp “Namespace”. Please copy the Namespace
Now paste the copied name into the “WhatsApp Namespace” Box
Inbox Settings
For Inbox Settings, this sets the behavior of Stella Inbox during operation. The configuration affects both the result of how Stella Inbox will present to Stella and on MS Teams. Options include:
Save Teams commands to conversation history Enabling this option will allow Teams commands typed by agents during live chats to be stored into conversation history with the client in Stella Inbox.
Show agent name on client messages Enabling this option will cause the agent’s name in Teams to be added to text messages sent to clients automatically. Mark all messages from users Enabling this option will add the client’s name or member ID to messages sent to Teams.
Send files to clients from outside of Teams Enabling this option will allow agents to use the #Send_File command and use the website hosted by Stella Inbox to send files to clients. The file will be stored in Stella's Inbox for 3 months.
Show the previous history when transferring Enabling this option will add live chat history between clients and agents into the new transferred ticket card.
Use Human Agent Tag for Facebook Channel Responses Enabling this option will use Human-Agent Tag for all messages sent by agents to Facebook clients.
Enable transfer history masking Enabling this option will allow agents to modify the conversation history transferred to an agent.
Ticketing System
Live Chat Ticketing System Mode This option allows the admin to select the ticketing system to be used by Stella Inbox.
The ticketing system controls part of the live chat session assignment policy and live chat session handling policy. This affects the privacy level of ticket handling, and also the customer service flows as well.
Common Live Chat: Common live chat mode sends live chat tickets to the designated live chat channel directly. Agents will reply to clients in the live chat channel ticket sent to, and all agents can see the conversation.
Ticket Picking: Ticket picking live chat mode sends a live chat picking ticket to the designated live chat channel. Agents click “Pick Ticket” to transfer the ticket to their own personal channel setup. The live chat session will be sent to a personal live chat channel, and agents can reply to the client there. And other agents may not read the conversation if the personal live chat channel is configured in a separate private team.
Admin Assign: Admin assigns live chat mode and sends a live chat assign ticket to the designated live chat channel. This mode allows admins to assign the ticket to other agents. Instead of letting the agents choose which ticket to handle, the admin assigns tickets to different agents to let the best-suited agent handle live chat requests. To assign an agent to handle the ticket, the admin first chooses the agent in the message card. Then click “Assign Ticket”.
The live chat session will be sent to the personal live chat channel configured by the agent. The agent will handle the ticket on their personal live chat channel.
Round Robin: Round robin ticketing mode sends the live chat session to all agents configured with personal live chat channels evenly. The round-robin queue is shared by the organization in Stella's Inbox. For multiple live chat channels set to round-robin mode, they use the same counter and same set of agents. A common live chat channel is still required for incoming live chats to send to for this mode, even the live chats will not enter the channel.
Select your desired live chat ticketing Mode.
Admin Account
The admin account set in the new setup page defines the username and password to be used in the configuration page of Stella Inbox. There is only 1 configuration account per tenant applied for Stella Inbox. The default Username and Password is “admin”.
Now click on “Set Inbox” to save the setup.
Stella Authorization
In order to allow Teams Inbox Bot to send messages or request data from Stella, it must be authenticated by Stella and connect to a specific Stella App of the organization.
When the login button on setup cards on MS Teams is clicked, the user will be redirected to the Stella OAuth site to authenticate the bot and generate an access token to Stella for the Teams Inbox Bot.
Login to Stella
Authenticate Teams Inbox Bot
Go to MS teams and call the “Setup” command
An adaptive card will be returned by Stella Inbox for a user to do the setup.
Click on “Stella Login” In order to authenticate the bot.
Sign in to your woztell account. Type your email and click on “Next”
jType your woztell account password and click on “SIGN IN”
Select your desired organization and click “Confirm”
Give the following permission.
Fill up the Stella organization id, you can find the organization id in your Stella/woztell account (please refer to section 2). Type the admin Username and password and click on “Login”. (The default username and password is “admin”)
After logging in Teams inbox, configuration page will be open, Close the page.
Please refer to the next article for Dashboard setup.
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