Microsoft Teams | Atomicwork

Connect Microsoft Teams and Atomicwork

Connect Atomicwork to your Microsoft Teams account so that your employees can get instant help, raise requests, and get status updates via Atom.

You can also setup workflow actions to execute automatically like post to a Teams channel or create an Azure AD user.

In this article, we cover:

Giving Atom the right permissions
Adding Atom to your Teams account
Sync employee data from Teams
Adding Atom to a Teams team and channel
Atom learning from Teams channels
Notes about workflow actions involving Teams

To connect your accounts, you need:

Atomicwork admin access: You need to have org admin access in Atomicwork.
Microsoft Teams admin access: You need Teams admin access to review permissions and install the app.

Video: vimeo 1127259989

Giving Atom the right permissions

Before adding Atom to your Teams account, you need to ensure that it has the required permissions.

Go to admin.teams.microsoft.com.
Go to Teams apps > Manage apps. Search for Atom to bring up the app listing.
Click the app to view its policies in detail. Click Permissions.
Click the Grant admin consent button to review all the permissions required by the app.

If you are not already signed in, you will be required to sign in to your Microsoft Teams admin account.

You will need to grant admin consent for the following permissions to use the app:

Permission	Description	Usecase
Directory.Read.All	Read directory data	Workflows: Required for listing users, groups, license, domain in actions.
Directory.ReadWrite.All	Read and write directory data	Workflows: Required for creating users, groups through workflow actions.
GroupMember.ReadWrite.All	Read and write all group memberships	Workflows: Required for reading information about available groups and adding or deleting users from groups
User.Read	Sign in and read user profile	It’s a basic permission granted by Azure by default.
User.ReadWrite.All	Read and write all users’ full profiles	Workflows: Required for deleting users. For adding or removing licenses, either this permission or Directory.ReadWrite.All is required.
Channel.Create	Create channels	Workflows: Required to create a channel in teams.
Channel.ReadBasic.All	Read the names and descriptions of all channels	Atom: Required for reading conversations when Atom is configured to learn from a channel. Workflows: Either this permission or Directory.Read.All is required for posting to a channel.
ChannelMember.ReadWrite.All	Add and remove members from all channels	Workflows: Required for adding users to channels in teams.
ChannelSettings.ReadWrite.All	Read and write the names, descriptions, and settings of all channels, without a signed-in user.	ChannelSettings.ReadWrite.All enables Atom to learn from channels and update its knowledge graph
email	View users’ email address	It’s a basic permission granted by Azure by default.
Team.ReadBasic.All	Get a list of all teams	Workflows: Required to list teams in actions
TeamMember.ReadWrite.All	Add and remove members from all teams	Workflows: Required for adding members to teams.
TeamsAppInstallation.ReadForChat.All	Read installed Teams apps for all chats	TeamsAppInstallation.ReadForChat.All enables Atom to learn from channels and update its knowledge graph
TeamsAppInstallation.ReadForTeam.All	Read installed Teams apps for all teams	TeamsAppInstallation.ReadForTeam.All enables Atom to learn from channels and update its knowledge graph
TeamSettings.Read.All	Read all teams’ settings	Workflows: Required to list teams in actions.
TeamSettings.ReadWrite.All	Read and change all teams’ settings	Workflows: Required to list teams in actions
Teamwork.Migrate.All	Allows the app to create chat and channel messages, without a signed in user. The app specifies which user appears as the sender, and can backdate the message to appear as if it was sent long ago. The messages can be sent to any chat or channel in the organization.	Optional permission
User-LifeCycleInfo.Read.All	Read all users’ lifecycle information	Optional permission
User.Read.All	Read all users’ full profiles	Workflows and sync: Required for listing and getting user information. Either this or Directory.Read.All is required
user_impersonation	Create and access protected content for users	Workflows and requests: Required for sending replies as the agent to an employee request and for sending DMs/posting to channels on behalf of any employee
ChannelMessage.Read.All	Read all channel messages	Enables Atom to learn from channels and update its knowledge graph
Teams.ManageChats	Manage chats in Teams	Workflows: Required to perform actions such as sending, updating, or deleting messages within Microsoft Teams

Click Accept to provide consent.
You are all set and the app will be available to your users within 24 hours.

Adding Atom to your Teams account

Go to your Teams marketplace and search for Atomicwork.
Click Add to add the app to your team. Note: Team owners can restrict who can add apps. Some apps can be installed only by a team owner because they require additional permissions. If you can’t see Add, please talk to your Microsoft admin.
Once you do, Atom will send you a message introducing itself and asking you to sign into your Atomicwork account. Click “Sign in”.
Click Connect in the interim connection screen.
And we’re done! 🎉

Pinning Atom for easy access

Once you’ve connected the accounts, you can find Atom in the Apps section of your Teams account.
You can pin Atom for all users in your account by going to admin.teams.microsoft.com. Click “Setup policies” > “Global (Org-wide default)”. Scroll to the “Pinned apps” section and click “Add apps”.

Search for Atom and add it to the list of pinned apps. Hit “Save” > “Confirm” on the modal that pops up.

And you’re done!

Sync employee data from Teams

Go to Settings > Enterprise integrations > App store > Teams > Settings OR Settings > Import people > Teams > Settings.
Toggle the “Sync employee data” option. Once you toggle it on, Atomicwork will sync data from Teams every 24 hours.

First name
Last name
Work email
Phone number
Job title
Date of birth
Employee ID
Department
Hire date
Exit date
Language
Employment status
Reporting manager

Once you enable sync, Atom will use these fields to provide personalized responses. For example, if you have a list of holidays by location, it will provide relevant responses based on location. If an employee from Australia asks for a holiday list, they’ll only get the Australia holiday list and not the UK or the US list.

You can also use these fields to personalize journey messages and trigger journeys.

Adding Atom to a Teams team and channels

Atom can be added to standard channels in your organization only if it’s part of the Teams team to which these channels are mapped. You can add it to Teams teams only if you have admin privileges.

Go to your Teams account and click “Apps”. Search for and open Atom’s listing page.
Click “Add to a team” to add Atom to a Teams team in your organization. Once you’ve added it to a Teams team, you can add it to a channel.

Using Atom in Teams

Your end users can talk to Atom through DM or in a channel.
It only responds in channels when tagged so please make sure to let your employees know that it has to be “@” mentioned when they are looking for help. Atom can be mentioned only in standard channels.

Atom learning from Teams channels

Atom picks up insights from your team’s responses over the past year when it’s added to standard channels in Teams. It learns from these channels once a day so you’ll be able to see it using relevant answers from these channels the next day.

Workflow actions involving Teams

Atom can add users to channels only if they’re part of the Teams team so make sure you create the “Add user to a Teams team” action first before setting up a “Add a user to a channel” action.
Atom can create standard, private, and shared channels only in the Teams teams that it’s a part of.
Atom can only post to channels that it’s a part of so it can only post to standard and shared channels.
If you want Atom to send a DM to multiple people, it will send DMs to each member individually and will not create a chat with all the mentioned members.