Before you install
Two people are involved and they are usually not the same person. A Teams administrator installs the app for the organisation. Each rep connects Microsoft 365 in Doris so the bot can tell who is asking.
Install it for your organisation
1
Download the app package
Download doris-teams-app.zip. It contains the app manifest and icons. There is nothing to configure inside it, and it carries no credentials, so it is safe to forward to whoever administers your Teams.
2
Upload it in the Teams admin center
Go to Teams admin center > Teams apps > Manage apps, select Upload new app, and choose the zip.The app then appears in your organisation’s app catalogue. No Microsoft review is involved, and end users do not need permission to upload custom apps.
3
Choose who can use it
In Manage apps, open Doris and use an app permission policy to allow it for the people you want. You can start with a pilot group and widen later.
4
Optional: pin it
An app setup policy pins Doris to the Teams sidebar so people find it without searching.
Where it can be used
Asking it something
Ask in plain language. Doris answers from the calls, emails, documents and CRM fields behind the deal.- What happened on my last call?
- Which deals went quiet this week?
- Where is the Acme deal and what is at risk?
Following up
Doris remembers the recent turns of your conversation, so a follow-up like what about the other one? works. Each person’s history is their own. Two people asking in the same channel do not see each other’s previous questions, and each answer is scoped to what that person can see in Doris. Say clear to start a fresh thread. The earlier conversation stays readable in Doris.Telling us when an answer is wrong
React to Doris’s reply with 👍 or 👎 in Teams. That is recorded against the answer. Every message also carries a request ID. Open the conversation in Doris, hover the message, and copy it. Sending that ID with a bug report finds the exact run in our logs.Finding a Teams conversation later
Teams conversations appear in your Doris chat list alongside in-app ones, marked with the Teams icon. They are stored the same way and kept for the life of the workspace.What Doris will not do in Teams
- It never starts a conversation. Every reply follows a message to it.
- It never contacts your buyer. Doris has no buyer-facing surface at all.
- It cannot change anything. In Teams, Doris has read access only. Writes are available in the app.
- It does not read your channel. Only messages that @mention it reach Doris.
Troubleshooting
Doris does not reply in a channel
Doris does not reply in a channel
Check the message @mentions it. Doris receives nothing else in a channel or group chat.
It says it does not recognise my account
It says it does not recognise my account
Connect Microsoft 365 in Doris under Settings, using the same work account you use in Teams. Doris matches on your Microsoft directory identity, so a personal account or a different tenant will not match.
An answer was cut short
An answer was cut short
Teams limits how large a message can be. A long answer is trimmed and links to the full version in Doris.
An answer was wrong
An answer was wrong
React with 👎, then send us the request ID from the message in your Doris chat list.