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Doris answers questions in Microsoft Teams. Send it a direct message, or @mention it in a channel. It replies from the same deal data the app uses, limited to what you can see in Doris. It never posts on its own. It replies only to a message that reaches it.
Doris in Teams is off by default. Doris turns it on for each workspace during onboarding. Ask your Doris contact to turn it on. Until then, the Teams card does not appear in Doris, and the bot does not answer anyone in your workspace.

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Before you install

Two people are usually involved:
  • A Teams administrator allows the app in your Microsoft tenant.
  • Each user connects their Microsoft account in Doris, so the bot knows who is asking.
Doris identifies you by the Microsoft account connected to Doris. It does not use your Teams display name. Doris must see both your Microsoft tenant and your directory user ID on that connection.

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Check that Doris will recognise you

Go to Settings > You > Connections. When Teams is on for your workspace, the Doris in Microsoft Teams card shows one of these:

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Install the app

1

Download the app package

On the Teams card, select Download app package. Or download doris-teams-app.zip. It holds the app manifest and icons. It has no credentials, so you can send it to your Teams administrator.
2

Allow custom apps

Your Teams administrator must allow custom app upload in the Teams app setup policy. If the upload option is missing, this policy is the cause.
3

Upload the app

In Teams, go to Apps > Manage your apps > Upload an app > Upload a custom app. Choose the zip.
The Doris bot is registered in one Microsoft tenant, because Microsoft no longer accepts new multi-tenant bots. Doris has not yet proven the install in every customer tenant. Talk to your Doris contact before you roll it out.

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Where you can use it

In a channel or group chat, Doris receives only messages that @mention it. A question without the @mention gets no reply.

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Ask it something

Ask in plain language. Doris answers from the calls, emails, documents and CRM fields behind the deal. The app suggests three commands: Deal status, Call recap and Pipeline check.
  • What happened on my last call?
  • Which deals went quiet this week?
  • Where is the Acme deal and what is at risk?
Each answer ends with a Sources list. The links open the meetings and deals in Doris.

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Follow-up questions

Doris remembers the recent turns of your conversation. A follow-up like what about the other one? works. Each person’s history is their own. Two people in the same channel do not see each other’s earlier questions. Each answer uses only what that person can see in Doris. Say clear to start a new thread. The earlier conversation stays in Doris.

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Report a wrong answer

React to the reply with 👍 or 👎 in Teams. Doris records the reaction against the answer. Each message also has a request ID. Open the conversation in Doris, hover the message, and copy the ID. Send it with your bug report.

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Find a Teams conversation later

Teams conversations appear in your Doris chat list with the Teams icon. They show as “Held in Microsoft Teams”.

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What Doris does not do in Teams

  • It does not start a conversation. Every reply follows a message to it.
  • It does not contact your buyer.
  • It does not change data. In Teams, Doris can only read. Make changes in the app.
  • It does not read your channel. Only messages that @mention it reach Doris.

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Troubleshooting

Teams is not on for your workspace. Ask your Doris contact.
Check that the message @mentions Doris. Doris receives nothing else in a channel or group chat.
Open Settings > You > Connections and read the Teams card. Connect or reconnect the same work account you use in Teams. A personal account or an account in a different tenant does not match.
Teams limits message size. Doris shortens a long answer and links to the full answer in Doris.

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Update the app

Doris updates answers and behaviour on its servers. You do nothing. When the package changes, for example a new icon or command list, download the zip again. Upload it the same way. Teams updates the existing app. The link always serves the current package.