How it fits together
Managing channels
Chat → Channels → New Channel.
| Field | Meaning |
|---|---|
| Name | Internal label, never shown to end users |
| Transport | Teams (others coming soon) |
| Agent | Required — the conversational chat agent that answers. Every channel has one. |
| Status | Active (the default for new channels) — live, inbound messages reach the agent. Disconnected — paused; the bot stays installed in client tenants but messages aren’t routed. |
Branding
The channel dialog’s Branding section holds the display name, description, welcome message, and the two icons end users see in Teams. Everything is optional — any field you leave blank uses the Neo default, so a channel works the moment you create it. Clearing a field just restores its default. For each icon (color, 192×192; outline, 32×32) the preview shows the effective image — your custom one, or the Neo default. Paste an image URL or Upload a file (Neo resizes and stores it); Reset restores the Neo mark. Branding lives in two places, which matters once the bot is installed in client tenants:- Welcome message is served at runtime — edits apply immediately, everywhere.
- Display name, description, and icons are baked into the installed Teams app — edits need the app re-published in each client tenant. Push update re-publishes to every link-installed tenant at once; see updating the bot.
Installing into client tenants
The quickest path is a magic install link: pick the client company under White-label installs, click Generate install link, and send it to the client’s Microsoft 365 admin. One click and approval publishes your branded app into their tenant and registers routing together — no zip upload. One branded bot per client — a company already bound to another channel can’t be added. (No admin access, or the app already installed? Register routing directly and upload the Teams app package manually instead.) Channel cards on the Channels tab show each channel’s bound-tenant count at a glance. The full step-by-step procedure — including the Teams admin center walk-through, verification, updates, and troubleshooting — is the deployment guide.The company picker uses the Microsoft 365 tenant ID set on each Company — a company without one can’t be added until you set it there.
What end users experience
Your bot — your name and icon, Neo isn’t visible. The welcome message greets them on first contact; 1:1 chats always respond, group chats follow the agent’s mention mode;/reset or /new starts a fresh conversation.
