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Org-wide pre-installation

Microsoft Teams administrators can pre-install the Neo Agent app for all users in their organization. This allows the app to be available to all users without requiring individual installation. For detailed instructions on pre-installing Teams apps organization-wide, see the Microsoft Learn documentation.

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Individual user notifications

Every user that needs to receive messages via Teams must complete the following steps:
1

Install the Neo Agent Teams app

Install the app from the Microsoft AppSource.Open Microsoft Teams app page
2

Send a few messages to Neo

Send 3–5 short messages (for example: “hi”, “how are you?”) to the Neo app in Teams.
Microsoft requires an initial conversation to allow an app to message a user.
3

Use people in Notify actions

After setup, these users appear in:

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Channel notifications

You can route workflow notifications to a Teams channel by using its email address.
1

Get the channel email

Open the channel → click ... → select Get email address.
Get channel email address in Microsoft Teams
2

Allow external senders

Open Advanced settings and enable Anyone can send emails to this address. Copy the email and save.
Enable external senders for the channel email
3

Configure in Neo

Paste the channel email into the Notify Internal Team action in the dashboard.Open Neo Dashboard
Use channel email in the Notify Internal Team action

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Advanced

  • Use channel email for ticket updates
  • Combine webhooks for alerts and escalations