To enable your employees to engage with Harper over Microsoft Teams, we’re asking you to install the Wisq app in Teams. If you have any questions about these steps, please contact your Wisq Customer Success Manager for assistance.
Prerequisites
- The person completing installation must have Microsoft 365 Global Administrator permissions and Wisq Admin access.
Setup Steps
1. Download the app package
- Log into Wisq
- Go to the Admin Console. Click on the Configure tab
- If your Teams Global Admin does not have Wisq Admin access, please contact your Customer Success Manager
- Under Tools, click Microsoft Teams
- Download the linked app package
2. Install the app package
- Go to the Teams Admin Console: https://admin.teams.microsoft.com
- Navigate to “Manage apps,” under “Teams apps”
- In the right corner, there is a dropdown menu called “Actions.” Click on it and then click “Upload new app.”
- Select the app package (the zip file you’ve downloaded), and Upload.
- After uploading the app, visit this URL to grant permissions: https://login.microsoftonline.com/common/adminconsent?client_id=4b31569a-93e8-4d89-9958-d148f2dd03da&redirect_uri=https://api.wisq.com/api/teamsApp/config/authorize
- We’ve included additional information about these permissions below.
3. Install the Teams App for Specific or All Users
The app can be made available to specific users or all users at your organization. You will likely want to first test with a subset of users then make available to all.
To do this, set up an installation policy:
- In the Teams Admin Center, navigate to Teams apps → Setup policies
- Either create a new policy (Call it Wisq / Harper) or modify the Global (Org-wide default)
- Under Installed apps, click Add apps
- Search for and select the name of our custom app (Harper)
- Click Save
- Next assign who should have access.
- To assign selected users (best for testing with a small number of people): Click Manage users. From this screen, add the selected users that should have the app automatically available.
- To assign all (or a larger group of people): Click Manage policy assignment. Assign a group to the policy.
The app will now appear automatically for selected users.
Here’s a link to Microsoft documentation for more details.
4. Finish setting up Teams in Wisq
After installation and admin consent is complete:
- Return to the Microsoft Teams Configuration page in Wisq
- Admin Console > Configure > Microsoft Teams (under Tools)
- Click Enable Microsoft Teams
Once enabled and saved, your employees may contact Harper directly from Teams.
5. Test
- Open Microsoft Teams, look for Harper under Chats.
- Send a test message to Harper. “Test” works great!
- Confirm that Harper responds.
App Permissions
Below is a preview of the permissions, and an explanation of each item and why it's necessary for the Wisq Teams app to function properly.
Consider adding:
- Information about what permissions the app requests and why
- Read all app catalogs We need this to verify that our app is properly installed in your Teams environment and to check for available updates. This ensures you always have access to the latest features and security improvements.
- Read the names and descriptions of all channels We use this to understand your team's structure so our app can appear in the appropriate channels and provide relevant functionality where you need it.
- Read all channel messages Our app needs to access channel conversations to process messages and provide intelligent responses or actions based on the content of your team discussions.
- Get a list of all teams We need this to identify which teams Harper is in.
- Create chats Our app uses this to initiate conversations with you and your team members, enabling us to send notifications, updates, and important information directly through Teams chat.
- Read and write all chat messages for chats where the associated Teams application is installed This enables our app to participate in conversations where it's been added, allowing it to read context and respond appropriately to your team's needs.
- Allow the Teams app to manage itself for all chats This enables our app to update its settings and maintain its presence within chat conversations as needed without requiring manual intervention.
- Allow the Teams app to manage itself for all teams Similar to chat management, this ensures our app can maintain and update its configuration within team environments automatically.
- Allow the app to manage itself for all users This ensures our app can maintain its functionality and settings for each user who interacts with it, providing a consistent experience.
- Read organization information This permission allows our app to access basic details about your organization, such as the tenant name and identifier. We use this information to customize the app experience and ensure proper setup for your specific organization.
- Read all users' basic profiles This includes display name, first and last name, email address, and photo. We need this to identify users correctly, display names in our interface, and personalize interactions within Teams.
- Sign in and read user profile This enables user authentication with our app and allows us to access basic profile information to provide a personalized experience.