# What are Custom Workbots?
Custom Workbots are Microsoft Teams apps you create that can leverage the Workato bot platform under the hood. You can fully customize your bot's identity, i.e.:
- Branding (bot name, bot logos, accent color)
- Custom OAuth profile (bot ID, App secret)
These Microsoft Teams apps can then be sideloaded into your Microsoft Teams groups or channels for use by your members.
# When would I need custom Workbots?
- You want multiple, purpose-specific bots in your Microsoft organization. For example, you may want to have HRBot, ITBot, DevOps bots installed within your organization.
3 bots installed into 1 Microsoft organization
You want control over your bot's branding, i.e. bot name, bot logos (full color & transparent outline) and accent color,
You want control over your bot's permissions. By default, Workbot for MS Teams requests for a minimum set of permissions:
Your enterprise bot can additionally include:
# Creating a custom Workbot
Before you begin, ensure that you have been assigned at least one of the following roles in your Microsoft organization:
Application administrator Cloud application administrator Global administrator Privileged role administrator
You can check your role assignments from https://portal.azure.com/ ➤ Users ➤ You (click on your name) ➤ Assigned roles.
Check your assigned roles
# Getting started
To begin, head to Tools ➤ Workbot.
If you don't see Workbot, make sure your Workato team or account has access to Workbot
In the Custom tab, at the bottom of the page, click on Create a custom bot.
Missing custom tab
If you don't see the Custom tab, make sure your Workato team or account has access to Custom OAuth profiles
# Step 1: Create a bot in Microsoft App Studio
Step 1 is done entirely on App Studio in Microsoft Teams.
|1||Install App Studio||In MS Teams, from the left navigation bar, click the ellipsis, then search & install App Studio.|
|2||Create new app||In App Studio, navigate to the Manifest editor tab, and click Create new app.|
|3||Key in app details||Key in the following fields in your App details:|
|4||Capabilities: Add personal tab(optional)||
Click on Add a personal tab and fill in the following fields:
|5||Obtain Client ID||Under Capabilities ➤ Bots, click Set up.|
|6||Obtain Client secret||Under App passwords, click on Generate new password.|
Once you've obtained both the Client ID and the Client secret, head back to Workato. Proceed to Step 2.
# Step 2: Configure the custom OAuth profile
|1||Under Bot name, key in your bot's name.|
|2||Under Client ID, copy your Bot ID and paste it into the field.|
|3||Under Client secret, copy App password and paste it into the field.|
# Step 3: Configuring your custom bot to talk to Workato
Copy the Messaging endpoint, and head back to MS Teams App Studio.
|1||Configure messaging endpoint|
|2||Whitelist Workato as a valid domain|
After adding the
|3||Test and distribute: resolve outstanding issues||On the right side of the page, resolve any outstanding issues. If left unresolved, you may run into issues with installation and/or downloading your app package (a.k.a. manifest).|
These issues are typically related to fields in Details ➤ App details and/or Capabilities ➤ Bots.
|4||Test and distribute: download manifest||Click on Download to download your app's manifest into your default download folder. Keep this file handy - you'll need it for the next step.|
|5||Sideload app: Go to MS Teams admin center||Head over to https://admin.teams.microsoft.com/policies/manage-apps|
|6||Sideload app: Upload manifest|
|7||Sideload app: Add to team or channel|
# Step 4: Configure redirect URLs for authentication
|1||Got to portal.azure.com|
|2||Add the redirect URIs|
# Step 5: Establishing a Workbot connection with a custom Workbot
|1||Go to App connections|
# Common issues: MS Teams Permissions & Setup policies
|1||Org-wide app settings|