How to Connect and Use the Docket App in Microsoft Teams

Requirements to Install Docket in Microsoft Teams

Before you begin, ensure you have the following in place:

Microsoft Teams Access: You must have permission to install apps in your Teams environment. Depending on your organization’s settings, you might need admin approval to install the Docket app.
Docket Permissions: Admin-level access is required in Docket to integrate and configure Microsoft Teams

Connecting Microsoft Teams with Docket

To integrate Microsoft Teams with Docket, follow these steps:

Navigate to Integrations
In the Docket app, go to the Settings menu and find the Integrations page.
Locate Microsoft Teams
Scroll to find the MS Teams option and click on 'Connect'.

3. Authorize Connection
You’ll be prompted to authorize Docket’s access to your Microsoft Teams data. Follow the authorization steps, and you’re all set! Now you can add Docket to Teams.

Adding Docket App in Microsoft Teams

To add Docket to a Teams channel, follow these steps:

Manage Channel
Open the channel where you want to add Docket and select Manage Channel.
Select Apps
Under the Apps tab, find and select Docket.
Add Docket
Click Add to include the Docket app in the channel.

Configuring Docket in Microsoft Teams

Teams and Channels Overview

Under the ‘Teams and Channels’ section, users can view the list of teams and channels where Docket is added.

1. Responding in Channels

By default, Docket will respond to all channels in Teams where the Docket bot is added via Teams.
If you want Docket to respond only in certain channels, follow these steps:
- Go to Settings and find the section ‘Respond to @Docket in Teams’.
- Switch the setting to ‘Respond to set of channels’.
- Select the channels where you want Docket to be active.

2. Automatic Response to Questions Without Tagging Docket

Default Setting: This feature is disabled by default.
To enable automatic responses:
- Under the ‘Respond Automatically to Questions’ section in settings, turn on the feature for specific or all channels.
- Docket will start answering relevant questions even when not directly tagged, based on the available information.

How to Use the Docket App in Microsoft Teams

Once Docket is installed and configured, here’s how to get started:

Ask Questions in Teams Channels

You can directly ask questions in any Microsoft Teams channel where Docket is added. To summon Docket, simply type @Docket, followed by your query.

Example Queries:

@Docket, What is Docket?
and capabilities.

Best Practices for Using Docket in Teams

Keep Queries Clear and Specific:
Use relevant keywords and provide enough context to get the most accurate response from Docket. For example, instead of asking "What's new?", try "What are the new features released in the latest update?"
Use @Docket in Relevant Channels:
Make sure to tag Docket in channels where your teammates has asked a question relevant to the company knowledge.

Important Notes

Docket Only Answers Based on Provided Knowledge

Docket responds only to questions related to the ingested knowledge. If no relevant knowledge has been ingested or added, Docket will not provide an answer to queries outside that scope.

Example:
If you’ve only ingested knowledge about Microsoft Teams and someone asks, “Who is Sam Altman?”, Docket will not respond as that information isn’t available in the ingested knowledge base.

Sources of Knowledge for Docket

Users can ingest knowledge from a wide range of sources to ensure that Docket can provide comprehensive answers. These include:

Sales Enablement Tools: Seismic, Highspot
Communication Tools: Slack, Microsoft Teams
Personal Cloud Storage: Google Drive, OneDrive
Project Management Tools: Notion
Support Ticketing Systems: Intercom, Zendesk
Call Recording Tools: Gong, Chorus, Clari Copilot
Website URLs

Keeping your knowledge base updated across these platforms is essential to ensure Docket provides accurate and relevant responses to your team’s questions.

Response Configurations

Even after Docket is added to Microsoft Teams, it will not reply to any questions unless it has been explicitly configured in the Docket web platform to respond in specific teams or channels.