Install the Microsoft Teams app
Make the Squadbase Bot app available in your Microsoft Teams organization so your Agents can deliver run reports to Teams channels.
To deliver Agent run reports to Microsoft Teams, the Squadbase Bot app must be available in your Microsoft Teams organization. This page covers what the app is, the prerequisites, and how to make it available — including what to do if your organization restricts third-party apps.
This page is the prerequisite for Set up Teams notifications. Once the app is available, you connect Teams and select destination channels there.
About the Squadbase Bot app
- The Squadbase Bot is a notification-only, team-scoped Microsoft Teams app. It posts your Agents' run reports as cards to the Teams channels you choose.
- It is added per team — add it to each team you want to receive notifications in.
- It requests a single permission: to read the names, descriptions, and settings of the channels in the team you add it to. Squadbase uses this only to show you the channel list so you can pick notification destinations.
The app cannot read your chats or channel messages. It only reads the channel list of the team it is added to, and only posts the notifications you configure.
Prerequisites
- A Microsoft 365 organization with Microsoft Teams.
- You are an owner of the team you want to add the app to. Adding the app and approving its permission both require team-owner rights.
- Your organization allows the Squadbase Bot app. Most organizations allow it by default; see If your organization restricts apps if it is blocked.
Make the app available
In most organizations you can add the Squadbase Bot app yourself as a team owner — no administrator action is required.
Open Apps in the Teams client
In the Microsoft Teams client (desktop / browser / mobile), open Apps from the left-hand menu and search for Squadbase Bot.
Confirm the Squadbase Bot app appears
Confirm that Squadbase Bot (publisher: Squadbase) appears in the results. You add it to a specific team later, during notification setup.
You do not need to add the app to a team here. Adding it to a specific team happens as part of Set up Teams notifications — start the connection from Squadbase first, then follow the on-screen steps to add the app to your team in the right order.
If your organization restricts apps
If your organization blocks third-party or custom apps, a Teams administrator must allow the Squadbase Bot app before team owners can add it.
Open the Teams admin center
A Teams administrator opens the Microsoft Teams admin center → Teams apps → Manage apps.
Allow the Squadbase Bot app
Find Squadbase Bot and set its status to Allowed (and, if your org uses app permission/setup policies, include it in the relevant policy or org app catalog).
Team owners add the app
Once allowed, team owners can add the Squadbase Bot app to their teams as described above.
Permissions and consent
- When the app is added to a team, Teams shows a one-time consent: "Read the names, descriptions, and settings of this team's channels."
- A team owner approves this consent. No Azure / tenant-admin consent is required — the permission is granted by the team owner at the moment the app is added.
- The permission is scoped to only the team the app is added to. Adding the app to one team does not grant access to any other team.
Next step
Once the Squadbase Bot app is available in your organization, configure notifications for each agent:
- In Squadbase, open the agent's notification settings and click Connect to Teams.
- Add the Squadbase Bot app to the destination team in the Teams client.
- Select the channels and enable Teams notifications.
See Set up Teams notifications for the full walkthrough.