How do I use the  Vtiger Bot in the Microsoft Teams Chat window (tab)?

If you are conversing with team members, colleagues, or customers using Microsoft Teams and you need information from the CRM, you can use the Vtiger Bot to gather information. You can see data on upcoming daily meetings (My Agenda), search for contact information (Search Contacts) and look up deal related details (Search Deals). 
Similarly, using the command Search, you can fetch a record from other modules like Cases, Tasks, etc. From the Chat tab in Microsoft Teams, you can send commands to the Vtiger Bot to retrieve information from CRM. 

Follow these steps to add Vtiger Bot:

1. On the Microsoft Teams home page, click Chats.
2. Click Vtiger Card.
3. Click Chat.

The commands below are supported in the Vtiger Bot:

1. My Agenda - You will see upcoming daily meetings. 
2. Search Contacts - You can search for a contact by First or Last Name, Phone number, or Email address of a contact. If multiple matches are found, Vtiger will return the one created first. For example, Search Contact John, Search Contacts [email protected], etc.
3. Search Deals - You can search for a deal only by its Deal name. If multiple matches are found, Vtiger will return the one created first—for example, Search Deal Grasspods.

Similarly, using the command Search, you can fetch a record from other modules like Cases, Tasks, etc.