How do I use Bot in Microsoft Teams?

The Vtiger Chat Bot in Microsoft Teams allows you to search CRM records and get quick insights using natural language commands—all within the Chat tab.
Follow these steps to use the Chat Bot in Microsoft Teams:

1. Log in to the Microsoft Teams.
2. Go to the Vtiger CRM app from the left panel.
3. Go to the Bot tab.
4. In the message box, type Help in the bot chat to view a list of available commands.
5. Enter the following command:
   1. My Agenda – Displays your Tasks and events scheduled for the day.
   2. Search Deals – Looks up Deals using keywords like Deal name or stage.
   3. Search Contacts – Searches for Contacts by name, email, or phone number.
   4. Search Organizations – Finds Organizations using a name or keyword.
   5. Search Leads – Retrieves Leads matching the given keyword.
   6. Search Documents – Searches Documents by name or tag.
   7. Search Reports – Fetches CRM Reports by name.
   8. Search – Searches for records from any module (e.g., Tasks, Cases) using the exact module name without spaces.
   9. Create - Allows users to create records with natural language keywords.
      E.g., Create a meeting with Jimmy tomorrow at 2 PM for one hour.
      1. Note: This command is available only when Calculus AI is enabled in your CRM. To learn more about Calculus AI, click here.
6. Press Enter.

The bot will fetch the relevant CRM record and display it in the chat.
Note: Use precise names or keywords to get faster and more accurate results from the bot.