How to Build an AI Chatbot with Microsoft Teams and ChatGPT

In this article, we're going to show you how you can build an AI Chatbot for your website with Microsoft Teams and ChatGPT to power your website sales and customer service.  With this chatbot powered by Microsoft Teams and ChatGPT you can train the AI chatbot with your website content to answer your visitor support questions, then escalate chats to your agents in MS Teams.

Your team can respond to your customer queries right from Microsoft Teams directly so you don't need to add yet another messaging tool to your customers service suite.

With a simple code snippet, you can enable an advanced live chat chatbot that can route to any Team so you can answer chats and offer great customer service right within Microsoft Teams.   Lower your customer service costs and increase your sales by providing chat support when and where your customers need it with a hybrid AI + Human chatbot.

Here are some things you can do with your AI Chatbot and Microsoft Teams:

  • Pre-qualify your leads with a pre-sales page
  • Use ChatGPT to answer visitor questions
  • Train your chatbot on your website data, docs, pdfs, and spreadsheets
  • Integrate your website chat directly with your team in Microsoft Teams
  • Set up agent escalation triggers for your hybrid AI Chatbot to send chats to Teams
  • Answer chats from any Teams channel
  • Customize your chat colors, text, logos, and hours of operation
  • Create chat history reports and dashboards
  • Integrate your chat leads with 100's of 3rd party systems

Here's a step by step guide to build an AI Chatbot with Microsoft Teams and ChatGPT


High Level Steps

In this tutorial we're going to walk through the steps of adding a Microsoft Teams and ChatGPT powered chatbot to your website.  Here are the steps:

  1. Add our Live Chat app to your Microsoft Teams account
  2. Create your OpenAI account
  3. Add your OpenAI API Key to Social Intents
  4. Train your ChatGPT Chatbot on your website data
  5. Copy your Live Chat snippet to your website

Let's get started!

1. Add our Live Chat app to your Microsoft Teams Account

First, add our Live Chat app to your Microsoft Teams account.  Simply head over to our Live Chat for Microsoft Teams page and click Add to Teams.

Or you can add Live Chat right from your Teams account. This article covers the details.

2.  Create your OpenAI account

If you haven't already, sign up for your OpenAI account here.

Once logged in to OpenAI, click on your profile and select 'View API keys'

Now create a new API Key to use in your Social Intents Chatbot Settings for integration.

Make sure to add Billing Information to OpenAI

The ChatGPT API is only enabled on paid OpenAI plans.  Otherwise you'll see an error message response like the following from our chatbot integration:

You can check and add your billing information here:

OpenAI Payment Settings

3. Add your OpenAI API Key to your Chat Settings in Teams

Now that you have added Live Chat to Microsoft Teams and created your OpenAI account,  click on the Chatbot Settings tab in your Live Chat settings in Teams. To access your Chat Settings from Microsoft Teams, first, go to your Live Chat settings in your personal workspace.  If you don't see the Live Chat app icon, simply search on our Live Chat app in the Teams marketplace.

Teams Live Chat Settings

In your Chatbot Settings name your bot, choose an avatar for the chat bot and select Chatbot Type of 'ChatGPT with OpenAI'.

You can then decide how you want your chatbot to be invited into the chat.  You can have a chatbot only, then invite agents later, have it pick up only when your live chat agents are offline or miss a chat, or join the same time your agents join.

For ChatGPT Model, you can choose any of the models the OpenAI supports with the Chat API:

We choose the current chat model: gpt-3.5-turbo.

Copy your OpenAI API Key into the field called: ChatGPT API Key.

Next you can customize your ChatGPT Welcome text with a Default Welcome Response, and Quick Reply buttons to help direct your users.

The Human Escalation trigger phrases can be used to match on user intent when they want to reach to a live agent.  When one of these phrases is matched, we invite your human agents by sending Live Chat Invites to Microsoft Teams, Slack, Zoom, or Webex.

Once your agents answer the chats, then the bot drops out of the conversation.

Make sure to customize the ChatGPT Instruction Phrases to point to your website url to help guide ChatGPT on the types of answers to provide.

Want more info on Chatbot Settings?

If you'd like more details on each Chatbot Settings field, you can check out this article:

4. Train your ChatGPT Chatbot with your Website Content

There are 2 parts to training your ChatGPT chatbot.  The first is to use the Instruction Phrases to allow to you send an initial System message when starting a chat to give your ChatGPT bot some context.

Generally you can use this to convey tone, types of answers, where to point visitors, etc.

Now, you can train ChatGPT with your own content easily!  Simply click on the 'Train your chatbot' button in the chatbot settings and you'll be taken to a page where you can list URL's you can use to train the bot.  

Enter a base domain or individual urls to add as content to train.  Then click Train All to train your ChatGPT chatbot on your own content.

Now your chatbot will answer questions specific to the content you've provided it!

5.  Copy your Live Chat Code Snippet to your Website

Now just copy the Live Chat code snippet to your website to enable the ChatGPT chat on your site.

Grab your code and add to your html template:

That's it!  Your Microsoft Teams + AI ChatGPT Chatbot is added on your website!

Now your website chatbot powered by Microsoft Teams and ChatGPT is enabled on your website and is ready to answer your visitor questions!

Get Started with Microsoft Teams and ChatGPT on your website today!

Start your 14-Day Free trial at Social Intents to add Microsoft Teams and ChatGPT to your website in under 5 minutes.