Our Microsoft Teams integration allows your organization to pull meeting recordings from your Teams instance into Swyft for analysis. Additionally, our "Swyft AI Bot" in Teams will proactively notify users when Swyft has finished analyzing a meeting, prompting them to update the CRM.
Accept Permissions
To connect, simply visit https://app.swyftai.com/dashboard/integrations and click the "Connect" button next to the "Microsoft Teams" integration details (see screenshot).
From there, you will be prompted to accept the required permissions that Swyft requires to pull meetings from your Teams instance and send messages to users.
Scopes
You’ll be prompted to accept the following Microsoft Graph API scopes and consent to each:
Channel.ReadBasic.All
• Allows Swyft AI to read basic channel info (names and IDs) so it knows where to post analysis notifications.Team.ReadBasic.All
• Allows Swyft AI to discover teams and their metadata, ensuring notifications go to the correct team.TeamsAppInstallation.ReadWriteAndConsentForUser.All
• Enables Swyft AI to install or update the Swyft AI Bot on behalf of individual users, so they receive proactive alerts.TeamsAppInstallation.ReadWriteAndConsentSelfForTeam.All
• Allows the integration to install or update the Bot within specific teams, so team-wide workflows can trigger notifications.TeamsAppInstallation.ReadWriteSelfForTeam.All
• Enables the Bot to manage its own installation state in teams where it’s already consented, ensuring continued operation.User.Read.All
• Allows Swyft AI to read user profiles (names, emails, IDs) so it can tag and notify the correct people in Teams.
Click Accept. Once granted, the integration is enabled for all users in your tenant.
Configure Application Access Policy
Swyft's Microsoft Teams application requires the ability to access Teams meetings for all users in your organization. This allows Swyft to analyze meetings in the background and proactively notify users when a meeting has been analyzed.
Microsoft requires you as the administrator to an Application Access Policy to give Swyft permission to access meetings in the background.
Note: You must be a tenant admin to create this policy!
First, make sure you have installed Microsoft PowerShell
Article: Installing PowerShell on macOS
Article: Installing PowerShell on Windows
Open up the Microsoft PowerShell and run the following commands:
Connect-MicrosoftTeams
New-CsApplicationAccessPolicy -Identity SwyftAI-Access-Policy -AppIds "b75025d1-8672-4120-9cf7-37d89db1cf1a"
Grant-CsApplicationAccessPolicy -PolicyName SwyftAI-Access-Policy -Global
As always, please reach out to [email protected] if there are any questions.