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Setup - Social Messaging
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Configure Teams client to enable Toastar
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CRM Calling Integration (Toastar)
Enable users
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CRM Calling Integration (Toastar)
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Add TOASTAR App to Teams
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CRM Calling Integration (Toastar)
Add TOASTAR App to Teams
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CRM Calling Integration (Toastar)
Create Teams Virtual User
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Register Azure BOT Channel
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CRM Calling Integration (Toastar)
Register Azure BOT Channel
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Setup - General
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Phonebook
Setup - General
CRM Replicator
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Webchat to Teams
Setup - Social Messaging
Examples
Webchat to Teams
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Setup - Social Messaging
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WhatsApp to Teams
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Recognize customer by email
Setup - Social Messaging
Examples
Recognize customer by email
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Use webchat form to recognize customer
Setup - Social Messaging
Examples
Use webchat form to recognize customer
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Start voice call (Beta)
Setup - Social Messaging
Graphical Designer
Start voice call (Beta)
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CRM
Setup - Social Messaging
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CRM
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AddTranscript
Setup - Social Messaging
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AddTranscript
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Translate
Setup - Social Messaging
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OpenAI
Setup - Social Messaging
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OpenAI
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GetFormInput
Setup - Social Messaging
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GetFormInput
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HttpAction
Setup - Social Messaging
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HttpAction
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Go to
Setup - Social Messaging
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Convert Image
Setup - Social Messaging
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Convert Image
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SetAction
Setup - Social Messaging
Graphical Designer
SetAction
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GetPageVisits
Setup - Social Messaging
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GetPageVisits
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Sentiment
Setup - Social Messaging
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Sentiment
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Powerhook
Setup - Social Messaging
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Powerhook
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SendEmailAction
Setup - Social Messaging
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SendEmailAction
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Chatbot
Setup - Social Messaging
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Chatbot
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Get Transcript
Setup - Social Messaging
Graphical Designer
Get Transcript
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Set Participant
Setup - Social Messaging
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Set Participant
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Schedule
Setup - Social Messaging
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Schedule
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Merge
Setup - Social Messaging
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Merge
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Choice
Setup - Social Messaging
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Choice
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IF
Setup - Social Messaging
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IF
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WaitInput
Setup - Social Messaging
Graphical Designer
WaitInput
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SendMessageTo
Setup - Social Messaging
Graphical Designer
SendMessageTo
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The basics
Setup - Social Messaging
Graphical Designer
The basics
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Webhooks for SMS Provider
Setup - Social Messaging
SMS TouchPoint
Webhooks for SMS Provider
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Sandbox cm.com
Setup - Social Messaging
WhatsApp for Business TouchPoint
Sandbox cm.com
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WhatsApp OUT
Setup - Social Messaging
WhatsApp for Business TouchPoint
WhatsApp OUT
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Adding templates
Setup - Social Messaging
WhatsApp for Business TouchPoint
Adding templates
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Webhooks for WhatsApp Providers
Setup - Social Messaging
WhatsApp for Business TouchPoint
Webhooks for WhatsApp Providers
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Customize Layout
Setup - Social Messaging
Webchat TouchPoint
Customize Layout
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Add status message
Setup - Social Messaging
Webchat TouchPoint
Add status message
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Webchat Parameters
Setup - Social Messaging
Webchat TouchPoint
Webchat Parameters
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Create adaptive card
Setup - Social Messaging
Microsoft Teams
Create adaptive card
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Connect Teams Channel
Setup - Social Messaging
Microsoft Teams
Connect Teams Channel
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Add ROGER365 app to Teams
Setup - Social Messaging
Microsoft Teams
Add ROGER365 app to Teams
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AI Endpoints
Setup - Contact Center
AI Flow (Beta)
AI Endpoints
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Setup - Contact Center
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Classification Action Configurations
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Quality Assurance Forms
Setup - Contact Center
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Quality Assurance Forms
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Setup - Contact Center
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Audio Providers
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Setup - Contact Center
AI Flow (Beta)
Flows
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Last Conversation Data
Setup - Contact Center
Graphical Designer
Last Conversation Data
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Setup - Contact Center
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Call to SMS (Beta)
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Store feedback
Setup - Contact Center
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Store feedback
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Call to WhatsApp (Beta)
Setup - Contact Center
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Cancel Virtual Call
Setup - Contact Center
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Cancel Virtual Call
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Get Virtual Call Info
Setup - Contact Center
Graphical Designer
Get Virtual Call Info
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Make Call Virtual
Setup - Contact Center
Graphical Designer
Make Call Virtual
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OpenAI
Setup - Contact Center
Graphical Designer
OpenAI
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Last agent
Setup - Contact Center
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Last agent
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Text to Speech
Setup - Contact Center
Graphical Designer
Text to Speech
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Speech to Text
Setup - Contact Center
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Speech to Text
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VoiceRecording
Setup - Contact Center
Graphical Designer
VoiceRecording
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Switch
Setup - Contact Center
Graphical Designer
Switch
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Subflow
Setup - Contact Center
Graphical Designer
Subflow
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Set Variable
Setup - Contact Center
Graphical Designer
Set Variable
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Send Webhook
Setup - Contact Center
Graphical Designer
Send Webhook
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IF
Setup - Contact Center
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IF
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HTTPAction
Setup - Contact Center
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HTTPAction
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Wait Timer
Setup - Contact Center
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Wait Timer
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Setup - Contact Center
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Setup - Contact Center
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Cancel all Tasks
Setup - Contact Center
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Cancel all Tasks
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Queue
Setup - Contact Center
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Queue
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Get Queue Info
Setup - Contact Center
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Get Queue Info
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WaitForEnd
Setup - Contact Center
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WaitForEnd
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Set language
Setup - Contact Center
Graphical Designer
Set language
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Setup - Contact Center
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Safe Transfer
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Setup - Contact Center
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Contact Center
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Setup - General
Setup Access & Security
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Setup - Contact Center
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Setup - Contact Center
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Setup - Contact Center
Audio Files
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Setup - Contact Center
Agents
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Create Tenant App
Setup - General
Create Tenant App
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Setup - Contact Center
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Setup - Social Messaging
Copilot Touchpoint
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Wallboard
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Logging
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CRM Calling Integration (Toastar)
Setup - General
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Default CRM Connectors
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Email Configuration
Setup - General
Email Configuration
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Setup - General
Schedules
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Setup - Social Messaging
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Setup - Social Messaging
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Setup - Social Messaging
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Setup - Social Messaging
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Setup - Social Messaging
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Email Touchpoint
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Facebook TouchPoint
Setup - Social Messaging
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Setup - Social Messaging
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WhatsApp for Business TouchPoint
Setup - Social Messaging
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Microsoft Teams
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Microsoft Teams
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Setup - Social Messaging
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AI Flow (Beta)
Setup - Contact Center
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Form Based callflow
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How to use
Setup - General
Getting started
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Setup - General
Create Tenant App

Create Tenant App

To configure the portal and use the agent app, an app registration must be created in the customer's tenant. We have provided a PowerShell script for this, or you can follow the manual creation steps.

Option 1: Automated PowerShell Script (preferred)

Execute this PowerShell script (as Global Admin): Download Script

When the script has executed successfully, you must manually grant admin consent. Follow the instructions in the script.

Option 2: Manual Creation

  • Login to the Azure Portal via https://portal.azure.com
  • In the search bar on top, search for ‘App Registration’. Then click the found result ‘App registrations’

Enter a name

ROGER365.io UnifAI Attendant App

Choose

Accounts in this organizational directory only (ROGER365.io only – Single Tenant)

Redirect URL - Choose Single-page application (SPA) and provide following URLs

https://app.roger365.io
https://app.roger365.io/acs/agent
https://app.roger365.io/acs/auth-end
https://portal.roger365.io
https://portal.roger365.io/acs/auth-end

-> Now click the “REGISTER” button

  • Then click “+ Add a permission”
  • Choose “Microsoft Graph”
  • Choose Delegated Permissions and enable the following permissions:
    • OpenId Permissions
      offline_access
      openid
      profile
    • Calendars
      Calendars.Read
    • Contacts
      Contacts.Read
    • Group
      Group.Read.All
    • People
      People.Read
    • Presence
      Presence.Read.All
    • TeamsResourceAccount
      TeamsResourceAccount.Read.All
    • Users
      User.Read
      User.Read.All
      User.ReadBasic.All

Click the “Add Permission” button

Grant Admin Consent and Configure Appid

  • Click “Grant admin consent for ROGER365.io” and confirm with ‘Yes”

Now, all permissions should be granted

Select ‘Authentication’ on the left navigation menu and choose option settings

  • Make sure that Access tokens and ID Tokens are not selected

Then press the SAVE button.

Finally, copy the Application (client) ID and paste it into the Tenant App Id field in the ROGER365.io admin portal.

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