Post-install checklist

import { Steps } from “@astrojs/starlight/components”;

After deployment completes and you’ve saved your admin key + AAD secret, run through this checklist.

1. Confirm the dashboard loads.

   Open https://{your-customer-fa}.azurewebsites.net/api/dashboard?code=<admin-key>. You should see a page with active session count (0), cost (=$0), and your plan + seat tile. Bookmark it.

2. Sideload the Teams app.

   From the dashboard footer, click Teams setup. Step 2 downloads a per-deployment .zip. Upload it in Teams Admin Center → Manage apps → Upload new app.

3. Pin the Teams app tenant-wide.

   Still in Teams Admin Center, go to Teams apps → App setup policies → Global. Add PointOfContactAI to Pinned apps. Your agents see the tab automatically next time Teams refreshes.

4. Set the AI system prompt (optional but recommended).

   In the dashboard, AI configuration → System prompt. Tell the assistant who you are, what your product is, and what tone to use. Empty = generic helpful-assistant defaults.

5. Tighten allowedOrigins.

   If you set * during the wizard for evaluation, replace it with your real domain list before pointing production traffic at the widget. The setting lives in the Managed Application’s overview blade (Parameters), and updating it requires re-running the deploy wizard from the Marketplace listing.

Smoke test the chat

Open your website (or any page with the widget script tag) in an Incognito window. Click the chat bubble; send a message. The assistant should respond within a few seconds. Open the dashboard — you should see 1 active session.

In Teams, open the PointOfContactAI tab. The session appears in the queue. Click Claim. Send a message from the agent side; the visitor sees it in real time.

If any of the above doesn’t work, see Troubleshoot.