Azure portal wizard
After buying from the Marketplace, Azure opens a custom Create PointOfContactAI blade in the portal. The wizard collects four sets of inputs.
Step 1 — Basics (built-in to Azure portal)
- Subscription — the Azure subscription where the resources will live.
- Resource group — Azure auto-suggests a new one (
mrg-pointofcontactai-{guid}for managed apps). Accept the default; the wizard manages the lifecycle. - Location — pick a region where Azure OpenAI is available. westus3, eastus2, and swedencentral are reliable choices.
Step 2 — Stack
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Stack name (required) — 3-12 lowercase letters + digits, e.g.
acmesupport. This becomes the suffix on every resource (pocai-fa-{stackName},pocaicd{hash}, etc.). Once set, it cannot be changed without a fresh deploy. Pick something short and recognizable. -
Allowed widget origins (required) — comma-separated list of scheme+host values your website serves from. Examples:
https://www.acme.com— single domainhttps://www.acme.com,https://support.acme.com— multiple*— open access (only OK during evaluation; tighten before launch)
No paths, no trailing slashes. The list feeds both App Service CORS and the customer-runtime’s per-response
Access-Control-Allow-Origindecoration.
Step 3 — AI configuration
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System prompt (optional) — prepended to every chat completion. Use it to ground the assistant in your product, set guardrails, or constrain tone. Empty = use the PointOfContactAI default (“You are a helpful customer support assistant for…”).
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Advanced — token pricing (rarely changed) — the prices we use to convert token counts to USD in the dashboard’s cost projection. Defaults track current Azure
gpt-5-minilist price. Only override if you have a Microsoft pricing arrangement that differs.
Step 4 — Review + Create (built-in)
Azure summarizes everything you picked. Click Create to kick off the deploy.
What happens next
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Azure shows a deployment progress page. The bicep template provisions ~8 resources in your RG; it takes 3-6 minutes.
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During deployment, our orchestrator:
- Creates an AAD app in your tenant for Teams SSO (via Microsoft Graph using your wizard consent).
- Generates a 90-day client secret for the AAD app.
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When deployment completes, the install-completed page shows you:
- Your admin key (gates the dashboard and admin endpoints).
- The AAD app secret (used by Teams SSO).
- Both are shown once. Save them to your password manager immediately.
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We send a welcome email to your account address with the dashboard URL, Teams setup link, and these docs.
When the deploy fails
The most common causes:
- Insufficient RBAC — the wizard creates role assignments. If you have Contributor but not User Access Administrator (and aren’t Owner), the deploy fails at the first role assignment. Troubleshoot deployment errors →
- Azure OpenAI quota —
gpt-5-miniGlobalStandard SKU needs quota in the chosen region. If you’ve hit your quota, the OpenAI deployment step fails. Request quota in the portal or pick a different region. - Graph consent declined — if the consent prompt offered Graph
Application.ReadWrite.OwnedByand you declined, the AAD app auto-create silently skips. You can run the fallback script after deploy completes.
Next
- Post-install checklist — the 5 things to verify before going live.
- Save your admin key — and learn how to rotate it.