Registration
  • 05 Jun 2025
  • 2 Minutes to read
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Registration

  • PDF

Article summary

To use the Symphony AI Copilot Agent on MS Teams, the Customer must submit the registration form to register their organization and domain details. Once the Registration Form is submitted the users from that domain can install the App from store and use it on the Microsoft Teams.

Copilot Agent Onboarding Registration

This onboarding process involves entering the details on the Registration form and submitting. The process will validate the user’s organization and domain details.

To sign-up on the Copilot Agent registration form, perform the following steps:

  1. Click on the Registration Form to sign up.
    Registration Form is displayed.

  2. Enter Email ID to verify the identity as an user of the organization and click Continue.
    Ensure that the Email ID is registered with the organization and must be able to use MS Teams.

    Figure: User Verification

  3. An OTP is sent to the mentioned Email ID.
    You will receive the OTP to your mailbox.

  4. Enter OTP and click Continue to proceed with the registration process.
    This verifies that the entered Email ID is authentic.

    Figure: OTP Verification

  5. Enter Personal Details, for the first time the fields are blank.
    If the user is already registered then the details are auto populated based on the previous entries.

    Figure: Personal Details Registration Page

    For more information, refer the following Field Description:

    Field

    Description

    Country

    Select Country from the dropdown that you reside.

    First Name

    Enter your First Name.

    Last Name

    Enter your Last Name.

    Company

    Enter the Company Name to which you are registered.

    Business Phone

    Enter your Business Phone Number.

    Department

    Enter Department name, this field value provide details about your work area.
    Example: Product Management, Development, Leadership etc.

  6. Click Continue to proceed with the registration.

  7. Enter user Domain details that validate against the organization.

    Figure: Domain Validation


    For more information, refer to the following Field Description:

    Field

    Description

    Domain

    Enter Domain name. This is the primary domain associated with your Azure Active Directory tenant. It is often your organization’s verified domain name.
    Example: acme.com

    Tenant ID

    Enter a valid Tenant ID, from the Microsoft Entra ID.

    A unique GUID (Globally Unique Identifier) that identifies your Azure AD tenant. It is used to authorize access within the tenant’s scope.

    Example: 01234567-xxxx-1234-xxxx-0123456789xx

    Client ID

    Enter a valid Client ID. Also known as the Application ID, this is a unique identifier for the registered application in Azure AD.

    Example: xxxxxxx01-0123-0123-xxxx-xx0123456789

    Client Secret

    Enter Client Secret. A confidential string used by the app to prove its identity when requesting tokens. Must be securely stored and treated like a password.
    Example: “VeryLongRandomStringValueHere!@#012...”

  8. Enter app instance details in the registration form.

    Figure: Register and configure app instance


    For more information, refer to the following Field Description:

    Field

    Description

    App URL

    Enter App URL it is a platform base URL used to construct redirection links, to view a ticket or to create an SR.

    Example: https://app.acme.com

    App base URL

    Enter App base URL for backend API endpoints.

    Example: https://api.acme.com/v1

    API Key

    Enter an API Key, this is an Authentication key used to access the APIs securely.

    Example: xx_xxx01xxxxx456

    Environment

    Select an Environment for deployment stage which is an environment identifier.

    Example: Staging, Production

  9. Click Next to complete the Registration.


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What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
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