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Configuring Qlik Insight Advisor Chat for external channels

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Configuring Qlik Insight Advisor Chat for external channels

You can connect the Bot Channel Service to third-party tools, such as Slack and Microsoft Teams, to allow users to get insights about Qlik Sense data directly from third-party communication tools.

Prerequisites

  • Your Qlik Sense users must have an email address linked to their userId.
  • You have access to a Microsoft Azure portal, and you have permissions to create Azure bots.

    Note: The bot and the service do not need to be hosted on Azure, however, the broker for the Microsoft Teams bot and Slack bot uses Microsoft Azure.
  • You have access and permissions to configure communication endpoints on Slack or Microsoft Teams, or both.

Configure a virtual proxy

The first step in configuring Qlik Insight Advisor Chat for external channels is to create a virtual proxy in the QMC. The virtual proxy provides a communication network between the Bot Channel Service and the other Qlik services.

  1. Log in to the QMC. By default, the QMC address is https://<QPS server name>/qmc.
  2. Select Virtual proxies.
  3. Select Create new.
  4. On the Edit virtual proxy configuration page, select Identification, Authentication, Load Balancing, and Advanced, from the right-hand Properties menu.

    The virtual proxy properties menu with options selected

  5. Enter the following details:

    Note: All other fields can be left blank or select the default values.
  6. Click Apply and agree to restart the Virtual Proxy Service.
  7. From the right-hand Properties menu, under Associated items, select Proxies.
  8. Click Link.
  9. Select the central node, then click Link.

When you complete the virtual proxy configuration, you can then create a Microsoft Azure Web App Bot. This bot relays communication between the communication platform and the Bot Channel Service.

Creating a Microsoft Azure Bot Service