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README: add 'Go live' step before deploy (set MAILBOX_OWNER_EMAIL + Teams ids)#15

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README: add 'Go live' step before deploy (set MAILBOX_OWNER_EMAIL + Teams ids)#15
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@paulyuk paulyuk commented Jun 16, 2026

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What

Adds a new Quickstart Step 5: Go live that sets the three M365-target env vars before azd up:

  • MAILBOX_OWNER_EMAIL — required for LIVE mail send
  • TEAMS_TEAM_ID / TEAMS_CHANNEL_ID — optional, enables Teams alerts

Renumbers Deploy → 6, Make it yours → 7, Clean up → 8.

Why

Today main.parameters.json happily ships placeholders (<your-mailbox@example.com>, <team-id>, <channel-id>) into the Bicep deployment when the user runs azd up cold. The agents technically work but every run is DRY because chat.py correctly refuses to send to placeholder recipients.

The doctor banner in chat.py and docs/configuration.md both explain how to flip to LIVE, but the README Quickstart doesn't, so first-time users finish step 5 thinking deploy is done — then send themselves a test email and nothing happens. They have to discover the doctor output or dig into docs/.

Setting these before azd up makes the very first deploy LIVE.

Stacking

Based on #13. Merge #13 first, then this rebases to a clean diff on main.

Sets MAILBOX_OWNER_EMAIL (required for LIVE mail) and the optional
TEAMS_TEAM_ID / TEAMS_CHANNEL_ID before `azd up`, so the deployed
agents are LIVE on first deploy instead of starting in DRY RUN with
placeholder values. Renumbers the trailing Quickstart steps.

Stacks on top of #13 (Make it yours before Clean up).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
@paulyuk

paulyuk commented Jun 16, 2026

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Consolidated into a single PR per author preference: https://github.com/Azure-Samples/m365-inbox-serverless-agent-python/pull/(see latest)

@paulyuk paulyuk closed this Jun 16, 2026
@paulyuk paulyuk deleted the paulyuk/readme-go-live-step branch June 16, 2026 21:47
paulyuk added a commit that referenced this pull request Jun 17, 2026
* Fix hydrate-local-settings next-step hint to match README workflow

The script printed 'Run func start to start the host', which is
incomplete and skips the actual local-run workflow documented in the
README:

  azurite --silent --skipApiVersionCheck --location .azurite  # terminal A
  uv run func start                                           # terminal B
  uv run python chat.py                                       # terminal C

Updated both the bash and PowerShell variants to print the three-terminal
block so users land on the working path without re-reading the README.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* README: move 'Make it yours' before 'Clean up'

Customize-before-teardown reads more naturally. Promotes 'Make it yours'
into step 6 of the Quickstart, with 'Clean up' as the closing step 7.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* README: add 'Go live' step before deploy

Sets MAILBOX_OWNER_EMAIL (required for LIVE mail) and the optional
TEAMS_TEAM_ID / TEAMS_CHANNEL_ID before `azd up`, so the deployed
agents are LIVE on first deploy instead of starting in DRY RUN with
placeholder values. Renumbers the trailing Quickstart steps.

Stacks on top of #13 (Make it yours before Clean up).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* azure.yaml: hydrate local.settings.json in postdeploy

Chain hydrate-local-settings before configure-trigger so 'azd up' /
'azd provision' keeps both the deployed Function App app settings AND
local.settings.json in sync from the same source of truth (azd env).

Today, 'azd env set MAILBOX_OWNER_EMAIL ...' followed by 'azd provision'
pushes the new value to the deployed app but leaves local.settings.json
stale — the local chat client then reports 'Partial: placeholder' even
though the deployed app is correctly LIVE.

Stacks on #15.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chat.py: probe Functions host in doctor + use-cloud-host helper

The 'Show config readiness' doctor only inspected env vars; if the local
Functions host wasn't running, you'd only learn that when an agent call
failed with a generic 'Connection refused'. And there was no documented
way to point chat.py at the deployed cloud Function App.

This adds:

  * `infra/scripts/use-cloud-host.{sh,ps1}` — sourceable helpers that
    export AGENT_URL + FUNCTION_KEY from `azd env` + `az functionapp
    keys list`, so the chat client hits the deployed Function App in
    Azure without running azurite + func start locally.

  * Doctor (option 4) shows a new 'Functions host' row up top with
    🟢/🔴 + which host (local vs cloud) is being targeted and whether
    it's reachable.

  * When a chat call fails with a connection error, the hint now spells
    out BOTH paths: the 3-terminal local setup AND the one-liner to
    switch to the deployed cloud host.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* README: lead with Daily Briefing in 'What it does for you'

Daily Briefing is the most concrete, demo-able value of the agent — it's
what people see on day one once they've deployed. Lead with it and use
the full noun phrase 'Daily Briefing' (matches the menu label in chat.py
and the agent name) instead of the verb-form 'Brief'.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* README: drop em dashes (use colons in bullet defs, hyphens elsewhere)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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