Microsoft Teams

Microsoft Teams lets you make your AI available in Microsoft Teams so users can interact with it directly from their Teams workspace.

A Teams connection is linked to a Workflow, which determines how the AI handles conversations.

Microsoft Teams supports a single Teams connection in the Channels configuration. A Workflow is required before connecting Teams.

Before you begin

Before connecting Microsoft Teams, make sure you have:

• A Workflow ready to handle Teams conversations.
• Access to the Microsoft Teams environment where you want to install the AI.
• The required permissions to manage apps in your organization’s Teams Admin Center.

Connect Microsoft Teams

To connect Microsoft Teams:

1. Open Channels.
2. Select Microsoft Teams.
3. Click Connect Teams.
4. Select the Workflow that should handle Teams conversations.
5. Authorize the Microsoft Teams connection.
6. Download the Teams app manifest.
7. Upload the manifest in the Teams Admin Center.
8. Complete the setup.

Select a Workflow

Select the Workflow that should handle conversations in Microsoft Teams.

The selected Workflow determines how your AI responds when users interact with it through Teams.

Connect Your Microsoft Account

Click Connect to start the Microsoft authorization process.

You will be redirected to Microsoft to authorize the connection.

Follow the authorization steps and return to the Channels page after the connection is completed.

Set Up the Teams App

After authorization, follow the setup instructions provided in the Teams connection flow.

Download the Teams Manifest

Download the Teams app manifest provided during the setup.

The manifest contains the information required to add your AI application to Microsoft Teams.

Upload the Manifest

Open your organization’s Teams Admin Center and upload the downloaded manifest using the app management options.

Follow your organization’s Teams administration process to complete the installation.

Complete the Setup

After the Teams app has been added, complete the remaining setup instructions shown in the connection flow.

Once the setup is complete, your Teams connection is available from the Channels page.

Manage Your Teams Connection

After connecting Microsoft Teams, the connection appears in the Teams channel.

The connection card provides access to the Teams setup instructions and management actions.

View Setup Instructions

To view the Teams setup instructions:

1. Open Channels → Microsoft Teams.
2. Select the connected Teams card.
3. Review the setup instructions.

You can use these instructions when installing or configuring the Teams app in your organization’s Teams environment.

Delete the Teams Connection

To remove the Teams connection:

1. Open Channels → Microsoft Teams.
2. Open the connection’s actions menu.
3. Select Delete.
4. Confirm the deletion.

The Teams connection is removed from your Channels configuration.

How Microsoft Teams Works with a Workflow

When a user interacts with your AI through Microsoft Teams, the conversation is handled by the Workflow associated with the Teams connection.

The basic flow is:

User → Microsoft Teams → Teams Connection → Workflow → AI Response

This allows you to configure the conversation behavior in your Workflow and make that Workflow available through Microsoft Teams.

Microsoft Teams Setup at a Glance

Microsoft Teams does not use the Draft and Deployed states. Those states are used by channels such as Web and Voice.