Teams

Integrate Microsoft Teams with Actian AI Analyst

Bring Actian AI Analyst's AI agents directly into your Microsoft Teams workspace for fast, conversational access to business data.

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Prerequisites

• Admin Rights: Integration setup must be completed by a user with admin permissions on your Microsoft Tenant.

• Teams Permissions: You must have permission to upload custom apps in Teams. This may require your Teams admin to update app policies.

💡 Tip: For most organizations, uploading a custom app is restricted. If you can't upload, ask your Teams admin to enable "Upload custom apps" for your user.

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Step 1: Start the Teams Integration in Actian AI Analyst

1. Go to Actian AI Analyst → Settings → Integrations.

2. Find Microsoft Teams and click Connect.

3. Authorize the Teams connection when prompted.

4. Once authorized, you'll be redirected to the Integrations page. Status should show Connected.

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Step 2: Download the Actian AI Analyst Teams Bot

1. Click Download Teams Package to get the ZIP package: teams-bot-package.zip

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Step 3: Enable Custom App Uploads (if needed)

To upload the Actian AI Analyst bot, your Teams policy must allow custom app uploads:

1. Open the Microsoft Teams Admin Center.

2. Navigate to Teams Apps → Permission policies.

3. Edit (or create) a policy for your user:

   • Set Upload custom apps to On.

   • Apply the policy to your account.

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Step 4: Upload the Bot to Teams

1. Open the Teams desktop app.

2. Go to Apps → Manage your apps → Upload an app.

3. Choose how you want to upload:

   • Upload a custom app: App is available for you personally (DMs) and in specific channels you select.

   • Upload an app to your org's app catalog: Makes the bot available for all users in your organization. (Recommended for team-wide use.)

4. Select teams-bot-package.zip and click Add.

Choose how you want to upload

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Step 5: Add the Bot to Channels

• After uploading, you can add the bot to a channel for group conversations, or use it in DMs.

• To add to a channel:

  • Pick the desired channel when prompted during upload, or add the bot to a channel later via Teams.

💡 Note: The bot can support multiple agents. Each channel can have its own assigned agent.

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Step 6: Link Agents to Teams Channels in Actian AI Analyst

1. In Actian AI Analyst Studio, open the agent you want to use in Teams.

2. Click Deploy → Deploy to Teams.

3. Select the Teams channel or DM and link it to your agent.

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Step 7: Start Using Actian AI Analyst in Teams

• In any channel where the bot is present, mention the bot (@ActianAIAnalyst) to ask questions or trigger actions.

• For private queries, start a DM with the bot.

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Additional Notes

• Troubleshooting:

  • If you can't upload, double-check Teams app policies.

  • If the bot isn't responding, verify agent linkage in Actian AI Analyst.

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That's it! You're ready to use Actian AI Analyst's AI agents in Microsoft Teams.

Need support? Send an email to [email protected] or reach out to us via the Get Support button in the sidebar - our team is happy to help!