# Teams

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

* **System administrator rights:** Integration setup must be completed by a system administrator on your Microsoft Tenant.
* **Teams Permissions:** You must have permission to upload custom apps in Teams. This may require your Teams system administrator to update app policies.

{% hint style="info" %}
For most organizations, uploading a custom app is restricted. If you can't upload, ask your Teams system administrator to enable "Upload custom apps" for your user.
{% endhint %}

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### Step 1: Start the Teams Integration in Actian AI Analyst

1. Go to **Actian AI Analyst** → **Settings** → [**Integrations**](https://app.wobby.ai/studio/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**.

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-1eb3fffff3165a0031276517f1513e2ad1bc273b%2Fimage.png?alt=media" alt="" width="250"><figcaption></figcaption></figure>

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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`](https://app.wobby.ai/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.

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-a61f6e7aca5dc7f455e36fa33b000a5daf3286da%2Fimage.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

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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:**\
     Makes the bot available for you to add to specific channels.
   * **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**.

{% hint style="warning" %}
Personal chats (DMs) and group chats are not supported. The bot only works in standard Teams channels. Make sure to add it to a channel, not a DM or group chat.
{% endhint %}

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-d95813211f8448e5c92da8a356f154171aa897ef%2Fimage.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-de830828b5e5efd7cdcb5a923a95c2310133051b%2Fimage.png?alt=media" alt="" width="340"><figcaption><p>Choose how you want to upload</p></figcaption></figure>

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### Step 5: Add the Bot to a Channel

* After uploading, add the bot to a **standard Teams channel** (not a group chat or DM).
* To add to a channel:
  * Pick the desired channel when prompted during upload, or add the bot to a channel later via Teams.

{% hint style="info" %}
The bot can support multiple agents. Each channel can have its own assigned agent.
{% endhint %}

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-1ec9ee3ca1f0a951d8a89e5468d74cee960dc85a%2Fimage.png?alt=media" alt="" width="310"><figcaption></figcaption></figure>

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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 and link it to your agent.

<figure><img src="https://1870426278-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicHhsdq1BR6zyuITPWr9%2Fuploads%2Fgit-blob-66e2404f6627b8c1e5f6115856a33cc9f475aff1%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The bot will only respond in the channel you link here. This is by design — it lets you control exactly who has access to which agent and the data it can query. If someone tags the bot in a different channel, they'll receive a message letting them know it isn't available there.
{% endhint %}

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### Step 7: Start Using Actian AI Analyst in Teams

* In the channel where the bot is present, mention the bot (`@ActianAIAnalyst`) to ask questions or trigger actions.
* The bot will only respond in the channel you configured in Studio. Tagging it in other channels will not work.

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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 Studio.
  * If you see a message saying the bot isn't available in a channel, make sure you're using the correct channel that was linked in Studio — the bot does not respond in DMs, group chats, or unlinked channels.

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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 <info@wobby.ai> or reach out to us via the `Get Support` button in the sidebar - our team is happy to help!