Microsoft Teams

Microsoft Teams is a collaboration platform that combines workplace chat, video meetings, file storage, and application integration.

With Relevance AI’s Microsoft Teams integration, you can connect your Teams workspace to your AI agents, enabling them to monitor channels, respond to messages, and automate communication workflows directly within Teams.

Relevance AI uses a unified Microsoft authentication that works across Teams, Outlook, SharePoint, and OneDrive — connecting one account gives you access to all services.

Prerequisites

Before setting up the Microsoft Teams integration, ensure you have:

Relevance AI account

An active project in Relevance AI

Microsoft Teams access

Desktop or web app within your organization

Sufficient permissions

Enterprise organizations may require admin consent (see Admin consent & permissions)

A Teams channel or chat

At least one channel or chat where you want your agent to operate

Setup is a two-step process: first connect your Microsoft account via OAuth in Relevance AI, then install the Relevance AI app in Microsoft Teams. Both steps are required.

Step 1: Connect the integration

1. Go to Integrations & API Keys in the sidebar of your Relevance AI dashboard.
2. Click Microsoft (Teams, Outlook, SharePoint, OneDrive) and then click Add Integration.
3. In the pop-up window, sign into your Microsoft account and approve the requested permissions.
4. Once complete, you’ll see a green Connected status indicator in Relevance AI.

Note: If a pop-up window doesn’t appear, check your browser’s pop-up blocker settings. If you see a “Need admin approval” message, see Admin consent & permissions.

Step 2: Install the Relevance AI app in Microsoft Teams

After connecting your Microsoft account, you need to install the Relevance AI app in Teams so your agents can interact with channels and chats.

1. Open the Teams app store

   In Microsoft Teams, click on Apps in the left sidebar.

2. Search and install

   Search for Relevance AI, then click Add or Install to add it to your workspace.

   If you don’t see an install button, your organization may require admin approval. See Admin consent & permissions.
3. Add the app to channels and chats

   After installing, add the app to each channel or chat where you want your agent to operate.

   Channels

   1. Navigate to the channel where you want your agent to work
   2. Click the + icon at the top of the channel to add a tab or app
   3. Search for Relevance AI in the app picker
   4. Select the app and click Save

   Group chats

   1. Open the group chat where you want your agent to work
   2. Click the + icon or Add apps button
   3. Search for and select Relevance AI
   4. Add the app to the chat

   Important: The app must be added to every channel and chat where you want your agent to respond. Triggers will not work for channels without the app.

4. Verify the app is active

   Confirm the Relevance AI app appears in the channel’s app list and that the channel shows up in the trigger setup dropdown in Relevance AI.

Set up Microsoft Teams as a trigger

You can configure your agents to automatically respond to Teams messages by setting up a trigger. Your agent will process messages in real-time as they are posted.

Important: Teams triggers activate only on new messages. They do not trigger on new chat creation, group creation, or webhooks.

1. Navigate to your agent in Relevance AI and go to the Triggers section.
2. Click Add Trigger and select Microsoft Teams from the list.
3. Choose the Microsoft account you connected, then select the Team and specific channel or chat you want to monitor.
4. Optionally, set up keyword matching to filter which messages activate your agent. Leave the keyword field empty to trigger on all messages, or enter specific keywords separated by commas.
5. In the Core Instructions section, write a prompt that guides how your agent should respond — including its role, tone, and when to respond.

Note: Only channels where the authenticated user is a member and the Relevance AI app has been added will appear in the dropdown.

Set tool permissions to “approval mode” initially so your agent asks before sending messages. Switch to autopilot once you’re confident.

Agent Notifications

This feature is currently in beta for some users

You can receive notifications in Microsoft Teams when your agents enter specific statuses or encounter tool errors. This helps you monitor agent activity and respond quickly when issues occur.

Setting up Teams notifications

1. Navigate to your agent and click the Build tab
2. In the left sidebar, click Escalations
3. Under “Agent Notifications”, click Add agent notification
4. Configure your notification settings:
   • Select Microsoft Teams as the platform
   • Choose the notification trigger:
     • Agent enters status - Select specific task statuses (e.g., “Running”, “Completed”, “Failed”)
     • Tool errors (any tool) - Get notified when any tool encounters an error
   • Select a Microsoft Teams account that you have previously connected, or add a new Teams account
   • Select the Teams channel where you want to receive notifications
5. Click Publish changes to save your notification configuration
6. Test the notification by running your agent - you should receive a notification in your selected Teams channel based on your configured triggers

Make sure you have a Microsoft Teams account connected in your Integrations & API Keys page before setting up agent notifications.

What you’ll receive

When a notification is triggered, you’ll receive a message in your Teams channel with:

• Agent name and status
• Task details and context
• A link to view the full task in Relevance AI
• For tool errors: information about which tool failed and why

You can click through to the task in Relevance AI to take further action or investigate issues.

Tool steps for Microsoft Teams

The Microsoft Teams integration provides actions your agents can use as tool steps in their workflows.

Send Channel Message

Post a message to a specific Teams channel

Send Chat Message

Send a direct message in Teams

Create Channel

Create a new channel in a Team

List Channels

Get all channels in a Team

List Shifts

Retrieve shift information from Teams

Microsoft API Call

Make custom calls to Microsoft Graph API

Most Microsoft Teams tool steps are currently in beta. Please report any issues to our support team.

Example use cases

IT support bot

Monitor your IT support channel and automatically respond to common technical questions, provide troubleshooting steps, and escalate urgent problems.

Onboarding assistant

Welcome new team members, answer questions about company policies, share relevant documentation, and guide new hires through their first week.

Customer success agent

Monitor customer inquiries, provide initial responses, search for relevant case history, and route complex issues to the appropriate team member.

Sales pipeline assistant

Log deal updates to your CRM, remind team members of follow-up tasks, and post daily pipeline summaries.

Admin consent & permissions

Enterprise organizations often require administrator approval before users can connect third-party applications or install apps in Microsoft Teams.

If you see “Need admin approval” or “This app requires admin approval”, follow the steps below.

OAuth connection approval

If you see an admin approval message when connecting your Microsoft account:

1. Copy the consent URL that appears in the Microsoft login window.
2. Forward the URL to your Microsoft 365 admin with a request to grant consent, including what Relevance AI is and how it will be used.
3. Your administrator will open the URL, review the requested permissions, and grant consent on behalf of the organization.
4. Return to Relevance AI and retry the Microsoft integration connection.

Teams app installation approval

If your organization requires admin approval for app installations:

1. Contact your IT administrator and request approval to install the Relevance AI app.
2. Your administrator will go to the Microsoft Teams Admin Center, navigate to Teams apps > Manage apps, search for Relevance AI, and change the app status to Allowed.
3. Once approved, follow the steps in Step 2: Install the Relevance AI app.

Work with your IT team early in the process to avoid delays.

Frequently asked questions (FAQs)

Who supports the Microsoft Teams integration?

The Microsoft Teams integration was built by Relevance AI and is supported by our team, not Microsoft. If you have a question or issue, please reach out to our support team. For Microsoft Teams-specific issues, contact Microsoft support.

What is Microsoft Teams and why should I use it with Relevance AI?

Microsoft Teams is a collaboration platform that combines workplace chat, video meetings, and file storage. Using it with Relevance AI allows you to automate responses to messages, trigger workflows from Teams conversations, and send automated messages to channels or chats.

What's the difference between connecting my Microsoft account and installing the Teams app?

These are two separate required steps:

1. OAuth connection (in Relevance AI): Authenticates your Microsoft account and grants Relevance AI permission to access Microsoft services
2. App installation (in Microsoft Teams): Installs the Relevance AI app so it can interact with channels and chats

Both steps are necessary for the integration to work.

Why don't I see my Teams channel in the dropdown when setting up a trigger?

Common reasons:

1. App not installed: The Relevance AI app must be installed in Teams and added to the specific channel
2. User not a member: The Microsoft account you connected must be a member of the channel
3. Permissions issue: You may not have sufficient permissions to access the channel
4. Admin approval needed: Your organization may require admin consent

Verify that you’ve completed both setup steps and added the app to the channel.

Can I connect multiple Microsoft accounts?

Yes, you can connect multiple Microsoft accounts through the Integrations & API Keys page. Each account can be used for different triggers and tool steps.

What permissions does the integration require?

The integration requires permissions to read messages, send messages, and access team/channel information. The exact permissions are shown during the OAuth flow. You may need admin consent depending on your organization’s policies.

Do triggers work for private messages?

Yes, Teams triggers can monitor both channel messages and private chats, depending on your configuration.

Can I filter which messages trigger my Agent?

Yes, you can configure keyword matching in trigger conditions to have your agent respond only to relevant messages rather than every message in a channel.

How do I prevent my agent from sending messages automatically?

Set your message-sending tools to “approval mode” in the agent settings. Your agent will ask for permission before sending a Teams message, and you can review, edit, approve, or reject.

Can my agent access files shared in Teams?

Yes, files shared in Teams channels are stored in SharePoint. You can access them through the Microsoft API Call tool step via the Microsoft Graph API.

What's the difference between the pre-built tool steps and the API Call tool step?

Pre-built tool steps (like “Send Channel Message”) are designed for common tasks with simplified interfaces. The Microsoft API Call tool step gives you full access to Microsoft Graph API for advanced operations not covered by pre-built steps.

Are there rate limits for Microsoft Teams API calls?

Yes, Microsoft Graph API enforces rate limits depending on your Microsoft 365 subscription. Microsoft returns a 429 Too Many Requests status code when limits are exceeded.

How do I remove the Microsoft Teams integration?

1. Go to the Integrations & API Keys page from the sidebar
2. Find Microsoft (Teams, Outlook, SharePoint, OneDrive)
3. Click ”…” on the account you want to remove
4. Click “Remove” and confirm

This will disable all triggers and tool steps using this account across Teams, Outlook, SharePoint, and OneDrive.