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AI Support Bot for Microsoft Teams

AI support where your team already works.

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Benefits

Why Microsoft Teams + Chatsy?

According to Gartner, organizations with well-integrated AI tools see significantly higher customer satisfaction scores.

Internal Support

Employees get instant answers to IT and HR questions.

Teams Native

Works as a Teams app, no context switching needed.

Knowledge Access

AI surfaces company knowledge from your documentation.

Ticket Routing

Complex issues route to the right team automatically.

Capabilities

Features & Use Cases

Features

  • Teams app integration
  • Channel support
  • Direct messages
  • Adaptive cards
  • Microsoft 365 sign-in for app access
  • Admin dashboard

Common Queries

  • IT helpdesk automation
  • HR policy questions
  • Onboarding assistance
  • Process documentation
  • Internal FAQ support

Are you ready to deploy?

Take our 12-question readiness quiz to assess if your team is set up to launch with the Microsoft Teams integration.

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Setup Guide

How to Set Up Chatsy + Microsoft Teams

Get up and running in under 5 minutes with these simple steps:

1

Create your Chatsy AI agent

Sign up and train your agent on internal documentation: IT guides, HR handbooks, company policies, or SharePoint content.

2

Install the Chatsy Teams app

In the Microsoft Teams admin center (or the Teams App Store), search for "Chatsy" and install it for your organization.

3

Configure permissions

Authorize the app in Microsoft 365 so employees access it through their existing Teams sign-in. Set which teams and channels the bot can access, and define content permission scopes.

4

Roll out to your organization

Pin the Chatsy bot in the Teams sidebar for easy access. Announce it to employees and let them start asking questions via DM or channel mention.

Common failure modes

  • Microsoft Teams API credentials expire or permissions change, silently breaking the data connection without alerting the team.
  • Field mapping between Chatsy and Microsoft Teams is incomplete, causing partial or incorrect data in automated responses.
  • Rate limits on the Microsoft Teams API are exceeded during peak support volume, delaying responses that depend on real-time data.
  • Source content referenced by the AI is outdated in Microsoft Teams, leading to answers based on stale information.

Fit and source checks

  • Teams that cannot maintain the Microsoft Teams API connection or permissions needed for reliable data sync.
  • Workflows where every AI response requires manual approval before reaching customers using Microsoft Teams data.
  • Organizations with no documented support content to train the AI, regardless of Microsoft Teams integration quality.
Microsoft Teams appsMicrosoft Teams documentationIBM customer service automation guideIBM customer service automation guide
FAQ

Common Questions

How do I add Chatsy to Microsoft Teams?

Install the Chatsy app from the Teams App Store or deploy via your admin center. Employees can then DM the bot or mention it in channels.

Is it secure for enterprise use?

Chatsy uses AES-256 encryption at rest and TLS 1.3 in transit. Conversations are never used to train AI models. Employees access the Teams app through their existing Microsoft 365 sign-in. Note: Chatsy does not currently offer SSO into the Chatsy admin dashboard, audit log exports, or SOC 2 Type II reports. If those are required for procurement, contact us about your specific needs.

Can Chatsy access our SharePoint documents?

With proper permissions, Chatsy can index SharePoint content to answer questions. Your IT admin controls exactly what content is accessible.

How long does the Microsoft Teams integration take to set up?

About 10 minutes for standard deployment. Install the Chatsy app from the Teams App Store, configure your knowledge base connection, and employees can start asking questions. Enterprise deployment via admin center may take longer for approval workflows.

Does the integration work with Microsoft 365 E1/E3/E5 plans?

Yes, Chatsy works with all Microsoft 365 plans that include Teams. The bot functions identically across E1, E3, and E5 licenses. Employees authenticate through their existing Microsoft 365 sign-in to access the Teams app.

How do I turn on AI in Microsoft Teams?

AI features in Teams come from Microsoft Copilot, which requires a Copilot for Microsoft 365 license (separate from your base M365 plan). Once licensed, Copilot is enabled by an admin in the Microsoft 365 admin center and appears in Teams meetings, chats, and channels. Third-party AI bots like Chatsy install separately as Teams apps and don't require Copilot licensing.

How do I enable a bot in Microsoft Teams?

To install a published bot (like Chatsy), go to the Teams App Store, search for the bot name, click Add, and authorize permissions if prompted. For organization-wide deployment, your Teams admin pushes the app via the Microsoft 365 admin center or Teams Admin Center. To build a custom bot, you use the Teams Toolkit and Bot Framework, but most teams install an existing app rather than building from scratch.

How do I turn on Copilot in Teams?

Copilot in Teams requires a Copilot for Microsoft 365 license assigned to the user (purchased per-seat through your M365 reseller). Once licensed, the Copilot icon appears in Teams meetings, chat, and the left sidebar automatically; no per-user toggle is typically needed. Admins can scope Copilot access via M365 admin policies. Copilot and Chatsy serve different purposes, Copilot helps employees inside Teams, while Chatsy answers customer-facing or internal-helpdesk questions trained on your specific docs.

How do I create a chatbot for Teams?

For most teams, the fastest path is installing a no-code platform like Chatsy as a Teams app, training it on your knowledge base, and rolling it out via the Teams Admin Center. To build custom, you'd use the Teams Toolkit, Bot Framework SDK, and Azure Bot Service, but that requires .NET/Node.js development and ongoing maintenance. Power Virtual Agents (now Copilot Studio) sits in between as a low-code option inside the Microsoft stack.

Ready to connect Microsoft Teams?

Start your free trial and set up the Microsoft Teams integration in minutes. No credit card required.

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