Connecting to Microsoft Teams as a knowledge source for employee service AI agents (EAP)

For employee service (ES) AI agents, you can connect Microsoft Teams as a knowledge source. The connection uses single sign-on (SSO) with an OAuth 2.0 authorization flow and the option to connect using permissions-based access.


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Employee Service Suite

Growth, Professional, Enterprise, or Enterprise Plus







Summary: ◀▼
You can connect Microsoft Teams as a knowledge source for employee service AI agents using single sign-on and permissions-based access. This connection allows AI agents to access files, messages, wikis, and planners based on user permissions. Choose between restricted or open access to control visibility. The integration syncs content regularly, enabling AI agents to provide relevant information from Microsoft Teams to support your team effectively.





Location: Admin Center > AI > AI agents > Sources

For employee service (ES) AI agents, you can connect Microsoft Teams as a knowledge source.
The connection uses single sign-on (SSO) with an OAuth 2.0 authorization flow and the option
to connect using permissions-based access.
You must be a Knowledge admin to create and manage knowledge connections. The connection
uses the connecting user's credentials, so the connecting user must have an active Office 365
license.
Once created, the connection allows the following file types to be surfaced in ES AI agents
according to the applied permissions:
Files
Messages
Wikis
Planners


This article contains the following topics:

Understanding the Microsoft Teams connection
within employee service AI agents
Connecting to Microsoft Teams for employee
service AI agents
Updating Microsoft Teams content included in
a connection
Deploying an employee service AI Agent to a
Microsoft Teams channel

Related article:
Creating, deploying and editing employee service AI agents
(EAP)




Understanding the Microsoft Teams connection within employee service AI agent

The Microsoft Teams connection uses single sign-on (SSO) with an OAuth 2.0 authorization
flow and the option to connect using permissions-based access. It uses the connecting user's
credentials, and the connecting user must have an active Office 365 license assigned.
When connecting Microsoft Teams to ES AI agents, make sure you understand the intended
audience for the information and select the most suitable access type (either restricted
access or open to everyone) when creating the connection. For example, a private channel
should not be connected with the open to everyone setting. In most cases, the restricted
access connection is best to ensure permissions are applied at the source, according to the
channel’s visibility.



Connecting to Microsoft Teams for employee service AI agents

You can connect to Microsoft Teams as a knowledge source for an ES AI agent.
To connect Microsoft Teams as a knowledge source

In Admin Center, click
AI agents in the sidebar, then select Sources.
Click Add source, then for Microsoft Teams, click Connect.
Enter a unique connection name.
Select a user access type:

Restricted access: This connection enforces user permissions. This means that
when users ask questions, they see only information from the connected source that
they already have access to.

Open to everyone: This connection does not enforce user-level permissions for
the connected source. Any user with access to an ES AI agent using the connection can
see all content available through that connected source. If a user clicks on a source,
but doesn’t have permission, access is denied.

See Understanding knowledge source permissions in employee
service AI agents.

Click Next.
Log in to your Microsoft account, then follow the prompts to authorize the
connection.
Select the files and folders to connect, then click Done. The initial
connection sync begins. It might take some time to sync all content, depending on the
volume. After the initial sync, the integration captures file updates every 15
minutes.
At this point, you can add the knowledge source to one or more AI agents
by clicking Add to AI agent. Or, you can wait to create and deploy an ES AI agent
with this knowledge source at a later time (see Creating, deploying and editing employee service AI agents
(EAP)).




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