Microsoft Teams

Overview

The Microsoft Teams integration connects nexos.ai with Teams so you can reference conversations and shared context from Teams directly in your workspace. It helps you catch up faster, summarize discussion threads, and answer questions using the same collaboration history your team already relies on.

Setting up the integration (organization admin)

1. Open Settings.

2. Go to Organization → Integrations.

3. Find Microsoft Teams in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Microsoft accounts.

Connecting your account (individual user) from My Integrations

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Integrations.

3. Find Microsoft Teams and select Connect.

1. You will be redirected to Microsoft. Sign in if prompted.

2. Review the access request screen and select Accept to approve access.

3. Return to nexos.ai. Microsoft Teams should now show as connected in My Integrations.

Use Microsoft Teams in Chat (turn it on for a conversation)

1. Open Chat (or an Agent chat).

2. Select the Tools icon.

3. Turn Microsoft Teams on to use it in that conversation.

Use Microsoft Teams in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Microsoft Teams on.

4. Save your changes, then test the agent (for example, “Summarize the latest updates from the Marketing channel” or “Pull the decisions from the last project thread”).

Alternative (quick method) You can also tell the agent in plain language to add the Microsoft Teams integration (for example, “Add the Microsoft Teams integration for this agent”), and it will enable Microsoft Teams for itself automatically so you can continue without leaving the conversation.