Microsoft Teams

The following describes how to get started with Microsoft Teams. Note that the first step is a prerequisite to be completed by an organization Admin, the remainder is user-specific.

Step 1: Admin Enablement

The broader instructions to enable Microsoft Teams for the organization are available for (and must be executed by) Admins in Org Settings > Tool Integrations.

Follow-up with an Admin if not enabled.

Step 2: Add the Bot for Yourself

Start by searching for the app or tagging it directly in a chat.

If not available, and the admin has added the bot (see Step 1), you may need to add the Lumi apps on MS Teams workspace.

Step 3: Start with a message

Say "hello" or any message to start the account linking process with Lumi AI.

Step 4: Link Account

You will be prompted to sync your account. Click and follow actions to complete steps. You may need to log into Lumi AI in the web app if you are not logged in already.

You will get a verification screen to confirm you are linking the right organization.

Step 5: Select a Knowledge Base and Chat

Your conversation will be associated with a Knowledge Base defined in the web app that you as a linked-user have access to. If you have access to none, please use the web app / follow-up with your team to create one or be provided access.

You can now interface with Lumi AI as you would in the web app chat. Note the limitations in previously described here.