Connect Atomicwork to your Microsoft Teams account so that your employees can get instant help, raise requests, and get status updates via your AI Assistant.
You can also setup workflow actions to execute automatically like post to a Teams channel or create an Azure AD user.
In this article, we cover:
Giving your Assistant the right permissions
Adding your AI Assistant to your Teams account
Sync employee data from Teams
Adding your Assistant to a Teams team and channel
Your Assistant learning from Teams channels
Notes about workflow actions involving Teams
To connect your accounts, you need:
Atomicwork admin access: You need to have org admin access in Atomicwork.
Microsoft Teams admin access: You need Teams admin access to review permissions and install the app.
Giving your Assistant the right permissions
Before adding the Assistant to your Teams account, you need to ensure that it has the required permissions.
Go to admin.teams.microsoft.com.
Go to Teams apps > Manage apps. Search for Atom to bring up the app listing.
Click on the app to view its policies in detail. Click on Permissions.
Click on the Grant admin consent button to review all the permissions required by the app.
If you are not already signed in, you will be required to sign in to your Microsoft Teams admin account.
You will need to grant admin consent for the following permissions to use the app:
Permission | Description | Usecase |
Directory.Read.All | Read directory data | Workflows and skills: Required for listing users, groups, license, domain in actions. |
Directory.ReadWrite.All | Read and write directory data | Workflows: Required for creating users, groups through workflow actions. |
GroupMember.ReadWrite.All | Read and write all group memberships | Workflows and skills: Required for reading information about available groups and adding or deleting users from groups |
User.Read | Sign in and read user profile | It’s a basic permission granted by Azure by default. |
User.ReadWrite.All | Read and write all users' full profiles | Workflows: Required for deleting users. For adding or removing licenses, either this permission or Directory.ReadWrite.All is required. |
Channel.Create | Create channels | Workflows: Required to create a channel in teams. |
Channel.ReadBasic.All | Read the names and descriptions of all channels | Assistant: Required for reading conversations when Assistant is configured to learn from a channel. Workflows: Either this permission or Directory.Read.All is required for posting to a channel. |
ChannelMember.ReadWrite.All | Add and remove members from all channels | Workflows: Required for adding users to channels in teams. |
ChannelSettings.ReadWrite.All | Read and write the names, descriptions, and settings of all channels, without a signed-in user. | ChannelSettings.ReadWrite.All enables the Assistant to learn from channels and update its knowledge graph |
View users' email address | It’s a basic permission granted by Azure by default. | |
Team.ReadBasic.All | Get a list of all teams | Workflows: Required to list teams in actions |
TeamMember.ReadWrite.All | Add and remove members from all teams | Workflows: Required for adding members to teams. |
TeamsAppInstallation.ReadForChat.All | Read installed Teams apps for all chats | TeamsAppInstallation.ReadForChat.All enables the Assistant to learn from channels and update its knowledge graph |
TeamsAppInstallation.ReadForTeam.All | Read installed Teams apps for all teams | TeamsAppInstallation.ReadForTeam.All enables the Assistant to learn from channels and update its knowledge graph |
TeamSettings.Read.All | Read all teams' settings | Workflows: Required to list teams in actions. |
TeamSettings.ReadWrite.All | Read and change all teams' settings | Workflows: Required to list teams in actions |
Teamwork.Migrate.All | Allows the app to create chat and channel messages, without a signed in user. The app specifies which user appears as the sender, and can backdate the message to appear as if it was sent long ago. The messages can be sent to any chat or channel in the organization. | Optional permission |
User-LifeCycleInfo.Read.All | Read all users' lifecycle information | Optional permission |
User.Read.All | Read all users' full profiles | Workflows and sync: Required for listing and getting user information. Either this or Directory.Read.All is required |
user_impersonation | Create and access protected content for users | Workflows and requests: Required for sending replies as the agent to an employee request and for sending DMs/posting to channels on behalf of any employee |
ChannelMessage.Read.All | Read all channel messages | Enables the Assistant to learn from channels and update its knowledge graph |
Teams.ManageChats | Manage chats in Teams | Workflows: Required to perform actions such as sending, updating, or deleting messages within Microsoft Teams |
Click on Accept to provide consent.
You are all set and the app will be available to your users within 24 hours.
Adding your AI Assistant to your Teams account
Go to your Teams marketplace and search for Atomicwork.
Click Add to add the app to your team. Note: Team owners can restrict who can add apps. Some apps can be installed only by a team owner because they require additional permissions. If you can’t see Add, please talk to your Microsoft admin.
Once you do, the Assistant will send you a message introducing itself and asking you to sign into your Atomicwork account. Click on "Sign in".
Click on Connect in the interim connection screen.
And we're done! 🎉
Pinning your Assistant for easy access
Once you’ve connected the accounts, you can find your Assistant in the Apps section of your Teams account.
You can pin the Assistant for all users in your account by navigating to admin.teams.microsoft.com. Click on “Setup policies” > “Global (Org-wide default)”. Scroll to the “Pinned apps” section and click on “Add apps”.
Search for your Assistant and add it to the list of pinned apps. Hit “Save” > “Confirm” on the modal that pops up.
And you’re done!
Sync employee data from Teams
Navigate to Settings > App store > Teams > Settings OR Settings > Import people > Teams > Settings.
Toggle the "Sync employee data" option. Once you toggle it on, Atomicwork will sync data from Teams every 24 hours.
First name |
Last name |
Work email |
Phone number |
Job title |
Date of birth |
Employee ID |
Department |
Hire date |
Exit date |
Language |
Employment status |
Reporting manager |
Once you enable sync, your Assistant will use these fields to provide personalized responses. For example, if you have a list of holidays by location, it will provide relevant responses based on location. If an employee from Australia asks for a holiday list, they'll only get the Australia holiday list and not the UK or the US list.
You can also use these fields to personalize journey messages and trigger journeys.
Adding your Assistant to a Teams team and channels
Your Assistant can be added to standard channels in your organization only if it's part of the Teams team to which these channels are mapped. You can add it to Teams teams only if you have admin privileges.
Go to your Teams account and click on "Apps". Search for and open your Assistant's listing page.
Click on "Add to a team" to add your Assistant to a Teams team in your organization. Once you've added it to a Teams team, you can add it to a channel.
Using your Assistant in Teams
Your end users can talk to your Assistant through DM or in a channel.
It only responds in channels when tagged so please make sure to let your employees know that it has to be “@” mentioned when they are looking for help. Your Assistant can be mentioned only in standard channels.
Your Assistant learning from Teams channels
Your Assistant picks up insights from your team's responses over the past year when it's added to standard channels in Teams. It learns from these channels once a day so you'll be able to see it using relevant answers from these channels the next day.
Workflow actions involving Teams
Your Assistant can add users to channels only if they're part of the Teams team so make sure you create the "Add user to a Teams team" action first before setting up a "Add a user to a channel" action.
Your Assistant can create standard, private, and shared channels only in the Teams teams that it's a part of.
Your Assistant can only post to channels that it's a part of so it can only post to standard and shared channels.
If you want your Assistant to send a DM to multiple people, it will send DMs to each member individually and will not create a chat with all the mentioned members.