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Microsoft Teams — Usage Tips

Use your COCO AI employee in Microsoft Teams for enterprise collaboration, team channels, and Microsoft 365 workflows.

Basic Usage

Direct Messages

Send any message directly to the bot. No @mention needed in DMs — just open a chat with the bot and start typing.

Group Chats & Team Channels

@mention the bot in any group conversation or team channel:

@COCO AI Employee summarize yesterday's discussion

Best Use Cases

Enterprise Knowledge Assistant

Deploy in team channels for instant access to company knowledge:

  • Answer policy and process questions
  • Summarize long threads and meeting notes
  • Draft documents and reports on demand

Cross-Team Collaboration

In group chats and channels:

  • @mention to get meeting summaries
  • Translate messages for international team members
  • Pull data and generate reports without leaving Teams

Microsoft 365 Integration

Teams is deeply integrated with the Microsoft 365 ecosystem — ideal for:

  • Organizations already using Outlook, SharePoint, and OneDrive
  • Enterprise environments with Azure AD / Entra ID
  • Teams with compliance and governance requirements

Pro Tips

Smart mode: Enable smart mode in group chats and channels — the bot receives all messages and decides when to respond based on context, without needing @mentions every time.

File sharing: Share images, PDFs, Word docs, and other files directly in chat. The bot can read, analyze, and respond to file content. Files from OneDrive and SharePoint are automatically downloaded via Graph API.

Reactions: The bot reacts with 💬 on incoming messages as a processing indicator. Removed when the response is ready.

Voice messages: Send voice messages in Teams — the bot transcribes and responds to them when voice transcription is available.

Threading: The bot supports reply threading, keeping conversations organized in busy channels.

Troubleshooting

IssueSolution
Bot not respondingVerify the Messaging endpoint is set correctly in Azure Bot Configuration. Check that App ID and App Password match
Bot not appearing in TeamsEnsure the Teams App Manifest is installed (sideloaded or admin-deployed). Verify the App ID in manifest.json matches your Azure App Registration
Messages not reaching the botConfirm the Messaging endpoint URL is HTTPS and publicly reachable. Check the Azure Bot resource is active
File downloads failingVerify Files.Read.All permission has admin consent in Azure Portal
Smart mode not workingVerify ChannelMessage.Read.All has admin consent. Ensure the channel is set to smart mode
Credential validation failedEnsure App Password is the Value (not the Secret ID). For single-tenant bots, confirm the Tenant ID is correct
No 💬 reaction in DMsApp Catalog ID is not configured. See Step 8 in the deployment guide
Want to disconnectClick the Disconnect button on the Microsoft Teams card in the employee detail page