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The Microsoft Teams integration brings Charlie, telli’s AI assistant, into Microsoft Teams. Once connected, your team can message Charlie directly or in conversations where the Charlie bot has been added to ask about agents, calls, and results without leaving Teams.

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Before you start

You need:
  • Access to the telli app.
  • A Microsoft 365 account that can sign in to the tenant you want to connect. No admin role is required.

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Connect Microsoft Teams

Connect a Microsoft 365 tenant before your team can talk to Charlie in Teams. telli connects the Charlie app to your tenant and stores the connected tenant metadata for your telli account.
1

Open the Microsoft Teams integration

In telli, go to Settings > Integrations > Microsoft Teams and select Enable.
2

Sign in with Microsoft

Sign in with a Microsoft account in the tenant you want to connect and approve the sign-in.
3

Return to telli

Microsoft redirects you back to telli after approval. telli saves the connection and shows the connected tenant.

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How the connection works

You start the OAuth flow from telli to connect the Charlie app to your Microsoft 365 tenant. telli verifies the response and stores the connected tenant metadata so Charlie can handle Microsoft Teams messages for your account. Once connected, Charlie can respond to direct messages and to conversations where the Charlie bot has been added.

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Talk to Charlie in Microsoft Teams

Charlie answers questions about your telli agents and calls, the same way it does in the Charlie chat panel in telli.
  • In a direct message, message Charlie and it replies.
  • In a channel or group chat, add the Charlie bot and @mention it to start a conversation.
Try asking Charlie things like:
  • How did our calls go yesterday?
  • Why wasn’t this contact reached?
  • Which of my agents handles the most calls?
  • Summarize this week’s call results.

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Manage the connection

From the Microsoft Teams integration page in telli, you can:
  • Reconnect the tenant.
  • Disconnect the tenant so Charlie stops responding to Microsoft Teams messages, while keeping the integration in place.
  • Delete the integration entirely.

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Troubleshooting

  • This tenant is already connected: a Microsoft Teams tenant can only be connected to one telli account at a time. Disconnect it from the other account before connecting it here.
  • Reconnect required: if the integration shows an error, reconnect the tenant from the Microsoft Teams settings page in telli.