Microsoft Teams

Connecting Microsoft Teams lets your silent agents deliver real-time trigger insights and post-meeting summaries directly into a Teams channel.

→ Connect Microsoft Teams →

Two separate Teams integrations#

CoAgentor has two distinct Microsoft integrations:

| Integration | Purpose | Azure App | |---|---|---| | Outlook Calendar | Read your calendar for auto-join | Separate Azure App Registration | | Teams Back-Channel | Post messages to Teams channels | Separate Azure App Registration |

These are independent — you can use one without the other. If you want both calendar auto-join and Teams message delivery, you'll need to authorise both integrations separately.

What CoAgentor posts to Teams#

When a trigger fires on an agent configured to deliver to Teams, CoAgentor posts a formatted message containing:

• The trigger label
• The transcript snippet that triggered the response
• The agent's full response text
• The meeting name and timestamp

Post-meeting summaries sent to Teams contain the full event log for the meeting in a readable format.

Connecting your Teams account#

1. Go to Integrations → and click the Back Channel Comms tab
2. Click Connect Microsoft Teams
3. Sign in with your Microsoft account and authorise the requested permissions
4. After authorising, you'll be redirected back. The Teams connection will appear with an Active badge showing your account name and tenant.

My organization requires admin approval#

Some Microsoft 365 organizations restrict which apps users can authorize. If you see an "Admin approval needed" message when trying to connect, your IT administrator needs to approve CoAgentor first. This is a one-time step — once approved, anyone in your organization can connect their account.

What to do#

1. Go to Settings → Integrations → Microsoft Teams
2. Click "Don't have admin access?" below the Connect button
3. You'll see a pre-written email explaining what CoAgentor needs and including a one-click approval link
4. Copy the email or open it in your email client and send it to your IT administrator
5. Once your admin approves, return to this page and click Connect Microsoft Teams — it will work immediately

What permissions does CoAgentor request?#

CoAgentor requests the minimum permissions needed to deliver meeting insights to your Teams channels:

• Read basic team and channel info — so you can pick which channel receives updates
• Send messages to channels — for meeting insights and post-meeting summaries
• Read user profile — to identify your connected account

CoAgentor does not request access to your existing messages, files, or private chats.

If you are the admin#

If you are both the user and the Microsoft 365 admin, you can approve CoAgentor directly:

1. Click the "Admin consent link" shown in the admin access section on the integrations page
2. Sign in with your admin account and click Accept
3. Return to CoAgentor and click Connect Microsoft Teams

Still having trouble?#

If your admin has approved but you're still seeing the error, the approval may take a few minutes to propagate. Wait 5 minutes and try again. If the issue persists, your admin may need to check the Enterprise Applications section in Microsoft Entra to confirm CoAgentor appears in the approved list.

Required permissions#

CoAgentor requests the following Teams permissions:

• ChannelMessage.Send — post to Teams channels
• Team.ReadBasic.All — list teams you belong to (for the channel picker)
• Channel.ReadBasic.All — list channels within those teams
• User.Read — read your display name and email for the connection card
• offline_access — maintain token refresh so the connection stays active

Channel delivery#

CoAgentor delivers insights and summaries to standard channels only. Private channels require a different installation model (Resource Specific Consent) that is not currently supported.

When you select Teams as a destination in the Agent Builder, you'll see a dropdown listing all standard channels across your connected Teams. Select the channel where insights should appear.

Connecting multiple Teams accounts#

On Solo and Pro plans, you can connect multiple Microsoft Teams accounts — useful if you manage agents across multiple Microsoft 365 organisations.

| Plan | Max Teams connections | |---|---| | Free | 1 | | Solo | 2 | | Pro | Unlimited | | Business+ | Unlimited |

Token refresh#

Microsoft Teams OAuth tokens expire periodically. CoAgentor automatically refreshes these tokens in the background. If a token cannot be refreshed, the connection will show an Error badge — simply reconnect to restore delivery.

Disconnecting#

1. Go to Integrations →
2. Click the Back Channel Comms tab
3. Click Disconnect on the Teams connection

Disconnecting does not affect your meeting history or event logs in CoAgentor.

Troubleshooting#

Messages aren't appearing in my Teams channel — Ensure the correct channel is selected in the agent configuration. If your organisation enforces app governance, an admin may need to approve CoAgentor before messages can be delivered.

The connect flow shows an admin consent error — Your Microsoft 365 organisation requires admin approval before users can connect third-party apps. Use the "Request admin access" option on the integrations page to send a pre-written request to your IT team.

My connection is showing expired or error status — Token refresh is automatic, but Microsoft tenant policies can revoke refresh tokens. Try disconnecting and reconnecting.

I can't see private channels in the picker — Private channels require additional admin-level setup that is not currently supported. Use a standard channel instead.

I want both Outlook Calendar and Teams messaging — These are different integrations. Connect Outlook Calendar in the Calendars tab → and Teams in the Back Channel Comms tab → separately.

→ Back to integrations →