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Microsoft Teams - Private Integration Guide

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Written by Maureen Changawa
Updated today

Introduction

The integration enables Sana Agents to search, summarize, and answer queries about messages in public and private channels in Microsoft Teams. This is an API based integration which means that it makes API calls to fetch data in real-time instead of syncing it.

Integration capabilities

The integration allows read operations to your Microsoft Teams inside of Sana Agents.

Operation type

Supported

Read

Write

Supported Teams objects:

Object

Description

Supported

DMs

One-on-one private messages between two users.

Group DMs

Private chats with multiple participants, i.e. DMs for groups.

Meeting DMs

Chat conversations connected to a Teams meeting

Teams

A workspace grouping people together with shared channels.

Channels

Discussion areas within a Team, with threaded conversations.

Common use-cases:

  • Show recent messages from a person

  • Summarize recent messages in a channel

  • Find messages related to a topic

Type of integration

Private: Set up per user and mirroring the underlying individual access rights.

Availability

Integration type

Free tier

Team tier

Enterprise tier

Private

Shared

Centralized

Scope and permissions

Scope

Purpose

User.ReadBasic.All

Allows the app to read a basic set of profile properties of other users in your organization

Team.ReadBasic.All

Get a list of all teams

Channel.ReadBasic.All

Read all channel names and channel descriptions

Chat.Read

Allows an app to read 1 on 1 or group chats threads, on behalf of the signed-in user.

Mail.Read

Allows the app to read the signed-in user's mailbox.

offline_access

Maintain access to data you have given it access to

openid

Allows users to sign in to the app with their work or school accounts and allows the app to see basic user profile information.

email

Allows the app to read your users' primary email address

ChannelMessage.Read.All

Allows an app to read a channel's messages in Microsoft Teams

TeamMember.Read.All

Read the members of teams

Chat.ReadWrite

Allows an app to read and write 1 on 1 or group chats threads,

ChatMessage.Read

Allows an app to read one-to-one and group chat messages, on behalf of the signed-in user.

Integration set-up

Overview of steps

  1. You request admin approval when first trying to connect.

  2. Your Microsoft admin approves the request in Microsoft Entra (only required the first time the first user in an organization tries to set up the integration)

  3. You complete the connection process.

Detailed steps

1. Find and click on Microsoft Teams inside of the list of available integrations.

2. Click Connect just for me

3. If the integration has already been approved by your admin, you can skip to step 5, otherwise you have to sign in to your Microsoft account and you will be prompted to request your admin’s approval. Click Request approval.

4. Your Microsoft Administrator needs to:

  • Navigate to: Enterprise applications > Admin consent requests.

  • Locate the consent request for “Sana Agents”.

  • Review the requested permissions and click Approve.

Note: This is a one-time setup. Once approved, all users in your organization can connect to Teams. For more details about approving consent. See Microsoft’s Admin consent workflow documentation.

5. Once admin consent is granted.

  • Return to Sana and repeat the connection process: Integrations > Microsoft Teams > Connect just for me

  • This time, the connection will complete successfully.

6. Double check that Microsoft Teams is now listed as a connected integration on the integrations page.

7. When sending a message in Sana. Click “Sources” and select Teams.

Known limitations

  • An admin has to approve the application the first time it is set up, see pre-requisite in integration set-up chapter. If not, the user will be prompted to request access and is not able to connect.

  • To interact with Teams inside of Sana Agents it is required to select it as a source in the chat. Otherwise, it won’t work.

  • Sana Agents does not support write operations to Teams, e.g. sending a message.

  • Sana Agents does not support reading messages from a Teams meeting chat.

  • Sana Agents does not support reading files attached in messages.

  • Sana Agents does not distinguish between read and unread messages, i.e. asking “show my unread messages from today” will not work.

FAQ

Q: How often is the Teams integration synced?

A: This integration is an API based integration which means that it makes API calls to fetch your data in real-time as you make a request. This means that your data does not need to be synced at all and it will always be up-to-date.

Q: Can I push content into Teams from Sana?

A: No, for now only read operations are supported, not write operations.

Data handling & privacy

Sana AI is fully committed to data security and privacy. All data accessed by Sana AI is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana AI is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.

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