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Before you can use the integration, an admin needs to connect it. See Set up the Microsoft Teams integration.
The Chamelio Teams integration lets your organization interact with Chamelio directly inside Microsoft Teams, in two distinct modes: one available to any designated user (including viewers such as sales, procurement, or finance) for initiating flows, and a more open-ended mode reserved for agent users - typically the legal team - to start agent conversations.

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Initiating Flows

Any user with access can kick off a flow from Teams, in one of two ways. Which one applies depends on how the flow’s creator configured the Intake step: they set the Teams intake to accept either a channel mention or a form submission.
Tag Chamelio in a dedicated channel - for example, asking whether an agreement exists with a given counterparty. Chamelio reads the tagged message and replies in the thread within moments, optionally with a summary and links to relevant documents. Works well for Q&A-style flows, like letting sales ask about contract terms or policies.

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Agent Conversations

Reserved for agent users - generally the legal team - for a more open, direct exchange with Chamelio’s AI agent from within Teams. Mention Chamelio inside an existing thread so it reads the surrounding context and responds with a summary, or start a private, standalone session to ask a question directly.
Use channel mentions for quick, contextual questions and forms for structured requests with defined fields. Reserve agent conversations for users who need broader, unstructured access rather than a fixed flow output. Building the underlying flows, including the Teams intake, is done in the Intake step of the Flows builder. See Intake.