# MS Teams Agent

### What Can You Do?

Once connected, just type what you need — no special commands required.

| Feature                                  | What it does                                                    |
| ---------------------------------------- | --------------------------------------------------------------- |
| 🔍 **Find Teams, Channels & Chats**      | Search for teams, list channels, and locate recent messages     |
| 💬 **Read & Analyze Conversations**      | Summarize chats, extract key points, or find specific messages  |
| 👥 **Manage Teams & Members**            | See who's in a team, get user details, update your status       |
| 📨 **Send Messages & Schedule Meetings** | Post to channels, start new chats, and organize online meetings |
| 📁 **Access Shared Files**               | Find and browse files shared in Teams channels                  |

***

### Quick Setup — 3 Easy Steps

#### Step 1: Select the MS Teams Agent

1. Open any Blockbrain conversation
2. Click the **AI Models** dropdown (top left)
3. Click **"Show detailed AI model list"**
4. Find and click **"MS Teams Agent"**

#### Step 2: Connect to Your MS Teams Account

1. Click **"Configure"** in the Status column
2. Click **"Connect"**
3. Sign in with your **Microsoft 365 account**
4. Click **"Accept"** — this gives Blockbrain permission to access your Teams

#### Step 3: Start Using It!

That's it — you're ready to go! Just type what you need in plain language \[2].

***

### What Can You Ask?

Write naturally \[3], like you'd ask a colleague. Here are some examples:

#### 🔍 Finding Teams, Channels & Chats

* *"List all teams I am a member of"*
* *"Show me all channels in the Marketing team"*
* *"Find my recent chats with John Doe"*

#### 💬 Reading & Analyzing Conversations

* *"Summarize the last 10 messages in the Project Updates channel"*
* *"What are the key points from my last meeting with the Finance team?"*
* *"Extract all action items from the Q2 Planning chat"*

#### 👥 Managing Teams & Members

* *"List all members of the HR team"*
* *"Get details for user <jane.smith@company.com>"*
* *"Set my Teams presence to 'Do Not Disturb'"*

#### 📨 Messaging & Meetings

* *"Send a message to the Announcements channel"*
* *"Create a new chat with Alice and Bob"*
* *"Schedule an online meeting for the Sales team"*
* *"Get the transcript from yesterday's team meeting"*

#### 📁 Accessing Shared Files

* *"Find all files shared in the Product Launch channel"*
* *"Show me the files folder for the Design team"*
* *"Get details for the file 'Q3\_Plan.xlsx'"*

***

### How Does It Work?

**Your account = Blockbrain's access**

Blockbrain acts on your behalf using your existing Teams permissions:

* You can only see teams, channels, chats, and files you normally have access to
* If you can't find or open something in Teams directly, Blockbrain can't either
* Your permissions stay exactly the same — nothing changes

**Safe and secure by design**

* Your files remain in your Teams channels, OneDrive, or SharePoint
* Blockbrain only reads or updates content when you specifically ask it to
* All activity is logged in your organization's audit trail

***

### Example Conversation

> **You:** "List all channels in the Product team"
>
> **Blockbrain:** "Here are the channels in the Product team:
>
> * General
> * Roadmap
> * Launch Planning
> * Feedback
>
> Which channel would you like to explore?"

> **You:** "Show me the last 5 messages in the Launch Planning channel"
>
> **Blockbrain:** "Here are the last 5 messages in the Launch Planning channel:
>
> 1. **Anna (Mon, 09:14):** "Can we confirm the go-live date by EOD?"
> 2. **Tom (Mon, 09:22):** "Yes — targeting May 20. I'll update the tracker."
> 3. **Anna (Mon, 09:25):** "Great, I'll notify the stakeholders."
> 4. **Lena (Mon, 10:01):** "Press release draft is ready for review."
> 5. **Tom (Mon, 10:15):** "On it — will send feedback this afternoon."
>
> Would you like me to summarize these or extract any action items?"

***

### Tips for Better Results

The more specific your request, the better Blockbrain can help you \[4].

#### Be Specific

* ❌ *"Find my message"*
* ✅ *"Find my message about the Q3 budget in the Finance channel"*

#### Use File Types When Searching for Files

* ❌ *"Show me files"*
* ✅ *"Show me all PDF files shared in the Marketing team last week"*

#### Mention the Location

* ❌ *"Find the meeting"*
* ✅ *"Find the meeting transcript from the Project Kickoff in the Engineering team"*

***

### Security & Privacy

#### What Blockbrain **can** do:

* Read messages, channel posts, and meeting transcripts you have access to
* Send messages or create chats when you ask it to
* Schedule or update meetings on your behalf
* Browse and retrieve files shared in Teams channels

#### What Blockbrain **cannot** do:

* Access teams, channels, or chats you don't have permission to see
* Send messages or make changes without your explicit instruction
* Store copies of your messages, files, or meeting data

#### Built-in safety:

* Access is strictly limited to what **your account** can normally see
* No unsolicited actions — Blockbrain only acts when you ask it to
* All access is logged in your **organization's audit trail**

***

### Troubleshooting

**"I can't find my team or message"**

* Check if you can see it directly in Microsoft Teams
* Try different search terms (e.g., part of the team name or channel)
* The item might be in a team or chat you don't have access to

**"Permission denied" errors**

* Your Teams permissions may have changed
* Contact your IT team to verify your access rights
* Try reconnecting: click **Configure** → **Connect** again

**"No Teams found"**

* You might not be a member of any Teams yet
* Check with your administrator about Teams licensing
* Make sure you're signed in with the correct Microsoft account

***

### Common Use Cases

#### 🗂️ Team & Channel Management

* Quickly list all your teams and channels
* Find out who's in a specific team or channel
* Get user details for collaboration

#### 📋 Conversation & Meeting Analysis

* Summarize long chat threads or channel discussions
* Extract action items or decisions from meeting transcripts
* Search for specific messages or mentions across channels

#### 📁 File & Resource Access

* Locate files shared in Teams or channels
* Get links or details for important documents
* Browse channel folders for project resources

***

### What's Next?

Want to manage your email and calendar too? Try the **Outlook Agent** to access\
your inbox, schedule meetings, and track tasks directly through Blockbrain.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.blockbrain.ai/for-users/agents/ms-teams-agent.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
