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Set up Teams marketplace app

You can install and connect Atlan Assistant app from the Microsoft Teams marketplace to enable collaboration features directly within Teams. This integration enables users to share Atlan assets, receive notifications, and manage workflows without leaving Microsoft Teams.

The Atlan Assistant helps your team stay aligned by embedding Atlan context into everyday conversations and keeping your workspace updated through automated notifications and activity alerts.

Existing integration users

If your organization is already using the custom app integration for Microsoft Teams, you must disconnect the existing integration in Admin → Integrations → Microsoft Teams before proceeding.
After disconnecting, you can remove the legacy Atlan app from your Microsoft Teams Admin Center. Once removed, follow the steps below to set up the new Marketplace app.

Prerequisites​

Before you begin, make sure you have:

  • Admin access in Atlan to configure integrations and authorize connections.
    Learn more about admin roles.
  • Access to Microsoft Teams workspace with permission to install apps at the team (channel) scope.
    Atlan Assistant can only be added and set up in a channel first. After that, you can add it for personal (direct message) chats.
  • The Microsoft Teams app installed and available for your organization.
  • Atlan domain URL for your workspace (for example, your-domain.atlan.com).

Setup workflow​

Follow these steps to install Atlan Assistant in Microsoft Teams and connect it to your Atlan tenant.

Install app​

  1. In your Atlan workspace, open the Admin panel and select Integrations from the left menu.

  2. Locate the Microsoft Teams tile and click Connect.

  3. You'll be redirected to your Microsoft Teams workspace to install the Atlan Assistant app.

  4. Click Add to add the app to your workspace.

    If your organization's Microsoft Teams settings require admin approval, click Request approval when prompted. Your Teams administrator must approve the app in the Microsoft Teams Admin Center before installation can continue.

    In the Admin Center, the admin goes to Teams apps → Manage apps, searches for Atlan Assistant, navigates to the Users and groups section, and updates Edit availability from No one to Everyone. After approval, return to Teams and repeat this step to complete installation.

  5. When prompted, select the Team channel where you want to configure the Atlan Assistant.

  6. Confirm your selection.

    App installation is complete for that channel, and setup can continue.

Connect your Atlan tenant​

Once installed, Teams posts a setup card in selected channel.

  1. In the setup card, enter your Atlan domain (for example, your-domain.atlan.com) and click Connect.

  2. Choose one of the following options:

    • Authenticate now, redirects you to Atlan to authorize Teams access.
    • Change domain, lets you update the domain.

  3. In your Atlan tenant, click Authorize to complete setup.

  4. Once connected, you'll see a success message in Teams confirming that the Atlan Assistant is active.

  5. Atlan is now connected to Microsoft Teams!

Configure integration​

After connecting Atlan to Microsoft Teams, you can configure how notifications and alerts are shared across channels. This helps you tailor which Teams channels receive updates, announcements, or alerts from Atlan, ensuring that the right information reaches the right audience.

Channel configuration

In Atlan, you can configure multiple channels under the Channels section. However, Workflows, Playbooks, and DQ Alerts support configuration with a single channel only.

Channels must be standard Teams channels. Private or shared channels aren't supported and display an error during configuration. Learn more about Teams channel types.

  1. In Atlan, go to Admin → Integrations.

  2. Expand the Microsoft Teams tile and select the Configurations tab.

  3. Configure the following settings to define how Atlan communicates with your Microsoft Teams channels:

    • Channels: enter the names of the Teams channels where Atlan can post updates and notifications. Enter each channel name without the # symbol. For multiple channels, press Tab after each entry.

    • Announcements channel (optional): specify a dedicated channel for viewing asset announcements directly in Teams.

    • Workflows alert channel (optional): select a channel to receive workflow alerts from Atlan. Toggle Receive failure alerts only if you want to be notified only when a workflow fails.

    • Playbooks alert channel (optional): choose a channel to receive playbook run alerts. You can also toggle Receive failure alerts only to limit notifications to failed playbook runs.

  4. Click Update at the bottom of the configuration tile to save your changes.

Configure conversational AI in Microsoft Teams​

If your tenant has Conversational AI enabled, you can ask natural-language questions about your data and metadata directly from Microsoft Teams by mentioning @Atlan Assistant in a channel or by sending a direct message to the Atlan Assistant app.

Before you begin, enable conversational AI in Labs. For complete setup steps, see Set up conversational AI.

Setup has three parts. Complete them in order:

  • Atlan admin connects the Atlan tenant to Microsoft Teams from a Teams channel (one-time, tenant-wide setup).
  • Each user links their Teams identity to their Atlan account from a DM with Atlan Assistant.
  • Everyone can then ask questions through @Atlan Assistant in channels or DMs.

Users can't link their accounts until the admin completes the first step.

Step 1—Connect Atlan to Microsoft Teams [admin]​

An Atlan admin must complete this from a Teams channel (not a DM). The channel connection establishes the link between your Atlan tenant and Microsoft Teams, and must be in place before anyone can use Atlan Assistant.

  1. Open the Teams channel where you want to add Atlan Assistant.
  2. Type @Atlan Assistant connect in the channel.
  3. Enter your Atlan domain URL when prompted (for example, your-domain.atlan.com).
  4. Click Connect.
  5. Click Authenticate Now and complete the authorization flow in Atlan.
  6. Once connected, you'll see a success message in the channel.
Adding the assistant to additional channels

The tenant-level connection only needs to be set up once. To enable the assistant in additional channels, an admin only needs to type @Atlan Assistant connect in each new channel—there's no need to re-enter the domain URL or repeat the authorization flow.

After your admin completes the tenant connection, each user must link their Teams identity to their Atlan account before using Atlan Assistant.

  1. Open a direct message (DM) with the Atlan Assistant app in Teams.
  2. Type connect and send the message.
  3. When prompted, select your Atlan domain and click Authorize to complete authentication.
  4. To verify the connection in Atlan, go to Profile → Integrations and confirm that Teams is listed as connected.

Step 3—Start using Atlan assistant [user]​

After both setup steps are complete, you can interact with Atlan Assistant in two ways:

  • In channels: mention @Atlan Assistant followed by your question. For example:

    @Atlan Assistant show me all verified tables

  • In DMs: message the Atlan Assistant app directly. No tagging is needed.

Scope answers with persona​

In a DM with Atlan Assistant, you can type persona to scope the assistant's search context to a specific persona. Once a persona is selected, the assistant only considers assets that the persona has access to when answering your questions. This is useful when you want answers limited to a specific domain, team, or access boundary.

Troubleshooting

If @Atlan Assistant says "I need access to your Atlan account to continue" in a channel, even though your tenant is already connected to it, your Teams user isn't linked to Atlan yet. Follow the steps in Link your Atlan account to link your account, then try your question again in the same channel.

Need help?​

If you encounter any issues with installing or configuring the Microsoft Teams integration, contact Atlan Support or your Atlan customer team.

Next steps​