## Integrate Microsoft Teams

URL: https://docs.atlan.com/product/integrations/collaboration/microsoft-teams/how-tos/integrate-microsoft-teams

> Install and configure the Atlan Assistant (Teams marketplace app) and connect your Atlan tenant to Microsoft Teams.

# 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.

:::warning Existing integration users
If your organization is already using the [**custom app**](https://docs.atlan.com/llms/governance/integrations/integrate-microsoft-teams-custom-app/llms.txt) 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](https://admin.teams.microsoft.com/). 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](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt).
- 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, click **Settings** from the left menu.

 If you are using the **Old UI (Classic)**, from the left menu, click **Admin**.

2. Click **Integrations**.
3. Locate the **Microsoft Teams** tile and click **Connect**.
4. You'll be redirected to your Microsoft Teams workspace to install
 the **Atlan Assistant** app.
5. 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](https://admin.teams.microsoft.com/) 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.

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

7. 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.

:::info 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](https://support.microsoft.com/en-us/office/standard-private-or-shared-channels-in-microsoft-teams-de3e20b0-7494-439c-b7e5-75899ebe6a0e).
:::

1. In your Atlan workspace, click **Settings** from the left menu.

 If you are using the **Old UI (Classic)**, from the left menu, click **Admin**.

2. Click **Integrations**.
3. Expand the **Microsoft Teams** tile and select the **Configurations** tab.
4. 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](https://docs.atlan.com/llms/governance/integrations/create-announcements/llms.txt) directly in Teams.

 - **Workflows alert channel (optional)**: select a channel to
 receive [workflow alerts](https://docs.atlan.com/llms/governance/integrations/microsoft-teams-integration/llms.txt)
 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](https://docs.atlan.com/llms/governance/playbooks/manage-playbooks/llms.txt). You can also toggle **Receive failure alerts only** to limit notifications to failed playbook runs.

5. 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**](https://docs.atlan.com/llms/governance/conversational-ai/llms.txt) 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](https://docs.atlan.com/llms/governance/conversational-ai/setup-conversational-ai/llms.txt).

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.

:::info 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.
:::

### Step 2—Link your Atlan account [user] {#step-2-link-your-atlan-account-user}

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](https://docs.atlan.com/llms/governance/access-control/create-a-persona/llms.txt). 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.

:::warning **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](#step-2-link-your-atlan-account-user) 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**](https://docs.atlan.com/support/submit-request) or your Atlan customer
team.

## Next steps

- [Use Atlan in Microsoft Teams](https://docs.atlan.com/llms/governance/integrations/use-atlan-in-microsoft-teams/llms.txt)
- [Set up personal Teams notifications](https://docs.atlan.com/llms/governance/integrations/set-up-personal-teams-notifications/llms.txt)

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