Microsoft Teams

Overview

Deploy your conversational agent to Microsoft Teams to bring AI assistance directly into your team's collaboration workspace. Users interact with agents through chats via the UiPath Autopilot plug-in.

Note:

Microsoft Teams integration for conversational agents is currently in Preview.

Intended users: End users who work primarily in Microsoft Teams and need conversational agent access without leaving their collaboration workspace.

Feature availability

Feature	Available
Start new chat	✅
Chat history	✅
Delete chat session	✅
Settings	❌
Starting prompts	❌
File uploads	❌
Citations	✅
HTML preview	❌
Copy response	❌
Feedback (thumbs)	❌
Debug dump	❌

Prerequisites

To make a conversational agent available in Microsoft Teams:

Admin setup:

1. Sign in to Microsoft Teams.
2. Select Apps and search for UiPath Autopilot.
3. Select the app from the search results and select Add.
4. Publish the conversational agent to your desired Orchestrator folder.
5. Ensure users have appropriate permissions to access the agent.

User requirements:

• Microsoft Teams account with access to the UiPath Autopilot app.
• Permissions to use the published agent.

Accessing the agent

1. From the Teams sidebar, select UiPath Autopilot to open the chat.
2. Send any message to begin authentication if this is your first time.
3. Follow the prompts to sign into your desired Automation Cloud Organization and Tenant to complete authentication.
4. Select your agent from the Conversational agents list.
5. Send messages directly to the agent.

Note:

Conversational agents in Teams only support direct chats with a user through the UiPath Autopilot plug-in. Channel discussions and @mentions are not supported.

Chat features

The chat experience in Teams follows the Teams UX patterns. This section describes how each feature works within Teams.

Note:

Chat features are driven primarily by prompts in Microsoft Teams.

Starting a new chat

Microsoft Teams only supports clearing conversation context. You can clear the chat context by sending the prompt "Clear chat". Although you will be able to see the previous chat exchanges, the previous context will be cleared and the agent will continue like you started a new chat session.

Chat history

Microsoft Teams only supports a single chat thread at a time and previous messages are visible within the same Teams conversation thread. Scroll up to view earlier messages in the session and previous sessions.

Deleting chat sessions

Microsoft Teams only support a single chat session at a time. To remove conversations from your chat history:

1. Select the more chat options icon to open the chat options dropdown.
2. Select Remove chat history to remove the current chat session.
3. Confirm the deletion to remove the session from your chat list.

Deleted conversations are permanently removed and cannot be recovered.

Citations

When an agent uses knowledge sources to generate a response, citations appear to show the origin of the information. Citation markers appear inline in the agent's response.

Note:

Citation preview opens the document in the default web browser.

Teams commands

Use the View Prompts dropdown on the bottom right-hand side of the chat to access available commands:

Command	Description
Help	Displays the help message to understand capabilities
Logout	Signs you out from the current Org and Tenant
Change tenant	Prompts you to select a new tenant
Switch Agent	Choose from available conversational agents
Machine configuration	Not applicable Conversational Agents
List my accessible automations	Not applicable Conversational Agents

Limitations

The following features are not available in Microsoft Teams:

Feature	Notes
Settings	Configuration of settings like profile information are not supported
Starting prompts	Not propagated to Teams interface
File uploads	File uploads are not supported at the moment
HTML preview	HTML content displays as raw text. Use Instance Management to preview HTML output.
Copy response	Responses must be manually highlighted and copied
Feedback	Submitted feedback is not attached to traces yet
Debug dump	Not available at the moment

Troubleshooting

Agent not appearing in Teams

• Verify the agent is published to Orchestrator.
• Check that the UiPath Autopilot for Teams app is installed.
• Use the Switch Agent command to see available agents.
• Ensure you are connected to the correct tenant.

Conversation issues

If conversations fail to start or respond:

• Check the agent's connection status in Instance Management.
• Verify robot assignments in the solution folder.
• Use the Logout command and reconnect to refresh your session.

Next steps

• Instance Management: Full feature reference and debugging
• Autopilot for Microsoft Teams: Complete Teams integration guide