Teams Integration

Connect your Microsoft Teams tenant to Tellius so your team can ask data questions and get AI-powered answers (charts, summaries, document-based insights, and deep analytical workflows) directly inside Microsoft Teams, in personal chats, group chats, and channels.

What you can do with the Teams integration

Once the Tellius bot is deployed to your Teams tenant, your team can:

• Ask Kaiya questions from a personal chat with the bot, from inside a group chat, or by @mentioning the bot in a Teams channel.

• Choose the data source for each question. Let Kaiya auto-select the most relevant Business View, manually pick one or more specific Business Views, or search across unstructured documents.

• Receive responses with chart images, text summaries, properly rendered markdown tables, and inline citations to source documents for unstructured queries.

• Run Deep Insight workflows for complex analytical questions, with live step-by-step progress updates as Tellius generates SQL, executes Python, and produces a structured analytical summary.

• Answer clarification questions when Tellius needs more context, either by selecting from suggested options or by typing your own answer in the chat.

• Switch data sources mid-conversation using the Change Data Source button when you want to ask questions against a different Business View.

• Submit 👍 or 👎 feedback on any response to help improve Tellius's answers over time.

• Click View in Tellius on any answer to open the same conversation in the full Tellius web application for deeper analysis, dashboard building, or sharing.

To set up the Microsoft Teams integration, you'll need Tellius admin access, access to the Microsoft Teams Developer Portal at dev.teams.microsoft.com, and Teams Administrator role in Microsoft 365 to deploy the Kaiya bot to all users via the Microsoft Teams Admin Center.

Each Tellius instance connects to one Microsoft Teams tenant. If you operate multiple tenants and want the Kaiya bot in each, you'll need a separate Tellius instance per tenant.

No Azure subscription required. The Tellius Teams bot is registered through the Microsoft Teams Developer Portal at dev.teams.microsoft.com, not through Azure Bot Service. The only step that touches portal.azure.com is copying your Azure AD Tenant ID, which is optional. Leave it blank if you want the bot to work across multiple tenants.

Admin setup in Tellius

Setup happens in three stages: register the bot in the Microsoft Teams Developer Portal, save the credentials in Tellius, and deploy the bot to your users through the Microsoft Teams Admin Center.

Step 1: Open the Integrations settings in Tellius

• Navigate to Settings → Administration → Administration → Integrations, then select the Microsoft Teams tab at the top of the page.

• You'll see a setup panel with detailed instructions. At the bottom of the page, you can find Bot App ID, Client Secret, and Azure AD Tenant ID, where you'll paste values from the Teams Developer Portal.

• Take note of the messaging endpoint URL shown in the setup guide. You'll paste this into the Teams Developer Portal in a later step. It is unique to your Tellius deployment.

Step 2: Open the Microsoft Teams Developer Portal

In a new browser tab, go to dev.teams.microsoft.com and sign in with your Microsoft 365 account.

If you see a New Developer Portal toggle in the top-right corner, switch it off. The instructions below follow the classic view of the Developer Portal.

Step 3: Create a new app in the Developer Portal

From the Developer Portal homepage, click Apps in the left sidebar, then click Create a new app. Give the app a recognizable name (for example, Tellius or Kaiya) and click Save. The Developer Portal will create the app and redirect you to the app's configuration page.

Step 4: Create the bot

In the left sidebar of your newly created app, expand App features, click Bot, and then click Create new bot. Give the bot a name (this is an internal Developer Portal label and doesn't have to match your app name) and click Save. The Developer Portal redirects you to the bot's configuration page.

Step 5: Set the messaging endpoint

On the bot's Configure page, find the Bot endpoint address field under the Endpoint address section. Paste the messaging endpoint URL shown in the Tellius setup guide and click Save. This URL is unique to your Tellius deployment.

Step 6: Create a Client Secret

In the bot's left sidebar inside the Developer Portal, click Client secrets. Click + Add a secret to generate a new client secret for the bot.

The Developer Portal displays the secret value only once. Copy it and you will paste it into Tellius in a later step. After you close or navigate away from this dialog, the secret cannot be retrieved again, and you will need to generate a new one if you didn't save it.

Step 7: Assign bot scopes

Go back to your app in the Developer Portal (you can use the breadcrumb navigation at the top, or click your app's name in the left sidebar). In the left sidebar, expand App features and click Bot.

Under Identify your bot, select Select an existing bot and choose the bot you just created from the dropdown.

Under Select the scopes where people can use your bot, check all three scopes:

• Personal: allows the bot to be used in one-on-one chats.

• Team: allows the bot to be @mentioned in Teams channels.

• Group Chat: allows the bot to participate in multi-person group chats.

Click Save at the bottom of the page.

Step 8: Copy the Bot ID

While still on the Bot configuration page (the same page where you just assigned scopes), find the Enter a bot ID field. This field shows the unique identifier of the bot you just created. Copy and paste into Tellius in a later step.

Step 9: (Optional) Get your Azure AD Tenant ID

If you want to restrict the Tellius bot to a single Microsoft 365 tenant, you'll need your Tenant ID. To find it:

1. Go to portal.azure.com in a new tab and sign in.

2. Navigate to Azure Active Directory → Overview.

3. Copy the Tenant ID value.

If you want the bot to work across multiple tenants (multi-tenant deployment), leave the Tenant ID field blank in Tellius when you save the credentials.

Step 10: Save the credentials in Tellius

Return to Settings → Administration → Administration → Integrations → Microsoft Teams tab in Tellius. Paste Bot App ID, Client Secret, and Azure AD Tenant ID. Click Save in the top right of the page.

Step 11: Download the Teams manifest

After you save the credentials, the Download Teams manifest button at the top of the setup panel becomes active. Click it to download a manifest.zip file. This zip is pre-filled with your Bot App ID and the required app icons.

The Download Teams manifest button is intentionally disabled until you save the Bot App ID, because the manifest contents are generated with that ID embedded.

Step 12: Upload the manifest to the Microsoft Teams Admin Center

To deploy the Tellius bot to your users, you need the Teams Administrator role in Microsoft 365.

1. In a new browser tab, go to admin.teams.microsoft.com and sign in.

2. In the left navigation, go to Teams apps → Manage apps.

3. In the top-right of the Manage apps page, click the Actions dropdown and select Upload new app.

4. Upload the manifest.zip file you downloaded from Tellius.

After the upload completes, find the Tellius app in the Manage apps list. Click on it to open its details page. You'll see the App ID, scope (Personal, Team, Group chat), description, and other metadata Tellius set in the manifest.

Step 13: Set who can install the app

• In the Teams Admin Center, click the Users and groups tab, then click Edit availability (or Edit installs, depending on your tenant version of the Admin Center).

• Under Install to, choose Everyone to make the Tellius bot available to all users in your tenant.

• If you prefer a phased rollout, you can choose Specific users or groups and add only certain users.

Step 14: Add the app to the global setup policy

Adding the app to the global app setup policy ensures the Tellius bot is automatically installed for every user in your tenant.

1. In the Teams Admin Center, go to Teams apps → Setup policies.

2. Click the Global (Org-wide default) policy.

1. Scroll to the Installed apps section and click Add apps.

2. In the search field, type Tellius, select it from the results, and click Add.

3. Click Save at the bottom of the policy page.

This makes Tellius available to all users in your tenant, but does not yet place it in their sidebar. You also need to pin it to the App bar in the next step.

Step 15: Pin Tellius to the Teams sidebar (App bar)

To make the bot visible and easy to access, you also need to pin it to the App bar.

1. Still in Setup policies → Global (Org-wide default), scroll to the App bar section.

2. Click Add apps under App bar.

3. In the Add pinned apps dialog, type Tellius in the search field.

4. Select Tellius from the search results and click Add.

5. Drag Tellius to your preferred position in the App bar order. It will appear in the user's Teams sidebar in this position.

6. Click Save at the bottom of the policy page.

After Microsoft's policy propagation completes (up to 24 hours), the Tellius icon will appear in every user's Teams sidebar, ready for them to click and start asking questions.

Replacing or updating an existing Teams integration

If Teams is already configured, then you can: update credentials or re-download the manifest. To remove the Teams integration entirely, clear the credential fields and click Save. Then go to the Teams Admin Center, find the Tellius app under Manage apps, and remove it. You should also remove it from any Setup policies and App bar pinning where it appears.