Microsoft Teams (users)

Connect your Microsoft Teams account so ept AI can search your chats and channels, and answer questions about meeting transcripts for meetings you organized. Access is read-only. ept AI never posts or sends messages as you.

Back to Integrations Overview · Admins: Approve Teams in your Microsoft tenant

Before you connect

• Your organization has enabled Microsoft Teams for your ept AI account (ask an admin if you do not see Teams on Connections).
• You use the same work Microsoft account you use for Teams.
• For transcripts: your company admin must turn on Transcript API access in the Teams Admin Center (see the admin guide).

How to connect

1. In ept AI, open your Profile.
2. Open the Connections tab.
3. Under Microsoft Teams, click Connect Teams.
4. Sign in with Microsoft and accept the read-only permissions.
5. When Microsoft returns you to ept AI, Teams should show as connected.

You can Pause, Resume, or Disconnect Teams from the same page later.

Disconnecting stops search of your Teams chats and access to meeting transcripts. Chat and channel reads are not stored.

What ept AI can use

Capability	What it means
Private chats	When you ask a question, ept AI can search chats you are in. Those reads are not saved.
Channels	ept AI can read posts in teams you have joined and channels you already belong to. Those reads are not saved.
Meeting transcripts	You can fetch a transcript or ask what was said in meetings you organized. Transcripts from meetings that have ended can be kept so you can ask about them later.

Only content you can already open with your Teams sign-in is visible. Meetings you only attended (but did not organize) are not used for transcript fetch.

60-day transcript backfill

When you first connect Teams, ept AI starts a one-time backfill of finished transcripts from the last 60 days for meetings you organized.

• Backfill runs in the background after connect.
• A reconnect within about 24 hours does not start another backfill.
• Ongoing: after you connect, when a meeting you organized ends and a transcript becomes available, ept AI can pick it up for later questions (your company must have Transcript API access enabled).

Chat history is not bulk-imported into storage the same way. Chats are searched live when you ask.

Sharing Review

Private by default does not mean “share everything with the company.”

• Use Sharing Review (Profile → Sharing, or from a deal room when available) to approve or reject items before they are shared more widely.
• Teams call transcripts appear as meeting items in review when they are candidates for sharing.
• You can also use rules to approve or reject groups of items.

Connecting Teams alone does not grant permission to share your content with others.

note

Sharing Review in the app is also used for Outlook email and meetings. If your organization uses both Outlook and Teams, review both types of items from the same queue where they appear.

Ask in ept AI

After you connect:

• In AI Chat or a deal room, ask about a recent chat or a meeting you organized (for example: “What did we decide on the pilot kickoff call?”).
• Prefer questions about meetings where you were the organizer and transcription was on.

Privacy summary

• Read-only — never post or send as you
• Only what you can already open in Teams
• Chats and channel reads are not stored
• Ended-meeting transcripts you organized can be kept for your questions
• Company sharing requires your approval (or rules you set) in Sharing Review

Troubleshooting

Symptom	What to try
No Teams card on Connections	Ask an admin to enable Microsoft Teams for your ept AI account
Connect fails or asks for admin approval	Your Entra admin must complete tenant consent (admin guide)
Connected but transcripts fail	Company Transcript API access may still be off; you must be the meeting organizer; wait a few minutes after the call
Reconnect needed	Your Teams session expired — use Connect Teams / reconnect on Connections

Related

• Microsoft Teams for admins
• Deal rooms