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Documentation Index

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TextQL’s integration for Microsoft Teams allows you to seamlessly interact with Ana directly within your Teams workspace. Below you’ll find instructions on how to add Ana to your Teams, use its features, and understand its capabilities.

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AI Disclaimer

Important Notice: Ana is powered by artificial intelligence and large language models. While Ana strives to provide accurate and helpful responses, AI-generated content may contain inaccuracies, errors, or incomplete information. Users should verify important information and exercise their own judgment when acting on Ana’s responses. TextQL is not responsible for decisions made based solely on AI-generated content.

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Organization Defaults

Important for System Administrators: Ana in Teams uses your organization’s default settings for data connectors and available tools. Only system administrators can view and modify these defaults in the Configuration settings. All Teams users will have access to the same default connector and tool set configured by your organization administrators.

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Add Ana to Your Teams

Only the administrators of your TextQL Organization can download the app package, and only Microsoft Teams tenant admins can upload it and grant consent.
  1. Download the Teams app package: From TextQL, navigate to Connectors > Teams and click Download Teams app (.zip) to save the app package.
The download is only available on TextQL hosted deployments. For on-prem or VPC deployments, contact support@textql.com for a custom build.
  1. Upload to Teams Admin Center: Your Microsoft 365 tenant admin should sign in to the Microsoft Teams Admin Center, navigate to Teams apps > Manage apps, click Upload new app, and select the textql-teams-app.zip. Make sure the app is Allowed for your organization.
  2. Grant admin consent: Open the Microsoft Entra Admin Center, find Ana by TextQL under Enterprise applications, open the Permissions tab, and click Grant admin consent for [your tenant].
The permissions Ana requests are:
PermissionPurpose
User.ReadBasic.AllResolve @-mentions to names and emails.
Team.ReadBasic.AllList the teams Ana is installed in.
Channel.ReadBasic.AllList channels for the Channel Context picker.
TeamMember.Read.AllResolve channel members when delivering reports and DMs.
Files.Read.AllDownload files (CSV, Excel, PDF, etc.) that users attach in chats and channels.
ChannelMessage.Read.GroupRead prior messages in a thread when a user replies and @-mentions Ana, so Ana has thread context. Granted per-team at install time.
  1. Connect Ana to TextQL: Back in TextQL on Connectors > Teams, click Connect to Teams to complete the OAuth flow that links the installed Teams bot to your TextQL organization.
  2. Install Ana into teams: Users can install Ana from the Teams app catalog (search “Ana”), or your admin can deploy it org-wide or to specific groups from Teams Admin Center.

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Features

Ana offers the following capabilities within Teams:
  • Answer Questions: Pose questions to Ana and receive detailed answers based on your organization’s data.
  • Send Back Datasets and Figures: Receive datasets and visualizations directly in your Teams conversations.
  • Read User-Uploaded Files: Attach files (CSV, Excel, PDF, images) via the paperclip in a 1:1 chat with Ana, or in a channel where Ana is installed.

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Using Ana in Teams

Once Ana has been added to your Teams tenant, you can start chats with her in the following ways:
  • In a Channel: Use @Ana in your message to start a new chat with Ana. To send follow-up messages to Ana and continue her analysis, simply reply to her in the same thread.
If Ana hasn’t been added to the current team, your admin will need to install Ana into that team from Teams Admin Center.
  • With a Direct Message: Open the Ana app from the Teams sidebar (or search “Ana” in chat) and message her directly to start a new chat and receive responses privately. To send follow-up messages to Ana and continue her analysis, simply reply in the direct message.

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Teams Channel Context

In addition to answering questions, Ana can also use channel-specific context. Channel context ensures that whenever Ana is mentioned in a specific Teams channel, she has the right background information to guide her responses. Channel context is managed through Playbooks:
  1. Create a New Playbook: Navigate to the Playbooks section in the TextQL platform and click Create Playbook.
  2. Write the Channel Context: Use the provided prompt box to write up the context document for the selected channel. This might include project details, metrics definitions, or links to relevant resources.
  3. Select a Teams Channel: Use the channel selector to choose the Teams channel you want to associate with this playbook. Click Set as Channel Context, and then hit Save.
  4. Keep the Playbook deactivated: The playbook must remain deactivated to function as channel context.
Any datasets and dashboards attached to the playbook are automatically included in the Teams conversation when channel context is applied. If an attachment fails, Ana will post a warning in the thread so you know to investigate.
This feature allows you to maintain different contexts across different Teams channels—for example, one channel may hold context about sales performance, while another focuses on product metrics.

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Need Help?

For further assistance or to request early access, please contact support@textql.com.

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Privacy Policy

For information about how we handle your data and protect your privacy when using TextQL’s integration for Microsoft Teams, please review our Privacy Policy.