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In Microsoft Teams, each assistant can have its own Teams app. Flo, Poppy, and Penny then appear as separate apps in your organization, each with its own name, icon, and chat. Every message runs as the person who sent it, with that person’s Floral access. The same approval rules apply as in the Floral app.

Connect Microsoft Teams for the organization

An organization administrator in Floral and a Microsoft 365 administrator connect Teams once. That can be the same person. Floral then makes a Teams app for each assistant you add and publishes it in your organization’s Teams apps.
1

Open the Slack & Teams settings

In Floral, open Settings > Organization > Slack & Teams.
2

Start the connection

Under Microsoft Teams, select Connect Microsoft Teams. A Microsoft 365 admin signs in and approves Floral once for your organization.
3

Approve Floral for the organization

Microsoft shows the permissions Floral asks for. Sign in with an account that can approve apps for your whole organization, such as a Global Administrator, and select Accept.
4

Sign in once more

Microsoft asks you to choose an account again. Choose the same admin account. Floral then shows Microsoft Teams connected.
Floral uses this approval only to publish, update, and remove the assistant apps in your organization’s Teams apps. Floral stores the sign-in encrypted and renews it automatically. One Microsoft 365 organization (tenant) connects to one Floral organization. Only Floral organization administrators can connect Teams, add or remove assistants, and disconnect Teams. If someone else manages Microsoft 365 for you, share For Microsoft 365 administrators with them. It lists what Floral asks for and what each assistant app can do.

When Teams needs reconnecting

If Microsoft no longer accepts the approval, the Slack & Teams page shows Microsoft Teams needs reconnecting. That happens, for example, when the admin who connected Teams leaves or loses their admin role. Assistants already in Teams keep working, but Floral can’t add or remove assistants in Teams until someone reconnects. A Microsoft 365 admin selects Reconnect Microsoft Teams and approves again.

Add an assistant to Teams

Under Assistants in Microsoft Teams, select Add to Teams next to the assistant. The status shows Creating… and Publishing to Teams… while Floral makes the app, then Available in Teams. Each Teams app gets the assistant’s name and icon. If your organization already has an assistant with that name from another Floral workspace, the new one gets the workspace name in parentheses, for example Flo (Sales). A paused assistant can’t be added. Resume it first. If something goes wrong, the status shows Failed: followed by the reason. Select Retry. Floral continues where it stopped.

Where users find it

In Teams, users open Apps and then Built for your org. They select the assistant and Add. The assistant’s chat then opens. To save users that step, turn on Install for all linked users under the assistant. Floral adds the app for users who have linked their Teams account and for users who link through that assistant later. The status shows Installed for linked users. Turning the setting off removes the app from linked users’ personal Teams apps; they can add it again from Built for your org.

Add an assistant to a team or group chat

To use an assistant in a channel, add it to the team: in Apps > Built for your org, select the assistant and add it to a team. You can also add it to a group chat.
In channels and group chats, the assistant answers messages that @mention it. After a mention, mention it again in each follow-up, also in the same thread. Unlike in Slack, Teams doesn’t pass on replies that don’t mention the assistant. Chats with the assistant work like a normal chat: no mention needed.

Remove an assistant or disconnect Teams

  • Remove next to an assistant removes its app from your organization’s Teams apps and from the personal Teams apps of users who linked their Teams account. Users can no longer message that assistant in Teams. Team owners remove it from their teams.
  • Disconnect Microsoft Teams removes every assistant’s Teams app from your Microsoft tenant. Users’ Teams links are kept, so they don’t need to link again if you connect the same tenant later.

For Microsoft 365 administrators

This section is for the person who manages Microsoft 365 and Teams for your organization.

What Floral asks for

When you connect, Microsoft asks you to approve Floral’s app for the whole organization. The approval lists only these permissions: The admin who approves must be able to grant consent for the whole organization, for example a Global Administrator. Floral stores that admin’s sign-in and uses it only for the assistant apps. It never reads mail, files, or messages with it. Each assistant’s bot is registered in Floral’s own Microsoft tenant and hosted by Floral. Floral creates nothing in your Azure subscription or your directory except the app approval and the assistant apps in your organization’s Teams apps. Your Teams app permission policies must allow apps built for your organization. Otherwise users don’t see the assistants under Built for your org. Microsoft 365 Government clouds (GCC, GCC High, and DoD) and other national clouds aren’t supported.

What each assistant app can do

Each assistant app asks for these permissions in Teams: An assistant app can’t read other messages in channels or group chats, has no access to files, no message extensions, and no meeting features. It can’t add itself to a team or chat. Someone must add it. Teams sends the assistant only:
  • Messages in its own chat.
  • Messages that mention it in a team or group chat it’s added to.
Other messages in those channels and chats never reach it.

Stop Floral from managing apps

An organization administrator first selects Disconnect Microsoft Teams in Floral. That removes every assistant app. Then remove Floral’s app under Enterprise applications in the Microsoft Entra admin center. If you remove Floral’s app without disconnecting, assistants already in Teams keep working, but Floral can’t publish, update, or remove their apps. To remove an assistant then, delete its app in the Teams admin center under Teams apps > Manage apps.
1

Message an assistant in Teams

Open the assistant’s chat, or mention it in a channel, for example @Poppy.
2

Open your personal link

The assistant replies with a sign-in link that only you can see. The link is for you alone and expires after 30 minutes. Don’t forward it.
3

Sign in to Floral

Sign in and select Connect. There is no workspace to choose: each assistant works in the Floral workspace it was added from.
4

Ask again

Send your question again. From now on, the assistant knows who you are.
You link once per Microsoft 365 organization. The same link works for every assistant there. If you message an assistant that belongs to a Floral workspace you don’t have access to, it says so. Ask a workspace administrator to invite you. Your linked Teams accounts are listed under Settings > Workspace > Assistants > Slack & Teams, in the section Connected users. You can unlink yourself there. Workspace administrators can unlink any user. If your access changes, the assistant asks you to link again.

Chat with an assistant

Each assistant has its own chat in Teams. Message Penny to talk to Penny. You don’t need to type her name. The chat is private. Only you see the conversation. The assistant can use your own accounts and the team accounts it is allowed to use. Conversations you start in Teams stay in Teams. The assistant’s page in Floral lists only conversations started in the Floral app. Approvals still open in Floral: select View in Floral or Review in Floral on an approval card.

Mentions in a channel

Add the assistant to the team first. Then mention it, for example @Poppy. The answer depends on the assistant’s setting. An administrator chooses it for each assistant under Settings > Workspace > Assistants > Slack & Teams, in the section In channels. The same setting applies in Slack and Teams. Chats with the assistant are always private.
Only you see the answer. Others in the channel see your question, but not the reply.
  • The reply appears in the conversation, visible only to you.
  • If Teams can’t show a reply only to you there, the assistant sends it to your chat with the assistant instead and posts I sent you a private reply in our chat. in the conversation. The reply itself never appears in the channel.
  • If the assistant isn’t added for you yet, it posts I couldn’t reply to you privately here. and asks you to add it from Apps > Built for your org. Add it, then message it in its chat.
  • The assistant uses your own accounts and the team accounts, as in its chat. It knows other people are in the channel and says so when content comes from your own accounts, such as your email.
  • Select Share in thread to post the reply for everyone in the thread. It appears as Shared by your name and the assistant’s name. Read it for personal details first. Approval cards are never shared, and the conversation stays yours.
  • To continue in the thread, mention the assistant again in each message. Your mentions in that thread continue your conversation. If colleagues mention the assistant there, they get their own private conversation.
Group chats work like channels: mention the assistant in each message, and the same setting decides who sees the answer.
With Team replies, everyone in the Teams channel or group chat can read the answers. That can include people who aren’t users in your Floral workspace, such as guests in Teams. Use Team replies only where everyone may see the workspace’s shared Floral data and the team accounts’ data.

What each assistant can see

The rule: an assistant uses your own accounts, such as your email or calendar, only when you’re the only one who sees the answer. Team accounts work everywhere, but only those an administrator allowed for that assistant. For the Floral app and routines, see “Who sees the answer?” in Use Floral’s assistants. For the difference between the two kinds of accounts, see Your account and team accounts.

Approve changes in Teams

When an assistant wants to change something, Teams shows an approval card with the action, the app, and the account it uses. The card says whether that is Your account or a Team account. When a team account uses one person’s login, it also says Acts as and that person’s name or email. The buttons are Approve and run, Reject, and View in Floral.
  • Only the person who asked can approve. If someone else selects a button, nothing runs.
  • A large change shows only Review in Floral. Approve it in the app, where you can see all of it.
  • After you approve, Floral posts the result, and the assistant continues with the next step. The next change needs its own approval.
  • If the result is uncertain, Floral says so. Check the connected app before you try again.

Common questions

No. The name in Teams comes from the assistant in Floral. Floral publishes a new version of the app when the name changes.
Yes, when they belong to the same Floral organization. Each Floral workspace adds its own assistants. When a name already exists in Teams, the new assistant gets its Floral workspace’s name in parentheses, for example Flo (Sales). Each user links their Teams account once, and the link works for every assistant in that organization. An assistant answers only users in its own Floral workspace.
Microsoft stops accepting their approval, and Settings > Organization > Slack & Teams shows Microsoft Teams needs reconnecting. Assistants already in Teams keep working. Another Microsoft 365 admin selects Reconnect Microsoft Teams so that Floral can add and remove assistants again.
The workspace’s assistants stop working for them. When they message one, it says it works in a Floral workspace they don’t have access to. Nothing runs with their access. The app may stay in their Teams. If they’re invited back, the assistant may ask them to link again. A workspace administrator can also unlink them under Settings > Workspace > Assistants > Slack & Teams.
No. An assistant only receives messages in its own chats and messages that mention it in teams and group chats someone added it to. See What each assistant app can do.
Remove deletes only the assistant’s Teams app. The assistant stays in Floral, and its conversations stay saved there. Messages already in Teams stay in Teams. Floral also removes the app from the personal Teams apps of users who linked their Teams account. Users who never linked keep it in their apps until they remove it, and team owners remove it from their teams. Removing the assistant from the workspace under Settings > Workspace > Assistants also deletes its Teams app. If you add the assistant to Teams again, it gets a new Teams app. Users add it again from Apps > Built for your org, and teams add it again.

When something goes wrong

The approval or the second sign-in was cancelled in Microsoft. Select Connect Microsoft Teams again.
The second sign-in used an account from another Microsoft 365 organization. Select Connect Microsoft Teams again and choose an admin account from the organization that approved Floral.
Your Microsoft 365 organization is already connected to another Floral organization, or your Floral organization already has another tenant connected. Disconnect it there first.
Microsoft Teams isn’t available in this Floral installation yet. Contact Floral to enable it.
Check the status under Settings > Organization > Slack & Teams: it must show Available in Teams. Then check that your Teams app permission policies allow apps built for your organization. New apps can take a few minutes to appear in Teams.
Message the assistant in its chat to get a personal link, then follow the steps under Link your Teams account.
Your Teams account is linked to another Floral organization. Message the assistant again to get a new link.
The assistant belongs to another Floral workspace in your organization. Ask a workspace administrator to invite you.
An administrator paused the assistant in Floral. It answers again once they resume it.
The workspace hasn’t turned on assistants, or your access doesn’t include them. Ask a workspace administrator.
Wait a minute and try again.
Open the link in the message to see the saved work in Floral. Check any saved actions before you ask again, so nothing is done twice.
In Teams, the assistant only receives channel and group chat messages that mention it. Mention it again in each follow-up. In its own chat, no mention is needed.
In a channel, an assistant only reacts to messages that mention it. Check that it’s added to the team, then mention it again. If you can’t find a private reply, look in your chat with the assistant.
Requests must be shorter than 10,000 characters.

What the assistants never do

  • Change anything without your approval on the approval card.
  • Accept “yes” typed in a message as an approval, or let someone other than the requester approve.
  • Post your private reply in the channel unless you select Share in thread.
  • Use your own accounts for someone else, or in Team replies.
  • Give you more access in Floral than you already have.
  • Work in another organization or workspace than the one the assistant belongs to.
  • Send email from Gmail. Flo prepares drafts only.
  • Repeat a change on their own when the result is uncertain.
Disconnecting Microsoft Teams, removing an assistant, or unlinking your account stops future access. It doesn’t delete messages that Teams already stores.