实体 AI Assistant in Microsoft Teams

The 实体 AI Assistant app in Microsoft Teams lets you access key corporate information without going to 实体. You can ask questions the same way you would when using 实体 AI Assistant in 实体 interface.

Learn more about 实体 AI Assistant

Notes

  • 实体 AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use 实体 data, refer to 实体 AI transparency notice.

  • AI enhancements are available to clients with the 实体 Platform package and clients who joined the 实体 AI Early adopter program. For more information, contact your Customer Success Manager.

  • Administrators have access to AI features by default. For regular users, AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.

Get started with the 实体 AI Assistant app

You can use the 实体 AI Assistant app as an individual chat or add it to a Teams channel.

Depending on your organization’s policy, your technology team may automatically add 实体 AI Assistant for you, or you may have to add it on your own.

To start using the 实体 AI Assistant app, you need a site link from your administrator.

Add 实体 AI Assistant as an individual app

Follow the steps below to add 实体 AI Assistant as an individual app.

  1. In Microsoft Teams, go to Apps > Added by your org.
  2. Enter "Diligent 实体 AI Assistant" in the search bar.
  3. On the app listing page, select Add.
  4. Select Open.
  5. Enter your organization’s site link and select Confirm.
  6. Sign in to 实体 AI Assistant to begin asking questions.

Note

For quick access to the 实体 AI Assistant app, you can pin it in Microsoft Teams. Right-click the app in the left-hand navigation bar and select Pin.

Add 实体 AI Assistant to a channel

You can add 实体 AI Assistant as a tab in a Microsoft Teams channel. Before anyone in the channel can use it, you must configure the 实体 Assistant AI app with your organization’s site link from your administrator.

You can add 实体 AI Assistant using the Apps option, or directly in the channel.

Follow the steps below to add 实体 AI Assistant to a channel.

  1. In the channel, select + in the top bar.
  2. In the search bar, enter "实体 AI Assistant" and select the app from the list of results.
  3. Enter your organization’s site link and select Confirm.
  4. Select Save.

    实体 AI Assistant becomes a tab in the channel. Each user must sign in to the app using their 实体 credentials or company SSO before they can use the app.

Sign in to 实体 AI Assistant in Microsoft Teams

You must sign in to 实体 AI Assistant before you can start using it in Microsoft Teams.

  1. Go to 实体 AI Assistant in the left-hand navigation bar in Teams or open the 实体 AI Assistant tab in a channel.
  2. Select Sign in.

    A login screen opens in a new window.

  3. Sign in using your 实体 credentials or your organization’s SSO.

After you sign in, you can start asking questions in the 实体 AI Assistant chat.

Using 实体 AI Assistant in Microsoft Teams

The 实体 AI Assistant app can answer the same questions as the AI Assistant in 实体. You can access the information you are authorized to access.

To find out how to interact with 实体 AI Assistant, see 实体 AI Assistant.