Where the Teamflect AI Agent Can Be Used
Once enabled, users can access Teamflect AI through:
š¬ Teamflect Chatbot in Microsoft Teams: chat naturally with AI directly in Teams
š§ Teamflect app: via the āAsk AIā button on the right-hand side of the app
āļø Microsoft Copilot: by adding Teamflect Agent as a plugin to Copilot
Plan Availability & Usage Limits
The Teamflect AI Agent is available across all plans, but usage capacity varies by plan:
Plan | Usage | Access |
Professional | ā Unlimited usage | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
Starter (Free) | ā ļø Limited usage/quota per user | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
Essential | ā ļø Limited usage/quota per user | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
What is the Teamflect AI Agent?
Teamflect AI Agent is your organizationās intelligent assistant: built to help employees write better goals, summarize insights, create meaningful feedback, and more, all within the Teamflect app.
Once enabled, employees can access it in two ways:
Inside the Teamflect app, via the āAsk AIā button on the right-hand side
Directly through Microsoft Copilot, by adding Teamflect Agent as a plugin
From there, users can chat with Teamflect AI to get context-aware help and tailored suggestions powered by your companyās internal content.
Please take a look at this article to learn more about how Teamflect AI learns from your internal documents.
The Teamflect Chatbot in Microsoft Teams
In Microsoft Teams, open the Teamflect Chatbot or the Chat tab within Teamflect and simply start typing your question or request.
Teamflect Chatbot
2. Chat tab within Teamflect
Examples:
Help me write a thank-you message for my project partner.
Summarize my meeting notes from today.
Remind me how to request feedback in Teamflect.
AI responses appear instantly: you can copy, refine, or use them directly in your workflow.
How to Enable the Teamflect AI Agent
To enable the AI Agent:
Sign in to the Teamflect Admin Center.
From the left-hand menu, select Teamflect AI.
Click AI Agent. This is a separate page from the general Teamflect AI settings.
Turn on Enable AI Agent.
After the AI Agent is enabled, users who have access can use it through the available Teamflect AI experiences.
You can turn the setting off again at any time.
Managing Access to Teamflect AI
Admins have full control over who can use the AI Agent. You can choose to enable access for:
Everyone in the company, excluding guest users
Selected users
Filtered users based on account attributes such as: Department, Manager role, Location, or Custom attributes imported manually and from Microsoft 365 or HRIS
This flexible configuration ensures that only relevant audiences, for example, managers, HR team members, or leadership, can access the AI if thatās preferred.
Notifying Users About AI Agent Enablement
You can optionally notify users once the Teamflect AI Agent is enabled for them.
Toggle on ''Notify selected users'' and write a short personalized message.
Example message:
"š Hi there! Your Teamflect AI Assistant is now available to help you with everyday tasks. You can ask me to create goals or tasks, add talking points to your next 1-on-1, prepare recognitions for your teammates, or even summarize your feedbacks. Just type your request here in chat and I'll take care of it for you. š"
Agent Skills
From the AI Agent page, admins can also see the skills available to their users.
Policy Assistant
Policy Assistant answers questions using your uploaded company policies and other enabled internal resources.
Teamflect Helper
Teamflect Helper answers questions about how to use Teamflect.
Recognition Assistant
Recognition Assistant proactively suggests team members managers may want to recognize.
Use Cases
Here are some practical ways admins and leaders can use Teamflect AI Agent to improve efficiency and engagement:
Answering Policy Questions
HR can make approved company policies available through the AI Agent so employees can ask questions about topics such as leave, remote work, or performance processes.
Supporting Managers
Managers can use the Teamflect Helper to get quick answers about Teamflect workflows, reducing the need to contact HR or administrators for basic how-to questions.
Supporting Employee Onboarding
New employees can use the AI Agent to find answers to common questions about company policies and Teamflect processes without waiting for an HR team member to respond.
Once enabled, the Teamflect AI Agent acts as a digital co-pilot across the platform, empowering users to save time, improve quality, and access accurate company-specific information instantly, all while you stay in full control of who can use it and what knowledge it draws from.