Where the Teamflect AI Agent Can Be Used
Once enabled, users can access Teamflect AI through:
💬 Teamflect Chatbot in Microsoft Teams: chat naturally with AI directly in Teams
🧠 Teamflect app: via the “Ask AI” button on the right-hand side of the app
⚙️ 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 | ✅ Unlimited usage | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
Starter (Free) | ⚠️ Limited usage/quota per user | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
Essential | ⚠️ Limited usage/quota per user | Available in Teamflect, Microsoft Copilot, and Teams Chatbot |
What is the Teamflect AI Agent?
Teamflect AI Agent is your organization’s 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 “Ask AI” 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 company’s 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:
Go to Admin Center → Settings → Teamflect AI.
Toggle Enable AI Agent on.
Once enabled, the “Ask AI” button will appear for the users you grant access to.
This setting can be turned on or off 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:
✅ All users across your organization
🎯 Selected users individually
👥 Specific Microsoft Teams Groups
🧩 Filtered users based on account attributes such as:
Department
Job title
Managerial role
Location
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 that’s 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:
''Hi everyone 👋 We’ve just enabled Teamflect AI to make your experience even smoother! Use the ‘Ask AI’ button to get help writing goals, summarizing reviews, creating recognition messages, and ask company or policy-related questions.''
Use Cases
Here are some practical ways admins and leaders can use Teamflect AI Agent to improve efficiency and engagement:
Manager enablement: Help managers write SMART goals and feedback messages faster.
Employee onboarding: New hires can ask company-specific questions, like ''How do I set up my first goal?'' or ''Who is my onboarding buddy?''
Internal communication: AI can draft internal announcements or recognition posts.
HR support: HR can quickly access policies or generate review questions using AI assistance.
Adoption boost: Encourage usage of underutilized modules: e.g., ''How can I start a feedback cycle?''
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.