These features are included in the Professional Plan and can be trialed for 30 days, free of charge. Click here to learn how to start a trial.
Where 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
⚙️ Microsoft Copilot: by adding Teamflect Agent as a plugin to Copilot
🧠 Teamflect app: via the “Ask AI” button on the right-hand side of the app
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 |
How Teamflect AI Learns From Your Company Data
AI Agent refers to the documents uploaded to your Intranet in Teamflect; however, you can also upload your internal documents that were not uploaded to your Intranet in Teamflect by clicking the ''Upload documents'' button shown below:
To learn more about uploading organizational resources to your Teamflect Intranet, click here.
The Teamflect AI Agent uses your company’s internal content to provide accurate, policy-aware responses.
It scans materials uploaded to the Intranet section of Teamflect and uses them to power answers inside both Teamflect and Microsoft Copilot.
Admins can upload internal documents directly to the Teamflect AI knowledge base, allowing the assistant to use this content when answering questions.
This ensures employees receive consistent, verified information: whether they’re chatting in Teamflect or Copilot.
Managing Document Access
Admins control what documents AI can access to provide accurate answers to employees on company or policy-related questions.
To manage content:
Go to Admin Center → Teamflect AI → Knowledge Base.
Next to each document, toggle the button to enable the document for AI.
Only toggled-on documents will be used by Teamflect AI and Copilot.
Take a look at this article to learn how to upload documents to your Intranet (My Organization) hub.
Example setup:
✅ Enable: ''Employee Handbook,'' ''Performance Review Policy,'' ''Remote Work Guidelines''
❌ Disable: ''Draft Bonus Policy,'' ''Archived HR Guide''
What AI Can Answer
Users can now ask questions like:
''What’s our hybrid work policy?''
''How do I submit my quarterly review?''
''What is our annual goal-setting deadline?''
''What’s the process for requesting parental leave?''
And they’ll get answers directly inside Microsoft Copilot or Teamflect’s Ask AI interface, sourced from your verified internal content.
Best Practices
Keep document titles meaningful: AI uses them as context.
Review content regularly to avoid outdated answers.
Separate draft and published files clearly.
Make sure key HR, review, and goal-setting policies are uploaded and toggled on.
Coming Soon
Teamflect will soon allow you to connect even more internal repositories. This will enable even deeper company-specific assistance inside Microsoft Teams, Teamflect, and Copilot.
Use Cases
HR Support Automation: Reduce repetitive questions by making HR policies searchable via AI.
Manager Resource Center: Allow managers to instantly find leadership frameworks.
Compliance Awareness: Keep everyone aligned on approved procedures.
Employee Empowerment: Users can self-serve company info 24/7, in Copilot or Teamflect.
By curating your AI knowledge base, you enable Teamflect AI and Microsoft Copilot to deliver accurate, context-rich guidance to your workforce, directly from your company’s verified materials.