The AI Agent helps employees access information, navigate workflows, and find answers faster directly inside Teamflect, Microsoft Teams, and Copilot.
This quick tutorial shows how to configure the Teamflect AI Agent and use it through the supported channels available:
This guide explains how to plan and communicate your Teamflect AI Agent rollout. It also includes ready-to-use communication templates, FAQs, adoption recommendations, and rollout guidance to help you introduce the AI Agent successfully across your organization.
Find Teamflect's AI Policy here.
Recommended Timing
This kit is best used:
After the AI Agent has been enabled in your environment
When introducing the AI Agent to employees for the first time
When relaunching or promoting AI adoption internally
After uploading internal documentation to the AI knowledge base
What’s Included in This Kit
This kit includes:
Employee launch email (attached at the bottom)
Manager-focused communication (attached at the bottom)
Teams announcement copy
''Why are we launching this?'' messaging
Suggested FAQ
Suggested adoption pulse survey
Rollout timeline recommendations
1. Employee Launch Email
Scroll to the bottom of this article to download.
2. Manager Communication
Scroll to the bottom of this article to download.
You can customize these templates to match your organization's tone, branding, and internal communication style.
3. Teams Announcement
The Teamflect AI Agent is now live!
You can now use AI directly inside Teamflect to:
Find answers faster
Access internal resources
Get guidance on Teamflect workflows
Reduce time spent searching for information
The AI Agent can also use documentation and resources uploaded by your organization while still respecting existing access permissions.
4. Why Are We Launching This?
As organizations grow, employees often spend too much time searching for information across documents, chats, help articles, and internal resources.
The Teamflect AI Agent is designed to make accessing information faster and more intuitive by helping employees:
find answers independently
navigate workflows more confidently
access relevant resources quickly
reduce repetitive questions and manual searching
The goal is to improve self-service access to information while keeping existing permissions, visibility rules, and organizational controls in place.
The AI Agent is intended to support employees and managers in their daily workflows: not replace collaboration, coaching, or decision-making.
5. Suggested FAQ
What can the AI Agent help with?
The AI Agent can answer questions related to Teamflect workflows, features, and organizational resources uploaded to the knowledge base.
Can the AI Agent access all company information?
No. The AI Agent respects existing permissions and visibility settings configured by your organization.
Where can I access the AI Agent?
The AI Agent is available directly inside Teamflect, Microsoft Teams, and Copilot.
Learn more here.
Can the AI Agent answer HR policy questions?
Yes, if HR policies or internal documentation is uploaded into the AI knowledge base, the AI Agent may help surface relevant information.
Is the AI Agent replacing managers or HR?
No. The AI Agent is designed to support employees by improving access to information and reducing repetitive manual searching.
6. Suggested Adoption Pulse Survey
Recommended Timing
3 weeks after launch
Suggested Questions
Have you used the Teamflect AI Agent yet?
How easy was it to use?
Did the AI Agent help you find information faster?
What types of questions have been most helpful?
What information were you unable to find?
Would you continue using the AI Agent regularly?
What would improve your experience with the AI Agent?
You can run the adoption pulse survey in Teamflect. Here is how.
7. Suggested Rollout Timeline
Timing | Recommended Action |
Day 1 | Send employee and manager launch announcements |
Day 3 | Share Teams reminder with example use cases |
Week 2 | Share quick tips or example prompts |
Week 3 | Run adoption pulse survey |
Month 1 | Share usage wins and encourage continued adoption |
Recommendations
Feel free to customize these communication templates and recommendations based on your organization’s tone, culture, and internal workflows.
The most successful AI launches are typically:
introduced gradually
supported by managers
reinforced with real-life examples and use cases
positioned as a productivity and support tool rather than a replacement for collaboration
We recommend encouraging employees to experiment with the AI Agent early and share helpful use cases internally to increase adoption and familiarity over time.
If you need additional support planning your AI Agent rollout or adoption strategy, feel free to reach out to the Teamflect Customer Success team.
Attachments
Use the following ready-to-use communication templates as part of your AI Agent rollout:
Employee Launch Email (download below)
Manager Communication (download below)
You can customize these templates to match your organization's tone, branding, and internal communication style.