Microsoft Teams

Set up Clevik as a bot in Microsoft Teams so your team can chat with your business data without leaving Teams.

Connect Clevik to Microsoft Teams so your team can ask questions, get charts, and receive insights directly in Teams — no need to open the Clevik web app.

Prerequisites

A Clevik workspace with at least one data connection set up
Microsoft Teams with admin access (to install custom apps)
A Microsoft 365 Business Basic plan or higher (Teams is not included in Email Essentials)

Step 1: Enable Teams in Clevik

In Clevik, go to Settings → Integrations
Find the Microsoft Teams card
Click Configure Integration
Select a Default Chat Profile — this controls which entities, tools, and instructions the bot uses when responding in Teams
Click Save

If you haven't created a chat profile yet, go to Settings → Chat Profiles first. Make sure the profile has "Teams" enabled in its channel settings.

Step 2: Download the Teams App Package

On the Teams integration card, click Download Teams App Package
This downloads a .zip file containing the Clevik bot manifest and icons

Step 3: Upload to Teams

Option A: Teams Admin Center (recommended for organizations)

This makes the Clevik bot available to everyone in your organization.

Go to the Teams Admin Center
Navigate to Teams apps → Manage apps
Click Upload new app
Select the clevik-teams.zip file you downloaded
The app will appear in the list — click on it to review
Under Status, set it to Allowed (it may be allowed by default)

Your team can now find "Clevik" in the Teams app store within your organization.

Option B: Sideload directly (for testing)

If you just want to test it yourself before rolling out to your org:

Open Microsoft Teams
Click Apps in the left sidebar
Click Manage your apps at the bottom
Click Upload an app → Upload a custom app
Select the clevik-teams.zip file
Click Add

Sideloading is only available if your Teams admin has enabled custom app uploads. If you don't see the upload option, use the Admin Center method above.

Step 4: Start chatting

In Teams, go to Chat and start a new conversation
Search for Clevik and select the bot
Send a message like "How many open orders do I have?"
Clevik will query your business data and respond with answers, tables, and charts

How it works

When a Teams user sends a message to the Clevik bot:

The message is routed to your Clevik workspace
Clevik automatically matches the Teams user to a Clevik user by email address
The AI processes the question using the configured chat profile's entities and tools
The response is sent back to the Teams conversation

Clevik matches Teams users to Clevik users by their email address. If a Teams user's email matches a Clevik user's email, they're automatically linked. Unlinked users will receive a message asking them to contact their admin.

You can also manually map users in Settings → Integrations → User Mappings.

Choosing a chat profile

The chat profile you select controls what the bot can do in Teams:

Entity access — Which data entities the bot can query
Tools — What capabilities are available (queries, charts, signals, knowledge base)
Instructions — Custom behavior and persona for the bot
Knowledge sources — Which uploaded documents the bot can reference

You can create a Teams-specific profile that's more focused than your general web chat profile. For example, a profile scoped to just Sales Orders and Inventory for the ops team.

Updating the bot

If Clevik releases an updated Teams app package (new features, updated manifest), simply:

Download the new package from Settings → Integrations
Re-upload it through the Teams Admin Center
The update replaces the existing app — no need to uninstall first

Troubleshooting

Bot doesn't respond

Check that the integration is Enabled in Clevik (Settings → Integrations)
Verify the Teams user's email matches a Clevik user account
Check that the selected chat profile has "Teams" in its channel settings

"You don't have access" message

The Teams user's email doesn't match any Clevik user
Ask your admin to add a manual user mapping in Settings → Integrations → User Mappings

Can't upload the app package

Your Teams admin may have disabled custom app uploads
Use the Teams Admin Center method instead of sideloading
Ensure you have a Microsoft 365 Business Basic plan or higher

Bot responds slowly

The first message after a period of inactivity may take 10-20 seconds as services warm up
Subsequent messages are faster
Complex queries that require multiple data lookups take longer than simple questions