Setting up the Microsoft Teams Integration for Admins

OVERVIEW

The Microsoft Teams integration allows your organization to access WethosXO™ directly inside Microsoft Teams, giving every team member a personalized workplace coach in their preferred communication channel. Instead of switching between platforms, your team gets WethosAI's capabilities right where they already work.

WHAT THE INTEGRATION DOES

The Microsoft Teams integration connects your Teams environment with the WethosAI platform, enabling your team to:

Access WethosXO in Teams — Interact with the WethosXO AI assistant directly from within Microsoft Teams channels and chats.
Enable team-wide collaboration — Give your entire organization access to WethosAI insights right where they already communicate.
Streamline notifications and workflows — Receive WethosAI updates and notifications within your Teams environment.

KEY BENEFITS

Meet Your Team Where They Are — Instead of requiring team members to switch between platforms, the integration brings WethosAI's capabilities directly into the tool your team uses every day.

Enterprise-Grade Deployment — The integration is managed through the Microsoft Teams admin center, giving IT administrators full control over app availability, permissions, and deployment across the organization.

Instant Access to WethosXO — Once installed, any team member can start chatting with WethosXO directly in Microsoft Teams — no separate login or context-switching required.

HOW TO CONNECT TEAMS (Admin)

The integration is set up by an organization admin through the WethosAI platform and the Microsoft Teams admin center.

Step 1: Go to Enterprise Integrations

As an admin, log in to your WethosAI platform account. Go to Admin → Integrations to open the Enterprise Integrations page.

Step 2: Initiate MS Teams Connection

Click the Connect button on the Microsoft Teams integration card. You'll see a pop-up with details on the WethosAI privacy policy.

Step 3: Continue & Redirect

After continuing, you'll be redirected to Microsoft's authentication page. Sign in and continue through the authentication flow until you are returned to WethosAI.

Step 4: App Installation

To access the WethosXO Microsoft Teams app, begin by installing the zip file:

Navigate to the Teams apps section of your Microsoft Teams admin center.
Click Actions → Upload new app and select the zip file you just installed.

Step 5: Configure

Once uploaded, you can configure the availability of the application to your enterprise. The default setting makes it available to all users.

Step 6: Add the App

Navigate to the Apps page in your Microsoft Teams instance. Select Built for your org and click Add on the WethosXO app. Start chatting with WethosXO.

GETTING STARTED FOR TEAM MEMBERS

Team members do not need to complete the admin setup. Once the app is deployed by your admin:

Step 1: Open Microsoft Teams

Launch the Microsoft Teams app on your desktop or browser.

Step 2: Find the App

Navigate to the Apps page and select Built for your org.

Step 3: Add WethosXO

Find the WethosXO app and click Add.

Step 4: Start Chatting

Open a chat with WethosXO to begin. You can interact with XO just as you would on the WethosAI platform.

USING WETHOSXO IN TEAMS

Once the app is installed and added, team members can interact with WethosXO directly within Microsoft Teams. WethosXO works the same way it does on the platform — all responses are grounded in your actual Wethos Style data. XO can assist with:

Quick insights — Ask questions about team dynamics, your behavioral style, or collaboration recommendations.
Profile lookups — Access team member profiles, traits, and working style guidance.
Meeting prep — Get behavioral coaching before meetings based on attendees' Wethos Styles.
Workflow support — Get AI-powered assistance with tasks connected to your WethosAI workspace.

TROUBLESHOOTING

Connection Issues

If you experience problems during setup, ensure you're signed into the correct Microsoft account with admin privileges. Check that pop-up blockers aren't preventing the authentication window from opening. Verify that your Microsoft 365 tenant allows third-party app installations. If the issue persists, try disconnecting and reconnecting the integration from the WethosAI platform.

App Not Appearing in Teams

If team members can't find the WethosXO app, confirm that the app has been uploaded successfully in the Teams admin center. Check that the app's availability settings include the relevant users or groups. Note that it may take a few minutes for newly uploaded apps to propagate across your Teams instance. Ensure team members are looking under Built for your org in the Apps section.

Authentication or Access Problems

If users encounter errors when using WethosXO in Teams, verify that the user has an active WethosAI platform account. Ensure the user's email address matches across both Microsoft Teams and WethosAI. Check that the integration is still active in the WethosAI admin settings.

TIPS

Make sure your Microsoft 365 tenant allows third-party app installations before starting the setup process. Coordinate with your IT team if app policies need to be adjusted.

Communicate with your team once the app is deployed. Let them know WethosXO is available in Teams, where to find it (Apps → Built for your org), and that they can start chatting immediately.

Users must have the same email address in both Microsoft Teams and WethosAI for the integration to connect properly. If a user's email doesn't match, XO won't be able to access their behavioral data.