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Microsoft Teams integration

Connect Microsoft Teams to bring ClarityLoop AI, feedback actions, and notifications into your team's day-to-day work. A workspace owner connects the Microsoft 365 tenant for the ClarityLoop workspace.

This is a workspace integration. Linking your personal Microsoft Calendar is a separate integration.

Connect Microsoft Teams​

  1. Open Workspace Settings > Integrations.
  2. Find Microsoft Teams and choose Link Your Teams.
  3. Complete the Microsoft consent flow. Your Microsoft 365 administrator may need to approve access for the tenant.
  4. Open the Teams settings in ClarityLoop and download the ClarityLoop app package.
  5. Ask your Teams administrator to upload the package in the Teams admin center, allow the app, and deploy it to the people who need it.

The app needs to be deployed to each person's personal app space for one-to-one chat and personal notifications. Uploading the package makes it available to your tenant; it does not install it for everyone. When your administrator centrally deploys it, people do not need to install it themselves. Your tenant's app policies may affect availability or how quickly changes appear.

You do not need to create a separate Entra app registration or Azure Bot for this setup.

What you can do in Teams​

Chat privately with ClarityLoop AI​

Open ClarityLoop in Teams and send a message in your private chat. Use the Microsoft work account associated with your ClarityLoop workspace. Ask about your work, get help using ClarityLoop, or ask for help with a task. If you ask ClarityLoop to make a change, it will show you what it plans to do and ask you before going ahead.

AI chat is available in private one-to-one chats, not in Teams channels or group chats. Personal ClarityLoop notifications also arrive in this chat. To ask about a notification, include its subject or a detail—for example, “Can you help me respond to the survey reminder?”

Give feedback or request feedback​

From a Teams message, open its actions menu and choose Give feedback or Request feedback. You can also start either action from the compose area or command box.

  • Give feedback: choose the colleague, add a summary and details, and set preferences such as sending anonymously or sharing with the recipient’s manager. Then save a draft, ask AI to refine the wording, or send it.
  • Request feedback: choose who to ask and what you want feedback on, then save a draft, refine it with AI, or send the request.

Starting from a Teams message lets ClarityLoop include that message as context in the form.

Use a Teams message in your ClarityLoop work​

From a Teams message, open its actions menu and choose Add to ClarityLoop. ClarityLoop opens with the message ready to use. Choose where to use it: new feedback, a feedback request, an existing feedback or request draft, a meeting agenda, or a goal comment. Review the details and save your changes in ClarityLoop.

Respond to a ClarityLoop notification​

Some notifications have buttons for completing the task in Teams:

  • Surveys: open the survey, answer your assigned questions, then save your progress or submit your response.
  • Reviews: open your review, complete your assigned questions, then save your progress or submit it.
  • Feedback requests: choose the response button, write your feedback, and submit it. The request explains who will see your response first.

Other notification buttons open the relevant page in ClarityLoop. The actions available depend on the notification.

Notifications you can receive​

Depending on your notification preferences and workspace settings, personal Teams messages can include:

  • Highlights — company or workspace highlights and recognition
  • Meetings & Actions — meeting invitations, schedule changes, reminders, and action items
  • Feedback — feedback requests and feedback shared with you
  • Surveys — surveys that need your response
  • Goals — updates to goals, key results, and growth areas
  • Weekly summary — a recap of recent activity and follow-up items
  • Reviews — review cycles and review tasks
  • HR+ updates — updates from HR+ when it is enabled

Choose which personal notifications you receive in Account and notifications.

Send shared updates to a Teams channel​

Workspace owners can choose a Teams team and channel for shared highlights and HR+ updates:

  1. Open the Microsoft Teams settings in Workspace Settings > Integrations.
  2. Choose the team and channel for announcements, then save.
  3. Make sure the ClarityLoop app is installed in that team.

Personal notifications go to each person's one-to-one chat. The channel is for updates intended for the shared space.

FAQs​

Who can connect Microsoft Teams?

Only a workspace owner can connect the Microsoft 365 tenant. A Teams administrator may also need to approve tenant consent and deploy the app.

Does uploading the app package install it for everyone?

No. Your Teams administrator needs to allow and deploy the app to the appropriate people. Central deployment means employees do not have to install it one by one.

Can I chat with ClarityLoop in a channel?

No. AI chat is available in the private one-to-one chat. The app can post shared highlights and HR+ updates to a configured channel.

Can I change which notifications I receive?

Yes. Open Account > Notifications in ClarityLoop and choose Microsoft Teams for the notification types you want to receive.

Next steps​