You can now chat to your Gumloop agents directly from Microsoft Teams. Add a sales agent to your sales channels so your team can manage your CRM without leaving Microsoft Teams, or a marketing agent to answer analytics questions directly where you work. Let’s go ahead and do this step by step: add a sales agent to our sales channel.
I’m going to go over to the Teams tab. There are a few steps here to follow. First, we’re going to authenticate Microsoft Teams to associate your Gumloop account and your Microsoft Teams account. Then an admin will need to have installed the Gumloop app for Microsoft Teams. Then we can simply grab the ID of this agent, go over to Teams and to the channel where we want to add this agent, click plus, select the Gumloop app, and add in the ID right there.
Now, in this channel, anyone can go ahead and tag @Gumloop to start chatting with this agent directly from Microsoft Teams. Let’s say something like, “@Gumloop, what does our pipeline look like?” Right there, without leaving Teams, this agent is going to answer in the thread. Colleagues can chime in and continue the conversation by tagging Gumloop in the thread, or even start a new conversation in the channel as well.
It’s really that simple. A few final things you need to know as you start playing with this. You can only have one Gumloop agent per channel, but one agent can be in multiple channels. So just like before, use the plus at the bottom right to manage the agent in any channel.
When you’re talking to a Gumloop agent in Microsoft Teams, we’re always checking whether the person interacting with the agent has access to the agent itself and the underlying tools. If they don’t, they’ll be prompted to get access to the agent and to the credentials of any tools that agent uses.
You can use the exclamation mark “stop” command to interrupt an agent’s work, or “link” to get the web link from the chat so you can continue the conversation there. That’s really everything you need to know to start using and adding agents to your Teams workspace. So go out there and talk to your agents where you work.
Teams
Add Gumloop agents to your Microsoft Teams channels so your team can chat with them without switching tools.
Your agents are more useful when people can reach them where they already work. The Microsoft Teams integration puts a Gumloop agent directly inside any Teams channel, so your team can ask questions, trigger workflows, and get answers without opening another tab.
How to set it up
There are three steps to get an agent into a Teams channel.
- Authenticate Microsoft Teams in Gumloop to link both accounts
- Have an admin install the Gumloop app for Microsoft Teams
- Copy the agent’s ID, open the channel you want, click the plus icon, select Gumloop, and paste the ID
Once added, anyone in that channel can tag @Gumloop to start a conversation. The agent responds in a thread, and colleagues can jump in by tagging Gumloop in the same thread or start a fresh conversation in the channel.
One agent per channel, many channels per agent
Each channel gets a single Gumloop agent, but that same agent can live in as many channels as you need. A sales agent could sit in both your pipeline channel and your deal review channel. Use the plus button at the bottom right to manage which channels an agent belongs to.
Permissions carry over
Gumloop checks whether the person messaging the agent has access to the agent and its connected tools. If someone on the team doesn’t have the right credentials, they’ll be prompted to set that up before the agent responds. This keeps your data secure without any extra configuration on your end.
Useful commands
- !stop interrupts the agent mid-task
- !link returns the web URL for the conversation so you can continue it in the Gumloop app
What to remember
The Teams integration is about reducing friction. Instead of asking your team to learn a new tool, you bring the agent to where they already spend their day. Set it up once, and your sales, marketing, or ops teams can start getting answers directly in their channels.
