Prerequisites:
- An Agent created in Cassidy
- Admin access to your Microsoft Teams workspace
Set up the deployment
Configure the Microsoft Teams app
Fill in the app details for your Teams deployment:

- App Color Icon and App Outline Icon — The icons displayed in Teams
- Short Name and Long Name — How the app appears in Teams
- Short Description and Long Description — What the app does


Authorize the deployment
Click Deploy to Microsoft Teams. If you’re not already logged in to Microsoft Teams, you’ll be prompted to sign in.

Alternative: deploy manually
Alternative: deploy manually
You can also click Deploy Manually to download the app package and install it yourself through the Teams admin center.

Select the team and deploy
Choose which team to install the Agent app in and click Deploy to Microsoft Teams.

Chat with your Agent in Teams
In a channel
To use the Agent in a Microsoft Teams channel, mention the app using @ followed by its short name. Start a new post and @mention the Agent — it will respond in that post’s thread. The Agent only has access to that specific post’s conversation history.
In a direct message
Start a new direct message to the Agent for a private, ongoing conversation. The Agent has access to the full chat history in DMs, giving it more context for follow-up questions.
Known limitations:
- Archived channels won’t appear in the team selection
- After adding or removing the Agent, the Teams app list may take a moment to update — but you can @mention it immediately
- Bots in private channels are not supported
- Bots cannot see the subject line of messages
Next steps
Deploy to Slack
Make your Agent available in Slack channels and DMs.
Deploy to Google Chat
Add your Agent to Google Chat spaces.

