From d97cbc086014fbf39a53bcc8e89a6ccefecb1c40 Mon Sep 17 00:00:00 2001 From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com> Date: Mon, 1 Jun 2026 07:12:55 +0000 Subject: [PATCH 1/3] docs(TSP-1258): document two-way conversations and outreach-only mode for Teams Document new capabilities in the Microsoft Teams integration: two-way conversation flow via the Send button in Adaptive Cards, proactive DM conversations with context maintained across exchanges, and the new outreach-only trigger mode that limits responses to agent-initiated threads. Co-Authored-By: Claude Sonnet 4.6 --- .../popular-integrations/microsoft-teams.mdx | 24 +++++++++++++++++-- 1 file changed, 22 insertions(+), 2 deletions(-) diff --git a/integrations/popular-integrations/microsoft-teams.mdx b/integrations/popular-integrations/microsoft-teams.mdx index 525281c0..ffa5798d 100644 --- a/integrations/popular-integrations/microsoft-teams.mdx +++ b/integrations/popular-integrations/microsoft-teams.mdx @@ -180,7 +180,7 @@ Once a trigger fires, the agent responds directly inside Teams with the followin Agent replies are threaded in the channel. Conversation threads stay active for 30 minutes. - Responses are delivered as Microsoft Adaptive Cards — rich, interactive messages inside Teams. + Responses are delivered as Microsoft Adaptive Cards — rich, interactive messages inside Teams. Each card includes a text input and a **Send** button that users click to reply, continuing the conversation without needing to @mention the bot again. Teams displays a typing indicator while the agent is processing a response. @@ -189,7 +189,7 @@ Once a trigger fires, the agent responds directly inside Teams with the followin Agents can receive and process inline images, pasted screenshots, and uploaded files (PDFs, documents, images) from Teams conversations. - Agents can send direct messages to users without the user initiating first. + Agents can proactively initiate conversations in Teams DMs without waiting for user input first. Context is maintained across the full conversation, enabling back-and-forth exchanges after the initial outreach. Teams messages can trigger an entire workforce, not just an individual agent. @@ -198,6 +198,26 @@ Once a trigger fires, the agent responds directly inside Teams with the followin Messages that contain only attachments with no text will show a "[N attachments]" indicator to the agent. +### Two-way conversations + +When an agent sends a message in Teams, it arrives as an Adaptive Card with a text input and a **Send** button. Users type their reply directly in the card and click **Send** to continue the conversation. The agent receives the reply with full context of the prior exchange — no @mentions needed. + +Conversation context is maintained automatically across multiple message exchanges within the same thread, so users can have a natural back-and-forth with the agent without any re-initialization. + +### Proactive DM conversations + +Agents can initiate conversations by sending a direct message to a user in Teams without waiting for the user to reach out first. When the user responds, the agent picks up the conversation with full context intact, allowing multi-turn exchanges that continue naturally from the opening message. + +This enables outreach workflows where an agent contacts a user, the user replies, and the agent continues the conversation — all within a DM thread in Teams. + +### Outreach-only mode + +Outreach-only is a trigger mode where the Teams trigger responds only to replies within conversations the agent started. It does not respond to new root-level messages that users send to the bot directly. + +This is the right choice when an agent is doing outreach — for example, proactively DMing a group of users and following up on their responses — and you don't want it to act on unrelated inbound messages in the same channel or chat. + +To enable this mode, open your trigger settings and set the trigger mode to **Outreach only**. The trigger will then watch only for replies to threads or DMs that the agent opened, leaving all other conversations unaffected. + ## Tool steps for Microsoft Teams
From 062dc156451892535b5e6cadcd6f1ff5dd7cb7bb Mon Sep 17 00:00:00 2001 From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com> Date: Mon, 1 Jun 2026 07:13:51 +0000 Subject: [PATCH 2/3] docs(TSP-1260): add Outreach replies only trigger documentation for Microsoft Teams Adds a new 'Advanced trigger settings' section to the Microsoft Teams integration page documenting the 'Outreach replies only' toggle from PR #14979. Co-Authored-By: Claude Sonnet 4.6 --- .../popular-integrations/microsoft-teams.mdx | 16 ++++++++++++++++ 1 file changed, 16 insertions(+) diff --git a/integrations/popular-integrations/microsoft-teams.mdx b/integrations/popular-integrations/microsoft-teams.mdx index 525281c0..dcea59ca 100644 --- a/integrations/popular-integrations/microsoft-teams.mdx +++ b/integrations/popular-integrations/microsoft-teams.mdx @@ -171,6 +171,22 @@ The Relevance AI app is available on the Microsoft Teams marketplace. Users can Set tool permissions to "approval mode" initially so your agent asks before sending messages. Switch to autopilot once you're confident. +### Advanced trigger settings + +#### Outreach replies only + +Enable this toggle to restrict the agent to responding only to replies to messages it previously sent in the channel, rather than all new messages. + +This is useful for outreach workflows where the agent sends messages to users and needs to follow up only with those who respond. Rather than monitoring all channel activity, the agent stays focused on conversations it initiated. + +**To enable:** +1. Open your Microsoft Teams trigger settings +2. Locate the **Outreach replies only** toggle +3. Toggle it on +4. Save your configuration + +When enabled, the trigger subtitle changes to **"On replies to outreach messages"**. The agent triggers only when a user replies to a message the agent itself sent — new messages posted by other users will not activate it. + ### How triggered conversations work Once a trigger fires, the agent responds directly inside Teams with the following capabilities: From c935427ff31e5b2ae955e608ff84887b971fce18 Mon Sep 17 00:00:00 2001 From: jordanc-relevanceai Date: Wed, 3 Jun 2026 19:40:20 +1000 Subject: [PATCH 3/3] reconcile: dedupe outreach + two-way conversation docs in Teams page Removed #646's standalone Two-way / Proactive DM / Outreach-only subsections that duplicated the enriched cards and #648's Outreach replies only section. Kept #646's card enrichments + #648's concrete toggle docs. Co-Authored-By: Claude Opus 4.8 (1M context) --- .../popular-integrations/microsoft-teams.mdx | 20 ------------------- 1 file changed, 20 deletions(-) diff --git a/integrations/popular-integrations/microsoft-teams.mdx b/integrations/popular-integrations/microsoft-teams.mdx index bca6771f..a165e4d7 100644 --- a/integrations/popular-integrations/microsoft-teams.mdx +++ b/integrations/popular-integrations/microsoft-teams.mdx @@ -214,26 +214,6 @@ Once a trigger fires, the agent responds directly inside Teams with the followin Messages that contain only attachments with no text will show a "[N attachments]" indicator to the agent. -### Two-way conversations - -When an agent sends a message in Teams, it arrives as an Adaptive Card with a text input and a **Send** button. Users type their reply directly in the card and click **Send** to continue the conversation. The agent receives the reply with full context of the prior exchange — no @mentions needed. - -Conversation context is maintained automatically across multiple message exchanges within the same thread, so users can have a natural back-and-forth with the agent without any re-initialization. - -### Proactive DM conversations - -Agents can initiate conversations by sending a direct message to a user in Teams without waiting for the user to reach out first. When the user responds, the agent picks up the conversation with full context intact, allowing multi-turn exchanges that continue naturally from the opening message. - -This enables outreach workflows where an agent contacts a user, the user replies, and the agent continues the conversation — all within a DM thread in Teams. - -### Outreach-only mode - -Outreach-only is a trigger mode where the Teams trigger responds only to replies within conversations the agent started. It does not respond to new root-level messages that users send to the bot directly. - -This is the right choice when an agent is doing outreach — for example, proactively DMing a group of users and following up on their responses — and you don't want it to act on unrelated inbound messages in the same channel or chat. - -To enable this mode, open your trigger settings and set the trigger mode to **Outreach only**. The trigger will then watch only for replies to threads or DMs that the agent opened, leaving all other conversations unaffected. - ## Tool steps for Microsoft Teams