> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Sofie with Microsoft Teams

> Link your Teams identity, message or mention Sofie, and work with attachments in personal chats.

The Microsoft Teams integration lets you message Sofie in a personal chat or mention **@Sofie** in a team channel or group chat. Sofie uses your linked Sofie account when responding to your requests.

Your administrator must [set up and distribute the Teams app](/admin/integrations/microsoft-teams) first. Teams must be enabled for your Sofie deployment.

## Link your account

<Steps>
  <Step title="Open a personal chat with Sofie">
    Add the **Sofie** app made available by your organization. Send Sofie a message in a personal chat to request your account link.
  </Step>

  <Step title="Review the account link">
    Open the link within 15 minutes. Sign in to Sofie if prompted. Check the Teams tenant, Teams identity, and Sofie account shown on the page.
  </Step>

  <Step title="Confirm the connection">
    Click **Link this Microsoft Teams account** only if both accounts belong to you.
  </Step>

  <Step title="Send your request again">
    Return to Teams and message Sofie. You can check your connection on Sofie's **Integrations** page under **Messaging accounts**.
  </Step>
</Steps>

## Message or mention Sofie

Use a personal chat for individual work. In a team channel or group chat where Sofie is installed, begin with **@Sofie** and your request.

```text theme={null}
@Sofie Turn these open questions into an agenda for the validation review. Separate decisions needed from follow-up tasks.
```

Continue in the same conversation thread after Sofie responds. With the required Teams permissions, you can send follow-ups without repeating the mention. Use **@Sofie** to start a new channel conversation.

Each person who asks Sofie to act must link their own account. If you first mention Sofie in a shared conversation, Sofie directs you to a personal chat to link your account. After linking, mention Sofie again.

<Warning>
  Channel and group-chat participants can read Sofie's replies. Use a personal chat for sensitive work. Sofie links retain their normal access permissions; posting a link does not grant access to everyone in Teams.
</Warning>

## Attach a file in a personal chat

Attach a supported file to your personal chat with Sofie and describe the task.

```text theme={null}
Summarize the attached investigation report. Separate recorded findings from assumptions and list questions for reviewer follow-up.
```

Use no more than 10 attachments per message and 75 MB total. Individual limits are 50 MB for documents, 10 MB for images, and 25 MB for supported audio or video. Sofie copies accepted files into the Sofie conversation to work with them.

<Note>
  Attachments require a Teams app package at version 1.2 or later. File access in Teams channels and group chats is not included yet. Use a personal chat or Sofie web chat for file work.
</Note>

If Sofie reports that a file is unavailable, check the reason in its reply. Reattach it in a personal chat or continue in Sofie web chat. Ask your administrator to update the Teams app if attachments are unavailable.

## Open results in Sofie

Ask Sofie to prepare work and include links to the results.

```text theme={null}
Create a CoDraft from these review notes. Include decisions, owners, and open questions, then give me the link to review it in Sofie.
```

Open Sofie's links to review or edit artifacts and download files. If an action needs an approval or interaction in Sofie's web app, follow the conversation link and continue there.

Review outputs before sharing them or using them in controlled processes.

## Understand Teams capabilities

Teams chat connects requests to your Sofie account. Slack conversation research and messages sent as your Slack identity are separate [Slack capabilities](/integrations/slack).

Connecting Microsoft 365 email, calendar, OneDrive, or SharePoint is also a separate user connection. See [Connected apps](/integrations/connected-apps) for those workflows.

## Manage your connection

Open Sofie's **Integrations** page and find **Microsoft Teams** under **Messaging accounts**. Click **Disconnect** to remove your personal identity link. The organization's Teams installation stays available to other users.

To link again, message Sofie in a personal chat and complete a fresh account link.

## Troubleshooting

<Accordion title="The Sofie app is unavailable in Teams">
  Ask your Teams administrator whether the app has been uploaded and made available to you. Organization policies can restrict custom apps.
</Accordion>

<Accordion title="The account link expired or was already used">
  Send Sofie another personal message for a new link. Links expire after 15 minutes and can be used once.
</Accordion>

<Accordion title="The Teams identity is already linked to another Sofie account">
  Sign in to the Sofie account that owns the connection and disconnect it on **Integrations** before linking it to a different account. Ask your administrator for help if you cannot access that account.
</Accordion>

<Accordion title="Mentions work but follow-up messages do not">
  Continue in the same thread. Ask your administrator to check that the current app package and its conversation-message permissions have been installed. You can mention Sofie again while they investigate.
</Accordion>

<Accordion title="Sofie says the organization installation is incomplete">
  Ask your administrator to check the Teams tenant, Azure Bot configuration, and connection health. Linking your identity does not configure the organization's bot.
</Accordion>


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