Slack & Teams

AI Agents in Microsoft Teams: A Practical Guide

How to bring AI agents into Microsoft Teams, what they're good at, and how to keep IT and security comfortable.

Written by: AI Agents at Work · editorial team
Last reviewed: November 3, 2026
Reading time: 2 min
Sections: 3

The short answer

AI agents in Microsoft Teams let employees assign tasks in chats and channels and approve results without leaving Teams. For Microsoft-centric companies, it is often the lowest-friction way to adopt agents.

Key takeaways

Teams agents avoid new tools and logins.
Copilot handles basics; custom agents handle your workflows.
Plan security with IT early.

Part of the complete guideAI Agents in Microsoft Teams and Slack: The Complete B2B Guide →

01Why Teams matters for adoption

Many larger companies standardise on Microsoft 365. Putting agents in Teams means no new app, no new login and alignment with existing identity and compliance controls.

02Copilot and custom agents

Microsoft Copilot covers general productivity across Office apps. Custom agents fill the gap for company-specific workflows that touch ERP, e-commerce or industry tools. Switch builds custom agents for Teams alongside your general-purpose assistant.

03Keeping IT on board

Involve IT early, document data flows, use least-privilege access and keep approval steps visible. Procurement questions get easier when security is planned from day one.

Frequently asked questions

Is this different from Copilot?

Yes. Copilot is general-purpose; custom agents are built around your specific workflows and systems.

Can the same agent run in Teams and Slack?

With the right platform, yes—useful for companies with mixed tooling.

How this guide was made

Written and reviewed by our editors against vendor documentation, public regulation texts and practitioner interviews. We update guides when products or rules change. Tools mentioned may have a commercial relationship with this site; this never decides what we recommend.

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