Microsoft Teams AI agent for the IT and HR

questions your people already send in chat.

Microsoft's Employee Self-Service agent is built on Copilot Studio and comes with Workday, SAP SuccessFactors and ServiceNow connectors included. People with Power Platform roles configure it. Workativ's Microsoft Teams AI assistant is no-code, reaches a wider list of tools, and is set up by IT or HR directly. If you already run Copilot Studio at volume, the two can sit side by side.

A Microsoft Teams AI agent for HR deals with leave balances and requests, payroll and payslip questions, benefits, policy lookups and onboarding reminders. Answers come from your handbook and HR system. Anything sensitive, like a grievance or a legal question, is passed to a person in HR with the conversation attached.

Password resets, account unlocks, software requests, questions about a known outage, and new-starter setup. A Microsoft Teams AI agent for IT checks the account or incident in your identity or ITSM tool, answers in the chat, and raises a ticket only when it can't settle the request.

Yes. Employees message one app. The agent works out whether a question is IT or HR and uses that team's sources and approvers. HR content stays with HR, and IT actions stay with IT unless you choose otherwise.

The approver gets a card in Teams with Approve and Deny buttons. One click and the agent either carries out the request or tells the employee it was refused. The decision is stored with a name and a time. If nobody responds, a reminder goes out, and after that the card goes to a backup approver.

Yes. Employees can message the agent directly, or mention the agent in a channel you've enabled, like an IT help channel. Only those channels and the chats people start are read.

Any plan that includes Microsoft Teams. A Teams admin approves the app in the admin center and sets who can use it. You don't need Microsoft 365 Copilot licences for the Workativ agent to work.

A Teams chatbot answers a question and the chat ends. This AI agent goes on to do the work: it unlocks the account, files the leave, sends the approval and updates the ticket. Our Teams bot page covers the question-answering side.

Entra ID and Okta for identity, ServiceNow and Jira Service Management for tickets, Workday for HR, SharePoint and Confluence for documents. A single Microsoft Teams integration reaches all of them, and each action is off until you turn it on.

Three to five days for most teams. Adding the app to Teams is quick. The time goes on picking which questions the agent covers, who approves what, and trying it with a small group first. Plenty of teams begin with a Microsoft Teams AI agent for IT or HR, whichever queue is longer, and add the other afterwards.

You can see the most common questions, the share closed without a person, how approvals went, and the questions nobody could answer. Those tend to show where documentation is missing. IT and HR leads see only their own area, and logs can be sent to a SIEM.