CentrusMicrosoft Teams

channels · channel · knowledge

Ask it in Teams. Like asking a colleague.

Centrus integrates with Microsoft Teams for UK field service businesses. The office asks Centrus in Teams like a colleague, with every connected system behind it.

Book a demoSee all 15 use cases

start with these

The office messages three colleagues on Teams to find out who is free, what a client spent or what was decided.

Centrus sits in the same Teams chat list. A new starter asks what was decided before they joined, the director asks what a client spent, the office asks which jobs will breach today and who can take one. Train syncs the channels and folders you pick, so the answer comes from your own documents and your live job system.

  1. 01

    New starters, useful from day one

    Tom asks in Teams what to do when nobody answers. The procedure comes back, then Dan's ruling on charging for it.

    Read the use case: New starters, useful from day oneWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp, Teams

  2. 02

    Client spend and reactive versus planned mix

    Dan asks in Teams what a client spent. The total and the reactive share come back, in a sheet for the review.

    Read the use case: Client spend and reactive versus planned mixWorks with BigChange, Joblogic, Simpro, Excel, Teams

  3. 03

    Reactive jobs at risk of breaching SLA today

    Rachel asks in Teams which jobs will breach today. Three come back with deadlines, and the nearest engineer takes one.

    Read the use case: Reactive jobs at risk of breaching SLA todayWorks with BigChange, Joblogic, Simpro, Teams

  4. 04

    Who holds the ticket and is free

    Matt asks in Teams who is free with the right ticket. Priya is named, with why the others can't go, and booked in.

    Read the use case: Who holds the ticket and is freeWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, Teams

  5. 05

    Audit pack for a client in one request

    Sarah asks in Teams for a client's audit pack. The certificates and RAMS are filed in one folder, with an index.

    Read the use case: Audit pack for a client in one requestWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive, Teams
01 / 05

setup

Live in three steps

Your Teams administrator does the first step once. Everyone else links their email.

01

Upload the app

On Integrations, Teams Chatbot, open How to Use and download the Centrus Teams app. In Teams: Apps, Manage your apps, Upload an app to your organisation's app catalogue. It shows as Centrus for everyone.

Install Centrus on Teams

02

Link your Teams email

Each person clicks Configure on the Teams Chatbot card and enters the email they sign into Teams with. The card shows Connected as, then that address. Search for Centrus in Teams and say hello.

Teams Chatbot

03

Sync the channels

In Train, Integrations, connect Microsoft Teams. Tick the channels, click Sync Channels, and tag the documents so the right people can ask about them.

Sync Teams channels

what it covers

What the office can do from Teams

Teams is a way in, plus a knowledge source. What Centrus can read or change depends on the integrations your company has connected and the tag picked, exactly as it does on the web.

installs as
A Teams app in your organisation's catalogue
knows you by
The Teams email you link in Centrus
it can reach
Every integration your tag and login allow
also trains from
The Teams channels you tick on Train

  • One-to-one chat

    ask

    Any question your tag allows, answered with sources

    act

    Actions in any connected system, with your web permissions

    agents

    Start any agent published with a chat trigger

  • Jobs and scheduling

    ask

    Status, notes, engineer and ETA from your job system

    act

    Notes, updates and follow-on jobs where your login allows

    agents

    Start the agents built on job events

  • Money

    ask

    Invoices, payments and what is owed, from the accounts

    act

    Chases drafted in Outlook, invoices raised where allowed

    agents

    Start the debtors run from chat

  • Email and calendar

    ask

    What came in, from whom, and what is booked

    act

    Replies drafted, meetings booked

    agents

    Start an agent that reads the inbox

  • Agent runs

    ask

    The live status of a run, by name

    act

    Start a published agent from the chat

    agents

    Long runs carry on in the background

  • Tags

    ask

    Pick by number or name on the first message

    act

    RESTART CHAT to pick again

    agents

    Decide which agents and knowledge you see

  • Channels

    ask

    Conversations from channels you tick on Train

    act

    Sync Channels again to bring new messages in

    agents

    Agents can search them like any other file

  • Conversation history

    ask

    The thread shows in Chat on the web

    act

    Read only on the web. The conversation stays in Teams

    agents

    Runs started here show in the run history

Text in Teams. Voice notes and photos on WhatsApp.

The Teams contact takes typed messages. Engineers on site use WhatsApp for voice notes and photos, and it is the same Centrus behind both, with the same tags.

See how chat and agents work in Centrus

everything with Microsoft Teams

All 15 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

15 use cases

01

New work coming in

1

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

2

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

3

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
04

Engineers on site

1

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
05

Paperwork and compliance

1

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
07

Reports and numbers

2

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

5

Your best people's answers, available to everyone.

Team use cases
previous integrationWhatsAppEngineers ask from the van, send voice notes and photos, and the job is updated. Nothing to install.next integrationOutlookAsk the inbox like a colleague. Portal jobs, supplier invoices and replies handled inside Outlook.

questions

Microsoft Teams questions

It is a contact in Teams that answers like a colleague who can see every connected system. Ask about a job, an invoice or a contract, ask it to draft or update something, or start an agent and ask how it is going. Same tags and tools as the web.

Upload the Centrus app to your organisation's app catalogue in Teams, once. After that, each person links the email they sign into Teams with, on Integrations in Centrus. Nobody installs anything on their own machine.

Teams Chatbot, on Integrations, is the contact people message. Microsoft Teams on Train syncs the channel conversations you pick, for chat to answer from. Use one or both.

That AI only sees what lives inside Microsoft Teams. It does not see your job system, your inbox, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

No. Centrus is a contact inside Teams. People keep chatting with each other the way they always have, and message Centrus when they need something looked up or done.

The one you sign into Microsoft Teams with. Centrus uses it to recognise you when you message, so it has to match, and the answers then follow the same permissions you have on the web.

Not in Teams today. The Teams contact takes typed messages. Engineers who need voice notes and photos use WhatsApp, which is the same Centrus with the same tags.

Text from messages in the channels you tick, saved as one document per channel on Train. Files, images and channels you didn't tick are left alone. Tag the documents so the right people can ask about them.

Yes, if it is published with a chat trigger in Agent Builder and you have access to it. Long runs carry on in the background. Ask how it is going and Centrus checks the live run.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

Teams comes with every plan, from £299.99 a month. Messages use message credits. Synced channels count against plan storage. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We add Centrus to Teams for a test user, ask whether an invoice has been paid, and answer from a synced channel.
  3. 03We pick out the admin that should run itself first.

See it working with Microsoft Teams.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing