Chat on Microsoft Teams

Centrus works in Microsoft Teams as an app you chat with one to one. It is set up from the Teams Chatbot card on the Integrations page, which everyone in your organisation can open from the menu on the left.

app.centrus.ai/app/integrations

Integrations

Connect and manage external services

Xero

Not Connected

Connect your organisation’s Xero account. Other users can then Enable it for chat.

• List and look up sales invoices and bills
• Find contacts, accounts and tax rates
• Create invoices and repeating templates
• Download invoice, quote and purchase-order PDFs

ConnectHow to Use

WhatsApp

Active

Send and receive messages through WhatsApp.
Connect with Centrus using the WhatsApp number below.

+44 7462 836662

• Fast and secure messaging
• Access from any WhatsApp-enabled device
• Maintain conversation history

How to UseLearn More

Teams Chatbot

Not Connected

Message Centrus through the Microsoft Teams platform.
Get answers without leaving your workflow.

• Fast and secure messaging
• Access from desktop and mobile
• Maintain conversation history

Configure3

How to Use4

2

1. 1Integrations, in the menu on the left.
2. 2The Teams Chatbot card. It reads Not Connected until you link your Teams email.
3. 3Configure links your Teams email to your Centrus account.
4. 4How to Use explains the set-up and holds the download an admin needs.

This is not the same as syncing Teams channels. Teams Chatbot lets people ask Centrus questions from Teams. Sync Microsoft Teams does the opposite job: it brings the conversations in chosen channels into Train as knowledge. The two are connected separately, and you can use either one without the other. For a summary of the card itself, see Chat from Microsoft Teams.

Three things have to be in place before the first answer, and different people do them. An admin adds the Centrus app to Teams once for the whole organisation. Each person then links their own Teams email. After that, anyone who has done both can message Centrus in Teams.

You also need at least one tag on your user, because every Teams conversation runs under one of your tags. The list Centrus offers is the tags set on your own user, and that applies to admins too. If you have none, ask an admin to add one in Edit users and roles.

The Centrus app is installed once for the whole organisation, by someone who can manage apps in your Microsoft Teams. Everyone uses the same app, so nobody needs to install it again when new people join.

1. 1In Centrus, open Integrations, find Teams Chatbot and click How to Use.
2. 2Click Download the Centrus Teams App to save the file centrus-teams-app.zip.
3. 3In Microsoft Teams, go to Apps, then Manage your apps.
4. 4Click Upload an app, then Upload an app to your organisation's app catalogue, and choose the zip file.

Xero

Not Connected

Connect your organisation’s Xero account. Other users can then Enable it for chat.

• List and look up sales invoices and bills
• Find contacts, accounts and tax rates
• Create invoices and repeating templates
• Download invoice, quote and purchase-order PDFs

ConnectHow to Use

WhatsApp

Active

Send and receive messages through WhatsApp.
Connect with Centrus using the WhatsApp number below.

+44 7462 836662

• Fast and secure messaging
• Access from any WhatsApp-enabled device
• Maintain conversation history

How to UseLearn More

Teams Chatbot

Not Connected

Message Centrus through the Microsoft Teams platform.
Get answers without leaving your workflow.

• Fast and secure messaging
• Access from desktop and mobile
• Maintain conversation history

ConfigureHow to Use

How to use Microsoft Teams with Centrus

Chat with Centrus directly within Microsoft Teams, just like messaging a colleague.

Admin Setup (One-time)

1. Download the Centrus Teams App1
2. Open Microsoft Teams → Apps → Manage your apps
3. Click "Upload an app to your organisation's app catalogue"
4. Select the downloaded zip file

User Setup

1. Enable the integration above by entering your Microsoft Teams email
2. Open Microsoft Teams and search for "Centrus"
3. Centrus will ask you to select a tag to set your access level
4. After selecting a tag, chat normally as you would in the web app

Features

• Access your organisation's knowledge base
• Same AI capabilities as the web app
• Conversation history maintained per tag

Special commands: Type RESTART CHAT to reset the conversation and select a different tag

Note: You must enable the integration and link your Microsoft Teams email before you can use the chatbot.

Close

1. 1Download the Centrus Teams App saves the file centrus-teams-app.zip, ready to upload to Teams.

SearchJM

Manage your apps

Apps your organisation can use in Teams

Upload an app1

Upload a custom app

Upload an app to your organisation's app catalogue

2

APPPUBLISHERSTATUS

PlannerMicrosoftAllowed

ApprovalsMicrosoftAllowed

FormsMicrosoftAllowed

ShiftsMicrosoftAllowed

1. 1Upload an app, at the top of Manage your apps.
2. 2Upload an app to your organisation's app catalogue makes Centrus available to everyone in the organisation.

If you cannot see Upload an app, your organisation's Teams settings may not allow custom apps. Ask your Microsoft 365 administrator to upload the file for you, or to allow custom apps.

The app is always called Centrus in Teams. If your organisation has given the AI a different name in Centrus, the How to Use window shows that name, but people should still search for Centrus in Teams.

Everyone who wants to use Centrus in Teams does this once for themselves. It tells Centrus which account to use when a message arrives from your Teams address.

1. 1Open Integrations and click Configure on the Teams Chatbot card.
2. 2In Microsoft Teams Email, enter the address you sign in to Teams with.
3. 3Click Connect.

Xero

Not Connected

Connect your organisation’s Xero account. Other users can then Enable it for chat.

• List and look up sales invoices and bills
• Find contacts, accounts and tax rates
• Create invoices and repeating templates
• Download invoice, quote and purchase-order PDFs

ConnectHow to Use

WhatsApp

Active

Send and receive messages through WhatsApp.
Connect with Centrus using the WhatsApp number below.

+44 7462 836662

• Fast and secure messaging
• Access from any WhatsApp-enabled device
• Maintain conversation history

How to UseLearn More

Teams Chatbot

Not Connected

Message Centrus through the Microsoft Teams platform.
Get answers without leaving your workflow.

• Fast and secure messaging
• Access from desktop and mobile
• Maintain conversation history

ConfigureHow to Use

Configure Teams Chatbot

Enter your Microsoft Teams email address to link it to your Centrus account. This allows Centrus to recognise you when you message the bot in Teams.

*Microsoft Teams Email

dylan.hughes@meridianfm.co.ukThe address you sign in to Teams with

This should be the email address you use to sign into Microsoft Teams.

CancelConnect

You see Teams chatbot connected successfully!, and the card changes to Connected with Connected as: and your address underneath. Configure is replaced by Disconnect, and How to Use stays.

Teams chatbot connected successfully!

WhatsApp

Active

Send and receive messages through WhatsApp.
Connect with Centrus using the WhatsApp number below.

+44 7462 836662

• Fast and secure messaging
• Access from any WhatsApp-enabled device
• Maintain conversation history

How to UseLearn More

Teams Chatbot

Connected

Message Centrus through the Microsoft Teams platform.
Get answers without leaving your workflow.✓ Connected as: dylan.hughes@meridianfm.co.uk

• Fast and secure messaging
• Access from desktop and mobile
• Maintain conversation history

How to UseDisconnect

1

Knowledge Email

Active

Train Centrus by sending documents to the address below.

knowledge@kb.centrus.ai

• Accepts plain text and attachments (PDF, DOCX, TXT, MD)
• Tag via subject: Name: <Display> Tag: <ExactTag> (case‑sensitive)
• Files are stored, indexed, and appear as Sources in Chat

How to UseLearn More

1. 1The card reads Connected and shows the address you linked.

Capital letters in the address do not matter. If your Teams address is exactly the one you sign in to Centrus with, Centrus may recognise you without this step, but linking it is the reliable way, and the only way when the two addresses differ.

1. 1In Microsoft Teams, search for Centrus and open it.
2. 2Send any message, such as Hi. Centrus replies with a numbered list of your tags.
3. 3Reply with the number of the tag you want, or its exact name.
4. 4Centrus confirms with Tag selected: and the tag name. You can now ask your questions.

SearchDH

Chat

CentrusHow can I help you today?

SPSarah PriceCan you send the RAMS over?

JMJohn MartinRiverside call moved to 14:00

OOfficeVan 12 is back at 16:00

CentrusAppChat

09:12

Hi

Centrus09:12

Hello

Please select a tag to start chatting.

Reply with the number or tag name:

1. Technical2. SOPs

To change your data tag, type 'RESTART CHAT'.

1

09:13

1

2

Centrus09:13

Tag selected: Technical

How can I help you today?

3

Type a message

1. 1Centrus lists the tags on your user and asks you to choose one.
2. 2Reply with a number or the exact tag name.
3. 3Tag selected confirms the tag this conversation uses.

The tag decides what Centrus can answer from, in the same way as choosing a tag on the web: only Train documents that carry that tag are searched. A parent tag is marked as grouped, with the number of sub-tags it holds, and choosing it searches its child tags too. Child tags are not listed on their own. Parent and child tags explains how this works.

A tag name must match exactly, capitals included, so typing sops does not select SOPs. Replying with the number avoids the problem. If Centrus does not recognise your reply, it asks again with Please select a valid tag.

Once a tag is chosen, ask questions in plain language, as you would on the web. Centrus searches the Train documents for that tag, and can also use the integrations connected to your account and the Agent Builder chat tools you are allowed to use, with the same permissions as on the web.

SearchDH

Chat

CentrusStart at the detector head...

SPSarah PriceCan you send the RAMS over?

JMJohn MartinRiverside call moved to 14:00

OOfficeVan 12 is back at 16:00

CentrusAppChat

09:14

Detector 14 on the Zone 3 panel at Riverside House keeps showing a fault. What should I check first?

Centrus09:14

Start at the detector head and its base. The Zone 3 panel manual gives three usual causes of a repeat fault on a single detector:

1. A dirty or contaminated detector chamber
2. A loose head, or corroded contacts in the base
3. A damaged loop cable between detectors 13 and 15

The Riverside House channel shows detector 14 was isolated and logged on 07/10/2026, so check the job notes before you reinstate it.

Sources

• Zone 3 panel manual.pdf
• Operations - Riverside House.txt

1

Type a message

1. 1Sources names the Train documents the answer came from.

• Sources at the end of an answer lists the documents it came from, and Internet Search when it used the web. There is no web search button in Teams, so whether Centrus searches the web depends on the tag's settings.
• Files at the end of an answer lists any document Centrus created for you, such as a PDF or a spreadsheet, each with a link. The links stop working after seven days, so save anything you need to keep.
• Each answer uses message credits from your organisation's allowance, as it does on the web. See Credits.

Teams shows no typing indicator while Centrus works, so an answer that needs a search or a look-up in another system can take a little while to arrive.

Centrus works in the Teams mobile app as well as on the desktop, and it is the same conversation on both. Open the Centrus chat on your phone and carry on where you left off, under the same tag. This is handy on site, where a quick question in Teams is easier than opening a browser.

09:41

CentrusApp

07:48

How do I get into the plant room at Riverside House?

Centrus07:48

Use the side gate on Mill Lane. The site manager holds the access code, so ask them when you arrive.

Sources

• Operations - Riverside House.txt

07:50

Send me the Gas Safe RAMS template as a PDF

Centrus07:51

Here is the RAMS template, filled in for Riverside House.

Files

• RAMS Riverside House.pdf: https://app.centrus.ai/files/rams-riverside-house.pdf

Type a message

If your team uses WhatsApp instead, see Message Centrus on WhatsApp.

Answers in Teams come from the same knowledge and the same tools as on the web, but a Teams conversation is simpler.

What you can doIn TeamsChat on the web

Answers from Train documents, with sources

Your integrations and Agent Builder chat tools

Documents Centrus createsA link that lasts seven daysA file card in the chat

Tags in one conversationOne, chosen at the startOne or more

Attaching files and photos

Image generation and Live voice

Group chats and channelsShared and team chats

• One to one only. Centrus works in a personal chat. It cannot be added to group chats or channels, and nobody else sees your conversation in Teams.
• Text only. Centrus reads the words you type. Files, photos and voice messages you send in Teams are not read, and a message with no text gets no reply.
• One tag per conversation. To use a different tag, restart the chat as described below.
• No image generation or Live voice. Both are only available on the web.

To switch to a different tag, send RESTART CHAT, in capitals or not. Centrus lists your tags again and you choose one, as you did the first time. Teams also offers the command as a suggestion in the Centrus chat.

SearchDH

Chat

CentrusHow can I help you today?

SPSarah PriceCan you send the RAMS over?

JMJohn MartinRiverside call moved to 14:00

OOfficeVan 12 is back at 16:00

CentrusAppChat

11:02

RESTART CHAT

Any mix of capitals works

Centrus11:02

Chat restarted! Please select a tag to start chatting again.

Reply with the number or tag name:

1. Technical2. SOPs

11:03

SOPs

Centrus11:03

Tag selected: SOPs

How can I help you today?

Type a message

RESTART CHAT permanently deletes your Teams conversation with Centrus so far, including its copy in Chat on the web. Copy anything you want to keep before you restart.

Your Teams conversation also appears in your chat history in Chat on the web, marked with the Teams logo beside its tag and titled from your first question. You can open it to read the answers and their sources, but you cannot reply there. The message box is replaced by a note that reads This is a Microsoft Teams thread. You cannot send messages here. Carry on in Teams instead.

Search chats, messages, and people...

Your personal chat history, excluding agent-generated threads.

DH

Dylan HughesTechnical

Held in Teams

08 Oct 09:14

Zone 3 detector 14 faultStart at the detector head and its base...

DH

Dylan HughesSOPs07 Oct 16:20

Gas Safe RAMS for Mill LaneHere is the RAMS template, filled in for...

DH

Dylan HughesTechnical06 Oct 11:47

Boiler fault code F28F28 is an ignition lockout. Check the gas...

Detector 14 on the Zone 3 panel at Riverside House keeps showing a fault. What should I check first?

09:14

Start at the detector head and its base. The Zone 3 panel manual gives three usual causes of a repeat fault on a single detector.

Sources:

• • Zone 3 panel manual.pdf
• • Operations - Riverside House.txt

09:14

This is a Microsoft Teams thread. You cannot send messages here.

Read-only on the web

Teams conversations are personal. They do not appear on the Team tab that team leaders use to read their team's chats. See Chat in the web app for the rest of the chat page.

SearchDH

CentrusAppChat

08:30

Hi

Centrus08:30

I couldn't find your account. Please make sure you've enabled the Teams chatbot in Centrus and linked your Microsoft email address (dylan.hughes@meridianfm.co.uk).

The address Teams has for you

Type a message

• I couldn't find your account, followed by an address in brackets, means no Centrus account is linked to that Teams address. Check that it matches the address on your Teams Chatbot card, and link it again with Configure if it does not.
• You don't have any tags means your user has no tags yet. Ask an admin to add one.
• Please select a valid tag. means your reply did not match a number or a tag name on the list.
• No reply at all means Centrus could not answer that message. Common causes are a message with no text, a tag that has been deleted since the conversation began, or your organisation reaching its message allowance. Send RESTART CHAT to choose a tag again, or ask an admin to check the allowance on Plan and usage.

Disconnect on the Teams Chatbot card removes the link between your Teams address and your Centrus account straight away, without asking you to confirm. You see Teams chatbot disconnected, and the card returns to Not Connected. Your earlier Teams conversation stays in Chat on the web.

WhatsApp

Active

Send and receive messages through WhatsApp.
Connect with Centrus using the WhatsApp number below.

+44 7462 836662

• Fast and secure messaging
• Access from any WhatsApp-enabled device
• Maintain conversation history

How to UseLearn More

Teams Chatbot

Connected

Message Centrus through the Microsoft Teams platform.
Get answers without leaving your workflow.✓ Connected as: dylan.hughes@meridianfm.co.uk

• Fast and secure messaging
• Access from desktop and mobile
• Maintain conversation history

How to Use

DisconnectRemoves the link straight away

Knowledge Email

Active

Train Centrus by sending documents to the address below.

knowledge@kb.centrus.ai

• Accepts plain text and attachments (PDF, DOCX, TXT, MD)
• Tag via subject: Name: <Display> Tag: <ExactTag> (case‑sensitive)
• Files are stored, indexed, and appear as Sources in Chat

How to UseLearn More

After you disconnect, Centrus stops recognising you in Teams, unless your Teams address is also the address you sign in to Centrus with. To stop using Centrus in Teams altogether, remove the app from your Teams as well.