Install Brev in Microsoft Teams (admin guide)

This guide is for the Microsoft 365 admin who adds Brev to your organization's Microsoft Teams. It takes about 15 minutes, and members don't need to do anything until it's done.

Before you start #

Three roles take part. One person can hold all of them:

Teams Administrator (or Global Administrator)

Uploads the Brev app in the Teams admin center and chooses who can use it.

Global Administrator (or Privileged Role Administrator)

Approves Brev for the whole organization (Microsoft calls this tenant-wide admin consent). Brev asks for application permissions to Microsoft Graph, and only these two roles can grant them.

Brev Org Admin

Starts the connection from Brev's Integrations page. If your Microsoft admin isn't one, invite them to your Brev organization as an Org Admin, or sit together for step 4 (see Roles & permissions).

• Your organization needs a Brev workspace with Microsoft Teams turned on. If you don't see a Microsoft Teams card on the Integrations page, contact Brev support.
• Your Brev members' email addresses should match their Microsoft 365 sign-in or email address. That's how Brev finds each person in Teams.

1 Download the Brev app package #

Download brev-teams-app.zip (opens in a new tab). You don't need a Brev account to download it, so you can send the link to an admin who doesn't use Brev. It's also in Brev: in Settings, then Integrations, click Connect on the Microsoft Teams card, then Download Teams app.

Upload the zip file as it is. Don't unzip it or edit it: Teams reads the file inside to know which app it is.

2 Allow custom apps in your organization #

Teams blocks apps your organization uploads unless custom apps are allowed. Many organizations already allow them. To check:

1. 1
   Open Manage apps

   Sign in to the Teams admin center (opens in a new tab), then go to Teams apps, then Manage apps.
2. 2
   Open Org-wide app settings

   Click Actions, then Org-wide app settings.
3. 3
   Turn on custom apps

   Under Custom apps, turn on both Let users install and use available apps by default and Let users interact with custom apps in preview, then click Save. If both are already on, click Cancel.

If your Teams admin center looks different (an older layout uses app permission policies instead), allow custom apps in the permission policy that applies to your members.

3 Upload Brev to your app catalog #

1. 1
   Open Brev in Manage apps

   In the Teams admin center, go to Teams apps, then Manage apps. Search for Brev, then click Brev in the results to open its page.
2. 2
   Upload the package

   Under New version, click Upload file, then Select a file, and pick brev-teams-app.zip. If Brev isn't in the list, click Actions, then Upload new app instead.
3. 3
   Make Brev available to your members

   Back in Manage apps, in Brev's row, App status should be Unblocked and Available to should be Everyone, or groups that hold every member who uses Brev. To change who can use it, open Brev, then the Users and groups tab. Brev can only reach people the app is available to.

Open Brev's Permissions tab to see what it asks for. You don't need to grant anything there: you approve Brev from Brev in step 4.

Microsoft Graph, for your whole organization

Read all users' full profiles (User.Read.All), to find each Brev member's Teams account by email. Read all app catalogs (AppCatalog.Read.All), to find the Brev app you uploaded. Manage Teams apps for all users (TeamsAppInstallation.ReadWriteForUser.All), to add Brev to each member's Teams. Sign in and read user profile (User.Read), for the sign-in that confirms your organization.

Teams, per team (approved by the team owner)

Read the team's channel messages, its members, its channel names and settings, and the team's own settings, such as whether it's public or private (ChannelMessage.Read.Group, TeamMember.Read.Group, ChannelSettings.Read.Group, TeamSettings.Read.Group). Only for teams that add Brev.

You can also upload from the Teams app: Apps, then Manage your apps, then Upload an app. As an admin, choose Upload an app to your org's app catalog. Someone who isn't a Teams admin can choose Submit an app to your org instead: the admin then finds Brev under Pending approval in Manage apps, and approves it there.

Changes in the Teams admin center can take a few hours to reach every Teams client. You can go on to the next step straight away.

4 Connect Brev and approve it for your organization #

Do this after the upload: when you approve Brev, it looks for the app in your catalog to add it to Teams for your members.

1. 1
   Open the Microsoft Teams card

   In Brev, go to Settings, then Integrations. On the Microsoft Teams card, in the Communication section, click Connect. A dialog shows the two steps; you've done the first.
2. 2
   Approve the permissions

   Click Connect in the dialog. Microsoft asks you to sign in: use a Global Administrator or Privileged Role Administrator account. Microsoft lists what Brev asks for, the permissions in step 3. Click Accept.
3. 3
   Sign in once more

   Microsoft asks you to sign in again, so Brev can confirm which organization approved it. Use a work account in that organization: a guest or personal Microsoft account can't finish connecting.

You're back in Brev, and the Microsoft Teams card is in the Connected section.

5 Check what your members get #

• Within a few minutes, Brev adds itself to Teams for each Brev member it can match by email, and sends them a welcome message in a 1:1 chat. Nobody needs to install anything.
• Brev adds itself only for people who are in your Brev organization when you connect. For someone who joins Brev later, install Brev for them from the Teams admin center (below), or they connect their Teams coworker from Settings, AI coworkers, which adds it for them.
• Members find Brev in Teams under Apps, Built for your org.
• What Brev sends and answers in Teams is in Chat & notifications.

To check it works, open your chat with Brev in Teams and send Hi. Brev replies within a few seconds with a welcome card offering Summarize my week and What's at risk?. Its answers are about your Brev goals, meetings and check-ins.

Teams labels every message Brev sends as AI generated, and each answer card ends with a reminder to review it and a Report an issue link. To report an answer that's wrong or objectionable, use that link or email [email protected].

To install Brev for people yourself, for example everyone at once or someone who joined Brev later, use the Teams admin center: in Manage apps, select Brev, click Edit installs, choose Everyone or Specific users or groups under Install to, then click Apply. Installed for in the list changes straight away; Teams can take a few hours to show Brev to those people.

Add Brev to a team #

To use Brev in a team's channels, a Teams admin adds it in the Teams admin center: in Manage apps, select Brev, click Add to team, search for the team, click Add, then Apply. Brev posts its welcome card in the team's General channel. A team owner can also add it from Teams: Apps, Brev under Built for your org, a channel under Or choose a place to use the app, then Go.

Adding Brev to a team asks for that team's permissions listed in step 3. If channel reading later can't read a team that a Teams admin added Brev to, have one of the team's owners add Brev to the team from Teams as above. In channels, Brev answers only when someone @mentions it. It keeps those messages and its replies as part of the conversation, and keeps no other channel messages unless a Brev Org Admin turns channel reading on.

Turn on channel reading #

Channel reading lets Brev answer questions about what a team discussed in its channels. It's off until a Brev Org Admin turns it on.

1. 1
   Open the Microsoft Teams settings

   In Brev, go to Settings, then Integrations. On the Microsoft Teams card, click Edit.
2. 2
   Turn it on

   Turn on Read standard channels in teams where Brev is installed, then click Turn on channel reading.
3. 3
   Exclude channels (optional)

   Under Channels Brev should never read, choose any channels Brev should skip, then click Save exclusions.

• Once a day, Brev summarizes each standard channel in the teams it's in. When you turn reading on, it also reads the last 14 days.
• Only members of a team get answers from its channel summaries. Guests in your Brev organization never do.
• Private and shared channels are never read.
• Brev stops reading an excluded channel from the next day. What it already kept stays, but no one gets answers from it while it's excluded. Removing a channel from the list reads its last 14 days again.
• To stop channel reading, turn the switch off in the same place. Summaries Brev already kept still answer the team's members.

Disconnect Teams from Brev #

In Brev, go to Settings, then Integrations. On the Microsoft Teams card, click the trash icon (Disconnect integration). Brev doesn't delete the channel summaries it kept, but no one gets answers from them while Teams is disconnected. Disconnecting doesn't remove the app from Teams: to do that, delete Brev in Manage apps in the Teams admin center.

Update to a new version #

When the Microsoft Teams card in Brev asks you to upload the current package, or this page lists a newer version, update the app:

1. Download the latest brev-teams-app.zip from the link above.
2. In the Teams admin center, search for Brev in Manage apps and open it. Under New version, click Upload file, then Select a file, and pick the zip. Published version changes to the new number. Teams accepts only a package with a higher version than the one you have.
3. If the new version asks for permissions or features members haven't approved, they see New version of Brev is available at the top of their chat with Brev. They click Update, review what's new and the permissions, then click Update now. Otherwise Teams updates Brev for them, and they don't need to do anything.
4. If the new version asks for new team permissions, team owners update Brev in their teams and approve them there.

Once Brev is in the Teams Store #

The app you upload today keeps working. When Brev is published in the Teams Store, this page will say whether there's anything to change.

Troubleshooting #