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Getting started

What this is: the shortest path from nothing to your first answer from Bill or Ben. Who it is for: the first admin of a company, then everyone they invite. You will learn: what to do in what order, and where each step is explained.

Availability

Self-serve sign-up is switched on per deployment (an open trial or a waitlist), and the Microsoft Teams app store listing is coming soon. Where sign-up is not on, your Bill and Ben contact opens your company space; for Teams you install the app package from the console. The Roadmap is kept up to date.

For the first admin

  1. Sign in to the console. Open https://app.<brand> and sign in with Microsoft, Google or email. You land in your own company, on the Admin overview. See Admin console.
  2. Check the trial. A trial lasts 14 days and needs no card. See Plans and billing.
  3. Invite people and give them roles. Open People, invite by email, then give each person a role such as Member or Developer. See Invite a person.
  4. Connect Microsoft 365 and Teams. Follow the Setup checklist. Install the Teams app package from Meeting bots.
  5. Turn Bill and Ben on in a chat or channel. Open Channels and switch the chat on.
  6. Review the AI notice. Both agents say they are AI before their first answer. You can reword the text in Settings. See AI transparency.

For everyone else

  1. Accept the invitation from your email and sign in.
  2. Open a chat with Bill (product and business work) or Ben (engineering work) in Teams, or mention one in a channel.
  3. Write what you want in plain words. See Teams chat.
  4. If an agent wants to change something, it asks first. Say yes or no.

Next, try one of these:

If it does not work

You may see a message that you are not on the list, or that your account is not linked. Both have simple fixes: see Troubleshooting.