Use Knowi's Agentic BI directly from Microsoft Teams. Mention the Knowi bot with your request in any channel or chat and the full AI orchestrator handles it - query data, create dashboards and widgets, set up alerts, schedule reports, and get insights, all through natural language.
Using the Knowi Bot
Mention @knowi followed by your request in any channel or chat where the Knowi bot is installed:
@knowi what is total revenue this month? @knowi create a dashboard with revenue by region @knowi alert me when sales drop below 50k @knowi send this to the sales channel every Monday
The bot processes your request, runs the appropriate agents, and posts the result back as an Adaptive Card in the conversation.
Using @knowi with no arguments shows a welcome card with your favorites, dashboards, and widgets.
What You Can Do
| Capability | Example | What the Bot Does |
|---|---|---|
| Query data | "what is total revenue?" | Finds the right dataset, runs the query, returns a chart image and data table |
| Create dashboard | "create a dashboard with revenue by region" | Creates a dashboard and widget, returns a chart image with a link |
| Create alert | "alert me when revenue drops below 100k" | Creates the alert and returns a confirmation |
| Schedule report | "send this to sales every Monday" | Creates the schedule and returns a confirmation |
| Search assets | "find dashboards about revenue" | Searches Knowi and returns a list with action buttons |
| Get insights | "what trends do you see?" | Analyzes the data and returns a text summary |
| Follow-up refinement | "break that down by region" | Uses conversation context to re-query and refine the result |
How Responses Work
The bot returns results as Adaptive Cards, with the format depending on the type of result:
Text answers - plain text for insights, confirmations, and search results.
Data results - a formatted table (up to 10 rows) with a chart image when available. Action buttons let you download the full results as CSV or open them in Knowi to explore further.
Widget or dashboard created - a chart image of the newly created visualization with buttons to View, Schedule, Share, or Create an Alert.
Clarification - when the request is ambiguous, the bot asks a clarifying question and presents options as buttons. Click one to continue.
Errors - a brief error message describing what went wrong.
Clarification
When a request could match multiple datasets or isn't specific enough, the bot asks a follow-up rather than guessing. Options are presented as buttons - click one and the bot continues with your selection, maintaining conversation context across turns.
You: @knowi show me sales data
Bot: I found 3 sales datasets. Which would you like to use?
[Product Sales] [Regional Sales] [Online Sales]
You: [clicks Product Sales]
Bot: [returns chart and data table from Product Sales]
Multi-turn Conversations
The bot maintains conversation context within each Teams conversation - follow-up questions can reference earlier results without repeating yourself. Context is scoped to the conversation thread, so separate channels or chats each have their own independent session.
Enabling Agentic BI in Teams
Agentic BI in Teams requires:
- The Knowi Teams bot installed in your workspace. See Teams Integration - Admin Setup.
- Your Knowi account linked to your Teams user. See Teams Integration - User Setup.
- AI Agents Access enabled on your account. Navigate to Settings > User Settings > AI Settings and toggle on AI Agents Access.
Agentic BI in Teams is enabled by default for cloud accounts. For on-premises deployments, contact your Knowi administrator.