User Manual

Dashboard Overview

Your dashboard is the command center for all Teams Summary features. It provides a real-time view of your team's activity, key metrics, and recent insights.

Activity Feed

View recent messages and conversations from your selected Teams channels in chronological order.

Key Metrics

Track message volume, active participants, response times, and engagement trends.

AI Summaries

Access AI-generated summaries of your team's conversations, highlighting key decisions and action items.

Quick Actions

Jump to Team Management, Settings, or generate new summaries with one click.

Managing Teams and Channels

Control which Teams channels and chats you want to monitor from the Team Management page.

1

Navigate to Team Management

Access from the dashboard sidebar or Settings menu

2

Select Teams/Channels

Toggle switches to enable or disable monitoring for specific channels

3

Sync Data

Click "Sync Now" to manually refresh your Teams data

AI-Powered Summaries

Teams Summary uses advanced AI to generate intelligent summaries of your team's conversations, saving you hours of catching up.

Generating Summaries

Navigate to the Summaries page from the dashboard
Select a date range for the summary
Choose specific channels or include all monitored channels
Click "Generate AI Summary" and wait 10-30 seconds

Customizing AI Prompts

Tailor AI summaries to your needs from Settings → AI Summary → Prompt Library:

Create custom prompts for different summary styles (executive, technical, action-oriented)
Set default prompts for automatic summaries
Duplicate and modify built-in templates

Pro Tip: Use focused prompts like "Summarize key decisions" or "Extract action items" for specific insights.

Notifications and Alerts

Stay informed with customizable notifications delivered via email or in-app alerts.

Daily Digests

Receive a comprehensive daily summary of all activity across your monitored channels. Configure timing and frequency in Settings.

Real-Time Alerts

Get instant notifications for high-priority messages or mentions containing specific keywords.

Weekly Reports

Comprehensive weekly analytics reports with trends, insights, and team engagement metrics.

Settings and Preferences

Customize Teams Summary to match your workflow and preferences.

Appearance

Choose between light and dark themes, adjust font sizes, and customize dashboard layout.

Notifications

Configure email and in-app notification preferences, set quiet hours, and define alert triggers.

AI Summary

Manage AI prompts, set default summary styles, and configure automatic summary generation schedules.

Integrations

Connect Microsoft 365, manage permissions, and view connection status.

Data Export

Export your data, summaries, and analytics for offline review or archiving.

Best Practices

Start Small: Begin by monitoring 2-3 key channels, then expand as you become familiar with the platform.

Regular Syncing: Sync your Teams data daily to ensure summaries are based on the latest conversations.

Customize Prompts: Create specific AI prompts for different use cases (daily standup, weekly review, project status).

Set Up Notifications: Configure notifications for critical channels to never miss important updates.

Review Analytics: Check weekly reports to identify communication patterns and optimize team collaboration.

Frequently Asked Questions

Can I monitor private channels?

Yes, if you have access to the private channel in Teams, you can monitor it in Teams Summary.

How far back can I generate summaries?

You can generate summaries for any date range after your initial connection, up to 90 days in the past.

Is my data secure?

Absolutely. We use enterprise-grade encryption, and all data is stored securely. We never share your data with third parties.

Can multiple team members use the same account?

Each user should have their own account. Enterprise plans support team-wide deployments with centralized billing.