Meet Cal - your AI assistant for invoices and transactions
Cal can help with anything invoice or transaction related - from managing approval workflows to nudging colleagues on pending tasks. Just ask away!
How to integrate Cal in your Microsoft Teams Workspace:
1. Open Candis settings
Open Candis and go to Settings. Select the Cal section.
2. Select the Microsoft Teams integration
In the Cal section, you will see Microsoft Teams as an available integration. This integration allows you to receive notifications and interact directly with the Candis AI from your Microsoft Teams organization.
3. Connect Microsoft Teams
Click connect Microsoft Teams. Candis will automatically redirect you to the Microsoft Teams authorization page. Important: The connection can only be established by your Microsoft Teams Admin.
4. Select a Microsoft Teams organization
In the Microsoft Teams you dialog, , sign in with your Microsoft account.
5. Confirm the Connection
Click Allow to confirm the connection. Microsoft Teams will then redirect you back to Candis.
6. Check the successful connection
After being redirected to Candis, the Candis AI → Microsoft Teams section shows the status Connected. The Disconnect button also appears.
This status confirms that Candis is successfully connected to the selected Microsoft Teams organization.
7. Install the Candis app from the Microsoft Teams Admin Center
Open the Microsoft Teams Admin Center and navigate to your Teams Apps. Click on 'Manage apps' and search for Candis. Install the Candis app for your Teams workspace.
8. After Installation
Open the setup policies and add Candis to your organization.
9. The agent is now available to you in Microsoft Teams
Important:
A user will only be contacted via DM if they have installed the Candis app in Microsoft Teams. Your Microsoft Teams administrator can enforce the installation of the app through the 'Setup Policies' in Teams.
Recommendation
Pin the Candis app to your workspace for even faster access to Candis:
Use Cal in Microsoft Teams
Once connected, you can interact with Candis AI directly in Microsoft Teams.
Talk to Cal
Open Microsoft Teams and search for @Candis. Mention Cal in any channel or direct message to ask questions, get updates, or take action on invoices.
Stay on top of what matters
Cal automatically keeps you and your team informed about important events, including:
Missing receipts for transactions
Pending invoice approvals
Any invoice-related information