Lucy and Microsoft Teams

INTRODUCTION 

With the Microsoft Teams (“MS Teams”) integration, users with named Lucy accounts can ask questions and receive Lucy’s Synopsis response directly within MS Teams. These Synopsis responses include source accreditation, links to documents, and the ability to see the full result set within the native Lucy environment. 

Figure 1 – Lucy Synopsis in Teams.

INSTALLATION

Once the Lucy Teams application has been installed within your Teams environment, you can search and install via the app’s finder. For an installation guide, please reach out to your Lucy Customer Success Manager.

PERMISSIONS 

The Lucy app has permissions allowing it to receive messages, access profile information, and send responses. These permissions are used to interact with Lucy and identify you to the platform so that Lucy can retrieve content you have access to.

Full Permissions Below: 

• Receive messages and data that I provide to it.
• Send me messages and notifications.
• Access my profile information such as my name, email address, company name and preferred language.
• Receive messages and data that team, or chat members provide to it in a channel or chat.
• Send messages and notifications in a channel or chat.
• Access information from this team or chat such as team or chat name, channel list and roster (including team or chat member's names and email addresses) - and use this to contact them.

Figure 2 – Lucy MS Teams Application Settings Page

ASKING LUCY 

To begin asking Lucy questions, click the Lucy app icon and it will open a chat window. Once asked, Lucy will search across all available sources and return a single Synopsis response, source accreditation, and a link to Lucy to see the full results.  

By default, the Lucy response will reflect your individual source permissions. For more information reference the Additional Configuration section. 

LUCY RESPONSES 

Lucy responses include 3 components.

1. Synopsis Response
    The Synopsis response is generated using natural language generation based on context from the relevant content.
2. Source Accreditation
    Lucy displays the files, page, number, and link when available. For content within SharePoint, Lucy will link directly to the document.
3. Link to Lucy
    You can view the full answers, provide feedback, and browse other relevant results by clicking the See More in Lucy button.

Disclaimer

Every Synopsis response includes a disclaimer that it is machine generated. It is recommended to always validate your synopsis response with the linked source accreditation.

Figure 3 – Lucy Response 

LUCY IN GROUPS
You can also ask questions of Lucy within your group conversations and channel conversations. To trigger Lucy type “@Lucy” and select the Lucy app then type your question. 

Figure 4 – Lucy within Group Chat

NO SYNOPSIS AVAILABLE 

Certain questions may result in no Synopsis response available, for example when specific question and answer pairs are trained in Lucy (e.g. a PowerBI or Tableau question). If there is no Synopsis response available Lucy will display a message “Here is what I could find” along with a link to the three most relevant results. 

 REFRESHING SYNOPSIS 

There are times when you may want to refresh your Lucy (e.g. when a change is made, you are in a cached session, or you are not getting the expected results). To refresh Lucy, simply type “refresh” and Lucy will automatically refresh your session. 

 LUCY ON MOBILE 

With the MS Team iPhone and Android application you can take Lucy with you on the go. Simply open your MS Teams application, navigate to apps, and select the Lucy app to begin asking questions. 

Figure 5 – Lucy on Mobile 

ADDITIONAL CONFIGURATIONS 

Synopsis Verified Only 

By default, Lucy Synopsis is allowed to generate content from the top 10 results. With the Synopsis Verified Answers Only feature enabled, Lucy will only use Verified answers when available to generate her response. 

Allow GPS Synopsis Responses 

By default, Lucy will not provide a Synopsis response when a Natural Language Intent result is found in the top 10 results (e.g. PowerBI, Tableau, Tastewise, BlackSwan, etc.). However, with the GPS Synopsis Responses feature enabled, Lucy will respond with a Synopsis answer even if a structured GPS response is present. 

Synopsis Group Chat Responses 

Lucy Synopsis can be made available within group chats. In some Lucy instances with extra access control requirements, it may be advised to disable this functionality. With the Group Chat Responses feature disabled, end users will not be able to receive Synopsis responses in group chat scenarios. If enabled, Lucy will response based on the individual who has asked the question source permissions and preferences, unless the Group Chat Default Role Only feature is enabled (for more information see below). 

 Group Chat Default Role Only 

By default, Lucy will respond to a user with their personal permissions for sources, including in group chats. In cases where multiple users in chat have a different level of source access, Lucy will respond based on the source level of the user who has asked the question. If you would like to restrict Lucy’s responses to only content that is available to all users (i.e. the Default Role) within a chat, you can enable the Group Chat Default Role feature.   

Please reference the table below explaining the difference between Group Chat settings.