Pér in Teams¶
Pér answers questions in Microsoft Teams, in the channel where the conversation is already happening.
Teams serves the Understand stage of the customer decision loop, and deliberately only that. It reads and cannot change anything, so adding Pér to a channel is not a choice about what it may change.
What Pér can do in Teams¶
Pér answers from the same customer data it works from everywhere else, and shows where the answer came from.
An answer in a channel may be read by people who were not there when it was asked, so it has to carry enough of its own evidence to be checked by someone who arrives late.
It looks things up. What exists in your tenant, and what state it is in.
It can run a query to answer a question that nothing on the shelf answers.
Every answer carries a footer naming the tenant it answered for, what it used to answer, and how long it took.
While it works, it posts a line and keeps that same line up to date, rather than showing a typing indicator — Teams does not render one in a channel. The line appears only once there is real progress to report, so a quick answer leaves nothing stray behind.
It will not change anything. See Changes happen in Pér.
Changes happen in Pér¶
Pér can answer in Teams. It cannot create, edit, delete, run or schedule anything in Amperity from there.
Ask for a change and Pér says so in one sentence, and tells you to make it in Pér. It does not draft the change or describe what approving it would look like.
It still does the reading. Before pointing you to the web app it offers what it can answer there and then — the state of the object, what the change would touch.
It will not hand you a link. Pér names the web app and leaves you to open it. Open Pér as you normally would, and ask again there.
Important
The approval boundary is not relaxed in Teams — it is moved out of reach. Pér reads your tenant’s data on its own and does not change anything in Amperity on its own, and in Teams it cannot even propose a change. See Approvals and write confirmations.
Teams never shows customer PII¶
Values from columns tagged as PII come back redacted. Counts and other aggregates over them still work.
A channel transcript is permanent, searchable, and visible to everyone in the channel, including people who hold no Amperity access at all. That is why this surface cannot carry individual-level PII, and nothing you can do in Teams changes that.
Teams queries run on one connection belonging to the installation, not on the Amperity sign-in of whoever asked. That connection is not given access to PII.
Anyone in the channel can ask. Pér answers whoever mentions it, without checking that person’s Amperity access. Which teams Pér is added to is therefore the control: limit where the app is added to limit who can reach it.
PII values come back as a dash. The row is returned; the value is not.
Aggregates still work. Counting the customers who have an email address, for example, is unaffected — Pér can count what it cannot read.
Pér says so rather than telling you to request access, because PII access cannot be obtained from Teams at all.
Individual-level PII is available in the Pér web app, where your own Amperity access applies. See Accessing Pér.
Where Pér answers¶
Pér answers in channels, and only in channels. It answers what was addressed to it, and stays out of everything else.
Mention Pér in a channel it is in, and it answers — including a bare mention with no question, which it reads as asking whether it is there.
Reply in a thread Pér is already part of, and it may answer without being mentioned again. Whether a reply was meant for Pér is a judgement it makes each time.
A new channel post that does not mention Pér is left alone, however relevant it looks.
Pér posts once when it is added to a team, introducing itself. That is the only time it speaks without being addressed.
Pér does not answer in a personal chat or a group chat.
There is a daily limit on questions — your own, your organization’s, and across every installation Pér serves. Pér tells you when one has been reached.
Note
On a tenant that uses managed access, Pér does not answer in Teams at all, because Teams carries no verified Amperity identity to check a grant against. It says so, and points you to the web app. See Managing access to Pér.
Using Pér in Teams¶
To ask Pér something in a channel
Add Pér to the channel, if it is not there already.
Mention it, and ask.
To carry on in Pér
Open Pér in your browser, and sign in to Amperity.
Ask again there.
What you asked in Teams does not travel with you, so a question you want to take further is worth asking in Pér in its own right. See Accessing Pér.
Setting up the Teams app¶
One Microsoft 365 directory is connected to one Amperity tenant, and setup has three parts: your Microsoft administrator’s consent, the Teams app added to your organization, and one Amperity token.
The app answers as the tenant rather than as each person in the directory, which is why it needs an Amperity token of the tenant’s own — and why that token can only read. The Microsoft half is separate, and the person who can grant it is often not the person setting Pér up.
The Amperity half takes permission to administer API keys. The relevant policies are Allow API key administration and API Token Issuer.
The Microsoft half takes a directory administrator — in Microsoft’s terms, Global Administrator, Privileged Role Administrator or Cloud Application Administrator. If that is not you, Pér gives you a link to send to the person it is.
Pér supplies the Teams app package to download and hand to whoever manages your organization’s app catalog.
A consent request is single-use and times out. One left unfinished has to be started again from the same page.
A directory already claimed by another Amperity tenant cannot be taken over from the setup screen.
The Amperity token is stored encrypted and never shown. It expires after 90 days, and renewing it is the same action that created it.
Note
Removing Pér from one team does not switch it off for the rest of your organization. Teams simply stops sending Pér that team’s messages, and every other team is unaffected.
To grant Microsoft consent
Open Settings.
Choose App integrations, then Microsoft Teams.
Click Connect Microsoft Teams, and complete the Microsoft sign-in — or use Send this to your Microsoft admin instead to pass it to someone who can.
To add the Teams app to your organization
On the same page, click Download Teams app package.
Give the package to whoever manages your organization’s Teams app catalog.
To connect the Amperity token
Return to the same page once the app is installed.
Click Issue API token.
The page shows where setup has got to: Not started, Consent recorded, Added — not connected, or Connected.
See App integrations for the rest of what is set up there.