Spotter in Microsoft Teams

You can now ask questions to Spotter right within Microsoft Teams. Begin a direct message with Spotter, and you will be able to ask questions on your data sources in natural language. ThoughtSpot answers in chart format.

Note that Spotter in Microsoft Teams is currently not available for TSE, GCP clusters, and in the EU region.
ThoughtSpot for Microsoft Teams is in beta and off by default. To enable this feature, contact ThoughtSpot Support.

Features of Spotter

Answering Data Questions

Users can ask data questions by entering queries in a natural language format.

  • This functionality requires adding the Spotter to a channel and pinning a Worksheet/Model.

  • Note: Spotter will only work if the end user has Can download data and Can use Sage privileges.

  • For example, typing Show me the top 10 products for this quarter will prompt the bot to process the query and return results in a visual format (provided the appropriate dataset is selected).

This feature enables users to access data insights directly from Microsoft Teams, streamlining workflows without switching applications.

Set up Spotter for Microsoft Teams

To set up ThoughtSpot for Microsoft Teams, follow these steps:

  1. Navigate to ThoughtSpot and open your user profile by clicking the user icon and selecting Profile.

    Select Profile

  2. Click the Connect to MS Teams button. A Microsoft login screen appears.

    Connect to Microsoft Teams

  3. Sign in to your Microsoft Teams account. Once signed in, click Accept.

    Microsoft permissions requested

You can now get answers to your data questions without leaving Microsoft Teams. Simply add Spotter to a channel and ask your question in natural language. The answer appears as a visualization.

Begin interacting with Spotter

After connecting to Spotter for Microsoft Teams:

  1. You see a direct message with Spotter.

  2. Spotter prompts you to first choose a Model or Worksheet to search on.

    If you click View prompts above the chat entry bar, you can see a list of all Spotter commands in Microsoft Teams: Help, Show Models, Show Columns, and Reset.

  3. To view your Models and Worksheets, type "Show Models" and hit return, or click the Show Models button. A list of Models appears.

    Show Models

  4. Click the Pin button next to the Model you want to pin to the channel, then begin your search by typing questions.

  5. If you want to see what columns are included in the Model, type "Show Columns" or click the Show Columns button.

    Columns appear, separated into attributes, measures, and date columns.

    Show columns

  6. Follow-up questions can be asked in the same thread, with the bot maintaining context for coherent responses. To begin a new search without the previous context, type "Reset" or hit the Reset button.

Automatic disconnection

Please note that Microsoft Teams may occasionally get disconnected automatically due to various reasons, such as token expiration or network issues. In such cases, users will need to reconnect to restore functionality.

Disconnect from Microsoft Teams

You can disconnect from Microsoft Teams at any time by going to your user profile in ThoughtSpot and clicking Disconnect from MS Teams.

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