Using Rovo for Microsoft Teams

Rovo for Microsoft Teams is currently in an early access program. We’re refining the experience and adding new capabilities, so you may see things change as we incorporate feedback from early customers.

The Atlassian Rovo app for Microsoft Teams brings Rovo's AI-powered intelligence directly into the conversation where work happens - whether you're chatting 1:1 with Rovo, collaborating in group chats, or working in team channels. Rovo helps you quickly find answers, summarize complex docs, and create and update work in Jira and Confluence, all without leaving Microsoft Teams.

Requirements

Before you begin, make sure you have the following:

  • Microsoft Teams account: An account in a Microsoft Teams tenant where your organization allows the Rovo app to be installed.

  • Atlassian account: An active Jira or Confluence Cloud account.

  • Rovo access: Access to at least one Atlassian site (for example, your-site.atlassian.net) where Rovo is enabled. If you're unsure whether Rovo is enabled for your organization, contact your Atlassian administrator.

  • Admin setup (for channels and group chats): An Atlassian org admin must complete the Microsoft Teams to Atlassian tenant connection and create a service account before Rovo can be used in team channels or group chats

Set up Rovo in Microsoft Teams

To start chatting with Rovo in a 1:1 direct message:

  1. Open Microsoft Teams.

  2. Go to Apps in the left sidebar.

  3. Search for Rovo.

  4. Select Add. Rovo will send you a welcome card and automatically connect to your Atlassian site.

  5. If you have access to multiple Atlassian sites, select Switch site in the welcome card.

  6. Choose your organization’s site (for example, your-site.atlassian.net) and select Save.

To use Rovo in team channels or group chats, an Atlassian org admin must first complete the setup to configure Rovo for Microsoft Teams. Once setup is done, any team member can @mention Rovo in a channel or group chat to start using it.

What can I use Rovo for in Microsoft Teams?

1:1 direct messages with Rovo

The simplest way to interact with Rovo is through a direct message (DM). Rovo acts as a unified AI assistant, pulling answers from Jira, Confluence, SharePoint, Figma, Google Drive, and other tools you’ve connected to Rovo.

Feature

What you can do

Natural language search

Ask questions about your work in plain language - for example, "What is the status of the Apollo project?" or "Find the Q3 release notes." Rovo can search across your connected third-party tools (SharePoint, Figma, Google Drive, etc.) using your own credentials and permissions.

View project details and connected content

Describe a project or topic and Rovo will pull relevant Jira work items, Confluence pages, and content from connected tools including SharePoint, Figma, Google Drive, and more. See the full list of connectors.

Summarize content

Ask Rovo to summarize a Confluence page, a long document, or project updates in plain language.

Create Jira work items

Ask Rovo to create a Jira work item from your conversation - for example, "Create a bug for the login timeout bug in the Apollo project." Rovo will confirm the details before creating.

Update Jira work items

Ask Rovo to update a Jira work item's status, assignee, priority, or other fields. Rovo confirms changes before applying them.

Create Confluence pages

Ask Rovo to draft and publish a Confluence page from your conversation - for example, "Write a meeting summary page for today's standup and publish it to the Team space." Rovo previews the content and asks for confirmation before publishing.

Draft content

Request a structured draft based on a summary or description, which you can copy into Confluence, an email, or a document.

Rovo in group chats and team channels

Once your admin has configured Rovo for Microsoft Teams, you can bring Rovo into any group chat or team channel by mentioning “@Rovo”.

Feature

What you can do

Search and Q&A

@mention Rovo in a channel or group chat and ask questions. Rovo searches across Jira and Confluence using the service account's permissions and returns results visible to the whole group.

Summarize chat threads

@mention Rovo in a channel or group chat thread and ask it to summarize the conversation. Rovo reads the messages in the thread (once the user has granted read permissions) and provides a concise summary.

Create Jira work items

@mention Rovo and ask it to create a Jira work item based on the conversation - for example, "@Rovo create a task for the portal redesign discussion." Rovo confirms before creating.

Update Jira work items

@mention Rovo to update work item details, status, or assignee directly from the channel conversation.

Create Confluence pages

@mention Rovo to draft and publish a Confluence page - for example, "@Rovo write up a summary of this discussion and create a Confluence page." Rovo will confirm the page content before publishing.

How permissions work in channels and group chats

Rovo uses a two-layer permission model in channels and group chats:

  • Action planning (what Rovo can see and plan to do) uses service account permissions. If the service account doesn't have read access to a Jira space, Rovo won't be able to plan actions for that space, even if the individual user has access.

  • Action execution (actually creating or updating content) uses the individual user's permissions. Rovo will only execute actions that the user has permission to perform.

To ensure Rovo can plan actions for your team's projects in channels and group chats, make sure the service account has read access to all relevant Atlassian apps (Jira spaces, Confluence spaces, and other connected Atlassian tools such as Loom). How to set up the service account.

Commands and configuration

Use these text commands in Rovo's direct message chat:

  • help - See a list of what Rovo can do.

  • configure - Change the Atlassian site Rovo is connected to (for example, switching from an Engineering site to an HR site).

Safety and permissions

Rovo is designed to respect your organization's existing access controls at all times.

  • In direct messages (1:1): Rovo only returns content you personally have permission to access in the source tools (Jira, Confluence, SharePoint, etc.).

  • In channels and group chats: Rovo uses the service account's permissions to search and plan actions, and your individual permissions to execute actions. Rovo will not surface content the service account cannot access, and will not execute actions you don't have permission to perform.

  • Confirmation before actions: Rovo always shows a preview and asks for confirmation before creating or updating any Jira work item or Confluence page. You are always in control.

  • Read-only for connected 3P tools: In DMs, Rovo can read from connected tools (SharePoint, Google Drive, Figma, etc.) but does not modify content in those tools.

Troubleshooting

Can't find the Rovo app in Microsoft Teams?

Your Microsoft 365 admin may need to approve the Rovo app for your organization. Read the Install instructions detailed here.

Getting wrong or missing answers?

You may be connected to a different site. Type configure in the Rovo DM chat to switch sites.

Note that the site for group chats and channels is configurable only by the organization admin, and cannot be changed by users.

Rovo says it can't find something?

  • Check your site: Make sure you're connected to the site where the content exists.

  • Check your permissions: You must have permission to view the item in the source app (Jira, Confluence, SharePoint, etc.) for Rovo to return it.

  • Be specific: Try pasting the direct URL or using more specific keywords.

Rovo can't plan actions in a channel or group chat?

This is usually a service account permissions issue. The service account must have read (Browse) access to the Jira spaces or Confluence spaces in question. Ask your Atlassian admin to verify the service account's permissions and scopes.

Still need help?

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