Zime in MS Teams
Ask Zime about your deals, accounts and calls, get prep notes before customer meetings, and receive scheduled answers, all inside Microsoft Teams.
Version 1.1.4, updated 7 October 2026. This guide is for the Teams administrator who installs the app and the people who use it.
What Zime does in Microsoft Teams
Zime brings three things into the place your sales team already works: prep notes before customer meetings, answers about your deals, accounts and calls on demand, and scheduled answers delivered on a cadence you choose.
| Feature | What happens | Where |
|---|---|---|
| Prep notes | Before a customer meeting, Zime sends you a note: what the deal is, what came out of previous calls and what to focus on | Your 1:1 chat with Zime |
| Ask Zime, privately | Type a question in your 1:1 chat with Zime and get an answer from your own Zime data | Your 1:1 chat with Zime |
| Ask Zime in a channel | @mention Zime in a channel post or reply | In that thread, for everyone in the channel |
| Ask about a message | Open a message’s menu, choose Ask Zime about this and ask a question about it | In that thread |
| Ask from the compose box or the search bar | Choose Ask Zime and type your question in a dialog | From a chat or channel the answer appears there; from the search bar it arrives in your 1:1 chat |
| Scheduled answers | Schedule a question in the Zime web app and get the latest answer every day, week or month | Your 1:1 chat with Zime, or a team channel |
Your data, your permissions
Every answer uses the asking person’s own Zime permissions, so nobody sees anything in Teams they couldn’t see in the Zime web app.
Installing the Zime app
Before you start
- A Zime account for everyone who will use Zime, under the same email as their Microsoft account.
- Calendars connected in Zime, for anyone who wants prep notes.
- Someone with the Teams Administrator or Global Administrator role to upload the app.
- Custom apps allowed in Teams. They are by default (Teams admin centre → Teams apps → Manage apps → Org-wide app settings).
- The team Zime should join, usually your sales team, with all AEs, BDRs and managers in it.
Your Teams administrator installs Zime once for the whole organisation, in the Teams admin centre. It takes about ten minutes, asks for no permissions, and needs nothing set up in Azure or Microsoft Entra.
Upload the app
Teams apps → Manage apps → Upload new app → choose Zime-Teams-1.1.4.zip.
Install it
Users and groups → Installs → Install app. Add Zime to your sales team and to the people who should get prep notes.
Check it works
Post ‘@Zime what changed in my pipeline this week?’ in a channel. Zime replies in the thread.
Zime is available to everyone by default. To limit it, use Users and groups → Availability.
Optional: let Zime read the thread it’s asked in
Lets Zime read the whole thread when someone @mentions it, so ‘@Zime summarise this thread’ works. A Global Administrator approves it once for the organisation.
Approve thread readingZime only reads a thread at the moment it’s @mentioned there. You can remove the approval any time in Microsoft Entra under Enterprise applications → Zime Notetaker.
Updating later
When Zime sends a new file, your administrator uploads it the same way. Installs update on their own and chats are kept.
You’re done
Zime users in the team now get prep notes before customer meetings, can ask Zime in their 1:1 chat or by @mentioning Zime in the team’s channels, and can schedule answers to Teams.
Using Zime
Sign in once
- The first time you ask a question, Zime replies with a sign-in link. Click it, sign in to Zime in your browser as usual, and confirm. It lasts 90 days.
- If you ask in a channel before signing in, the link goes to your 1:1 chat, never into the channel.
- The sign-in link works for 15 minutes.
- Your Teams sign-in is separate from the Zime web app: signing out in your browser doesn’t sign you out in Teams.
Ways to ask
In your 1:1 chat: just type the question. Only you see the answer.
In a channel: post or reply with @Zime and your question. The answer appears in that thread for everyone in the channel.
About a message: open the message’s menu, choose Ask Zime about this and type your question. The answer appears in that thread.
From the compose box: click the plus or the three dots in the message box, choose Ask Zime, type your question and click Ask. The answer appears in the chat or channel you were in.
From the search bar at the top of Teams: open Zime, type your question in the dialog and click Ask. The answer arrives in your 1:1 chat, because the search bar has no chat of its own.
- Zime first shows “Searching…”, then replaces it with the answer. Complex questions can take up to a minute.
- Ask a follow-up in the same chat or thread and Zime remembers your earlier questions for up to two hours of inactivity.
- If something goes wrong, Zime replies with a message and a reference code instead of staying silent.
Good questions to try
What changed in my pipeline this week? · Summarise my last call with Acme and suggest next steps. · Which deals closing this month have no next meeting scheduled?
Scheduled answers in Teams
Schedule a question once and get the latest answer in Teams on your schedule, for example “What changed in my pipeline this week?” every Monday at 9.
In the Zime web app, ask your question in Ask Zime and choose Schedule.
Under Send to, choose Teams.
Pick Direct message for your 1:1 chat with Zime, or a channel to share it with a team.
Set how often and when, then click Send a test now to see exactly how it will look.
Click Done.
- Channels you can pick: standard channels of teams you’re a member of where Zime has been added. Private and shared channels aren’t listed. New and renamed channels show up automatically.
- In your 1:1 chat it starts with “Scheduled answer: <your question>”. In a channel it starts with “Scheduled by <your name>: <your question>”. Untick Include my question in the message to start straight with the answer.
- A scheduled answer in a channel is visible to everyone in that channel and uses the scheduler’s permissions.
- If Zime is removed from the team, you leave the team or the channel is deleted, the schedule pauses instead of failing again and again. The Zime web app shows why; fix it and click Resume.
Permissions, security and data
What Zime can see
Messages sent to it in a 1:1 chat, messages that @mention it, a message someone chose Ask Zime about this on, and the names and emails of members of teams it’s added to. With thread reading approved, the thread it’s @mentioned in.
What Zime can’t see
Other channel messages, private chats between people, group chats, and teams it hasn’t been added to.
What Zime posts on its own
Prep notes and scheduled answers in your 1:1 chat, scheduled answers in a channel only when a member of that team set one up, and the one-time welcome post in a new team.
What Zime stores
Your Teams user and organisation ids, what it needs to deliver messages, team and channel names (kept current as channels change), and your Zime sign-in. It doesn’t keep a copy of your Teams messages.
FAQ
Need help?
For any support, reach us at support@zime.ai. Include what you did, the time, a screenshot of the Teams message, and the reference code if Zime showed one.