How to Turn Microsoft Teams Into an AI Knowledge Bot Help Desk [in 15 Minutes]

Tired of answering the same questions in Teams—again and again?
If your team wastes hours responding to repeat tickets, scattered SOPs, or “where can I find…” messages, it’s time for a smarter solution. What if you could turn Microsoft Teams into a self-serve AI help desk—in under 15 minutes?

That’s exactly what Perfect Wiki’s Knowledge Bot does. It’s a no-code AI chatbot for Teams that pulls answers from your existing documentation, helping your team get instant answers without flooding your inbox.

Let’s walk through how to get it set up, step-by-step.

What You Need Before You Start

To create your in-Teams help desk, you’ll need:

• Microsoft Teams
• The Perfect Wiki knowledge base installed
• The AI Knowledge Bot feature enabled is enabled automatically, so you don't need any additional setup

That’s it—no coding, no IT ticket, no complex integrations.

Step-by-Step: Create Your AI Help Desk

Step 1: Add Perfect Wiki to Your Team

The installation process will take you only couple seconds: 

1. Open the intended Microsoft Teams channel
2. Click ‘+’ button at the top 
3. Find Perfect Wiki on the list of apps 
4. Hit Install and then Save
5. Perfect Wiki will appear as a tab at the top of your channel

Step 2: Import your files

Drag-and-drop your most common how-to docs (PDFs, Word, or text files) into Perfect Wiki. These will form the knowledge base for your chatbot. Start from 3-5 documents to see how the import works and how the chatbot handles the content. Your files will be automatically transformed into Perfect Wiki pages. This way - they are immediately ready for search via AI Knowledge Bot.

Step 3: Start Querying the Knowledge Bot

Now you can ask the Knowledge bot questions in several ways: through Perfect Wiki admin or reader panels, in your Microsoft Teams chat or channel tabs. You can search via one particular knowledge base, or choose all of them at once to get the full picture.

Perfect Wiki AI Knowledge Bot won't offer your random info from the web, it creates answers only on the content you upload to your Help Desk, so you get a customized and relevant answers to even mist specific questions.

Try It Out: Testing the Knowledge Bot

Your bot is ready! Now you can start asking questions based on your content and so do your readers!

Drop couple questions to your AI Knowledge Bot, make sure the questions are connected to the content of your Help Desk knowledge base.

For example:

• How do I reset my VPN?
• Onboarding steps for new hires
• What is the company's vacation policy? etc.

The knowledge bot will offer you a concise response to the question and add a collection of pages links where you o your team can find the information the answer is based on.

It even understands typos and fuzzy matches, so your team doesn’t need to phrase things perfectly to get helpful answers.

Help Desk Rollout Checklist

To ensure a smooth launch we recommend:

1. Announce the bot in your team channel

Post a message in your channel chat, or set an example via asking the AI Knowledge Bot a question, so you employees could see how efficient that is in terms of Q&A's. This way they'll get the information they need in couple clicks. That is much faster than generating an email and waiting for the response, making a phone call or even asking in person.

2. Set admins and editors to monitor usage and update content

Make sure there are users responsible for the updates of different section and articles. You can check all the updates in the Updates Feed, and so can your readers. They'll never miss an important update with Perfect Wiki knowledge base. 

3. Review the weekly AI report to see what questions are trending (and improve docs as needed)

Check the analytics in Perfect Wiki workspace or look for your weekly reports in your inbox. We provide all the necessary feedback about your Help Desk performance: pages actions and views, search and chatbot queries, unanswered questions. The latter is the most important, as if the repetitive question is left without an answer - that is a signal for you to add some information on the topic to your knowledge base. That'll make your users' workflow easier and you'll dodge a dozen questions on the topic.

Ready to Stop Answering the Same Question?

If you feel like the AI Knowledge Bot Help Desk is a way to solve your challenges - it's high time trying this out! Perfect Wiki is the fastest way to go from zero to a working AI help desk inside Microsoft Teams. Most users cut repeat questions by 40% in the first week. 👉 Start your 14-day free trial now – no credit card required.