Micro Summary: Microsoft will launch Interactive AI Agents in Teams meetings and calls, alongside Purview updates, by September 2026. These enhancements will transform collaboration, but careful attention is needed to agent memory and establishing robust governance controls.
Key Insights:
- AI Memory is Limited: Custom agents built via Copilot Studio do not yet remember conversation history. Only Microsoft Copilot agents have this session memory right now.
- Target Simple Tasks First: Custom agent projects should focus on quick, single-action tasks (e.g., policy lookups) until full conversation memory is available.
- Security Testing is Critical: Microsoft is enabling secure testing zones for new agents. This requires governance setup to protect sensitive data during development.
- TECHOM Offers AI Governance: We provide the service to set up these secure testing environments and manage agent permissions and lifecycles.
- Purview is the Foundation: The Purview updates are essential for governing the data the new Teams AI agents will handle, linking security directly to collaboration.
- Strategic Planning Window: The September 2026 date gives clients time to plan for custom agent use cases and ensure their security framework is ready.
Design and implement Microsoft Teams AI governance, security and controls with guidance from TECHOM Systems.
A Strategic Briefing for TECHOM Systems Clients Focused on Microsoft Teams
The future of work revolves around Microsoft Teams. The platform is evolving beyond chats and video calls to become a central hub where AI enhances and automates daily tasks. As your Microsoft Solutions Partner, TECHOM Systems closely monitors Microsoft’s roadmap to ensure your organisation is prepared to adopt this technology and leverage it to its full potential.
Two critical roadmap items are scheduled for September 2026 that will fundamentally change your operations. These are the introduction of Interactive AI Agents in Teams and major updates to the Microsoft Purview compliance portal, reshaping how your teams collaborate and how your data is secured and governed.
Part I: Microsoft Teams – The Intelligent Collaboration Hub
Interactive Agents for Meetings and Calls (Roadmap ID: 490564)
This upcoming Microsoft feature introduces Interactive AI Agents directly into the core of your communication (Teams meetings and 1-on-1 calls). Forget those old, quiet bots that just sit there waiting. These new AI agents are properly active, like “digital teammates” joining the chat.They will pitch in to help organize workflows and capture key details. They also make decision-making much easier while you communicate.
So, How Will This Actually Change Your Meetings?
- In-Context Intelligence: These agents can join your group or private chats. You can talk to them normally (natural language) and they will help by summarizing what you said, writing documents, managing your to-do lists and getting personal information from other work programs. The main goal is to make your job easier and faster.
- Automating Work: The smarter agents, like the Facilitator Agent you can use now, already help by tracking your meeting agenda, reminding people who are missing and taking notes while you talk. The new Interactive Agents will do even more, they will move from just summarizing things after the fact to actively helping and working with you during the conversation.
The Technical Divide – Session Memory
A critical technical detail in the roadmap is the feature in memory-
- Copilot Agents: Only agents built on Microsoft Copilot currently support session memory. This means they can remember the context of prior conversation within the same meeting or call, leading to significantly more relevant and adapted real-time support.
- Custom Agents (The ones we build for you): If we create a custom agent for your company using Microsoft’s design tools, it does not remember the conversation yet. It uses “zero state prompts,” which is a fancy way of saying it treats every question you ask as the very first question, forgetting everything you just told it.
Our Best Advice: It’s important to understand this memory issue. While the custom agents we build for you are fantastic for quick, specific tasks (like looking up an HR rule or updating a ticket using APIs), when it comes to long, complicated conversations, you should initially rely on the Copilot apps because they are the only ones that can remember the full conversation history right now.
The Governance Challenge – Too Many Agents and Security Risks
Because it’s so easy to create these agents, we face two risks: “Shadow AI” (people using unapproved agents without IT knowing) and “Agent Sprawl” (just having too many different agents everywhere, making things confusing). Microsoft knows this is a problem, so they created a control system called Microsoft Agent 365 to help us see and control exactly which agents are running in your company.
Our AI Governance Service – How We Keep Things Safe
The core value we provide is managing the lifecycle of these agents. We will leverage tools like the Teams Admin Center and Purview to:
- Establish an Agent Registry: Track and inventory every agent being used, built, or brought into the organization.
- Define Access Controls: Use Microsoft Entra ID to set guardrails on who can create agents, who can use them and what resources they can access.
- Enforce Compliance: Make sure agents adhere to data residency and privacy policies by integrating their actions with Microsoft Purview’s data protection framework. The feature explicitly supports secure testing and iteration precisely to embed these governance principles before production deployment.
Free Tips: Microsoft Teams Migration Services
Part II: The Foundation – Purview Compliance Updates
The Essential Safety Net for Teams AI
Any AI agent working in Teams might deal with highly sensitive company information (like secret files or meeting notes). That’s why the updates happening at the same time to the Microsoft Purview security portal are so important, they are essential to keep that sensitive data safe.
Microsoft Feature | Our Implication for Teams |
|---|---|
| Purview Compliance Portal Updates (Rollout: September 2026) | We make sure your security rules stay current with all the latest global regulations and company rules. |
| DLP Scoping in Teams (Targeting November 2026 for GCC/DOD) | Your data loss protection rules (DLP) will automatically cover one-on-one chats and private calls, not just group channels. This is key to protecting conversations with AI agents. |
| Just-in-Time DLP Protection (Targeting November 2026) | New security will block unclassified files from leaving SharePoint/OneDrive right when they are about to be shared. This is important because AI agents often use these files to answer questions. |
Our Proactive Stance: We know that without proper governance through Purview, using AI in Teams could cause more harm than good because of the risk of data leaks. TECHOM Systems is always proactive: we match the new Purview updates to your exact legal and company rules. This makes sure your data security policies work perfectly for both people and AI agents in Teams.
Wrapping Up – TECHOM Systems for Your M365 Strategy
The year 2026 is going to be a massive milestone for Microsoft Teams. The new Interactive AI Agents are much more than just a small update… they are the start of powerful, automatic systems for your business, all kept safe by Microsoft’s ongoing work in Purview.
As your reliable Solutions Partner, TECHOM Systems is perfectly set up to manage all of this for you. We handle the entire process… from deciding which internal operations you should automate with custom agents, right through to setting up all the technical security controls in Purview and the new Agent 365 system.
Ready to start planning your AI future?
Would you like to schedule a quick chat with our experts to design a small test program for a custom Interactive Agent inside your Microsoft Teams environment?
Talk with TECHOM Systems about preparing your organisation for Microsoft’s AI roadmap.
A content strategist and IT writer with over 7 Years of experience simplifying complex tech concepts into clear, actionable insights. Specialising in cloud computing, cybersecurity and enterprise IT trends, he crafts content that bridges the gap between technical depth and business value. Helping businesses thrive with practical guidance, Pradeep talks about facts, is keen to share knowledge, and always puts the community first. Outside of work, he enjoys exploring open-source projects and mentoring aspiring IT professionals, reflecting his passion for continuous learning and community growth.
