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Messaging & team chat

Microsoft Teams

Let your agent answer calls and act in Microsoft Teams, with 175 actions ready to use.

Connect Microsoft Teams to AgentCalls and your agent can work inside your team's chats and channels while it is on the phone. It can look up a colleague or a team, add someone to a team, post what was discussed, and schedule an online meeting when a caller asks for one. Connect in one click by signing in to Microsoft Teams from the AgentCalls dashboard. Your team members do not need to change how they work.

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What your agent can do with Microsoft Teams

  • Schedule an online Teams meeting during a call and send the join link to the caller.
  • Find a team or channel and check who is a member before routing a request.
  • Add a new member to a team when a caller or staff member asks for access.
  • Read recent messages in a chat to answer a question about an open order or job.
  • Create a new team with channels and members for a new project or client.

Microsoft Teams exposes 175 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking a video call with a consultant

  1. Caller

    Hi, I'd like to set up a video call with Sarah Mitchell this Thursday afternoon to go over our quote.

  2. Agent

    Sure. Sarah has a free slot at 2:30 on Thursday. Shall I book it for you?

  3. Caller

    Yes, 2:30 works. Can you send me the link?

  4. Agent

    Done. I've created a Teams meeting for Thursday at 2:30 and sent the join link to your email.

Checking on a project channel

  1. Caller

    Can you tell me if the install crew has posted anything about the Harbor Street job today?

  2. Agent

    Let me check the Harbor Street channel. Yes, at 10:15 Dan wrote that the second floor inspection is booked for Friday.

  3. Caller

    Great. Please add Priya to that team so she can see the updates too.

  4. Agent

    I've added Priya Shah to the Harbor Street team. She will see the channel the next time she signs in to Teams.

Following up after a missed call

  1. Agent

    Hello, this is the AgentCalls assistant for Greene Dental. I'm calling to confirm the new team member you asked about.

  2. Caller

    Oh yes. Is the onboarding team ready?

  3. Agent

    It is. I created the New Hire Onboarding team this morning with the front desk channel and added Lena Ortiz. Would you like anyone else added?

  4. Caller

    Add Marcus too, please.

  5. Agent

    Marcus Reed is added. Thank you, I'll note this on the team.

How to connect Microsoft Teams

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Microsoft Teams

    From Integrations in the dashboard, choose Microsoft Teams and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Microsoft Teams actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Microsoft Teams

Use casesOverflow callsWhen the queue grows, the agent takes the calls your team cannot reach, resolves the simple ones and schedules call-backs for the rest.

Industries

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Questions, answered.

Does the agent work with Teams during the call or after it?

Both. During a call, your agent can look up people, teams and chats, schedule meetings and add members while the caller is still on the line. It can also post a summary after the call ends.

What do I need to connect Microsoft Teams?

You need a Microsoft 365 account with access to Teams. Open the AgentCalls dashboard, choose Microsoft Teams and sign in. The connection is one click.

Which plan includes this integration?

Integrations, including Microsoft Teams, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Microsoft Teams.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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