Start free
Messaging & team chat

SharePoint Graph

Let your agent look up and update SharePoint lists and files during a call.

Connect SharePoint Graph and your agent can work with the sites, lists, and document libraries your team already uses. During a call it can look up a list item, check a file or folder, add a new row to a tracking list, or share a document link with a customer. Your team keeps the same SharePoint permissions. The agent only sees and changes what the connected account can access.

Start freeSee pricing

What your agent can do with SharePoint Graph

  • Look up list items, such as an order, a project status, or a client record, and read the answer back to the caller.
  • Add a new item to a SharePoint list, for example a service request, a lead, or a callback note.
  • Find a file or folder in a document library and send the caller a sharing link.
  • Update a status field on an existing list item after a call ends.
  • Add rows to an Excel workbook stored in SharePoint, such as a daily call log.

SharePoint Graph exposes 161 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound order status check

  1. Caller

    Hi, I placed order 4418 last week. Can you tell me where it is?

  2. Agent

    Of course. Let me check that for you. Order 4418 was packed yesterday and is with the carrier now.

  3. Caller

    Great, when should it arrive?

  4. Agent

    The tracking list shows delivery expected Thursday, March 14. I can text you the tracking link if you like.

Service request logged during a call

  1. Caller

    The printer on the second floor has been jammed since Monday. Can someone look at it?

  2. Agent

    Sorry about that. I can log a service request now. What is your name and office number?

  3. Caller

    Dana Whitfield, room 214.

  4. Agent

    Thanks, Dana. I have added request SR-2291 to the facilities list with high priority. Someone from the team will call you by tomorrow morning.

Outbound follow-up on a shared document

  1. Agent

    Hello, this is calling for Rafael Mendes at Northline Build. Is this a good time for a short call about the proposal?

  2. Caller

    Yes, go ahead.

  3. Agent

    We have posted the revised proposal in your shared folder. Would you like me to send you the link by email?

  4. Caller

    Yes, please send it to rafael@northlinebuild.com.

How to connect SharePoint Graph

  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 SharePoint Graph

    From Integrations in the dashboard, choose SharePoint Graph and enter the connection details from your SharePoint Graph account settings.

  3. 3

    Choose the actions

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

Related integrations

SlackVerifiedMessaging & team chatSlack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their…SlackbotMessaging & team chatSlackbot gives agents workspace-wide read access to a Slack workspace on behalf of the installing user - search…DiscordMessaging & team chatAn instant messaging and VoIP social platform.FigmaMessaging & team chatA collaborative interface design tool.WrikeMessaging & team chatWrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and…Microsoft TeamsMessaging & team chatMicrosoft Teams integrates chat, video meetings, and file storage within Microsoft 365, providing virtual collaboration…

All Messaging & team chat integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up information and add or update items while the caller is on the line. It can also record call notes to SharePoint after the call ends.

What do I need to connect SharePoint Graph?

You need a Microsoft 365 account with access to the SharePoint sites you want the agent to use. Enter your connection details from the SharePoint Graph settings in the AgentCalls dashboard. The agent can only reach what that account can reach.

Which plan includes this integration?

Integrations, including SharePoint Graph, 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 SharePoint Graph.

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

Start freeSee pricing