Microsoft Teams + 365agents: voice AI alerts and call summaries in your Teams channels

365agents connects natively to Microsoft Teams via OAuth. New-lead alerts, escalations, daily call summaries, and urgent notifications all post to the right Teams channels automatically.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Microsoft Teams via OAuth. Your AI agent posts to the right Teams channels automatically β€” new qualified leads, urgent escalations, VIP alerts, and end-of-day summaries β€” so your team stays informed without monitoring the phone channel manually.

If Slack is the alert destination for the rest of the world, Teams is for Microsoft 365 shops. The integration behaves the same way, with Teams-native card formatting and adaptive cards for richer interactions.

What this makes possible

  • Qualified-lead alerts β€” rich adaptive cards with contact info, qualification summary, transcript link

  • Urgent escalations β€” emergency calls alert the on-call channel with recording and context

  • VIP notifications β€” CRM-flagged priority callers trigger immediate attention

  • Daily recap β€” end-of-day summary posts: total calls, key outcomes, open follow-ups

  • Direct messages β€” assigned team members get DMs with their assigned leads and pre-call context

  • Teams meeting creation β€” bookings automatically generate Teams meeting links when appropriate

How a real call flows

  • AI books a discovery call with a qualified prospect

  • Teams post to #sales-leads with rich card: caller, company, budget range, timeline, demo booked for 2pm Thursday

  • Assigned rep gets a DM with prep context and a link to the Teams meeting the AI just created

  • Escalation example: an urgent support call generates a post to #urgent-support with a "Join call recording" button

How to connect

  1. Admin dashboard β†’ Integrations β†’ Microsoft Teams

  2. "Connect" and sign in with Microsoft 365 tenant admin

  3. Authorize the 365agents bot for your Teams workspace

  4. Configure which channels receive which alert types

  5. Test with a live call

Who this is for

  • Any business on Microsoft 365

  • Enterprises standardized on Teams for internal communication

  • Teams using Teams Phone alongside 365agents voice AI

Related

Get started

Book a demo β€” we'll connect Teams during onboarding and set up your alert rules.