AI Agents for Microsoft Teams

Your AI agent picks up every call, texts back every lead, and books meetings on autopilot. All on your existing Teams phone numbers, 24/7.

AI Voice

AI voice agents built for Microsoft Teams Phone

Your AI receptionist answers calls on your Teams phone numbers, qualifies leads, books appointments, and handles complex inquiries in 40+ languages. Works with Operator Connect, Microsoft Calling Plans, and Direct Routing with no additional infrastructure needed.

Operator Connect
Works with
Real-time
Transcription
40+
Languages
95%
Lead accuracy

AI receptionist for Teams
Answers every Teams Phone call instantly. Qualifies leads, manages bookings, and resolves inquiries without leaving Microsoft Teams.
Recording and playback
Every call on your Teams number is recorded with adjustable playback, timestamped transcripts, and AI-generated summaries.
Teams call routing and transfers
Intelligently routes and transfers calls to the right Teams user, call queue, or auto attendant when human support is needed.

AI Messaging

AI-powered SMS and messaging on your Teams numbers

Send and receive SMS, MMS, RCS, and WhatsApp messages directly from your Microsoft Teams phone numbers. AI agents handle conversations across every channel from one unified Teams inbox.

Voice-to-SMS continuity
When a Teams call ends, AI automatically sends a personalized SMS follow-up using the full call context. No manual work required.
Automated follow-ups
AI agents trigger follow-ups on your Teams numbers based on keywords, timing, or conversation context to keep leads engaged.
CRM and Dynamics integrations
AI messaging agents sync with Microsoft Dynamics, Salesforce, and HubSpot to update contact records directly from Teams conversations.
Context-aware replies
AI agents draw from your CRM data, call history, and prior Teams interactions to craft personalized, context-rich replies every time.

“What I'm most excited about with the partnership with Clerk Chat is the ability to create rich conversations. Clerk Chat gives you a new way to do that at a scale that is really important.”

Kathryn Frederick, CMO Los Angeles Rams

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AI Clerks purpose-built for Microsoft Teams

Each AI Clerk integrates directly into your Teams environment to automate calls, messages, and workflows. Works with Operator Connect, Microsoft Calling Plans, and Direct Routing.

Sync with Microsoft Dynamics
Your AI Clerk syncs with Microsoft Dynamics, Salesforce, and other CRMs in real time. Capture contacts, create tickets, log notes, and update records from every Teams call and message.
Schedule from Teams
AI Clerks check availability in Outlook and Teams calendars, confirm details, and send invites while chatting with the customer on your Teams number.
Train your AI Clerk
Train your AI Clerk on your company's playbooks, documentation, and past Teams conversations to deliver accurate, on-brand responses every time.
Multilingual on Teams
Your AI Clerk detects and responds in the customer's preferred language across both Teams calls and messages, supporting 40+ languages out of the box.

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AI Features & Capabilities for Microsoft Teams

Everything you need to automate calling and messaging on your Teams phone numbers, from AI receptionists to compliance and analytics

AI Receptionist for Teams
Your AI receptionist answers every Teams Phone call instantly. Qualifies leads, books appointments, and resolves inquiries 24/7.
AI Call Summaries
Each Teams call transcript is processed by AI to generate a concise, searchable summary. Review calls in seconds without playback.
Inbound & Outbound AI Calls
AI handles both incoming and outgoing calls on your Teams numbers, enabling proactive outreach and follow-ups at scale.
Voicemail Detection
When a call reaches voicemail, the AI recognizes it, leaves a customized message, and automatically hangs up.
Intelligent Call Routing
AI intelligently routes calls to the right Teams user, call queue, or auto attendant based on conversational context. A smarter replacement for static IVR menus.
SMS & Multichannel on Teams
Send and receive SMS, MMS, RCS, and WhatsApp directly from your Teams phone numbers. No porting, no second app. AI agents manage the conversation.
Voice-to-SMS Follow-Up
Trigger personalized SMS follow-ups the moment a Teams call ends. AI uses the full call context to craft relevant, natural replies.
AI-Powered Campaigns
Launch AI-powered mass messaging campaigns or targeted broadcasts from your Teams numbers with full personalization.
Operator Connect Ready
Connect via Operator Connect with no SBC required. Setup in minutes and your AI agents start handling calls and messages on day one.
Microsoft Calling Plan Compatible
Works seamlessly with Microsoft Calling Plans. Add AI calling and SMS capabilities on top of your existing Microsoft-provided numbers.
Microsoft 365 Integrations
AI syncs with Microsoft Dynamics, Outlook, and Purview. Every call and message automatically updates your CRM and compliance archive.
AI Concierge for Bookings
Seamlessly integrates with Outlook and Teams calendars to handle appointment scheduling, confirmations, and changes via voice and SMS.
Multilingual Conversations
Your AI agent detects and responds in each customer's preferred language with full conversational context across calls and messages.
Knowledge Base Learning
Connect your AI agent to your company's knowledge base, Teams Wiki, and historical data for faster, more accurate answers.
Transcription & Compliance
Transcribed calls support compliance and auditing needs. Archives integrate with Microsoft Purview for e-discovery and retention.
Analytics & Reporting
Comprehensive dashboards for AI call and message performance, team metrics, and customer engagement, all accessible from Teams.
User Management & Permissions
Set role-based access controls and manage team permissions through Teams Admin Center and App Setup policies.
Team Collaboration in Teams
Share Teams phone number inboxes for team visibility, use internal note threads, and assign AI-handled conversations to team members.
Scheduling & Automation
Schedule messages in advance, automate AI-driven follow-ups, and manage out-of-office auto-replies on your Teams numbers.
Compliance & Security
Maintain TCPA compliance with opt-out management, data encryption, and 10DLC registration in under 48 hours.
Templates & Snippets
Reusable message templates for SMS and RCS. Save, share with your Teams workspace, or keep them private.
Contact Management
Manage contacts with custom properties and dynamic lists that auto-update based on AI conversation outcomes and CRM data.
Activity Feed
Track AI assistant activity, conversation assignments, call transfers, and errors in a unified Teams activity feed.
Internal Threads
Collaborate privately within any AI-handled conversation. Use internal threads to discuss or reassign before responding.
After-Hours AI Coverage
Set business hours and let AI handle after-hours calls and messages with custom auto-replies on your Teams numbers.

See AI agents in action on Microsoft Teams

Book a demo to see how AI Clerks handle calls and messages on your Teams phone numbers with Operator Connect or Calling Plans.

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Integrations

Works with your Microsoft ecosystem and beyond

AI agents that connect your Teams calling to the tools you already use.

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Microsoft Dynamics
AI agents sync with Dynamics 365 to log calls, update contacts, and trigger workflows directly from Teams conversations.
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Salesforce
Automatically sync all your contacts and their key details so AI agents can personalize every Teams call and message.
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Genesys
Seamlessly integrate with Genesys to power advanced AI conversational agents alongside your Teams calling setup.
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SMS
AI agents send and receive SMS on your Teams phone numbers.
RCS
Rich messaging with branding and interactivity on Teams numbers.
WhatsApp
Let customers reach your Teams-connected business on WhatsApp.
Voice
AI voice agents for inbound and outbound calls on Teams Phone.

Ask our team