Microsoft Office 365

MICROSFT 365 + SMITH.AI OVERVIEW

Connect Microsft 365 to a superior customer engagement solution

Ways to integrate Microsoft 365 with Smith.ai

• Book Appointments with Microsoft Bookings (Native)
• Create Microsoft 365 contacts from new Smith.ai calls (Zapier)
• Create Microsoft 365 contacts from new chats in Smith.ai Chats (Zapier)

Book Appointments with Microsoft Bookings

Your Smith.ai receptionists from calls and chats directly onto your Microsoft 365 (formerly Office) calendar, using Microsoft Bookings. Have us schedule lead consultations & client meetings while you work, uninterrupted.

We can book appointments on multiple calendars within a single Smith.ai account. For example, if you'd like your receptionists to book appointments for all of the partners at your law firm, we can do so — just send us each individual's Bookings link, along with any necessary directions for proper use.

Create Microsoft 365 contacts from new Smith.ai calls

Smith.ai receptionists collect contact information for every caller to your business. This integration searches for that contact in Microsoft Office 365 accounts and creates new ones if they don’t already exist. You can then send follow-up emails, access them across your Office 365 platform, and avoid ever sending them to a spam folder.

Create Microsoft 365 contacts from new chats in Smith.ai Chats

Smith.ai chat captures new leads for your business via your website. This integration searches for the chat leads in Microsoft 365 and creates new contacts if they don’t already exist. You have all the information you need to follow up on potential clients, access them across your Office 365 platform, and avoid sending real prospects to spam.

About Microsoft 365

Microsoft 365 (formerly Microsoft Office) is a product family of productivity software, collaboration, and cloud-based services owned by Microsoft.

RESOURCES

How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings