Microsoft Teams

MICROSOFT TEAMS + SMITH.AI OVERVIEW

Connect your Microsoft Teams to a superior customer engagement service

If you’re using Microsoft Teams, you know the value of communication for growing your business. 

Benefits of Microsoft Teams + Virtual Receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — by making a great first impression on behalf of your business and reducing overhead and workload. 

Automation

Our receptionists offer a warm greeting, and pre-screen leads with your custom questions and criteria while sharing updates to Microsoft Teams, including name, contact information, and the intention of their outreach with call summaries and chat transcripts. You’ll spend less time on these administrative tasks and more time growing your business by automating your marketing and sales activity. 

Ways to integrate Microsoft Teams with Smith.ai

• Forward calls from Microsoft Teams to Smith.ai (Native)
• Transfer requests with Microsoft Teams and Smith.ai (Native)
• Call summaries and chat transcripts via Microsoft Teams from Smith.ai (Zapier)

Forward calls from Microsoft Teams to Smith.ai (Native)

If you and your team use Microsoft Teams as your business phone system, you can forward your incoming calls to Smith.ai. Smith.ai’s professional virtual receptionists answer your calls, book appointments, assist clients, block spam, and more – so don't miss any opportunities.

Transfer requests with Microsoft Teams and Smith.ai (Native)

If you and your team use Microsoft Teams for internal communication and collaboration, you can accept or reject call transfer requests. You can also get your call summaries and chat transcripts including name, contact info, and details of the conversation delivered via Microsoft Teams so the appropriate staffer can take the next steps.

Call summaries and chat transcripts via Microsoft Teams from Smith.ai (Zapier)

If your business is looking for greater customization, you can integrate Microsoft Teams with Smith.ai via Zapier. With this integration, you can receive call summaries and chat transcripts, including name, contact info, and details of conversations Smith.ai handles for your business in your Microsoft Teams channel. This is in conjunction with receiving them via email and text message. 

About Microsoft Teams

Microsoft Teams is a communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and applications.

REQUIREMENTS FOR INTEGRATION

Smith.ai subscription

Microsoft Teams

Zapier account (Optional)

RESOURCES

How to forward calls from Microsoft Teams to Smith.ai

Accept or reject incoming call transfer requests in Microsoft Teams

How to get call summaries in Microsoft Teams