AI products that work with Microsoft Teams

Work already happens in Microsoft Teams, so that is where these two agents operate. The AI Helpdesk Agent resolves employee IT and internal service requests and routes the rest. The AI Meeting Agent captures notes, decisions and action items and sends them to owners. Both work through messages in approved channels and bot interactions.

Data exchanged
messages in approved channels and bot interactions
Access you provide
Teams app installed by a tenant admin
Added to the core price
$750 for the Microsoft Teams edition of a product
Not included
Microsoft Teams license or subscription costs, and any customization beyond the field mapping agreed during setup.
Products that work with Microsoft Teams
Product What it does in Microsoft Teams Price Add to cart
AI Helpdesk Agent for Microsoft Teams Resolves employee IT and internal service requests and routes the rest to the right team, connected natively to Microsoft Teams so it reads and updates messages in approved channels and bot interactions. Price range: $4,400 through $5,950 Add to cart
AI Meeting Agent for Microsoft Teams Captures meeting notes, decisions and action items and routes them to owners, connected natively to Microsoft Teams so it reads and updates messages in approved channels and bot interactions. Price range: $2,900 through $3,900 Add to cart

What do the Microsoft Teams editions handle?

Two everyday frustrations live in Teams. Employees post help requests in chat and wait for someone to notice. Meetings end with decisions that nobody wrote down and actions nobody owns. The helpdesk agent answers routine requests right there and routes the rest to the right team. The meeting agent records outcomes and makes sure each action reaches its owner.

  • Answers employee IT and service requests
  • Routes other requests to the right team
  • Captures meeting notes and decisions
  • Sends action items to their owners

Which Teams agent do you need?

If your IT or operations team is buried in repeat questions, the AI Helpdesk Agent for Microsoft Teams is the place to start. If the bigger cost is meetings with no follow-through, choose the AI Meeting Agent for Microsoft Teams. They solve different problems, so running both is common in organizations that use Teams as their main workplace.

Questions buyers ask

Can the agents read every channel?

No. Both editions work with messages in approved channels and bot interactions only. You decide which channels those are, and the list goes into the Scope Card. That keeps private conversations out of reach and gives your IT team a clear record of what the agents can see.

How are meeting action items assigned?

The AI Meeting Agent captures notes, decisions and action items and routes each action to its owner. How owners are identified and where actions are sent are set out in the Scope Card. The aim is that nobody leaves a meeting wondering who agreed to do what.

We use Slack in one team and Teams in another. Is that a problem?

The AI Helpdesk Agent also comes in a Slack edition, plus editions for Freshservice and Jira Service Management. Each edition covers one tool. If you need help across both chat platforms, you would choose both editions, each with its own Scope Card.

How the connection is set up

The general pattern we follow for every integration.

  1. 1You create the necessary access in your Microsoft Teams account: a private app, an API key, or an OAuth approval, depending on what Microsoft Teams supports.
  2. 2We agree a secure way to share access during intake. Please never send passwords or API keys by email.
  3. 3We agree the field mapping with you and test it on sample records before anything goes live.
  4. 4You can revoke access from Microsoft Teams or the portal at any time.

Frequently asked questions

Which Microsoft Teams plan do I need?

It depends on the product. Each product page lists the Microsoft Teams features it relies on; plan upgrades are not included.

Will it change my existing data?

Only the fields in the mapping agreed with you, and that mapping is tested on sample records before anything goes live.

Can I use a different platform instead?

Many products also have editions for other platforms. See the full integrations list for what is currently published.

Staging copy for testing. Not the live site; payments are in PayPal sandbox and every email goes to the team.