Microsoft 365 People integration
Manage contacts in Microsoft 365 People. Use Microsoft 365 People from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New or Updated Contact - ZoftAgent or workflow decides what happens next
- Then in Microsoft 365 PeopleCreate a Contact
- AndCreate a Contact Folder
Zoft + Microsoft 365 People
What Zoft can do with Microsoft 365 People.
- 01Voice agentsA phone agent can use Microsoft 365 People actions such as Create a Contact and Create a Contact Folder during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft 365 People while it talks to the customer.
- 03WorkflowsStart a workflow when “New or Updated Contact” happens in Microsoft 365 People, or use Microsoft 365 People as any step on the canvas.
- 04AI employeesAn AI employee can find and use Microsoft 365 People actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in Microsoft 365 People.
- Create a ContactCreate a new contact in People with detailed attributes (email, phone, address, etc.).
- Delete a ContactPermanently remove a contact.
- Update a ContactModify fields of an existing contact.
- Search ContactsFind contacts by name, email, or other properties.
- Custom API CallMake a custom API call to a specific endpoint
- Get a Contact FolderRetrieve metadata (name, ID) of a specified contact folder.
- Create a Contact FolderOrganize contacts by adding a new contact folder.
Triggers 1
Events in Microsoft 365 People that can start a workflow.
- New or Updated ContactTriggers when a contact is created or updated in Microsoft 365 People.
Setup
Connect Microsoft 365 People in three steps.
- 01ConnectChoose Microsoft 365 People in Connections and approve access in the Microsoft 365 People sign-in window. Zoft never sees your password.
- 02Put it to workAdd Microsoft 365 People as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Microsoft 365 People on Zoft, answered.
What can Zoft do with Microsoft 365 People?
Zoft supports 7 actions and 1 trigger for Microsoft 365 People. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Microsoft 365 People to Zoft?
Choose Microsoft 365 People in Connections and approve access in the Microsoft 365 People sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Microsoft 365 People?
Yes. Once Microsoft 365 People is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Microsoft 365 People without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.