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Microsoft Teams integration

Use Microsoft Teams in Zoft workflows, voice agents, chat agents and AI employees. Use Microsoft Teams from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Chat
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft TeamsSend Chat Message
  4. AndSend Channel Message
Illustrative flow built from Microsoft Teams’s real triggers and actions.

Zoft + Microsoft Teams

What Zoft can do with Microsoft Teams.

  • 01Voice agentsA phone agent can use Microsoft Teams actions such as Send Chat Message and Send Channel Message 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 Teams while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Chat” happens in Microsoft Teams, or use Microsoft Teams as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Microsoft Teams actions on its own, and ask for your approval before it sends or changes anything important.

Actions 16

Things Zoft can do in Microsoft Teams.

  • Custom API CallMake a custom API call to a specific endpoint
  • Request Approval in ChannelSend approval message to a channel and then wait until the message is approved or disapproved
  • Find ChannelFinds channels by name.
  • Create ChannelCreate a new channel in Microsoft Teams.
  • Request Approval from a UserSend approval message to a user and then wait until the message is approved or disapproved
  • Find Team MemberFinds a team member by email or display name.
  • Get Chat MessageFetch a specific chat message by chat and message ID.
  • Send Chat MessageSends a message in an existing chat.
  • Delete Chat MessageSoft-Deletes a message in chat.You can only delete messages you sent.
  • Get Channel MessageFetch a specific channel message by team, channel, and message ID (optionally a reply).
Show all 16
  • Send Channel MessageSends a message to a teams's channel.
  • Get Meeting RecordingRetrieves recordings for a Teams meeting. Provide a Recording to fetch its metadata; omit it to list all available recordings.
  • Create Private ChannelCreate a new private channel in a team.
  • Get Meeting TranscriptRetrieves transcripts for a Teams meeting. Provide a Transcript to fetch its text content; omit it to list all available transcripts.
  • Reply to Channel MessagePost a reply to an existing channel message.
  • Create Chat & Send MessageStart a new chat and send an initial message.

Triggers 4

Events in Microsoft Teams that can start a workflow.

  • New ChatTriggers when a new chat is created.
  • New ChannelTriggers when a new channel is created in a team.
  • New Chat MessageTriggers when a new message is received in a chat.
  • New Channel MessageTriggers when a new message is posted in a channel.

Setup

Connect Microsoft Teams in three steps.

  1. 01ConnectChoose Microsoft Teams in Connections and approve access in the Microsoft Teams sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft Teams as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More analytics and bi integrations.

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FAQ

Microsoft Teams on Zoft, answered.

What can Zoft do with Microsoft Teams?

Zoft supports 16 actions and 4 triggers for Microsoft Teams. 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 Teams to Zoft?

Choose Microsoft Teams in Connections and approve access in the Microsoft Teams sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Teams?

Yes. Once Microsoft Teams 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 Teams 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.

Put Microsoft Teams to work in your operation.

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