Posted as the call ends
The same summary that goes out by text and email is posted into Teams through a Power Automate flow the business sets up once. New enquiry, booking made, urgent call, message taken: each arrives as the call finishes.
Microsoft Teams
A business that runs on Teams finds out about phone calls by walking past the front desk. Two things change that: every call the agent takes can be posted into a Teams channel the moment it ends, available now, and a meeting agent that joins a Teams meeting from the calendar and takes the notes, in early access.
Call notifications into Teams are available now and included with every agent. The meeting agent is in early access and is not yet switched on for clients.
Available now
Within seconds of a call ending, a post in the channel the business chooses: who rang, what they wanted, what the agent did. The team reads it where it already reads everything else.
The same summary that goes out by text and email is posted into Teams through a Power Automate flow the business sets up once. New enquiry, booking made, urgent call, message taken: each arrives as the call finishes.
Per destination, the business writes what should go where: urgent calls to the on-call channel, bookings to the front desk channel, everything else to a general one. Slack and any webhook take the same routing.
The platform writes into the channel and never reads it. Nothing in Teams is read by the agent, and a reply in the channel does not reach the caller. Replies to a customer are the job of the phone or texting agent.
Early access
The same agent that answers the phone can sit in a meeting. It joins from a connected Microsoft 365 calendar, takes notes, and files the transcript, recording and summary on the matching lead.
A meeting on the connected Microsoft 365 calendar with a Teams link is enough. The agent joins from the calendar entry; nobody has to add it to the meeting by hand.
After the meeting the transcript, recording and summary are filed on the matched lead, next to the calls and texts for the same person, so the whole relationship reads in one place.
Addressed by name, the agent answers from the same knowledge base as the phone agent. Otherwise it listens. Anything beyond that is still being tested and is not promised.
How it goes for the team
Sold through partners
If you manage a client's Microsoft 365, call notifications into Teams are a one-off flow you can set up for them, and the Microsoft 365 calendar connection that books appointments is the same one the meeting agent will use. Sold through partners: you set the price, Talkgate runs the platform. Notifications are included with every agent. The meeting agent is early access and is described that way, every time. See the partner programme.
Works with
Direct connections, built and run by Talkgate. See all integrations.
Next step
A partner briefing shows the routing being written and the post arriving, and is straight about where the meeting agent is up to. See also call records.