|Communication

Microsoft Teams

Connect Microsoft Teams to Simplexi and keep your whole team in the loop from every conversation , post call summaries, escalation alerts, lead notifications, and status updates to the right Teams channels automatically.

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Simplexi + Microsoft Teams

Everything your "support" team needs

Post to channels

Send messages to any Teams channel , call summaries, escalation alerts, lead notifications, or status updates , directly from within a Simplexi conversation.

Share call summaries

Auto-post a structured call summary to a designated Teams channel the moment a conversation ends , no manual copy-paste, no missed follow-ups.

Escalation alerts

When an agent flags an issue, Simplexi posts an alert to the right Teams channel with customer name, issue context, priority level, and a link to the conversation.

Lead notifications

New leads captured during conversations are posted to your sales Teams channel in real time , name, contact details, and stated interest.

Daily digests

Send automated nightly summaries of conversation volume, resolved tickets, open escalations, and agent performance to a management channel.

Ticket notifications

When a support ticket is created or updated, Simplexi posts a notification to the relevant Teams channel so the right team can act immediately.

Set up in minutes

Simplexi connects to Microsoft Teams directly, with no middleware and no manual data syncing. Once connected, your agent has live access from the very next conversation.

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Connect Microsoft Teams
Authorize Simplexi in a few clicks. No code required.
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Live from the first conversation
Data is available to your agent immediately after setup.
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Grows with your team
Add more accounts or workspaces any time, with no separate setup.

Everything your agent can already do

Your agent can send messages to any Teams channel , call summaries, escalation alerts, lead notifications, or status updates , directly from within a Simplexi conversation, auto-post a structured call summary to a designated Teams channel the moment a conversation ends , no manual copy-paste, no missed follow-ups, when an agent flags an issue, Simplexi posts an alert to the right Teams channel with customer name, issue context, priority level, and a link to the conversation.

new leads captured during conversations are posted to your sales Teams channel in real time , name, contact details, and stated interest, send automated nightly summaries of conversation volume, resolved tickets, open escalations, and agent performance to a management channel, when a support ticket is created or updated, Simplexi posts a notification to the relevant Teams channel so the right team can act immediately. broadcast order status changes, payment confirmations, or appointment reminders to internal Teams channels , keeping every team in the loop automatically, send rich Adaptive Card messages to Teams channels , structured layouts with key data fields, action buttons, and formatted summaries that render natively in Teams.

Microsoft Teams in Automations

"Where is my order?" or "can someone help me?" are the moments that decide whether a customer stays.

With Simplexi's Microsoft Teams integration, that gets handled automatically the moment a conversation starts, using live data instead of a guess. Send messages to any Teams channel , call summaries, escalation alerts, lead notifications, or status updates , directly from within a Simplexi conversation.