Joins from the calendar
A meeting on a connected calendar with a Teams, Google Meet or Zoom link is enough. The agent joins from the calendar entry; nobody has to add it by hand.
Meetings
The agent that answers your clients' phones also joins their meetings in Microsoft Teams, Google Meet and Zoom. It takes the notes, sends the actions, and files the lot next to the calls and texts for the same person.
Every call the agent takes can also be posted into a Microsoft Teams or Slack channel as it ends, included with every agent.
Meeting agent
Microsoft Teams, Google Meet or Zoom: the agent joins from the meeting on a connected calendar, listens, and writes up what was agreed and who is doing what.
A meeting on a connected calendar with a Teams, Google Meet or Zoom link is enough. The agent joins from the calendar entry; nobody has to add it by hand.
When the meeting ends, the notes and the actions go out, and the transcript, recording and summary are filed on the matched lead, next to the calls and texts for the same person.
Addressed by name, the agent answers from the same knowledge base as the phone agent. Otherwise it listens and takes the notes.
Call notifications
Within seconds of a call ending, a post in the channel the business chooses: who rang, what they wanted, what the agent did, where the team already reads everything else.
The same summary that goes out by text and email is posted into Microsoft Teams through a Power Automate flow the business sets up once. New enquiry, booking made, urgent call, message taken.
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 webhooks take the same routing.
The platform writes into the channel and never reads it. A reply in the channel does not reach the caller; replies to a customer are the job of the phone or texting agent.
How it goes for the team
Sold through partners
The meeting agent is the same agent your client already has on the phone, so the notes and actions from a meeting sit beside every call from the same person. If you manage a client's Microsoft 365, call notifications into Teams are a one-off flow you can set up for them. You set the price; Talkgate runs the platform, and notifications are included with every agent. See the partner programme.
Works with
Direct connections, built and run by Talkgate. See all integrations.
Next step
A partner briefing shows the agent in a meeting, the notes and actions it sends afterwards, and a call summary arriving in a Teams channel. See also call records.