AI-Agents for IT Services working with Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Send Sales Pipeline Report

Count open service deals by stage for the weekly sales review.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Log Problem Reports

Log client problem reports and alert the team to urgent issues.

Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.

Works with42 tools
Send Morning Briefing

Flag client support requests and overdue follow-ups from chat.

Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.

Works with14 tools
Follow Up With Leads

Send a due follow-up about the IT help a prospect requested.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Escalate Customer Chats

Hand a client's unresolved support chat to a teammate for a decision.

Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.

Works with32 tools
Send Vulnerability Alerts

Alert the security team to advisories on watched client products.

Get vulnerability alerts in your security channel when vendor advisories mention products or CVEs on the watch list you set.

Works with18 tools
Summarize Team Email

Summarize client support requests and open questions for the team.

Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.

Works with20 tools
Send Sales Follow-Up Emails

Send next-step emails to prospects discussing IT services.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Update First-Email Status

Track first-email delivery for prospective service clients.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools
Acknowledge Portal Requests

Acknowledge client IT requests with a ticket link or flag missing tickets.

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
Delete Slack Messages

Remove approved messages from support channels and log each result.

Bulk Slack cleanup starts with a private preview, so you can confirm the messages before deletion and see which ones were removed.

Works with6 tools
Remove Channel Members

Remove reassigned staff from client support channels.

Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.

Works with9 tools
1–12 of 26