How to Get AI Coaching on Microsoft Teams Phone Calls

Bring AI sales coaching to your Microsoft Teams Phone system. This guide covers setting up compliance recording, importing call recordings, and enabling real-time coaching for Teams Phone users.

5 Schrittedialerteams

Schritte

  1. 1

    Set up compliance recording

    Microsoft Teams Phone requires a compliance recording partner to export call recordings. Configure your recording partner (ASC, NICE, or Verint) to push recordings to an accessible storage location.

  2. 2

    Connect Teams Phone to Demodesk

    Navigate to Settings > Integrations > Microsoft Teams Phone and authenticate with your Microsoft 365 admin account. Configure the recording import source from your compliance recording partner.

  3. 3

    Map users and extensions

    Map your Teams Phone users to Demodesk profiles. This ensures coaching scorecards and analytics are attributed to the correct sales reps.

  4. 4

    Enable AI coaching

    Turn on AI transcription and coaching for imported recordings. The AI generates speaker-identified transcripts and coaching scorecards within minutes of each call.

  5. 5

    Review coaching dashboards

    Open the coaching dashboard to see per-rep performance across Teams Phone calls. Identify coaching opportunities, track improvement, and share insights with managers.

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