How to Get AI Coaching on Microsoft Teams Phone Calls

Étapes

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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