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Microsoft 365 · General Business

Voksha + Microsoft 365

Connect your AI receptionist to Microsoft 365 for Outlook calendar sync, Teams notifications, and automatic call data logging to Excel and SharePoint.

About the Integration

What is Microsoft 365?

The Voksha + Microsoft 365 integration embeds your AI phone receptionist into the Microsoft ecosystem your organization already depends on. Voksha syncs with Outlook Calendar for real-time scheduling, delivers call summaries and transcripts to Outlook email, posts notifications to Microsoft Teams channels, and logs structured call data into Excel workbooks or SharePoint lists. For enterprises standardized on Microsoft, this integration ensures phone interactions are captured within the tools your team uses daily without introducing another platform to manage.

How It Works

Voksha + Microsoft 365 Together.

Automated workflows that connect every call to your Microsoft 365 account.

  1. Calendar Sync

    Voksha checks Outlook Calendar availability across your team and books meetings or appointments directly, sending Outlook meeting invites with all the call context included in the body.

  2. Email Delivery of Summaries

    Detailed call summaries with transcripts, caller info, and action items are delivered to Outlook inboxes immediately after each call, ensuring your team has everything they need to follow up.

  3. Workflow Triggers

    Call events trigger Microsoft Power Automate flows, enabling custom workflows like posting to a Teams channel when a high-priority call comes in or creating a Planner task for follow-up.

  4. Data Logging to Shared Docs

    Call records are automatically logged into Excel workbooks stored in SharePoint or OneDrive, building a shared call database that your team can access, filter, and analyze collaboratively.

Benefits

Benefits of Voksha + Microsoft 365.

Enterprise-Grade Integration

The integration respects Microsoft 365 security policies, conditional access rules, and admin controls, making it suitable for organizations with strict IT governance requirements.

Teams-First Notifications

Important call outcomes post directly to Microsoft Teams channels, ensuring the right people are notified instantly without relying on email alone.

Centralized Data in SharePoint

All call data lives in SharePoint alongside your other business documents, making it easy to build dashboards, run reports, and maintain compliance records in one place.

Use Cases

Real-World Use Cases.

Corporate Enterprises

Large organizations on Microsoft 365 use Voksha to add AI phone reception that integrates with their existing Outlook, Teams, and SharePoint infrastructure without requiring IT to adopt a new platform.

Law Firms and Financial Services

Regulated industries that standardize on Microsoft 365 for compliance use this integration to ensure phone interactions are logged into secure SharePoint libraries alongside their other client records.

Nonprofits and Education

Organizations using Microsoft 365 for Nonprofits or Education use Voksha to handle high call volumes during enrollment, fundraising, or event periods with data flowing into their existing Microsoft tools.

FAQ

Questions about
Voksha + Microsoft 365.

Yes. Voksha supports Microsoft 365 Government Community Cloud (GCC) environments. For GCC High and DoD tenants, a custom configuration may be required during onboarding. This integration is available on the Voksha Enterprise plan.

Yes. Voksha can post call summaries, new lead alerts, and escalation notices to designated Microsoft Teams channels, keeping your team informed in real time without checking email.

Voksha uses OAuth 2.0 with Microsoft Entra ID (formerly Azure AD) for secure authentication. Your IT admin grants consent for the specific permissions Voksha needs, and no passwords are stored by Voksha.

Pair Microsoft 365 with the right Voksha setup

Activate the
Microsoft 365 Integration.

Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct Microsoft 365 connectivity.