How to get call summaries in Microsoft Teams

Updated 1 week ago by Crystal Field

You can now receive Smith.ai call summaries directly in a Microsoft channel. You can dedicate a channel to receiving your call summaries with the following instructions:

  1. Create a Channel for your Smith.ai call summaries.
  2. Go to the channel name and click the three dots for More options, and go to Get email address.
  3. Send us the email address at support@smith.ai, and we will attach it to your account.
  4. We will confirm when this is set up for you. It should usually be within the same business day.

That's it. Please let us know if you encounter any issues and we'll be happy to help.

Note: This feature needs to be turned on by your IT admin. Your admin can configure this feature by using email integration under Teams org-wide settings. Also, sending emails to a channel isn't available if you're using Teams as part of an Office 365 Government plan.

Need assistance?

If you need any help please email us at support@smith.ai or call us at (650) 727-6484.


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