Accept or reject incoming call transfer requests in Microsoft Teams

Updated 3 months ago by Kelsey Johnson

Connect your Smith.ai account to Microsoft Teams

  1. Create a channel for your team to receive Smith.ai incoming call notifications and name it something like "notify_channel"
  2. Navigate to the channel and select (•••) from the top navigation bar. Then choose Connectors from the drop-down menu
  1. Search for "Incoming Webhook" and then click Configure
  1. Give your webhook a name and, optionally, an image avatar
  1. You will be given a unique URL that will map to the channel. Copy the URL and send it to support@smith.ai with the subject line "Set up call transfer requests for Microsoft Teams"
  2. Click Done. The webhook will be available in the team channel.

How to respond to Smith.ai Microsoft Teams notifications

When your caller meets your "live transfer" requirements, you'll see a notification that looks like this in the Microsoft Teams channel you created:

Approve a call transfer request

Click "Accept transfer" to approve the transfer request and have the call connected to you.

Deny a call transfer request

Click "Decline" to deny the transfer request and have your Smith.ai receptionist handle the call.

What happens if you don't respond

If we do not receive a "Yes" or "No" response within 30 seconds, we will assume you are busy and will not attempt to transfer the call.

Call Transfer Requests via Microsoft Teams are not currently available with Essential plans.


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