Integration
Koachly works seamlessly with Microsoft Teams
Live coaching during Teams calls. Integration with Teams Phone. Push coaching reports to Teams channels — so Microsoft 365 teams get AI sales coaching without leaving the Microsoft ecosystem.
How it works
Up and running in 3 steps
Install the Koachly desktop app and connect your Microsoft 365 account — sign in with your existing Microsoft credentials.
Koachly activates automatically when a Teams call begins and shows a private coaching overlay visible only to you.
After the call, coaching reports are pushed to your selected Teams channel and synced to your Outlook calendar and connected CRM.
Key features
What this integration unlocks
Live coaching during Teams meetings
Real-time coaching cards appear privately on your screen during any Teams call — without any visible change to other participants.
Teams Phone integration
Coaching works on Teams Phone calls too, not just video meetings — covering every outbound and inbound call your team makes.
Coaching reports in Teams channels
Share post-call coaching reports with your manager or team in a designated Teams channel — keeping coaching in the flow of work.
Microsoft 365 SSO
Sign in with your Microsoft 365 account for frictionless, IT-friendly access. No separate credentials to manage.
Outlook calendar summary
AI post-call summaries are delivered to the Outlook calendar event after every call — no manual note-taking required.
Azure compliance mode
Enterprise teams can enable Azure-based data processing for Microsoft 365 compliance requirements and data residency controls.
Use cases
Real teams, real results
Enterprise sales teams coach on every Teams call
Large sales teams on Microsoft 365 add Koachly and get live AI coaching on every Teams call — without changing their existing workflow or requiring IT approval.
Managers review coaching reports in Teams channels
After calls, coaching reports land in the manager's Teams channel automatically. Managers review call quality and coach reps in the tool they already use for communication.
Teams Phone users get the same coaching as video users
Reps on Teams Phone — including outbound calls — get the same real-time Koachly coaching as those on video calls, ensuring no call goes uncoached.
FAQs
Common questions about Koachly + Microsoft Teams
Yes. Koachly works with any Teams plan including Free, Essentials, and Business. Enterprise plan users get additional Azure compliance mode options.
No. Your coaching overlay is a private interface on your device only. Other Teams participants cannot see any part of Koachly's coaching interface.
No. Koachly works independently of Microsoft Copilot. The two tools can run side by side during the same Teams call — Copilot for meeting notes, Koachly for real-time coaching.
Yes. During setup, you configure which Teams channel receives post-call coaching reports. You can set different channels for different teams or coaching programs.
Get started in under 60 seconds
Connect Koachly to Microsoft Teams
and start coaching today.
No IT approval needed. No new workflows. Coaching starts from your first call.