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Important
Teams Phone Agent is now generally available.
Interested in learning more? Submit a brief Teams Phone & Voice AI Customer Opportunity intake form to explore Teams Phone Agent capabilities, assess organizational fit, and receive guidance on deployment, setup, and configuration.
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This article is for IT pros and Teams administrators who want to learn about the Appointments tools option for Teams Phone Agent.
Appointments
Organizations can use Microsoft Bookings, or a third-party appointment scheduling systems and have Teams Phone Agent automate appointment bookings for callers.
Microsoft Bookings
Teams Phone Agent can use any existing shared booking page in Microsoft Bookings.
Custom appointment booking system requirements
Setting up an appointment booking system is done through Application Programming Interface (API) endpoints. There are four main API endpoints that need to be configured for appointments to work:
- Authentication
- Availability
- Booking the appointment
- Retrieving upcoming appointments
There are five optional API endpoints you can also configure depending on your scenario:
- Generating an Auth Token
- Getting caller details
- Initiating caller authentication
- Updating appointments
- Deleting appointments
Custom booking system best practices
We highly recommend using Power Automate, which sits between your booking system and Teams Phone Agent. For example, we used Power Automate as our booking system tool because Microsoft Bookings doesn't have the required built-in capabilities to handle the Teams Phone Agent appointment booking system requirements (authentication validation, and so on).
Licensing requirements
Prerequisites
A booking system that supports public-facing API endpoints for the appointment booking system requirements listed earlier.
Known issues
None.
Next step
Remaining planning articles
- Spam detection (Teams Phone Agent)
- Third-party voice agents
- Holidays
- Authorized users
- Shared Call History
- Call priorities for call queues
- Recording calls
- Templates and resources
- Business decisions for Teams Phone Agents, Auto Attendants, and Call Queues
- Nested call flows
- Reporting considerations
- Technical prerequisites and licensing requirements
- Design call flows
- Supported configurations
- Getting started