Plan - Appointment tools for Teams Phone Agent

  • Applies to: Microsoft Teams, Skype for Business

Note

Teams Phone Agent is currently only available to customers in the Frontier Public Preview program.

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 bring in their third party appointment scheduling systems or utilize Microsoft Bookings and have Teams Phone Agent handle appointment bookings for callers.

Appointment booking system requirements

Setting up an appointment booking system is done through API endpoints. There are four main API endpoints that need to be configured for appointments to work:

  1. Authentication
  2. Availability
  3. Booking the appointment
  4. Retrieving upcoming appointments

There are five optional API endpoints you can also configure depending on your scenario:

  1. Generating an Auth Token
  2. Getting caller details
  3. Initiating caller authentication
  4. Updating appointments
  5. Deleting appointments

Best practices

We highly recommend using Power Automate that sits between your booking system and Teams Phone Agent. For example, we used Power Automate as our booking system tool as Microsoft Booking doesn't have the required built-in capabilities to handle the Teams Phone Agent appointment booking system requirements (authentication validation, etc.).

Licensing requirements

Prerequisites

A booking system that supports public facing Application Programming Interface (API) endpoints for the listed appointment booking system requirements functions.

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