Best Conversational AI Platforms for Microsoft 365

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Drift is a conversational AI platform designed to help businesses engage website visitors, qualify leads, and accelerate the sales process through real-time messaging. The platform uses AI chat agents to interact with visitors, answer questions, and guide prospects through personalized buying journeys. Drift enables marketing teams to capture high-intent leads by identifying visitors and gathering relevant company data such as location, account history, and engagement signals. Instead of requiring users to fill out forms, Drift allows prospects to instantly chat with AI or connect with a sales representative. These conversations help businesses respond faster to buyer interest and shorten the time it takes to move prospects through the sales funnel. Drift also routes qualified leads directly into sales workflows, allowing teams to follow up with context and personalized communication. Built-in reporting tools provide insights into conversation performance, engagement metrics, and revenue attribution. These analytics help organizations refine their conversational marketing strategies and improve conversion rates. Drift integrates with CRM systems and sales platforms to ensure conversations are aligned with existing revenue processes. By combining AI-driven conversations with real-time buyer insights, Drift helps businesses create more engaging customer experiences and generate stronger sales pipelines.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Claude is an advanced AI assistant created by Anthropic to help users think, create, and work more efficiently. It is built to handle tasks such as content creation, document editing, coding, data analysis, and research with a strong focus on safety and accuracy. Claude enables users to collaborate with AI in real time, making it easy to draft websites, generate code, and refine ideas through conversation. The platform supports uploads of text, images, and files, allowing users to analyze and visualize information directly within chat. Claude includes powerful tools like Artifacts, which help organize and iterate on creative and technical projects. Users can access Claude on the web as well as on mobile devices for seamless productivity. Built-in web search allows Claude to surface relevant information when needed. Different plans offer varying levels of usage, model access, and advanced research features. Claude is designed to support both individual users and teams at scale. Anthropic’s commitment to responsible AI ensures Claude is secure, reliable, and aligned with real-world needs.

Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.

Accelerate sales and streamline service delivery with OnceHub's cloud-based online appointment scheduling and digital engagement platform. It makes light work of scheduling and managing meetings by allowing prospects and customers to book times that suit them and you team, right from your website or a hosted booking page. Pre-meeting information collection, lead qualification, routing, reminders, and follow-ups are automated, so your business is there to meet and greet everyone 24/7, even if your team isn't. You can also expect: • Pre-designed, customizable booking page templates and themes for embedded chatbots and forms • Native and third-party integrations to all widely used calendars, video conferencing tools, CRMs, and more • Resource pooling for improved efficiency when fielding meetings across teams of any size or location • Chatbots and interactive forms to replace static contact forms and traditional lead capture tools • Options to switch to live chat and instant video calls when the opportunity is too good to risk on a future-dated meeting • Analytics to identify trends and engagement rates, as well as manage team performance • Security in line with global regulations on privacy and data protection

Flow XO is an advanced automation tool designed to enable users to effortlessly create impressive chatbots that facilitate communication and engagement with customers across various websites, applications, and social media platforms. A chatbot serves as a software application capable of simulating natural conversations with humans, allowing users to interact without the sensation of conversing with a machine. While it’s important for a chatbot to maintain its identity as a program, it should also emulate human-like interactions. Acting as a welcoming point for businesses, chatbots provide an easy and approachable method for customers to pose simple inquiries or relay information, eliminating the need for them to sift through website details or fill out conventional online forms. The potential applications of chatbots are vast and diverse. Clients of Flow XO have successfully created numerous chatbots to handle a variety of tasks, enhancing their ability to connect with their clientele effectively and efficiently. Additionally, these chatbots can be programmed to learn from interactions, further improving their performance over time.

Qualified is the #1 pipeline generation platform for revenue teams that use Salesforce. With the Pipeline Cloud, Qualified helps leading B2B companies like Autodesk, GE Healthcare, and VMWare tap into their greatest asset — their website — to identify their most valuable visitors, uncover signals of buying intent, shape sales and marketing campaigns, and instantly start sales conversations. Powered by the Xforce platform, Qualified is uniquely designed for Sales Cloud customers to generate pipeline, faster. Conversations: Qualified Conversations is the B2B conversational sales and marketing solution that allows sales teams to turn valuable website visitors into instant pipeline by avoiding form fills and qualifying them through real-time voice, video, and chat conversations. Signals: Qualified Signals is the account-based buyer intent solution that delivers more pipeline by identifying buyer interest and intent that enables sales and marketing teams to build targeted account lists based on high intent, reach out to the right prospect at the right time, and personalize their outreach through sales engagement, marketing campaigns, and conversations. Piper is an AI SDR designed to automate your inbound pipeline generation.

Product Features: 1. Workativ Agent Studio: Short Description (200 character limit) Train your AI agents, configuring custom workflows, connect with apps, manage live interactions with a shared inbox, integrate Slack/MS Teams, and monitor performance analytics—all in one intuitive platform. 2. Resolve queries instantly with GPT powered Agents: Instantly resolve employee queries and service requests with GPT-powered ai agents. Train with your content, deploy effortlessly, and provide quick, accurate responses 24/7. 3. AI-powered App workflows: Connect with 100+ enterprise apps and automate workflows instantly. Reduce process bottlenecks for employee onboarding, IT requests, and HR workflows. 4. Shared Live Chat Inbox for Teams: Manage all employee escalations and interactions in real time with an AI-powered shared inbox. Streamline support, collaborate, and handle queries efficiently across channels. 5. Seamless Integration with Your Existing Tools: Integrate AI Agents seamlessly with Slack, MS Teams, WhatsApp, more. Enhance workflows without disruptions for better employee assistance. 6. Advanced Analytics: Track agent performance with advanced analytics. Gain actionable insights into user behaviour and agent efficiency with easy-to-read dashboards and detailed reports.

Dialpad Sell offers a comprehensive AI-enabled sales outreach solution that empowers reps with real-time coaching, insights, and automation to accelerate the sales cycle. The platform provides live call transcription, sentiment analysis, and keyword detection, enabling sales teams to sharpen their messaging and handle objections effectively. Managers benefit from AI Playbooks and scorecards that optimize coaching and help improve individual and team performance. Dialpad Sell integrates with a wide range of CRM and business tools, including Salesforce, Zendesk, Hubspot, and Microsoft Teams, ensuring smooth workflow integration. Businesses experience significant improvements, such as a 50% increase in post-call efficiency, a 75% boost in coaching effectiveness, and a 22% reduction in rep turnover. Built on a secure, dual-cloud architecture, the platform meets stringent compliance standards including GDPR, HIPAA, and SOC 2. Its robust disaster recovery and 100% uptime SLA provide reliability for enterprises of all sizes. Dialpad Sell helps sales organizations enhance productivity, win more deals, and deliver exceptional customer experiences.

Teneo.AI is a market-leading agentic AI platform built to fully automate enterprise customer service. It delivers intelligent AI agents that manage voice and digital interactions with up to 99% resolution accuracy. Designed for speed, Teneo enables organizations to launch pilots in weeks and reach production rapidly. The platform supports omnichannel engagement across voice, chat, apps, and email from a single environment. Voice AI capabilities allow enterprises to handle millions of interactions every month without service disruption. Teneo integrates easily with existing contact center and enterprise systems through open APIs. Built-in analytics provide actionable insights to continuously optimize performance. Enterprise-grade security and governance ensure compliance with internal and regulatory requirements. Organizations achieve significant cost savings while improving first-contact resolution and CSAT. Teneo helps enterprises progress from automation to fully agentless customer service operations.

Rezolve.ai is a GenAI-enabled employee support and engagement solution that integrates with Microsoft Teams, elevates employee experience, unlocks enterprise knowledge, and unleashes digital dexterity for enterprises. Rezolve.ai AITSM elevates employee experience, unlocks hidden enterprise knowledge, and unleashes digital talent, making it an indispensable tool for organizations looking to enhance their IT capabilities and drive innovation. Benefits of Rezolve.ai: • Enhance your service desk efficiency • Elevate your employee satisfaction (ESAT) and wait time • Provide support 24x7 • Eliminate Enterprise Friction • Increase Employee Productivity • Boost your ROI • Unleash digital dexterity • Engage your employees via MS Teams

Ensure you never overlook a potential lead from your website by implementing chatbots and live chat that provide friendly and engaging responses around the clock. Continually offers the fastest and easiest solution to integrate a bot into your site. Today's potential customers anticipate instant responses, and chatbots assist in capturing leads by offering automatic replies, even when you're unavailable or in a different time zone. With our intuitive drag-and-drop bot builder, creating complex bots is a breeze. You can manage incoming messages through our centralized inbox or take control of chatbot conversations as needed. Allow your customers to schedule meetings at mutually convenient times effortlessly, all without any extra effort on your part. Seamlessly connect new leads to your email list, CRM system, and additional platforms. Simply add our embed code to your website or utilize our WordPress plugin for a quick setup. This way, you can enhance your customer engagement while maximizing lead generation efforts.

Supervity offers a suite of AI-powered agents that enable businesses to automate operations and enhance productivity. With capabilities like Agentic Chat and Agentic Voice, Supervity enables businesses to simulate human-like conversations, automate outbound phone calls, and support real-time co-browsing. These agents are designed for seamless integration into enterprise systems, enabling employees to work faster and independently. Whether you're in finance, HR, IT, or customer experience, Supervity’s AI agents can help automate repetitive tasks, improve decision-making, and drive digital adoption.

An expertly designed service specifically tailored for the development of bots. Craft advanced, enterprise-level bots that enhance customer interactions while ensuring your data remains secure. You can create various types of bots, ranging from simple Q&A models to fully branded virtual assistants, allowing for swift access to essential information for your users. Design a bot that engages users in a conversational manner by seamlessly incorporating Cognitive Services. Utilize open-source SDKs and tools to develop, test, and deploy your bot on Azure. You have the flexibility to launch your bot across widely used channels, reaching customers wherever they are. Additionally, leverage solution accelerators to create your personalized virtual assistant. Ensure Bot Service integration across diverse communication platforms to expand your customer reach more effectively. Implement bots across channels such as your website, mobile apps, Microsoft Teams, Skype, Slack, Cortana, and Facebook Messenger to maximize user engagement. This broad compatibility enables businesses to interact with clients consistently, enhancing overall service delivery.

Our cutting-edge software is designed to implement an authentic conversational strategy seamlessly. Clients are engaged and convinced, as there is no requirement for programming expertise to utilize our platform. User-friendly and accessible, we empower individuals to easily create and oversee their bots. After a decade of rigorous artificial intelligence research, our software features a design that simplifies the process of bot development through a highly intuitive interface. The natural language processing algorithm ensures that conversations with users are smooth and lifelike. All of our bots adhere to GDPR regulations, ensuring compliance and privacy. Additionally, our chatbot creation platform operates in a self-service mode, enabling users to independently build their chatbots from inception to completion without needing to write any code! Once your bot is set up, it can be easily integrated into your website or application, allowing for straightforward management through our user-friendly bot management system. Furthermore, this innovative approach not only enhances user experience but also streamlines operations for businesses.

Amazon Q Business is an advanced, fully-managed assistant powered by generative AI, aimed at assisting employees in locating information, gaining insights, and taking actionable steps within their workplace. This innovative tool allows users to communicate in natural language to seek data, produce content, or develop simple applications that streamline workflows. It offers a cohesive search functionality that spans various systems and data sources, ensuring swift, precise, and pertinent answers to intricate inquiries derived from documents, images, audio, video files, and additional application data, complete with citations and references to maintain transparency. Employees can utilize Amazon Q Business through its web-based conversational interface compatible with browsers such as Microsoft Edge, Google Chrome, and Mozilla Firefox, in addition to applications like Slack, Microsoft Outlook, Word for Microsoft 365, and Microsoft Teams. Furthermore, with the capabilities of Amazon Q Apps, users can efficiently automate tasks, content generation, and workflows by articulating their needs in their own language, enhancing productivity and efficiency at work. This seamless integration of technology empowers teams to focus on more strategic initiatives while reducing the time spent on routine tasks.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

A user-friendly, no-code platform enables anyone to create personalized bots, digital assistants, and automated tools for communication platforms such as Microsoft Teams, Workplace from Facebook, and Messenger. This platform allows for the seamless development of applications, automation of workflows, and integration of processes within the communication channels and digital landscapes utilized by employees and clients, all within a secure, scalable, and trusted setting. With this accessible bot development platform, users can design their own productivity solutions without the need for coding knowledge. For too long, businesses have been forced to adapt their operations to conform to inflexible and disconnected systems, which we believe should not be the norm. Instead, organizations should have the freedom to develop tools that cater to their unique business requirements, operational workflows, and corporate culture. Within just minutes, you can create and deploy customized bots and automation solutions tailored to your specific needs. This approach not only enhances efficiency but also fosters innovation by allowing businesses to respond dynamically to changing demands.

You’ll be pleased to know that you won’t need to invest the next six years creating an AI assistant from scratch, which could hinder your progress in other important areas. Moreover, you’re not required to settle for a basic bot that merely provides generic responses borrowed from other companies. Instead, our platform offers you a fully branded AI assistant that is ready to launch immediately, capable of handling 85% of the frequently asked questions in your industry, allowing you to decide which queries to activate. This will significantly save time for your team during their workday, enabling you to innovate and develop unique features tailored to your business, all while your AI assistant engages with tens of thousands of customers simultaneously, around the clock, through conversational AI. As you explore your own Reef dashboard more deeply, you’ll uncover additional insights, and we’ll be right there with you, managing the technology to ensure your AI continues to evolve and improve over time. This partnership not only enhances your immediate efficiency but also sets the stage for long-term growth and adaptation in an ever-changing market.

Nuvento, a company located in New Jersey, specializes in providing cost-effective chatbot development services tailored to fulfill your organization’s requirements for knowledge management, customer support, and self-service. Our AI-driven chatbots significantly enhance your organization's communication and assistance functions by facilitating real-time automated dialogues with users in a natural language, empowering them to address their own inquiries. We create chatbots designed for enterprises that can comprehend user intent and respond appropriately to both employees and customers based on the data available within the organization. The expertise we possess in chatbot development positions Nuvento to effectively tackle genuine business challenges by offering straightforward AI chatbot solutions. Our innovative chatbots are particularly beneficial for retailers, maximizing the potential of conversational commerce, enabling customers to engage directly with your business. In addition, our chatbots provide valuable capabilities, allowing customers to receive purchase recommendations and essential customer support seamlessly. This holistic approach not only improves customer satisfaction but also enhances overall operational efficiency for your enterprise.

Enabling enterprise teams to design, oversee, and expand interactive chatbots while harnessing the power of Conversational AI. Leverage chatbots to enhance the customer journey and boost sales figures. For instance, Rentokil Initial enhanced their customer experience and sales with Bessie, a 24/7 chatbot adept at addressing inquiries, generating quotes, and managing customer service requests. EBM equips you with the necessary tools and frameworks to efficiently administer, observe, scale, and perpetually refine your chatbot initiatives for optimal business outcomes. Facilitate collaboration among teams to innovate and enhance chatbot functionalities. Identify and monitor critical content areas that align with business goals and enhance user satisfaction. Additionally, supervised learning helps in addressing and rectifying misunderstood responses. With an omni-channel approach, your chatbots can engage customers across various platforms. Our API-first strategy allows for effortless integrations with your backend systems, ensuring a cohesive end-to-end experience for your customers throughout their chatbot interactions. This comprehensive approach not only streamlines operations but also significantly enhances overall user engagement.

Geomant enhances your current technology to elevate your customer experience significantly. By employing cloud-based solutions and ensuring seamless integrations, we maximize the capabilities of your contact center. Our robust, feature-rich cloud contact center system empowers users with comprehensive functionalities without the burden of expensive hardware or software licenses. With subscription-based pricing, you can easily adjust your licenses based on actual business needs, ensuring you never pay for more than you require. Rapid deployment in just a few hours allows you to quickly enjoy the advantages of integrating a chat solution into your setup. Additionally, we offer support for digital and social channels, in-queue and scheduled callbacks, call recording, and much more! Our solutions also include real-time and historical performance management tools for wallboards and agent desktops. Furthermore, we provide extensive contact center capabilities tailored for Microsoft Teams, ensuring a truly omnichannel experience for all users. This comprehensive approach guarantees that your team can respond effectively to customer needs across multiple platforms.

Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.

VerbaFlo is a conversational platform powered by AI that consolidates and automates communication across various channels including voice, chat, email, SMS, WhatsApp, and web, enhancing real-time interactions with prospects, clients, and residents, especially in the real estate sector. Leveraging natural language processing and machine learning, it ensures intelligent handling of conversations around the clock, facilitating lead qualification, scheduling, follow-ups, and tailored responses at every interaction point—all without the issue of script fatigue. Additionally, it seamlessly integrates with existing solutions like CRM or property management systems to centralize workflows and analytics. The platform also accommodates multilingual communication and offers real-time dashboards, conversational memory, and automated outbound initiatives such as renewals, rent reminders, and maintenance updates. Moreover, it provides valuable insights into occupancy trends and client behavior while tracking performance metrics, which empowers property teams to respond more swiftly, boost conversion and retention rates, and minimize overall operational costs. By harnessing such comprehensive features, VerbaFlo significantly elevates the efficiency and effectiveness of communication within the real estate market.