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DaVinci Toolkit for Microsoft Teams & Salesforce Voice

Real-time transcription and AI from Teams (Phone & Meetings) & Voice

Overview

Using Microsoft captions, DaVinci delivers real-time transcription, call summaries, sentiment analysis, and Einstein Conversation Insights directly in Salesforce, through Microsoft Teams Phone and Meetings.

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See How DaVinci Toolkit for Microsoft Teams & Salesforce Voice Works

  • Unified Customer Engagement – Connect both contact center interactions and sales/service meetings to Salesforce for a 360° view.

  • Agent Productivity – Reduce manual note-taking, after-call wrap time, and missed commitments.

  • Actionable Insights – Leverage Einstein to uncover trends, improve coaching, and drive better customer outcomes.

  • Scalable & Secure – Uses Microsoft Graph API and captioning services—no media bots or RTP handling required. Enterprise-ready with governance controls and compliance alignment.

  • Teams Phone Integration – Capture captions from Teams Phone calls, feed them into Salesforce Voice, and surface Einstein insights directly in the Salesforce Agent Desktop.

  • Teams Meetings Integration – Transcribe Microsoft Teams Meetings in real time using captions. Automatically update Salesforce records (Cases, Opportunities, Activities) with transcripts, summaries, and action items.

  • Einstein AI Enablement – Power Conversation Insights, sentiment tracking, and next-best-action across both contact center and collaboration scenarios.

  • DaVinci Toolkit Extensibility – Build on this foundation to orchestrate additional AI-driven use cases, connect multiple CRMs/CCaaS platforms, and scale across channels.

The DaVinci Toolkit extends Salesforce Voice by seamlessly integrating Microsoft Teams Phone and Microsoft Teams Meetings. By consuming Microsoft captions (not raw media), DaVinci delivers real-time transcription, call summaries, sentiment analysis, and Einstein Conversation Insights directly in Salesforce. With DaVinci, you can unify customer conversations across voice calls and meetings, reduce manual effort for agents, and create a scalable foundation for AI-powered customer experience. FAQs Q: Does this integration require handling audio streams or deploying media bots? A: No. DaVinci consumes Microsoft’s captions stream for both Teams Phone and Teams Meetings. Q: Can we use custom STT (speech-to-text) instead of Microsoft captions? A: Yes. DaVinci Toolkit supports advanced deployments where raw media can be transcribed using third-party STT engines. Q: Does this only work with Teams Phone? A: No. It supports both Teams Phone and Teams Meetings transcription. Q: Is this a trial or limited pilot? A: No. This is an ongoing DaVinci Toolkit capability that can be deployed and scaled across your enterprise.

Categories

Business Needs
Customer Service
Sales Productivity
Integration
Industries
Healthcare & Life Sciences
Retail
Travel, Transportation, & Hospitality
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

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