TRANXACT.AI Training

Connected Channels

Teams, Zoom, Twilio, a contact centre, an email provider — what this company can actually reach a customer through, and what each one is capable of. Microsoft Teams calls, meetings and presence are set up here: register an app in Microsoft Entra, grant it the Graph application permissions Calls.Initiate.All, OnlineMeetings.ReadWrite.All, Presence.Read.All and CallRecords.Read.All with admin consent, enter its tenant id and client id below, save its client secret with "Set the credential", then press "Test it" — the test names anything still missing. TRANXACT starts the call or meeting and logs it; the conversation itself happens in Teams.

14 steps · 4 questions · about 7 minutes

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