Best Real-Time AI Sales Assistants for Microsoft Teams Calls (2027)

Six tools describe live help for sales reps on Microsoft Teams calls: Microsoft 365 Copilot (a private chat in the meeting), Avoma (Answer Cards), Outreach Kaia (live content cards), Dialpad (Live Coach on Dialpad calls inside Teams), Cluely (a desktop overlay) and Proshort's Aria Live. On Teams, compare how each one gets into the call, what your admin must approve and what the buyer sees.

For the wider category on every platform, see our comparison of real-time AI sales assistants. This guide covers only what changes on Microsoft Teams.

Key takeaways

• Microsoft 365 Copilot gives a private in-meeting chat, but Microsoft says it does not work in meetings hosted outside your organization. So it cannot help when the buyer sends the invite.

• Most assistants reach a Teams call as a bot that joins as a participant. Teams can hold detected external bots in the lobby until the organizer admits them.

• Avoma and Proshort state that their live answers are visible only to the rep. The buyer still sees the recording notice, and any bot that joins appears in the participant list.

• Gong and Salesloft record Teams meetings, but the in-call features they describe run on Zoom.

How we compared these tools

A tool made the list only if its own site or help center describes help that reaches the rep during a Microsoft Teams call: an answer, a card, a prompt or a chat about the live meeting. For each one we checked:

• How it gets into the Teams call: a bot participant, Teams itself, a desktop app or telephony

• What the rep sees live, and whether the vendor says the buyer cannot see it

• What a Teams or Microsoft Entra admin has to approve

• What the buyer sees, including recording notices

• Whether the vendor publishes a price for the live features

Proshort makes Aria, one of the tools below; we list it last and describe every tool from its own website, help center or Microsoft Learn. Vendor pages were checked in November 2026 (last on 10 Nov 2026). The list is not ranked: Microsoft first, then the other tools alphabetically, then Proshort.

Which real-time AI sales assistants work on Microsoft Teams calls?

Microsoft 365 Copilot and the Sales agent

During a Teams meeting, a licensed user can open a private chat with Copilot to summarize key points, see who said what and ask questions in real time (Microsoft Support); Microsoft says the prompts are visible only to the person asking. Organizers can choose "Only during the meeting", which uses temporary speech-to-text, but the admin default requires a saved transcript (Microsoft Learn).

The sales layer, now called the Sales agent, connects Dynamics 365 or Salesforce. Its meeting insights (competitors, questions asked, sentiment, follow-up tasks) appear on a Sales tab in the meeting recap, after the call, and need the meeting transcribed (Microsoft Learn).

Watch for: Copilot does not work in meetings hosted outside the participant's organization, and licensed external participants cannot use it in "Only during the meeting" mode. It answers questions about the meeting, not about your battlecards.

Avoma

Avoma shows admin-written Answer Cards when trigger phrases come up, such as pricing questions or competitor names, and lists Teams under the platforms it works with (Avoma real-time guidance). Its help center says cards appear in the desktop app or web app and are never shown to external participants (Avoma help). On Teams, the Avoma Assistant joins as a participant and announces the recording by audio and in the meeting chat (Avoma Teams compliance).

Watch for: the setup article describes live transcripts from Zoom or from the bot joining, so test Answer Cards on a real Teams call. Avoma's no-bot route, Teams cloud recording, arrives after the call.

Outreach (Kaia)

Kaia Live joins Teams meetings as a participant and gives the rep a live transcript and content cards for competitors, products, integrations and pricing (Outreach support). The live panel opens in a Chrome window and needs the Outreach extension. A Teams admin must allow the Kaia app (Kaia Teams setup).

Watch for: Outreach does not say whether the cards are hidden from other participants, and it recommends post-meeting ingestion instead of Kaia Live where Teams explicit-consent policies apply.

Dialpad

Dialpad brings its own calling into Teams through Direct Routing or the Dialpad app, with live transcription, AI Live Coach and AI Playbooks, and on-screen answers from Live Coach cards (Dialpad for Microsoft Teams). Dialpad notes that feature availability differs between the two options. Live Coach is included from the Sell Advanced plan (Dialpad pricing).

Watch for: the Teams page describes phone calls, not Teams video meetings with a buyer.

Cluely

Cluely runs on the rep's Mac or Windows machine, captures system audio and shows suggestions in an overlay only the user can see; nothing joins the meeting (Cluely).

Watch for: Cluely says recording-consent rules still apply to you, and the Teams meeting shows no notice that anything is transcribing. Hiding the overlay from a screen share is a separate paid plan with limits in Teams (Cluely docs).

Proshort (our product): Aria Live

Aria joins Microsoft Teams calls, as well as Zoom and Google Meet. When the buyer asks a question, it puts the right answer, the proof point and the next question on the rep's screen in under a second, from your battlecards, docs and won calls with the source shown. Only the rep sees it; the buyer sees a normal meeting with the standard recording notice and installs nothing. Aria also detects objections and tracks each one until it is resolved.

Watch for: Aria Live is metered at $3 per call hour, so budget for the calls you turn it on. SSO and regional data residency come with Enterprise plans only.

Which tools did we check but leave out?

• Gong: its Teams integration records meetings; in-call notes and alerts are described in the Gong app for Zoom (Gong help).

• Salesloft: its CI bot joins Teams, and battlecards appear in its desktop app, but its October 2026 announcement describes live battlecards on Zoom and no page names Teams for them.

• Balto and Cogito (Verint): built for contact-center phone systems; neither lists Teams for live guidance.

• Sybill and Attention: both record Teams calls, but their help docs describe no on-screen help during the call.

How do AI assistants get into a Microsoft Teams call?

There are four ways in, and each one changes what IT approves and what the buyer notices:

1. A bot that joins as a participant (Avoma, Outreach Kaia, Proshort). It appears in the attendee list. Teams can detect external AI bots and, by default, holds them in the lobby until the organizer admits them (Microsoft Learn).

2. Teams itself (Microsoft 365 Copilot). Nothing joins, but it only works in your own tenant's meetings.

3. A desktop app (Cluely). Nothing joins and there is nothing to approve in Teams, which makes disclosure the rep's job.

4. Telephony (Dialpad). Live help rides on the phone call, not the Teams meeting.

What does your Teams admin need to approve?

Ask IT these four questions before a trial:

• External bots: is the policy "require approval before joining"? Then the organizer admits the bot every time, which breaks on buyer-hosted calls.

• Teams apps: third-party apps are allowed or blocked in the Teams admin center, and they are blocked by default in government clouds (Microsoft Learn).

• Entra consent: integrations that read Teams recordings or transcripts through Microsoft Graph need a tenant admin's consent. Outreach's resource-specific consent model also needs a Global Admin.

• Explicit recording consent: when an admin turns it on, participants stay muted until they agree to be recorded (Microsoft Learn).

Can the buyer see an AI sales assistant on a Teams call?

The buyer can usually see that an assistant is present, but not what it shows the rep. A bot sits in the participant list, and Teams shows a banner when recording or transcription starts. What appears on the rep's screen is a separate question: Avoma says its cards are never shown to external participants, and Proshort shows Aria's answers only to the rep.

Two cautions. Private answers are not hidden recording, so consent rules apply to every model. And a rep who shares the whole screen can expose an overlay, so share a single window during demos.

How should you choose for your Teams calls?

Then test each shortlisted tool on a real Teams meeting that a colleague outside your tenant hosts. Ask three buyer questions from a lost deal and note how long the rep waits for an answer, whether the source is shown and what the "buyer" saw.

Where Proshort fits (and where it does not)

Proshort fits B2B teams whose deals slip because reps cannot answer technical, competitive or pricing questions on the spot, on Teams, Zoom or Google Meet. Aria Live answers from your own content, shows only the rep, then drafts the follow-up for the rep to approve. Live help also works on dialer calls such as Dialpad and RingCentral (see integrations).

"Proshort gave our reps something they didn't have before: context going into every call, without any extra work." Deepak PG, Senior Director Sales Operations, MetricStream

Read the MetricStream case study. Proshort is not the best fit if your meetings are internal and already covered by Microsoft 365 Copilot, if your security team will not admit any third-party bot to Teams meetings, or if one seller only needs a low-cost personal overlay.

Frequently asked questions

What is the best real-time AI sales assistant for Microsoft Teams calls?

It depends on who hosts the meeting and what reps need. Microsoft 365 Copilot suits internal meetings in your own tenant. For buyer calls, Avoma's Answer Cards and Proshort's Aria Live put answers on the rep's screen privately, Outreach Kaia suits teams already on Outreach, Dialpad covers phone calls inside Teams, and Cluely suits an individual seller who wants nothing to join.

Does Microsoft Copilot help sales reps during Teams meetings?

Yes, within limits. A licensed user can open a private Copilot chat during the meeting to catch up, see who said what and ask questions about the discussion. Microsoft says Copilot does not work in meetings hosted outside the participant's organization, so it cannot help in a buyer-hosted call, and the Sales agent's competitor and question insights appear in the recap after the meeting.

Do AI meeting assistants need Teams admin approval?

Often. Teams can detect external AI bots and, by default, holds them in the lobby until the organizer admits them. Teams apps need to be allowed in the Teams admin center, and integrations that read recordings or transcripts through Microsoft Graph need Entra admin consent. Desktop overlays such as Cluely document no Teams admin step.

Can the buyer see an AI sales assistant on a Teams call?

The buyer can usually see that something is there, but not what it shows the rep. A bot appears in the participant list, and Teams shows a banner when recording or transcription starts. Avoma and Proshort say their live answers are shown only to the rep. Recording consent applies whichever tool you use.

Which AI assistants give live call prompts to sales reps on Teams?

Avoma shows Answer Cards on trigger phrases, Outreach Kaia shows content cards for competitors, products and pricing, Dialpad shows Live Coach cards on Dialpad calls, Cluely shows an overlay with suggestions, and Proshort's Aria shows the answer, the proof point and the next question. Gong and Salesloft describe in-call features for Zoom but do not name Teams for them.

To see Aria answer a buyer's question on a Teams call, book a 30-minute Proshort demo.