Integrations/Microsoft Copilot

Integration

Koachly and Microsoft Copilot — better together.

Microsoft Copilot handles meeting transcription and notes inside Teams. Koachly handles real-time coaching during the meeting. They complement each other perfectly — Copilot documents what happened, Koachly improves how it went.

How it works

From first word to final summary

1

Open Koachly before your Teams meeting

2

Copilot handles transcription and meeting notes

3

Koachly runs a separate coaching overlay with real-time suggestions

4

Both tools work simultaneously without conflict

Use cases

What you can do with this integration

Run Koachly on Microsoft Teams alongside Copilot

Copilot takes meeting notes; Koachly coaches you live

Use Azure OpenAI Service with BYO API key in Koachly

Compatible with Teams-first enterprise environments

Complementary tools

Why use both?

Microsoft Copilot is great for

Microsoft Copilot

  • Meeting transcription and structured notes inside Microsoft Teams
  • Email drafting and summarization in Outlook
  • Integrated across the full Microsoft 365 application suite
  • Enterprise-grade compliance and data residency options

Koachly adds

Koachly

  • Private real-time coaching cards during live calls
  • Coaching suggestions visible only to the rep, not the prospect
  • Sales playbook enforcement and objection handling framework
  • Post-call scoring and conversation quality metrics

FAQs

Common questions

No. Copilot handles transcription and meeting notes; Koachly runs a separate coaching overlay with live suggestions. Both tools work simultaneously without conflict.

Yes. Koachly has full Microsoft Teams support. You can run the Koachly desktop app or browser extension alongside any Teams meeting.

Yes. Enterprise teams using Azure OpenAI Service can connect their Azure API key in Koachly's BYO API settings for data residency compliance.

Add Microsoft Copilot to your Koachly workflow

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