Using Salezx in Microsoft Teams & Microsoft 365

Salezx is one AI Brain. Connect your files — and your CRM if you want — and your team uses the same brain inside Microsoft Teams and Microsoft 365.

One brain, both surfaces

Microsoft Teams

Your team asks Salezx in Teams and gets instant, accurate answers — by chat or voice.

Microsoft 365

The same Salezx brain, right inside Microsoft 365 — consistent answers wherever your team works.

How to set it up

Onboarding always starts on the website. Three simple steps.

1

Connect your files (and CRM, if you want)

Point Salezx at your documents. Add your CRM too if you like — or keep it to just files. The brain reads whatever you give it.

2

The Salezx brain learns your data

Salezx indexes everything so it can answer accurately — product details, pricing, accounts, whatever lives in your files and CRM.

3

Your team uses it in Teams and Microsoft 365

The same brain shows up inside Microsoft Teams and Microsoft 365. Your team just asks — no new tool to learn.

You can connect just your files, or files plus your CRM — whatever you want. Either way, the brain works the same in Teams and Microsoft 365.

Start setup

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