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.
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.
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.
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.
Ready to Give Your Sales Team Superpowers?
Start with a free trial. See results in your first week.
Or request a guided pilot →