List of the Top 25 Conversational AI Platforms for Microsoft 365 in 2026

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Drift is a conversational marketing and sales platform that enables businesses to engage website visitors through AI-powered chat experiences. The platform allows companies to replace static lead forms with interactive conversations that help capture and qualify leads in real time. Drift’s AI chat agents greet website visitors, answer questions, and guide potential buyers toward relevant information, meetings, or product demonstrations. By identifying visitors and analyzing engagement signals, the platform helps businesses recognize high-intent prospects and personalize interactions. Drift can also reveal valuable visitor data such as company details, location, and account history, giving sales teams better context for conversations. Once a visitor is identified as a qualified lead, the platform routes them directly to the appropriate sales representative or workflow. This immediate engagement helps shorten sales cycles and improves the overall buyer experience. Drift also provides detailed reporting and analytics that allow teams to track conversation performance, measure engagement, and attribute results to revenue outcomes. Marketing teams can use these insights to optimize their messaging and identify which conversations generate the most qualified leads. The platform integrates with CRM systems, sales engagement tools, and marketing automation platforms to ensure a unified revenue workflow. By enabling real-time communication with website visitors, Drift helps companies turn website traffic into meaningful sales conversations. Ultimately, the platform empowers marketing and sales teams to connect with buyers at the right moment and accelerate pipeline growth.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

Claude is a powerful AI assistant designed by Anthropic to support problem-solving, creativity, and productivity across a wide range of use cases. It helps users write, edit, analyze, and code by combining conversational AI with advanced reasoning capabilities. Claude allows users to work on documents, software, graphics, and structured data directly within the chat experience. Through features like Artifacts, users can collaborate with Claude to iteratively build and refine projects. The platform supports file uploads, image understanding, and data visualization to enhance how information is processed and presented. Claude also integrates web search results into conversations to provide timely and relevant context. Available on web, iOS, and Android, Claude fits seamlessly into modern workflows. Multiple subscription tiers offer flexibility, from free access to high-usage professional and enterprise plans. Advanced models give users greater depth, speed, and reasoning power for complex tasks. Claude is built with enterprise-grade security and privacy controls to protect sensitive information. Anthropic prioritizes transparency and responsible scaling in Claude’s development. As a result, Claude is positioned as a trusted AI assistant for both everyday tasks and mission-critical work.

Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario. This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly. When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform. It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself. Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies. With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.

Boost your sales and enhance service delivery with OnceHub's online appointment scheduling and digital engagement platform, which is hosted in the cloud. This solution simplifies the process of organizing and overseeing meetings by enabling prospects and customers to select convenient times for appointments directly from your website or via a dedicated booking page. The platform automates the collection of pre-meeting information, lead qualification, routing, reminders, and follow-ups, ensuring that your business can greet and assist clients around the clock, even when your team is unavailable. In addition, you can look forward to: • Customizable templates and themes for booking pages, including embedded chatbots and forms • Seamless integrations with popular calendars, video conferencing tools, CRMs, and more, both native and third-party • Efficient resource pooling for managing meetings across diverse teams and locations • Innovative chatbots and interactive forms that replace outdated contact forms and lead capture methods • The ability to transition to live chat and instant video calls for urgent opportunities that shouldn’t be postponed • Comprehensive analytics to track trends and engagement levels, as well as to assess team performance • Robust security measures that comply with international privacy and data protection regulations, ensuring peace of mind for your business and clients alike.

Flow XO stands out as a sophisticated automation platform that empowers users to effortlessly design remarkable chatbots aimed at enhancing communication and engagement with customers across an array of websites, applications, and social media channels. A chatbot is a software tool that can mimic natural human dialogue, enabling users to engage without feeling as though they are speaking to a machine. While it is crucial for a chatbot to retain its identity as a technological entity, it must also replicate human-like interactions to be effective. Acting as an inviting entry point for businesses, chatbots offer a straightforward and user-friendly way for customers to ask simple questions or provide feedback, thereby eliminating the hassle of navigating through website content or completing traditional online forms. The range of chatbot applications is extensive and varied, catering to numerous business needs. Users of Flow XO have successfully developed a multitude of chatbots designed to manage an array of functions, significantly boosting their ability to interact with customers in a timely and effective manner. Moreover, these intelligent chatbots can be designed to learn from user interactions, continuously enhancing their capabilities and responsiveness as they evolve over time. This adaptability not only improves user experiences but also allows businesses to refine their engagement strategies.

Qualified stands out as the leading platform for pipeline generation tailored specifically for revenue teams utilizing Salesforce. Through its Pipeline Cloud, Qualified empowers top B2B enterprises such as Autodesk, GE Healthcare, and VMWare to leverage their most valuable asset — their website — by pinpointing key visitors, recognizing buying signals, crafting effective sales and marketing strategies, and initiating immediate sales dialogues. With the innovative Xforce platform at its core, Qualified is expertly crafted for Sales Cloud users, facilitating quicker pipeline generation. In terms of engagement, Qualified Conversations offers a dynamic B2B conversational sales and marketing tool that enables sales teams to convert valuable website visitors into immediate pipeline opportunities, all while bypassing traditional form fills and qualifying leads via real-time voice, video, and chat interactions. On the other hand, Qualified Signals serves as an account-based buyer intent mechanism that boosts pipeline creation by detecting interest and intent among buyers, allowing sales and marketing teams to compile targeted account lists centered around high intent. This enables them to connect with the right prospects at optimal times and tailor their approaches through various sales engagement, marketing initiatives, and direct conversations. Additionally, Piper acts as an AI-driven Sales Development Representative (SDR) focused on automating the generation of inbound pipelines, further streamlining the processes for sales teams. This combination of tools equips businesses with the necessary resources to enhance their sales strategies efficiently.

Workativ Assistant is an all-in-one support automation solution that enables users to develop generative AI chatbots, design and connect multi-step app workflows with bots, create a personalized Chat GPT for accessing knowledge bases, and offer AI-enhanced live chat support. The platform includes a variety of features such as a Chatbot Studio for creating and managing multiple bots, pre-built templates for quick setup, dynamic notifications for bot interactions, and an approval management system for chatbot quality control. Users can connect Knowledge AI GPT to various sources like websites, SharePoint, and PDFs, while benefiting from an AI-powered shared live chat inbox. Additionally, it features an App Workflow Builder that allows for the creation of multi-step workflows and offers a marketplace with over 100 app integrations. Users can also utilize an on-prem app connector for bots, conduct bot training and testing, and access detailed logs and advanced analytics. The platform supports chat channel integration with popular tools like Teams and Slack, and provides security measures such as Multi-Factor Authentication (MFA) and Role-Based Access Control (RBAC) to ensure a secure automation experience. Overall, Workativ Assistant streamlines support processes and enhances user engagement through its comprehensive capabilities.

Dialpad Sell is a cutting-edge AI-powered sales outreach platform designed to transform how sales teams engage prospects and close deals. By providing real-time call transcription, sentiment analysis, and keyword tracking, it equips sales reps with actionable insights during conversations to refine pitches and respond effectively to objections. The platform’s AI Playbooks automate best practices and offer personalized coaching recommendations, empowering managers to drive better team performance and accelerate ramp-up times for new hires. Dialpad Sell integrates seamlessly with leading CRM platforms such as Salesforce, Zendesk, Hubspot, Microsoft Dynamics, and communication tools like Microsoft Teams and Google Workspace, enabling a cohesive sales ecosystem. Companies using Dialpad Sell have reported a 50% increase in post-call productivity, a 75% improvement in coaching efficiency, and a 22% decrease in sales rep attrition rates. The platform is built on a secure, scalable dual-cloud infrastructure with enterprise-grade security certifications including GDPR, HIPAA, SOC 2, ISO, and more. It offers 24/7 support, robust disaster recovery, and a 100% uptime SLA to ensure uninterrupted performance. Dialpad Sell supports sales organizations from startups to global enterprises in improving pipeline velocity and driving revenue growth. Its AI capabilities also help capture key customer insights and automate routine sales tasks, freeing reps to focus on high-value activities. Ultimately, Dialpad Sell delivers an intelligent, integrated solution for modern sales teams aiming to outperform their targets.

Teneo.AI is an enterprise conversational and voice AI platform designed to redefine customer service automation. It enables organizations to deploy AI agents that handle Tier 1 customer inquiries across voice, chat, and digital channels. The platform supports rapid implementation, moving from proof of concept to real-world production in as little as two months. Teneo integrates seamlessly with leading contact center platforms such as Genesys Cloud and Amazon Connect. Its voice AI capabilities scale to handle millions of interactions per month with high precision. Enterprises use Teneo to automate repetitive inquiries and free human agents for higher-value work. The platform delivers measurable outcomes, including cost savings, higher resolution rates, and improved customer satisfaction. Teneo provides a unified environment to build, test, deploy, and optimize AI agents. Open APIs enable integration with CRMs, ERPs, LLMs, and legacy systems. Advanced analytics drive continuous performance improvement. Built-in governance and security ensure enterprise readiness. Teneo empowers organizations to transition toward fully agentless, AI-driven customer service.

Rezolve.ai is a cutting-edge employee support and engagement platform powered by GenAI that seamlessly integrates with Microsoft Teams, improving the overall employee experience, unlocking valuable enterprise knowledge, and fostering digital skills within organizations. The AITSM feature of Rezolve.ai enhances the employee journey, reveals previously hidden enterprise insights, and maximizes the potential of digital talent, positioning it as a crucial asset for businesses aiming to advance their IT functions and encourage innovative practices. Key advantages of using Rezolve.ai include: • Improved efficiency of your service desk • Higher employee satisfaction (ESAT) and reduced wait times • Round-the-clock support availability • Reduction of friction within the enterprise • Increased productivity among employees • Enhanced return on investment (ROI) • Promotion of digital dexterity • Employee engagement through Microsoft Teams Ultimately, adopting Rezolve.ai can significantly transform the way organizations support their workforce and drive operational excellence.

Never miss out on potential leads from your website by incorporating chatbots and live chat features that deliver friendly and engaging interactions 24/7. This solution consistently offers the quickest and simplest way to add a bot to your site. Today's consumers expect immediate answers, and chatbots play a crucial role in lead generation by providing automatic responses, even when you're offline or in a different time zone. Our user-friendly drag-and-drop bot builder makes it simple to develop intricate bots. You can handle incoming inquiries through a centralized inbox or take charge of chatbot dialogues as required. Additionally, enable your customers to effortlessly set up meetings at convenient times for both parties, all without any burden on your end. Effortlessly link new leads to your email distribution list, CRM, and other platforms. To get started, just insert our embed code into your website or use our WordPress plugin for a fast installation. By doing so, you will not only improve customer engagement but also significantly boost your lead generation strategies. Moreover, with the right setup, you can watch your business thrive as these tools work round the clock to nurture and convert potential customers.

Supervity is revolutionizing enterprise automation with its powerful suite of AI agents. From automating finance operations and HR support to improving customer experience and sales enablement, Supervity’s AI agents are built to handle complex workflows and enhance operational efficiency. The platform supports a wide range of AI capabilities, including knowledge management, document processing, fraud detection, and compliance automation, all in a no-code environment. Trusted by over 3,000 global teams, Supervity enables businesses to streamline processes, reduce manual effort, and accelerate digital transformation.

An expertly tailored managed service specifically focused on bot development. Build advanced, enterprise-grade bots that improve user experiences while keeping your data secure and in your possession. You can design a variety of bots, ranging from basic Q&A systems to comprehensive branded virtual assistants, allowing users to quickly obtain the information they need. Create a bot that interacts with users in a conversational style by integrating Cognitive Services seamlessly. Use open-source SDKs and tools to craft, test, and deploy your bot on Azure. Your bot can be launched across multiple widely-used platforms, ensuring you connect with customers wherever they are. Take advantage of solution accelerators to create your own unique virtual assistant brand. By integrating Bot Service across multiple communication channels, you can reach a broader audience more consistently. Deploy bots on various platforms, including your own website, apps, Microsoft Teams, Skype, Slack, Cortana, and Facebook Messenger, to optimize your engagement potential. This comprehensive strategy enables businesses to leverage the advantages of automation while effectively personalizing their interactions with the target audience, ultimately driving better customer satisfaction. Engaging users through these multiple touchpoints can foster stronger relationships and enhance brand loyalty over time.

Our state-of-the-art software is crafted to effortlessly implement a genuine conversational strategy. Clients find themselves engaged and persuaded, as no programming knowledge is necessary to navigate our platform. Designed for ease of use and accessibility, we empower users to create and manage their bots with minimal effort. After ten years of extensive research in artificial intelligence, our software boasts a layout that greatly simplifies the bot development process through an exceptionally intuitive interface. The natural language processing algorithm guarantees that interactions with users are fluid and realistic. All of our bots comply with GDPR regulations, ensuring that user privacy is prioritized. Moreover, our chatbot development platform functions in a self-service format, allowing individuals to construct their chatbots from start to finish without any coding required! After configuring your bot, integration into your website or application is a breeze, thanks to our straightforward bot management system. This innovative approach not only improves the user experience but also enhances operational efficiency for businesses, enabling them to focus on what truly matters. Ultimately, our platform is designed to revolutionize the way organizations interact with their customers.

Amazon Q Business is a cutting-edge, fully-managed assistant driven by generative AI, designed to help employees find information, derive insights, and take actionable measures within their professional environments. This groundbreaking tool enables users to interact using natural language to request data, create content, or build simple applications that optimize workflows. It features a unified search capability that bridges multiple systems and data sources, delivering quick, accurate, and relevant responses to complex questions arising from documents, images, audio, video files, and other application data, all while providing citations and references for transparency. Employees can access Amazon Q Business through its web-based conversational interface, which is compatible with browsers like Microsoft Edge, Google Chrome, and Mozilla Firefox, as well as applications such as Slack, Microsoft Outlook, Word for Microsoft 365, and Microsoft Teams. Moreover, with the functionalities offered by Amazon Q Apps, users can effectively automate tasks, generate content, and streamline workflows simply by expressing their requirements in everyday language, thus significantly boosting productivity and efficiency at work. This seamless technological integration not only facilitates smoother operations but also empowers teams to concentrate on more impactful projects rather than getting bogged down by routine activities. Overall, Amazon Q Business represents a significant advancement in workplace efficiency and collaboration.

The evolution of customer relationship management is set to emphasize user-friendliness at its core. By transforming sales methodologies and enhancing overall efficiency, this new approach utilizes clear prompts for clients, representatives, and account teams, all backed by an innovative Edge AI platform that emphasizes the needs of sellers. With three decades of expertise in CRM and enterprise software, Tact.ai delivers a flexible engagement model alongside state-of-the-art technology, positioning itself as the ideal partner for enhancing existing CRM systems while paving the way for a more manageable CRM environment that ensures future achievements. Tact Assistant takes seller priorities to heart by offering real-time insights, effortless data entry while on the move, proactive nudges, and significant productivity improvements—all integrated into a holistic user experience that elevates representative efficiency and promotes stronger CRM utilization and governance. This groundbreaking strategy not only leads to improved sales results but also equips teams to thrive in an ever-evolving competitive landscape, ensuring sustained growth and success. As businesses adapt to these advancements, they will find themselves better prepared to meet the dynamic demands of their customers.

An intuitive, no-code platform empowers individuals to design customized bots, digital assistants, and automated tools for various communication applications like Microsoft Teams, Workplace from Facebook, and Messenger. This solution facilitates the effortless creation of applications, streamlining workflows, and integrating processes across the communication channels that employees and clients use, all in a secure, scalable environment. Users can craft their own productivity enhancements without needing any programming expertise, making it accessible for everyone. For too long, organizations have had to adjust their practices to fit rigid and disconnected systems, which is an issue that should be addressed. Instead, businesses ought to have the capability to create tools that align with their distinct needs, workflows, and company culture. Within minutes, tailored bots and automation solutions can be developed and implemented to meet your specific requirements. This method not only boosts operational efficiency but also promotes creativity, enabling businesses to adapt swiftly to evolving demands. Ultimately, the ability to customize these tools leads to a more agile and responsive business environment.

You’ll be glad to hear that you won't have to spend the next six years building an AI assistant from the ground up, which could impede your advancement in other crucial areas. Additionally, you're not obligated to compromise by using a simple bot that only delivers generic answers sourced from other companies. Our platform provides a fully branded AI assistant that is ready for immediate deployment, capable of addressing 85% of the common inquiries in your sector, giving you the flexibility to choose which questions to activate. This will considerably free up time for your team during their work hours, allowing you to focus on innovation and the development of unique features tailored specifically to your business. Meanwhile, your AI assistant can interact with thousands of customers at once, 24/7, through conversational AI. As you delve deeper into your Reef dashboard, you will find even more valuable insights, and we will be right there alongside you, managing the technology to ensure your AI continues to grow and improve over time. This collaboration not only boosts your current efficiency but also lays a strong foundation for sustainable growth and adaptability in a constantly evolving marketplace. Ultimately, it empowers your organization to not just keep pace, but to lead in your industry.

Nuvento, based in New Jersey, excels in delivering affordable chatbot development services that cater specifically to your organization's needs in knowledge management, customer support, and self-service solutions. Our AI-powered chatbots significantly improve your organization's ability to communicate and assist by enabling real-time automated conversations in natural language, allowing users to resolve their inquiries independently. We design enterprise chatbots that accurately interpret user intent and provide suitable responses to both employees and customers using the data accessible within your organization. With our extensive experience in chatbot development, Nuvento is well-equipped to address real business challenges through effective AI chatbot solutions. Our cutting-edge chatbots are especially advantageous for retailers, enhancing the possibilities of conversational commerce and enabling customers to interact directly with your business. Furthermore, our chatbots offer essential features, including personalized purchase recommendations and seamless customer support, which contribute to a more enriching user experience. This comprehensive strategy not only boosts customer satisfaction but also streamlines overall operational efficiency for your business, paving the way for enhanced growth opportunities.

Empowering enterprise teams to create, manage, and scale interactive chatbots by harnessing the capabilities of Conversational AI is essential for modern businesses. By utilizing chatbots, organizations can significantly improve the customer journey and drive higher sales. A great example is Rentokil Initial, which transformed its customer service and sales through Bessie, a round-the-clock chatbot skilled in handling inquiries, providing quotes, and addressing customer service issues. EBM provides you with the essential tools and frameworks needed to effectively oversee, analyze, scale, and continuously optimize your chatbot projects for the best possible results. Collaboration among teams is fostered, allowing for innovative enhancements in chatbot features. It also becomes critical to identify and track key content areas that align with business objectives while boosting user satisfaction. Moreover, techniques like supervised learning can help identify and correct any misunderstood responses. Adopting an omni-channel strategy enables your chatbots to interact with customers seamlessly across multiple platforms. Our API-first approach simplifies integration with your existing backend systems, ensuring a unified experience for customers during their interactions with chatbots. This all-encompassing strategy not only optimizes operations but also greatly enhances user engagement and satisfaction, leading to better business outcomes overall. In the rapidly evolving digital landscape, staying ahead requires leveraging such innovative technologies for maximum impact.

Geomant transforms your existing technology to significantly enhance the customer experience. By utilizing cloud-based solutions and facilitating seamless integrations, we optimize the functionality of your contact center. Our powerful, feature-rich cloud contact center system equips users with extensive features without the need for costly hardware or software licenses. With a subscription-based pricing model, you can easily modify your licenses according to your actual business requirements, ensuring that you only pay for what you need. The quick deployment process, achievable in a matter of hours, allows you to swiftly reap the benefits of incorporating a chat solution into your operations. In addition, we support a range of digital and social channels, provide in-queue and scheduled callbacks, offer call recording services, and much more! Our solutions also come with tools for real-time and historical performance management, designed for wallboards and agent desktops. Moreover, we have extensive contact center functionalities specifically tailored for Microsoft Teams, which guarantees a truly omnichannel experience for all users. This all-encompassing strategy ensures that your team is well-equipped to effectively address customer needs across various platforms, resulting in a more streamlined and efficient service. Ultimately, our commitment to enhancing user experience positions your business for greater success in today's competitive landscape.

Unifonic is a cutting-edge platform powered by artificial intelligence, aiming to create tailored interactions with customers across various channels. It enables businesses to communicate through numerous methods, including SMS, WhatsApp, Messenger, push notifications, and voice calls, allowing clients to engage through their favored mediums. With more than 100 native integrations with well-known tools like Salesforce, HubSpot, and Shopify, the platform effectively facilitates workflow automation. Moreover, Unifonic's Flow Studio provides pre-built templates for frequently encountered situations, such as abandoned cart alerts, one-time passwords, and chatbot integration, simplifying the setup of automated workflows. This platform enhances marketing strategies and improves operational efficiency through its low-code development features, while also offering 24/7 AI-enhanced customer support. Unifonic reaches a wide audience, achieving an impressive 95% coverage, with over 25 billion messages sent and serving a diverse clientele of more than 5,000 businesses, highlighting its significant industry presence. In addition, its dedication to continuous innovation empowers companies to meet the changing needs of customer engagement effectively. With such a robust framework, Unifonic positions itself as a key player in the landscape of customer interaction solutions.

VerbaFlo is an AI-driven conversational platform that streamlines and automates communication across multiple channels such as voice, chat, email, SMS, WhatsApp, and the web, thereby improving real-time interactions with prospects, clients, and residents, particularly within the real estate industry. Utilizing advanced natural language processing and machine learning, it guarantees intelligent engagement in conversations at any hour, simplifying tasks like lead qualification, appointment scheduling, follow-ups, and providing customized responses without the drawbacks of script fatigue. Furthermore, it integrates effortlessly with current systems like CRM or property management software to unify workflows and data analysis. The platform also supports multilingual conversations and features real-time dashboards, conversational memory, and automated outreach initiatives, including renewals, rent notifications, and maintenance updates. In addition, it offers critical insights into occupancy patterns and client behaviors, while monitoring performance metrics that enable property teams to act more quickly, enhance conversion and retention rates, and reduce overall operational expenses. By leveraging these extensive capabilities, VerbaFlo not only improves communication efficiency in the real estate sector but also empowers teams to make informed decisions that positively impact their operations. This comprehensive approach allows for a more cohesive and responsive customer experience, ultimately leading to greater satisfaction among clients and residents alike.