Ragsi Tel seamlessly connects Microsoft Teams with Salesforce, enabling your team to make, receive, and log calls without ever leaving the CRM.
Trusted by teams worldwide
From real-time transcription to intelligent coaching, Ragsi Tel brings the power of AI directly into your Salesforce & Teams workflow.
Real-time speech-to-text for every Teams call, logged automatically into Salesforce records.
Instant AI-generated summaries with key action items and next steps after every call.
Detect customer emotions in real-time and surface mood trends across all your conversations.
AI-driven routing that connects callers to the right rep based on context and history.
Live in-call suggestions, talk tracks, and objection handling powered by your CRM data.
Salesforce Einstein surfaces deal risks, opportunity scores, and predictive analytics on every call.
AI recommends the optimal follow-up — email, meeting, or task — the moment a call ends.
Zero manual entry — every call, note, and follow-up is auto-logged to the right Salesforce record.
A native Salesforce Utility Bar experience — your reps sign in once with Microsoft, and they're ready to make and receive Teams calls without leaving the CRM.
Built for insurance teams. From quoting underwriters to logging claims calls, Ragsi Tel delivers a polished native experience your agents, brokers, and adjusters will love using every day.
A fully native dial pad right inside Salesforce. Search contacts, dial numbers, and initiate Microsoft Teams calls without switching apps.
Policy: LibertyShield Q4 Renewal • $245,000 premium
Patricia raised concerns about new commercial property exclusions. Highlight expanded business interruption coverage in the multi-line bundle.
Full call controls with mute, hold, and transfer. The matching policy and named insured auto-surface from Salesforce, and the AI Copilot delivers live underwriting and claims coaching during the call.
LibertyShield Insurance • Outbound
Guardian Mutual Group • Inbound
Apex Risk Holdings • Outbound
Cornerstone Casualty • Missed
Sterling Life & Annuity • Inbound
Meridian Property & Casualty • Outbound
Every call auto-logged to Salesforce. Filter by inbound, outbound, or missed. Tap any entry to jump to the linked Salesforce record.
Caller ID with instant Salesforce matching. The named insured, agent, or claims adjuster surfaces the moment a call lands — accept or decline with a single tap.
Patricia Hartwell • 12m 34s • Outbound
Discussed the Q4 commercial property renewal with Patricia Hartwell at LibertyShield Insurance. Patricia raised concerns about the deductible increase and asked for expanded business interruption coverage. Agreed to send a revised quote bundling general liability with a multi-policy discount by Friday.
AI auto-generates call summaries with policy and claim context, detects action items like follow-up quotes and underwriting reviews, and lets agents set dispositions. One tap saves everything to the Salesforce policy record.
Senior Claims Adjuster • Guardian Mutual Group
Underwriting Manager • Heritage Mutual Insurance
VP Claims • Vanguard Specialty Insurance
VP Underwriting • LibertyShield Insurance
Search policyholders, brokers, adjusters, and leads across Salesforce and the Teams directory in one place. Click-to-call any result instantly via Microsoft Teams.
caroline.whitmore@libertyshield.com • Microsoft Teams
Agents like Caroline manage presence between underwriting reviews and claims calls, toggle AI transcription and copilot features, and configure audio devices — all in one place.
Use your work or school account
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Secure OAuth authentication with Microsoft. Insurance teams sign in with their work account to connect Teams calling directly inside Salesforce — no extra credentials, no separate softphone.