Ragsi Tel · Features

Everything Ragsi Tel brings to your Salesforce + Teams workflow

From real-time AI transcription to a beautifully crafted native Salesforce Utility Bar experience — explore every capability that makes Ragsi Tel the most complete Microsoft Teams ↔ Salesforce integration.

AI-Powered Calling

Supercharge every call with Artificial Intelligence

Eight purpose-built AI capabilities that turn every Teams call into a structured, actionable Salesforce record.

AI Transcription

Real-time speech-to-text for every Teams call, logged automatically into the right Salesforce record.

Call Summarization

Instant AI-generated summaries with key action items and next steps the moment a call ends.

Sentiment Analysis

Detect customer emotions in real time and surface mood trends across all your conversations.

Smart Call Routing

AI-driven routing connects callers to the right rep based on context, intent and history.

AI Copilot for Reps

Live in-call suggestions, talk tracks and objection handling powered by your CRM data.

Einstein-Powered Insights

Salesforce Einstein surfaces deal risks, opportunity scores and predictive analytics on every call.

Next-Best-Action

AI recommends the optimal follow-up — email, meeting or task — the moment a call ends.

Automated Call Logging

Zero manual entry — every call, note and follow-up is auto-logged to the right Salesforce record.

Native Salesforce Experience

Built for the Salesforce Lightning Utility Bar

Reps sign in once with Microsoft and stay productive without ever leaving the CRM. Every screen is purpose-built for Salesforce Lightning.

1

Dialer

Click-to-call from any Salesforce record with smart number formatting and recent contacts.

2

Active Call View

Mute, hold, transfer, add notes and view contact context — all in one focused panel.

3

Call History & Logs

Searchable, filterable history of every inbound and outbound call across the team.

4

Incoming Call Screen

Instant caller match against Contacts, Leads and Accounts with one-click answer.

5

Post-Call Summary

AI-generated summary, action items and sentiment review attached to the activity record.

6

Contact Search

Lightning-fast lookup across Salesforce contacts, leads and custom objects.

7

Settings & Presence

Manage status, toggle AI features, configure audio devices and call-logging preferences.

8

Microsoft Sign-In

Single SSO sign-in with Microsoft 365 — no separate accounts or passwords to manage.

Why Ragsi Tel

Engineered for enterprise sales & service teams

Security, scale and Salesforce-native design — without the heavy implementation cost of legacy CTI vendors.

Enterprise Security

Microsoft Graph & Salesforce OAuth with no third-party data storage. Your call data stays in your tenant.

5-Minute Setup

Install from AppExchange, connect Microsoft Teams, assign permissions — and your reps are calling in minutes.

Built to Scale

From 10 to 10,000 users — Ragsi Tel scales with your org without performance trade-offs.

White-Glove Support

Direct access to certified Salesforce architects and dedicated onboarding for every customer.

Ready to bring Teams calling into Salesforce?

See Ragsi Tel in action with a live demo, or install it directly from the Salesforce AppExchange.