AI Chatbot with Microsoft Teams Handoff for live escalation
When the bot reaches the edge of what it should answer, SleekAI posts the conversation transcript into a Microsoft Teams channel through an Incoming Webhook or Workflows trigger. The team picks up the thread inside Teams without ever opening WordPress, and the visitor stays in the same chat widget on the site.
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Smooth handoff from the chatbot to the Teams channel
Microsoft Teams is where a lot of internal teams already live for sales, support, and operations conversations. When a WordPress chatbot identifies a question it should not answer on its own (high-value sales lead, refund request, abuse complaint, anything sensitive), the natural escalation path is into the Teams channel where the responsible humans already work. Forcing them to open WordPress to find the transcript is a step backwards.
SleekAI escalates directly into Teams. Pick an Incoming Webhook URL or a Workflows trigger URL for the relevant Teams channel and paste it into the chatbot's handoff configuration. When the escalation condition fires (a preset click, a qualification rule, a keyword match), SleekAI posts an Adaptive Card to the channel with the visitor name, the originating page, the conversation transcript, and an action button linking back to the WordPress admin view of the conversation.
The team responds inside Teams as they normally would for any other alert, and the link in the card opens the full conversation in WordPress when they need more context. The chatbot widget on the site can stay open with a we are getting someone for you message, or it can switch to a typing indicator that resolves when a human writes back through a return webhook configured in the same Teams workflow.
Workflow
Set up Teams handoff in four steps
Pick the Teams surface
Configure handoff in SleekAI
Set up the return path (optional)
Train the team on the card
Try it now
Ask the Teams handoff demo bot
Comparison
Generic chatbot vs SleekAI for Microsoft Teams handoff
Generic chatbot
- Drops handoff requests into an admin queue nobody opens regularly
- Cannot post to a Teams channel without buying a separate connector
- Sends only a notification, no Adaptive Card with the transcript
- No deep link back to the conversation log in WordPress
- Provides no return path for a Teams reply to land in the live chat
SleekAI chatbot
- Post Adaptive Cards to Teams via Incoming Webhooks or Workflows
- Transcript, page URL, and visitor info included in every card
- Deep link button opens the conversation in WordPress admin
- Optional return webhook lets a Teams reply land in the live chat
- Escalation conditions: preset click, qualification rule, keyword match
Features
What SleekAI gives you for Microsoft Teams Handoff
Adaptive Card delivery
Escalations post a structured Adaptive Card to your chosen Teams channel through an Incoming Webhook or Workflows trigger. The card renders cleanly in desktop, web, and mobile Teams with the transcript, visitor name, and originating page already laid out.
Deep links back to WordPress
Every card includes a button that opens the conversation in the SleekAI admin view inside WordPress. Responders see the full transcript, mapped variables, and conversation history in one click without searching the WP admin manually.
Two-way handoff with return webhook
When the Teams Workflow finishes, it can call back into SleekAI with the human's reply. That reply lands in the visitor's live chat widget as if the bot wrote it, which keeps the visitor in one tab while the responder stays inside Teams.
Use cases
Where Teams handoff replaces shared inboxes
Sales lead escalation
When a qualified lead asks about pricing or enterprise terms, the chatbot posts a Teams card to the sales channel. The on-duty rep picks it up, replies through the return webhook, and the conversation continues in the same chat widget.
Compliance and abuse
If a visitor asks something that triggers a moderation flag (refund disputes, harassment, regulated content), the bot escalates to a dedicated Teams channel for trust and safety with the transcript flagged for review.
Technical support handoff
Tier-one questions get bot answers. Tier-two questions escalate into the engineering or platform Teams channel where the right engineer picks them up, with the full conversation already attached to the card.
The bigger picture
Why Teams is the right escalation surface
Most internal teams already live in Microsoft Teams for their day-to-day operations. Sales pipeline conversations, support escalations, ops alerts, executive updates, all flow through Teams channels rather than email or a separate ticketing tool. When a chatbot identifies a question that needs a human, the worst thing it can do is route that escalation into a tool nobody opens regularly.
The natural surface is the Teams channel where the right humans already are. SleekAI treats Microsoft Teams as a first-class handoff destination. Adaptive Cards render the transcript cleanly, deep links back to WordPress give responders the full context in one click, and return webhooks let a Teams reply land back in the visitor's open chat widget without ever requiring the responder to open WordPress.
For teams that have invested in Teams as their internal collaboration hub, that is the difference between a chatbot escalation that consistently gets answered and one that quietly piles up in an inbox queue nobody is paid to watch. The chatbot becomes a routing layer between visitors and the existing internal team channel, which is the way modern operations actually work.
Questions
Common questions about SleekAI for Microsoft Teams Handoff
Both, configurable per chatbot. Incoming Webhooks are simpler to set up and still widely supported for one-way notifications. Workflows triggered by When a Teams webhook request is received support richer two-way scenarios and are Microsoft's recommended path going forward. Pick whichever fits your tenancy.
 A header with the chatbot name and visitor identifier, a body with the conversation transcript (last N messages, configurable), context fields like the originating page URL and mapped variables you choose to expose, and an action button that deep-links to the conversation in the WordPress admin.
 Yes, and it is best practice. SleekAI shows a configurable handoff message in the chat widget like Connecting you with a teammate, this usually takes a minute. The widget then switches into waiting mode until a human responds via the return webhook or a configurable timeout fires.
 On the Teams side, the Workflow gathers the human's reply (from a card response, a channel message, or an explicit form) and POSTs it back to a SleekAI endpoint with a signed payload. SleekAI matches the payload to the open conversation and renders the reply in the visitor's chat widget in real time.
 Each chatbot has a fallback timeout. If no human responds within that window, SleekAI sends a configurable follow-up message to the visitor (Our team will reply by email shortly), captures the visitor's email if it is not already known, and continues the conversation through email through your Postmark, Mailgun, or SMTP integration.
 Yes. The webhook URL is the only credential needed, and it is tenant-scoped by Microsoft so even the URL leaking outside Teams will not let an attacker post to channels they cannot otherwise access. SleekAI also signs return-webhook payloads with HMAC so spoofed return calls cannot inject bogus messages into a live chat.
 Yes. Each chatbot has its own escalation configuration, so a sales bot can post to a sales-leads channel while a support bot escalates to a support-overflow channel, and an internal compliance bot escalates to a trust-and-safety channel. One install, multiple bots, multiple Teams destinations.
 Microsoft has been gradually shifting from classic Office 365 Connectors to Workflows. SleekAI supports both the classic Incoming Webhook URL format and the Workflows trigger URL, so existing setups keep working and new setups can use the recommended Workflows path without changes on the SleekAI side.
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