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Salespeak for Microsoft 365 Setup Guide

Updated

Overview

The Salespeak Microsoft 365 app brings Salespeak’s natural-language intelligence into Microsoft 365 so your team can ask questions and get grounded answers based on your Salespeak data.

With Salespeak connected, users can ask things like:

  • “What are the top questions prospects asked on our website this month?”
  • “Which pages are driving the highest-intent conversations?”
  • “How should I answer this prospect objection?”
  • “Have AI agents discovered our latest content updates?”

Salespeak is designed to help teams access:

  • sales knowledge and winning talk tracks
  • inbound website conversation insights
  • traffic, citation, and AI performance analytics

Before You Begin

Before connecting Salespeak to Microsoft 365, make sure:

  • You have an active Salespeak account
  • You can sign in to Microsoft 365 with the account where you want to use the app
  • Your organization allows app access in Microsoft 365

If your Microsoft 365 admin restricts third-party apps, you may need admin approval before installation.

Install the Salespeak App in Microsoft 365

Step 1 — Open Microsoft 365

  1. Sign in to your Microsoft 365 account
  2. Open the Microsoft 365 app store or marketplace
  3. Search for Salespeak

Step 2 — Select the Salespeak App

  1. Open the Salespeak app listing
  2. Review the app details
  3. Click Get it now, Install, or the equivalent install button shown in Microsoft 365

Step 3 — Approve Permissions

Microsoft 365 may ask you to approve permissions for the Salespeak app.

  1. Review the requested permissions
  2. Click Accept or Allow to continue

If your organization requires admin approval, submit the request to your Microsoft 365 administrator.

Step 4 — Sign In to Salespeak

After installation, you will be redirected to Salespeak to authenticate.

  1. Log in to your Salespeak account
  2. Complete the authentication flow
  3. Return to Microsoft 365

Step 5 — Verify the Connection

Once setup is complete, confirm that:

  • The Salespeak app appears in Microsoft 365
  • Your account shows as connected
  • You can open the app successfully
  • Salespeak responds to natural-language questions

Expected Result

If everything is set up correctly, you should see:

  • Salespeak installed in Microsoft 365
  • Authentication completed successfully
  • The app ready to answer questions using your Salespeak data

What You Can Ask Salespeak

Once connected, you can use Salespeak for a few core jobs:

1. Answer Prospect Questions

Examples:

  • “How should I answer ‘Why not just use ChatGPT directly?’”
  • “What’s the best response to a pricing objection?”
  • “Give me a short and long version of our security answer.”

2. Understand Inbound Website Conversations

Examples:

  • “How many inbound chat sessions did we have last week?”
  • “What are the most common questions visitors asked this month?”
  • “What are prospects confused about?”

3. Analyze Traffic and AI Performance

Examples:

  • “Which pages generate the highest-intent conversations?”
  • “What traffic sources convert best in chat?”
  • “Which topics have weak citation coverage?”

Troubleshooting

I can’t find the Salespeak app in Microsoft 365

  • Confirm your organization allows marketplace apps
  • Check whether admin approval is required
  • Make sure you are signed into the correct Microsoft 365 account

Authentication failed

  • Try signing out of Salespeak and Microsoft 365, then repeat the setup flow
  • Make sure your browser allows pop-ups and redirects
  • Retry the login flow from the Salespeak app page

The app installs but does not respond

  • Refresh Microsoft 365
  • Reopen the Salespeak app
  • Verify that your Salespeak account is active and connected

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