Agentic AI

Ready for the future?
We can get you there, faster.

TekStack is ready to work with exciting new tools from Microsoft and Anthropic. We’ve built new features like TekStack Agent, TekStack for Teams, and Recap+ available today, and we can bring your own ideas to light. 

Do you have ideas you want to talk about?

The future is here now


  • Autonomous Agents


  • Chat-based agents directly in Teams


  • Workflows and notifications


  • Automated data research enrichment


  • Advanced integrations

TekStack Teams Agent

Sometimes you just want to get something done quickly. TekStack Agent lets your users do lots of stuff like:
 
  • Ask any question about accounts and opportunities
  • Prep for calls
  • Update opportunities
  • Add audio notes to records
  • Basically anything you want to do
  • Directly from your mobile via Teams chat.
 
TekStack Agent
TekStack for Teams

Create new records right from within Teams

Sometimes working with an agent just takes too long and you just want to create or update records quickly. TekStack for Teams makes it easy to create and update:
  • Accounts
  • Contacts
  • Opportunities
  • Time Entry
 

TekStack Recap+

Recap+ will bring your Teams Meeting Recaps and transcripts into TekStack as an Activity Record. Normally, only those invited on a meeting can see the recap, and even then they are hard to find later on. With Recap+ your meeting recaps will live forever in Dataverse. You can use the information to:
 
  • Update projects from status meeting transcripts
  • Update opportunities
  • Coach sellers on objection handling, positioning
  • Capture customer sentiment or issues
 
TekStack Agent

What other ideas have we worked on with customers? 

QuickBooks Online Integration

We now offer an integration to QuickBooks Online. Create new customers, products, and invoices directly from a TekStack Order.

Voice-based Time Entry

For users in the field, they can dictate detailed notes directly to a Time Entry that can be transcribed.

Time Entry from Outlook Calendar

Use appointments from Outlook to suggest time entries for users.

Sales coaching from transcripts

Once a transcript is in Dataverse, we can use the information to provide deal coaching and sales coaching. 

Update Opportunities and Projects from Meeting Recaps

Use meeting recaps to update opportunities or projects, build call plans or summarize project status meetings.

Advanced Integrations

Scrape industry websites for new RFP requests, 10Q or annual statements and alert sellers or account managers of new information.

Frequently Asked Questions

How does Co-development work?

While we try to make every new feature available to every new customer, the reality is that some use cases are customer-specific, and often the technology we build in isn’t always portable. So the way co-development works is: You bring the idea, we flush it out with you, we agree on an effort and split the cost. You keep it forever, and we can use the new feature in marketing and promotion to other customers. Its a win/win!

What technologies do you work with?

We are Microsoft-centric and like Microsoft’s approach to data guardrails. We also appreciate the depth of integration. We build in Copilot Studio, Azure AI Foundry, Github Copilot, and Claude Code. We use frameworks that are secure, auditable, and ensure your data stays yours. We plug into your license for these tools so that you control the consumption and there is no markup.

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