Setup - Teams Phone Agent Appointment tools

Important

Teams Phone Agent is now generally available.

Book a Teams Phone Agent Discovery Session to learn what Teams Phone Agent does, how it fits your organization, and how to plan your deployment. We can also help you work through setup and configuration questions. Teams Phone Agent Discovery Sessions

We want your feedback

Help us improve Teams Phone Agent. Share your feedback on our planning and setup documentation, the Teams admin center experience, Teams Phone Agent features, or tell us about features and improvements you’d like to see.

Caution

Daylight Savings Time changes – Manual changes to Teams Phone Agent time zones required by some customers.

On November 1, 2026, Daylight Savings Time will end in North America.

In Canada, the provinces of Alberta and British Columbia will remain on Daylight Savings Time and will not move the clocks back one hour.

Customers with Teams Phone Agent time zone configurations that reference (UTC-7:00) Mountain Time (US & Canada) or (UTC-8:00) Pacific Time (US & Canada) must be updated as follows:

  • Alberta: Permanently moves to UTC-6:00.

    • Change the Teams Phone Agent time zone selection from (UTC-7:00) Mountain Time (US & Canada) to (UTC-6:00) Saskatchewan.
  • British Columbia: Permanently moves to UTC-7:00.

    • Change the Teams Phone Agent time zone selection from (UTC-8:00) Pacific Time (US & Canada) to (UTC-7:00) Arizona.

This article is for IT pros and Teams administrators who want to create Appointment tools for use with Teams Phone Agent.

Planning and licensing review

Planning

Licensing

Known issues

None.

What's new in Teams Phone Agent (last six months)

  • October 14, 2026
    • Teams Phone Agent now supports 42 voices, including 33 new ones.
  • September 30, 2026
  • September 29, 2026
  • September 1, 2026
    • Appointments integration with Microsoft Bookings can be configured via PowerShell.
  • August 31, 2026
  • August 17, 2026
    • Automatic Recording for Teams Phone Agent can be configured via PowerShell.
  • August 12, 2026
    • Spam detection can be configured via PowerShell.
    • AI disclaimer customization can be configured via PowerShell.
    • Maximum call length can be configured in PowerShell.
  • July 20, 2026
  • June 15, 2026
    • Entered Frontier Public Preview

Steps to create an Appointment tool with Microsoft Bookings for Teams Phone Agent

Create a shared booking page

To create a shared booking page in Microsoft Bookings:

  1. Select + Create a booking page.
  2. Select + Create from scratch
  3. Step 1:
    • Enter a Name for the booking page.
    • Optionally Add a logo.
    • Select a Business type.
    • Change the Business hours if needed.
    • Select Next.
  4. Step 2:
    • Invite staff to the booking page.
    • Select Next.
  5. Step 3:
    • Select Next to accept the default service.
  6. Step 4:
    • Select Anyone to allow callers to book an appointment.
    • Select Create.

Wait for the booking page to be created.

Create an Appointment tool for Teams Phone Agent

To create an Appointment tool in the Teams admin center:

  1. Expand Voice.

  2. Select Templates and resources.

  3. Select Tools.

  4. Select Add.

    Screenshot showing Tools being selected on the Templates and resources page.

  5. Enter a Name and Description for the tool.

  6. Select Appointment as the tool type.

    Screenshot showing the tool type available when creating a new tool.

  7. Select Microsoft shared booking

  8. Select the Booking link for the booking page from the drop-down list.

  9. Select Save

The Appointment tool is now ready to be added to Teams Phone Agent.

Important

Make sure the time zone setting on the shared booking page is the same as the time zone setting in Teams Phone Agent.

Steps to create a custom Appointment tool for Teams Phone Agent

To create an Appointment tool in the Teams admin center:

  1. Expand Voice.

  2. Select Templates and resources.

  3. Select Add.

    Screenshot showing Tools being selected on the Templates and resources page.

  4. Enter a Name and Description for the tool.

  5. Select Appointment as the tool type.

    Screenshot showing the tool type available when creating a new tool.

  6. Select the Caller authentication method. This controls how the caller is verified.

    • SMS - a code is sent via SMS.
    • Email - a code is sent via email.
    • User Details - the caller is requested to provide their details on the call.
  7. Select the API authentication type. This controls how Teams Phone Agent authenticates with the booking system endpoints.

    • Basic (Static) - no authentication is used.
    • API Key (Static)
    • Bearer Token (Static)
    • Bearer Token (Dynamic)
  8. Configure the required call flows.

    Call flows are the independent steps required to authenticate callers for access to the booking system, retrieve available time slots, and book, retrieve, update, and delete appointments.

    Based on the Caller authentication method, the following call flows are required.

    System authentication

    SMS / Email User details
    Generate auth token Generate auth token

    This call flow is only required if the API authentication type is set to Bearer Token (Dynamic).

    Caller authentication

    SMS / Email User details
    Initiate caller authentication
    Authenticate caller Authenticate caller

    The Initiate caller authentication step requests that the booking system send an email or SMS to the caller. The message should contain a one-time numeric code that the caller provides to Teams Phone Agent.

    Book appointment

    SMS / Email User details
    Get available appointment time slots Get available appointment time slots
    Book appointment Book appointment

    Manage appointments

    SMS / Email User details
    Get upcoming appointments Get upcoming appointments
    Update appointment Update appointment
    Delete appointment Delete appointment
  9. Select Save to save your changes.

The Appointment tool is now ready to be added to Teams Phone Agent.

PowerShell

For instructions on creating an Appointment tool using PowerShell, see Set up Teams Phone Agent with PowerShell.