Microsoft Word for your voice agent

Microsoft Word is Microsoft's document editor for creating and managing DOCX files in OneDrive and SharePoint. It provides familiar editing and cloud storage features for organized document workflows.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Microsoft Word app. You register an app in Microsoft Word's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
9 actions, such as export DOCX to PDF, find DOCX files and find SharePoint sites.
What it changes
13 actions, such as add Comment, append Content and copy DOCX.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 22. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Microsoft Word actions

Reads 9

  • Export DOCX to PDF
  • Find DOCX files
  • Find SharePoint sites
  • Get Microsoft Word account context
  • List DOCX versions
  • List OneDrive drives
  • List SharePoint document libraries
  • Read DOCX
  • Resolve Tracked Changes

Changes 12

  • Add Comment
  • Append Content
  • Copy DOCX
  • Create DOCX
  • Create DOCX sharing link
  • Edit DOCX
  • Fill Template
  • Invite DOCX recipients
  • Move or rename DOCX
  • Replace Text
  • Restore DOCX version
  • Upsert DOCX

Deletes 1

  • Delete DOCX

Microsoft Word setup

  1. Registering your Microsoft Word app

    Create an app in Microsoft Word's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Microsoft Word

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 22 actions the agent may use. Start with lookups and add the ones that change Microsoft Word when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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