Best AI agents for Microsoft Teams besides Copilot

If your company runs on Microsoft Teams, Copilot is already there or one license away, and it’s the default for work inside Microsoft 365. The best AI agents for Microsoft Teams to add beside it work in your other tools: a shared AI teammate like Dash or Viktor, or an automation you build in Zapier. Meeting notetakers do a different job.

Our take for a small business, roughly 5 to 100 people with no IT team: add one teammate the whole team can ask in a channel, that works across the CRM, the accounting software and everything else, and shows you the exact action before it sends, files or spends anything. That’s the job we built Dash for. Every price below is a US list price on October 18, 2026, without promotions.

Microsoft 365 Copilot in Teams: what each license gets you

Every eligible Microsoft 365 Business plan already includes some Copilot. Here’s what each level gets you, with what 10 people pay a month at Microsoft’s list prices.

Until December 31, 2026, the add-on starts at $18 a user as a first-year promotion on yearly plans; the table shows the regular price. Teams Premium, a separate add-on, brings intelligent meeting recap and live translated transcription without Copilot.

Copilot Studio is how you build your own agent. Copilot-licensed users can build agents for internal use at no extra cost. Any other use is billed to the whole company in credits: $200 a month for a pack of 25,000 Copilot Credits, or pay-as-you-go through an Azure subscription. Someone has to build and maintain each agent, and Copilot Studio’s human approval steps are still in preview.

One rule shapes the cost. Microsoft says: “To add Copilot to chats or ask Copilot questions, a user must have a Copilot license.” Teammates without one can read its replies but can’t ask it anything, so in a group chat of 10, either all 10 get a license or some of them just watch.

That’s fine for what Copilot is built for: email, files, chats and meetings inside Microsoft 365. But most small businesses also run a CRM, accounting software, a project tracker or an industry system, and that’s where the busywork piles up. Reaching those from Teams means building a Copilot Studio agent, or adding an agent that already works across them.

Microsoft Teams AI assistant alternatives to Copilot

To see which tools come up, we asked four AI assistants (ChatGPT, Google AI Mode, Gemini and Claude) six questions a Teams buyer might ask, such as “What are the best AI agents for Microsoft Teams?” Each assistant answered each question three times on October 18, 2026, for 72 answers.

In Dash’s check of those 72 answers, 66 named Microsoft’s Copilot, 38 named at least one meeting notetaker, and 24 named an AI teammate that does work across other tools from chat. Zapier, Moveworks and Viktor each came up in about 20. So ask an AI assistant and you’ll mostly hear Copilot plus a notetaker. The AI teammate that works across the rest of your tools shows up in only a third of answers.

Moveworks, the other tool the answers named often, is an AI assistant platform for large enterprises. It’s now part of ServiceNow and sold by demo with no published price, so we left it off a list built for a 10-person company.

Best AI bots for Microsoft Teams that automate tasks across business apps

All three do work in your other tools from Teams. The difference is setup: you ask Dash or Viktor in a channel, while Zapier runs an automation that someone has to build and keep running first.

1. Dash

Dash is an AI teammate for small businesses on Microsoft Teams. You @mention it in a channel where it’s been added, or message it directly, and it does the fetching, compiling and drafting across 3,000+ connected tools: pull last week’s Stripe revenue, draft a client follow-up, log a new deal in HubSpot. You connect a tool from a Teams message, and Dash gets your permissions and no more.

Our rule is simple: Dash drafts, you ship. Reading and compiling run on their own. Everyday actions that change something, such as sending an email, posting publicly, writing to your CRM or charging in Stripe, wait for an approval card in the same Teams chat, with Approve, Always approve and Deny. Destructive actions start switched off. Any teammate with access to the connection can approve, so nothing sits waiting for one busy person, and the action still runs as the person who asked, with their access checked again at that moment.

Dash also works over text (SMS, including group texts) for people who aren’t at a desk, and in web chat.

• How you pay: one shared plan for the whole workspace, so adding a person never adds a seat fee. There’s a free plan, and current prices are on our pricing page.
• Built for: small and midsize businesses, roughly 5 to 100 people, where ops and admin people run the business in chat and there’s no IT team.

2. Viktor

Viktor is built the same way. Its own pages call it “an AI employee who works inside Microsoft Teams.” You mention it in any chat or channel where it’s installed, and it works across Microsoft 365 and 9,800+ other tools, posting back a report, an Excel file, an updated record or a drafted follow-up. It replies in group chats when @mentioned, can read meeting transcripts once the transcript setting is on in your Microsoft tenant, and has its own email inbox.

Money moves, code pushes and customer emails wait for an Approve or Reject card in the chat, and admins can set any tool to “needs approval” or “forbidden.” Like Dash, Viktor is priced per workspace rather than per seat; its unused credits roll over for one month.

Two differences matter for a small team. Security: Dash is SOC 2 Type II attested and ISO/IEC 27001 certified, while Viktor’s Teams page says it’s “SOC 2 Type 1 certified, Type 2 in progress.” And reach: Dash also works over text, so the people on site or on the road can ask it too. For the full picture, see Dash vs Viktor.

3. Zapier

Zapier works differently in Teams: there’s no ready-made assistant to chat with. Since October 6, 2026, Zapier’s agents live inside a single AI by Zapier step in a Zap, Zapier’s word for an automated workflow. In Teams, someone builds a Zap where a trigger such as a new channel message or mention runs the AI step, and Teams actions post the result back. Zapier’s agent plans name its Chrome extension as the place to chat with agents.

Approvals are something you set up. You can require approval before a tool runs, tool by tool, or add the “Send Approval Request and Wait” action, which posts an approval card in a Teams chat or public channel. A run that crosses 75 tasks pauses for a person.

• How you pay: per account, not per seat. The entry Team plan covers up to 25 users, and each AI step uses 1, 3 or 5 tasks from it, depending on the model.
• Built for: teams that want to “build and manage complete AI-powered systems,” with someone to keep the Zaps running.

AI meeting assistants for Microsoft Teams: integration and pricing

Meeting assistants record, transcribe and summarize. If you have a Copilot license or Teams Premium, meeting recap is already covered, so these earn their place with search across meetings and notes synced to your CRM.

4. Read AI

Read AI goes furthest into Teams chat. You can message Ask Read in Teams, and it answers from your Teams messages, your meetings and your other connected tools. It also posts meeting summaries and daily recaps of chats and channels. Licenses are individual, so everyone in a Read workspace needs one. Pro is $19.75 a user billed monthly or $15 billed yearly.

5. Fireflies.ai

Fireflies.ai joins Teams meetings to record them and posts notes and AI Skill outputs to a public or shared channel. In Teams, its bot only sends notes and notifications: “It doesn’t support chat conversations or @mentions.” Pro is $18 a seat billed monthly or $10 billed yearly.

6. Otter.ai

Otter.ai’s AI Meeting Agent joins Teams meetings, transcribes them and answers questions on the call, and Otter can sync notes and next steps to HubSpot or Salesforce. It joins as a guest, so your admin has to turn on anonymous meeting join. Pro covers up to 5 billed users, so a team of 10 needs Business, at $30 a user billed monthly or $19.99 billed yearly.

How to add an AI agent to Microsoft Teams in a small business

In a 10-person company, “the admin” is usually whoever set up Microsoft 365. Teams admins decide which third-party apps are allowed, and only a Global Administrator can grant consent to the Microsoft Graph permissions an app asks for (access to your Microsoft 365 data). That rule covers custom and third-party apps, not Microsoft’s own. Admins can also let users consent to some low-risk permissions themselves.

• Copilot: an admin buys and assigns Copilot licenses.
• Dash: a Teams admin downloads the Dash app package during Dash setup and uploads it in the Teams admin center (Teams apps, then Manage apps, then Upload new app). It appears as “Dash AI.” An admin then connects the workspace, and people add Dash to a channel or message it directly. Here are the steps to add Dash to Microsoft Teams.
• Viktor: an admin installs it once. If IT approval is required, the admin grants consent in Microsoft Entra, then installs Viktor for everyone or a group in the Teams admin center.
• Zapier: you connect Teams in Zapier and build the Zap. Channel triggers need an app installed in Teams, and Zapier’s Teams page mentions admin approval only for phone fields.
• Read AI: each person connects with a work or school Microsoft account. Channel access may need a one-time approval link that Read generates for an admin, who doesn’t need a Read account.
• Fireflies.ai: you need permission to install apps in Teams and a Teams business account, then you accept Microsoft’s permission screen.
• Otter.ai: an admin turns on “Anonymous users can join a meeting,” and a Global or Application Administrator grants consent once.

Before you approve any agent, check two things: which permissions it asks for, and whether it shows you the exact action and waits for a person before it sends, files or spends. Microsoft also advises reading an agent’s privacy statement and terms of use to see how it handles your organization’s data.

If your team lives in Teams and the work lives in other tools, see how Dash works in Microsoft Teams and how approvals work. For a wider field, read our comparison of the best AI agents for small business, or our list of Microsoft Copilot alternatives.