The short answers to the questions that come up most, plus the limits worth knowing before you plan around them. For a call that is missing right now, start with Troubleshooting the Microsoft Teams Integration instead.
1. Setup and access
Who can connect Microsoft Teams? Only Account Admins in Spekit. Team Admins, Experts, and Viewers cannot.
Does each rep connect their own Teams account? No. One connection covers the whole company.
Do we need a Microsoft admin? Yes. A Global Administrator or a Privileged Role Administrator has to approve the connection, and a Teams Administrator finishes 2 settings in Microsoft.
Why is there no Microsoft Teams card on our Connect page? Teams meetings is not turned on for your account yet. Submit a request and Spekit Support will turn it on.
Do we have to redo this every year? No. The connection stays until someone disconnects it, or until the approval is removed in Microsoft.
2. Which calls arrive
Will our old calls come in? No. Only meetings held after the connection was made. There is no history import.
Why was a call skipped? It has to meet all 5 rules: transcribed in Teams, organized by one of your own Microsoft users, at least 1 Spekit user invited, at least 1 person from outside your company invited, and held after Teams was connected.
A customer organized the meeting. Will it come in? No. Only meetings organized by your own Microsoft users are seen. The same goes for guests.
We had an internal call with a Spekit user on it. Why is it not here? A call with only coworkers is not kept. There has to be someone from outside your company on the invite.
Someone joined from a link I forwarded. Do they count? No. Only people on the invite count as attendees.
3. Who sees what
Can I see a call I was not invited to? Not in your Meetings list. If the call matched a deal, you can see it in that Deal Room.
Can my manager read my call transcripts? They see the calls attached to a Deal Room, like everyone else at your company. Your Meetings list is your own.
Who can see a Deal Room call? Everyone at your company who can open that Deal Room.
4. Privacy and permissions
Does Spekit read our calendars? No. Microsoft grants 4 read-only permissions: meeting transcripts, meeting details, the user list, and attendance reports.
What exactly does Spekit read from a call? The transcript, the meeting title, the meeting link, and the invite list.
Can Spekit change anything in our Microsoft tenant? No. All 4 permissions are read-only.
If we disconnect, does Spekit lose access in Microsoft? Disconnecting stops the calls, but it does not touch Microsoft. The approval and the access policy stay in your tenant until your Microsoft admin removes them.
5. Timings
Microsoft controls the first step, so nothing here is instant. These are the numbers worth planning around.
| What | How long |
|---|---|
| The connect link | Expires after 30 minutes |
| An access policy change in PowerShell | Up to 30 minutes |
| The Transcript API setting in the Teams admin center | About an hour, in Spekit's testing |
| A call reaching Spekit after Microsoft says the transcript is ready | A few minutes |
| A call whose notice did not reach us | Up to 1 day, when the daily check runs |
| Calls recovered after a broken setting is fixed | Only those that started in the 72 hours before the next daily check |
ℹ️ Note: Microsoft decides how long it takes to finish a transcript after a meeting ends. That part varies and Spekit cannot speed it up.
6. Known limits
These are real limits, not faults. Plan around them.
| Limit | What it means |
|---|---|
| No history | Calls from before the connection never arrive. Connect before a deal cycle you care about |
| Late Salesforce data | A call does not join a Deal Room if the contact or the opportunity role was added after the call. Spekit checks once, when the call arrives |
| Forwarded links | People who joined without an invite are not counted, including as the outside attendee |
| Disconnect gaps | Calls held while Teams is disconnected are never picked up later |
| The 3 day window | While an access policy is broken, calls wait. Past roughly 3 days they are lost for good |
| Per-user access policies | A person with their own Microsoft access policy is not covered by the company-wide one, and their calls will not arrive until Spekit's app is added to their policy too |
What happens to our calls if we disconnect? Calls already in Spekit stay. How long they are kept after a disconnect is still being decided, so if you need a firm answer for a security or legal review, submit a request.
7. Working as designed
These come up as bug reports often enough to be worth listing. None of them is a fault.
| Behavior | Why |
|---|---|
| A call appears twice | Transcription was stopped and started again. The first part arrives, then the full call. Use the longer one |
| The AI recap changes after the call arrives | It refreshes when the second part of a restarted transcription lands |
| Reps see different Meetings lists | Each person sees only the calls they were invited to |
| A call is in the AI Sidekick but not in a Deal Room | It did not match a Salesforce contact with a role on an open opportunity |
| Nothing happened right after saving a Microsoft setting | The policy takes up to 30 minutes and the Teams setting about an hour |
💡 Pro Tip: the single most useful habit is running a test call the day you finish setup. A short meeting with 1 colleague and 1 person from outside the company, with transcription on, proves every part of the chain in a few minutes.