How to Make Microsoft Copilot Call People and Text Leads
Add Carly to your Copilot agent and tell it: “Call every new lead from my web form within a minute, book the good ones with my reps, and text anyone who misses the call.” That’s it.
In Copilot Studio, add a Model Context Protocol tool with https://carlyassistant.com/team/mcp and sign in to Carly. Your agent gets a phone number and starts calling.
What Microsoft Copilot can do with Carly
- Call every new lead in under a minute, with their form answers in hand.
- Book the meeting while they’re on the line, right onto your team’s real Google and Outlook calendars.
- Text back every missed call within seconds, from your business number.
- Book on Outlook. Qualified leads land on your reps’ Outlook calendars, and your team runs it all from Teams.
- Answer your phone 24/7. Or only when your team doesn’t pick up. In English or Spanish, whichever the caller speaks.
- Let you watch a live call and steer it. Type “ask if Friday works” and the agent asks.
- Log everything. Every call, transcript and text lands in one team inbox and your CRM.
- Work with your other tools. Carly connects to thousands of apps, and every call can kick off a workflow.
Same prompt works in ChatGPT, Claude, Grok, Grok Bot, Perplexity, Claude Code, Codex, Cursor and Gemini.
FAQ
Can Microsoft Copilot call my leads automatically?
Yes. Once Carly is connected, your Copilot agent calls every new form lead within a minute and texts the ones who miss it.
What number does Microsoft Copilot call from?
Your business number in Carly, which you get during setup.
Does it work with the form I already have?
Yes. Hook up the form on your site, or have it make a Carly form with a share link and embed code.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
