Explore the demo01
Connect your account
Find Outlook in the InsertChat app catalog and authorize the account you want to use.
Bring Outlook email into your AI front desk.
Use the supported Outlook connection to bring email into your front desk. Review account permissions and finish the mailbox setup in the app.
Manage Outlook customer inquiries with your team
Authorize the Microsoft mailbox your business uses with customers, then complete the email setup in InsertChat. Keep incoming requests with the customer conversation instead of relying on someone to relay the details. Verify the account permissions and test the mailbox before enabling the workflow.
How to set up Outlook with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect the rest of your front desk
Email & messaging
Connect email, SMS, and WhatsApp to your front desk. Manage customer messages and review the actions your assistant prepares in one place.
Explore Email & messaging
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
Explore Shared inbox
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore ContactsUse the Microsoft mailbox your business uses for customer communication. Authorize the account through the supported Outlook connection, review access permissions, and complete the mailbox setup in InsertChat.
Send a test email to the connected mailbox, confirm that the conversation reaches your inbox, and test the supported reply actions. Check that your team can take over and that actions requiring approval wait for review.
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.