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.
InsertChat connects to Microsoft Outlook for email and calendar. Your AI front desk can read and search customer emails, create drafts, reply, and send, then find meeting times and create, update, or delete calendar events. You choose which actions run automatically and which wait for your team.
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.
What your assistant can do in Outlook
- Find meeting times and read your calendar schedule
- Create, update, and delete calendar events
- Read and search emails
- Create drafts, reply, and send emails
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
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.
How businesses use Outlook with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Book policy reviews from email
A policyholder emails to review coverage before renewal. The assistant replies with open times from your Outlook calendar and books the review; coverage decisions stay with your agents.
Insurance use cases
Fill the maintenance calendar
A customer asks for a spring tune-up. The assistant finds a free slot on the Outlook calendar your technicians use and books it with the address and equipment details.
HVAC use cases
Schedule in-home move surveys
Someone planning a move asks for a walkthrough. The assistant finds a time on your estimator’s calendar and books the visit with the move date and both addresses.
Moving use casesConnect the rest of your front desk
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responder
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inbox
Contacts
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Explore ContactsRelated guides and comparisons
More integrations
All integrations ↗
Use 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.
Yes. The same connection covers email and calendar, so the assistant can find meeting times, read your schedule, and create or update events as well as answer email. Turn on only the actions you need.
Facts last reviewed .
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.