# Outlook AI Email and Calendar Integration

Source: https://insertchat.com/integration/outlook

> Connect your Microsoft mailbox to customer conversations.

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.

## Setup

1. **Connect your account.** Find Outlook in the InsertChat app catalog and authorize the account you want to use.
2. **Choose the actions.** Select the supported actions your assistant needs and review the connection’s permissions.
3. **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, not customer results.

- **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](https://insertchat.com/industries/insurance)
- **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](https://insertchat.com/industries/hvac)
- **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](https://insertchat.com/industries/moving)

## Which account should I connect to Outlook?

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.

## How do I check that the Outlook connection is ready?

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.

## Does the Outlook connection cover the calendar too?

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.

## Related features

- [AI email responder](https://insertchat.com/product/email)
- [Shared inbox](https://insertchat.com/product/inbox)
- [Contacts](https://insertchat.com/product/crm)

## Related guides and comparisons

- [Gmail integration](https://insertchat.com/integration/gmail)
- [AI appointment scheduling](https://insertchat.com/product/scheduling)
- [Microsoft Dynamics 365 integration](https://insertchat.com/integration/microsoft-dynamics-365)