Inform the right colleague
Send a useful enquiry summary to the selected business inbox.
Outlook Mail integration for AI phone follow-up
Keep the email follow-up to a phone call in your existing Microsoft 365 workflow. Your assistant can prepare the agreed message with the details the caller or colleague needs.
Plan your integration
Your assistant. Your software.
What you can connect with Microsoft Outlook Mail
Prepare a customer reply
Draft or send approved information through the authorised mailbox.
Use a shared mailbox
Assess the access needed to keep replies under your team’s sender identity.
Getting started
Choose the Microsoft 365 mailbox and permitted mail actions with your administrator. We test sender identity, recipient confirmation and the distinction between a saved draft and a sent message.
What you need
- Microsoft 365 mailbox authorisation
- The required shared-mailbox or sender permissions
- Message templates and recipient rules
Frequently asked questions
About the Microsoft Outlook Mail integration.
