Microsoft Outlook is a common enterprise email platform. This connector lets agents search across emails and attachments and even create draft emails. The Microsoft Outlook connector is user-specific, meaning when running an agent that uses this connector, each user will have to provide their own credentials. As a result, agents using the Microsoft Outlook connector will only have access to the email account for the user running the agent.
For more information on Agent Connectors, please see our article below:
Before agents can use the Microsoft Outlook connector, a system administrator must go to Integrations and enable the Microsoft Outlook connector.
Once enabled, users managing agents can add the Microsoft Outlook connector to any agent. When running the agent for the first time, users will see a prompt to authenticate with their email account.
Once the connection is finished, Outlook will be accessed based on the configured Agent's prompt.
If a user needs to reset a Microsoft Outlook connection, they can click Reset Credentials when on the Agent Screen, as shown below. Do this if you updated your password or have trouble running the agent.
To learn more about creating and running Agents, please see our articles below: