Microsoft 365 and Outlook
Work where your customers already write to you. An enquiry becomes a request without anyone forwarding it, and the reply threads on the original message.
Connect a Microsoft 365 or Outlook inbox and the agent reads new mail, opens requests and drafts branded replies.
| Status | Works today: Kabaido code talks to the provider. |
| Kind | Messaging |
| For | Sales Engineer, Design Engineer, Route, Source, Stock, Service Centre, Machinist, Wizard, Inspect and Commerce |
| What moves | In: new messages and their attachments through Microsoft Graph, classified as a request for quotation, a purchase order, a technical question or none. Out: the drafted reply, sent from the connected address so it threads in the customer's mailbox. |
| What you hand over | A Microsoft sign in on the inbox itself, with delegated permissions to read mail and send as that address. The token is held in a server only store and is never on a row a member can read. |
What you get
Work where your customers already write to you. An enquiry becomes a request without anyone forwarding it, and the reply threads on the original message.
Connect it
In Settings then Integrations, open the entry and follow its steps:
- Step 1.
Connect the inbox here and approve the Microsoft sign in.
- Step 2.
Choose review mode or direct sending, and the address drafts go to.
- Step 3.
Let the agent read from now on: it anchors on today and never backfills.
- Step 4.
Check the first few drafts, then decide whether to send directly.
More
- On the website: Microsoft 365 and Outlook.