Microsoft Outlook

Overview

The Microsoft Outlook integration connects nexos.ai with your Outlook so you can reference email content directly in your workspace. It helps you summarize threads, pull context from past conversations, and draft clearer replies using the information already in your inbox.

Setting up the integration (organization admin)

1. Open Settings.

2. Go to Organization → Integrations.

3. Find Microsoft Outlook in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Microsoft accounts.

Connecting your account (individual user) from My Integrations

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Integrations.

3. Find Microsoft Outlook and select Connect.

1. You will be redirected to Microsoft. Sign in if prompted.

2. Review the access request screen and select Accept to approve access.

3. Return to nexos.ai. Microsoft Outlook should now show as connected in My Integrations.

Use Microsoft Outlook in Chat (turn it on for a conversation)

1. Open Chat (or an Agent chat).

2. Select the Tools icon.

3. Turn Microsoft Outlook on to use it in that conversation.

Use Microsoft Outlook in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Microsoft Outlook on.

4. Save your changes, then test the agent (for example, “Summarize the latest email thread with Acme” or “Find the last email about the contract renewal and pull the key dates”).

Alternative (quick method) You can also tell the agent in plain language to add the Microsoft Outlook integration (for example, “Add the Microsoft Outlook integration for this agent”), and it will enable Microsoft Outlook for itself automatically so you can continue without leaving the conversation.