Email your team about tickets
Let the right people know by email when the agent raises a ticket or a customer asks for a person.
All integrations
Outlook integration
Outlook + Steps AI
Outlook integrationBring Steps AI into your team’s Outlook.
Connect your Microsoft Outlook account so workflows and skills can use it, for example to let your team know about new tickets or leads by email.
Outlook + Steps AIIllustrative conversation
I would like to speak to someone about a bulk order.
Of course. I have let our team know and someone will join this chat shortly.
Connected once. Used in skills and workflows. Your team stays informed.
Messaging and marketing
What you can do with Outlook connected.
Use Outlook as a step in your workflows and agent skills.
Share new leads
Send your sales team the details of a new lead captured in the chat.
Use it in workflows
Add Outlook as a step in a workflow alongside your store and other apps.
In practice
A conversation connected to Outlook.
See the conversation alongside the information in your connected tool. Sample data is shown for illustration.
Outlook · From Steps AI- Event
- Customer asked for a person
- Channel
- Website chat
- Topic
- Bulk order
Website conversationIllustration
I would like to speak to someone about a bulk order.
Of course. I have let our team know and someone will join this chat shortly.
How to connect
Connect Outlook in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect Outlook
Open Resources, then Apps, and choose Outlook. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds Outlook to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Use it in a workflow or skill
Add a Outlook step to a workflow, or use it in a flow skill, and choose what it should do.
FAQ
Questions about the Outlook integration.
Where do I use Outlook after connecting it?
In the workflow builder and in flow skills, where a connected app can be chosen as an action.
Do I need to write code?
No. You choose steps from menus. Advanced options such as webhooks are there if your team wants them.
Integrations that work well with Outlook.
See Steps AI work with Outlook.
Book a demo and we will walk through a real conversation using Outlook and your own information.