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The Outlook Integration allows you to connect your EEtech chatbot with Microsoft Outlook to automate email communication. By syncing chatbot interactions with Outlook, you can generate, schedule, and send emails automatically—improving response times and communication efficiency.

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Benefits of Outlook Integration

  • 📧 Automatically send emails triggered by chatbot interactions
  • ⚡ Faster follow-ups without manual effort
  • 🔄 Secure integration using Microsoft OAuth credentials
  • 🧠 Improved customer communication and engagement
  • ⏱️ Save time by automating routine email responses

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Accessing the Outlook Integration

  1. Log in to your EEtech Dashboard
  2. Select your Bot
  3. Navigate to Integrations
  4. Click on Third-party Apps Integration
  5. Select Outlook from the list
  6. Click on the Connect button.

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**How to Connect Outlook with **EEtech

To connect Outlook, you need to enter your Client ID and Client Secret generated from Microsoft Azure. Step 1: Create an App in Azure
  1. Go to the Microsoft Azure Portal
  2. Sign in with your Microsoft account
  3. Navigate to Azure Active Directory
  4. Click App registrations
  5. Select New registration
  6. Enter an app name (e.g., EEtech_Outlook Integration_ )
  7. Choose the supported account type
  8. Click Register
Step 2: Get Client ID
  • After registration, copy the Application (Client) ID
  • Paste this value into the Client ID field in EEtech
Step 3: Generate Client Secret
  1. In the same app, go to Certificates & secrets
  2. Click New client secret
  3. Add a description and select an expiry duration
  4. Click Add
  5. Copy the generated Client Secret
⚠️ Important: The Client Secret is displayed only once. Save it securely. Step 4: Enter Credentials in EEtech
  1. Paste the Client ID
  2. Paste the Client Secret
  3. Click Connect
Once connected, Outlook email automation will be enabled for your chatbot.

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Required Permissions

Ensure the following permissions are enabled for the Azure app: Admin consent may be required depending on your organization’s settings.

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Use Cases

  • Automated Follow-ups Trigger Outlook emails automatically based on chatbot conversations
  • Lead Communication Send personalized emails to leads captured by the chatbot
  • Internal Notifications Notify teams when specific chatbot events occur

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Troubleshooting

Invalid Client ID or Client Secret
  • Ensure values are copied correctly
  • Check that the client secret has not expired
Permission Issues
  • Verify required permissions are granted
  • Reauthorize the app after permission changes
Connection Failed
  • Check Azure app status
  • Regenerate Client Secret if required