Outlook Email with Call0The email leaves Outlook while the call is still on.
The caller gets what was agreed on the phone in writing, from your Microsoft mailbox and in your name.
Start without an account.
What your agent does during the call
Send an email from Outlook
The agent writes subject and message to match the conversation and sends them straight to the address given.
How it sounds on the phone
- CallerI have the notarisation appointment next week and don’t know what I need to bring.
- Call0For a purchase contract you need valid photo ID and your tax identification number. Shall I email you the list?
- CallerYes, please. To s dot hartwig at t dash online dot de.
- Call0Let me read that back: s dot hartwig at t dash online dot de?
- CallerCorrect.
- Call0The email with the documents has been sent. If anything is missing, the notary’s office will contact you before the appointment.
List of documents sent from the Outlook mailbox
How to connect it
- You add the Outlook mailbox under “Channels”, not in the list of integrations.
- Sign in with the office’s Microsoft account and authorise sending.
- Agent0 records which emails the agent may send: confirmations, document lists, directions.
What the integration does not do
- Text only. The agent does not send forms, powers of attorney or drafts as attachments.
- It writes nothing that would amount to advice and names no content from case files in emails.
- Filing into folders and replying to follow-up questions stays with your office or the email assistant.
Questions about Outlook Email
Do the emails appear in “Sent Items”?
They are sent through your mailbox. That way you can see in Outlook what the agent has sent.
May the agent write to any address?
It writes to the address the caller gives and confirms on the call. You can restrict sending to certain occasions.
Do I need the Outlook calendar as well?
No, the two are independent. Together, though, they make the usual sequence: enter the appointment, send the confirmation.
Listen to your agent.
Enter your website and let it call you.