https://store-images.s-microsoft.com/image/apps.47624.4fd27d52-5426-4069-9d5e-76353da5d066.8269971c-69b1-4308-a620-95c27104a2f4.1a629e7c-9626-4bad-94f7-e7ee76f1724f.png

WeGroup AI Assistant

por WeGroup

Manage your clients and get instant AI-powered context inside Outlook.

Built for insurance brokers and advisers using WeGroup. This add-in brings your key workflows right next to every email. Work faster with direct visibility into the client, policy, and claim — and take action without switching applications.

  • Work in context: View client details, active policies, and open claims right beside the email.

  • Act instantly: Add notes, create tasks, and start quotes or claims directly from Outlook.

  • Smart assistance: Use AI to summarise emails, extract key data, and suggest next steps.

  • Email linking: Attach conversations to the right files in WeGroup for a complete history.

  • Secure: Enterprise SSO and modern authentication following Office add-in best practices.

  • Universal: Works with Outlook on the web, Windows, and Mac.

Funcionalidades do aplicativo

Quando esse aplicativo é usado, ele
  • Pode enviar dados pela Internet
  • Este aplicativo pode ler ou modificar o conteúdo de qualquer item na sua caixa de correio, além de criar novos itens. Ele pode acessar informações pessoais, como corpo, assunto, remetente, destinatários ou anexos, em qualquer mensagem ou item de calendário. Consulte a política de privacidade do desenvolvedor para obter mais detalhes sobre como as informações pessoais são gerenciadas e processadas.

Visão geral

https://store-images.s-microsoft.com/image/apps.24302.4fd27d52-5426-4069-9d5e-76353da5d066.8269971c-69b1-4308-a620-95c27104a2f4.c961d539-7e10-4459-9f7b-6a2e2cdd2efd.png
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