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WeGroup AI Assistant

yayıncı: 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.

Uygulama özellikleri

Bu uygulama kullanıldığında
  • İnternet üzerinden veri gönderebilir
  • Bu uygulama, posta kutunuzdaki tüm öğelerin içeriğini okuyabilir veya değiştirebilir ve yeni öğeler oluşturabilir. Uygulama, iletilerde veya takvim öğelerinde gövde, konu, gönderen, alıcılar, ekler gibi bilgilere erişebilir. Uygulama, bu verileri bir üçüncü taraf hizmetine gönderebilir.

Bir bakışta

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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