WeGroup Smart Buddy
作者 WeGroup
Instant customer context, summaries, and actions for every email in Outlook.
The WeGroup Smart Buddy helps insurance advisers work faster and more efficiently from their mailbox. As soon as an email is opened, the add-in recognises the customer and shows the relevant customer, policy, and object data from your core system.
The Smart Buddy summarises long email threads, suggests draft replies, and helps turn emails into tasks or appointments right away. This reduces manual work, cuts down on searching, and helps teams handle email more quickly.
Important: use of the WeGroup Smart Buddy requires an active WeGroup licence or subscription. A separate WeGroup service purchase may be required to access, activate, and use the features described below. Availability depends on your organisation’s WeGroup setup and core system connection.
- Instant context: immediately see who the customer is and which policies, files, and objects are relevant.
- Faster processing: turn emails into tasks or appointments and link conversations to your core system.
- AI summaries: understand long email threads in seconds.
- Draft replies: get a suggested response based on the full context.
- Logged in your system: link email conversations to the customer file for a complete overview.
- Secure access: works with enterprise SSO and modern authentication.
- Works where you work: available in Outlook on the web, Windows, and Mac.
应用功能
- 可通过 Internet 发送数据
- 此应用可读取或修改邮箱中任何项目的内容，并且可以创建新项目。它可以访问任何邮件或日历项中的个人信息，例如正文、主题、发件人、收件人或附件。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。