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

izdevējs 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.

Programmu iespējas

Kad šī programma tiek izmantota:
  • Tā var nosūtīt datus, izmantojot interneta savienojumu.
  • tā var lasīt vai modificēt jebkura pastkastes vienuma saturu un izveidot jaunus vienumus; tā var jebkurā ziņojumu vai kalendāra vienumā piekļūt personas informācijai, piemēram, pamattekstam, tēmai, sūtītājam, adresātiem vai pielikumiem. tā var nosūtīt šos datus trešās puses pakalpojumam.

Īsumā

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
https://store-images.s-microsoft.com/image/apps.38689.4fd27d52-5426-4069-9d5e-76353da5d066.8269971c-69b1-4308-a620-95c27104a2f4.41bc3ca9-a024-41ac-afd4-8ae45f1d88c7.png