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

作者 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.

应用功能

使用此应用时,
  • 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,并能够创建新邮件。它可访问任何邮件或日历项目中的个人信息,例如正文、主题、发件人、收件人或附件。它可能会将此数据发送给第三方服务。

概览

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