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
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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