Admin
      Back to home
      1. Engagedly Help Center
      2. Getting Started
      3. Admin

      Outlook Integration Setup

      Outlook integration allows the employee to access Engagedly while using Outlook.

      Using this integration the employee can perform the below actions:

      • Share feedback
      • Request feedback
      • Update your goal
      • Ongoing Check-in
      • Public praise

      Prerequisites

      Prerequisites for using the Outlook integration:

      • Access to the Engagedly platform.

      • The user must be on Outlook and Engagedly with the same Email ID.

      Enable Outlook with Engagedly
      Navigate to Outlook > Home > Get Add-ins
      Step 1: Open the Outlook Desktop App and click Get Add-ins option on the Home page.
      mceclip0.png
      Step 2: Go to My Add-ins page and scroll down to find the option+ Add a custom add-in.
      mceclip1.png
      Step 3: Click Add from file and add the menifest.xml file.

      mceclip0.png

      Note: You can download menifest.xml file from https://engagedly.com/chatbot-outlook

      mceclip3.png

      Step 4: Once added, you will see the Engagedly Add-in appearing on the Home page. Click Engagedly icon and it will open up the Bot window.
      mceclip5.png
      Step 5: Type Hi and press Enter.
      mceclip6.png
      Step 6: Click Login.
      mceclip7.png
      Step 7:       Provide your subdomain and click Next.
      mceclip8.png
      Step 8:       Provide your credentials to log in to your Engagedly account.
      mceclip9.png
      Step 9: Your Engagedly account will be authenticated. Please close the tab and go back to Outlook.
      mceclip10.png
      Step 10: Type Hi again and press Enter.
      mceclip11.png
      Step 11: The Bot will open and present you with different options.
      mceclip12.png