Connect Your Microsoft Account

Why it is needed

The Email Agent requires a Microsoft account connection to read and send emails through Outlook. This uses Microsoft's secure OAuth authentication (MSAL) — the app never sees your Microsoft password.

How to connect

1. Go to the Agent page in the Tools section of the sidebar.
2. If you are not already connected, you will see a Sign in with Microsoft button.
3. Click it. A Microsoft login window opens.
4. Sign in with your Microsoft/Outlook email and password.
5. Grant the requested permissions:
   • Mail.Read — allows the app to read your emails.
   • Mail.Send — allows the app to send emails on your behalf.
   • Mail.ReadWrite — allows the app to manage drafts.
   • User.Read — allows the app to read your basic profile.
6. After granting access, you are redirected back to the app and your inbox loads automatically.

Troubleshooting

• If the sign-in window does not appear, check that pop-ups are not blocked in your browser.
• If you see an error about permissions, your organization's IT admin may need to approve the app in Azure Active Directory.
• Your Microsoft session token is stored locally and may expire. If emails stop loading, try signing in again.