An AI email assistant for a sales team on Outlook and Microsoft 365

Outlook and Gmail are both fully supported for email. Outlook calendar works for scheduling. If your company runs on Microsoft, you aren't getting a lesser version of the product.

What "works with Outlook" means here

Your reps keep using Outlook exactly as they do now. textagent.io connects to the mailbox through Microsoft's own sign-in and works alongside it. Nothing moves and nothing is migrated. There's no app to download and no dashboard to learn.

After the sign-in, a rep runs it by text message, over SMS or iMessage on whatever phone they already carry. Setup takes about five minutes.

Outlook already has plenty of help for the hours you spend inside it. This is for the other hours, the ones a rep spends on calls, in a customer's lobby or in the car between two meetings.

What a rep actually does with it

The rep tells it what counts, in plain words. Text me when the buyer at Hollis writes. When that email lands in Outlook, the rep's phone buzzes with who sent it and what they want. Newsletters and the rest of the noise stay in the inbox for later. The longer version of how triage works is on the AI email management page.

If the email needs an answer, the rep asks for a draft. The agent writes it in the rep's voice and texts it back. It goes out from the rep's own Outlook mailbox only after the rep says send. There is no automatic mode, and it isn't a setting a rep or an admin can switch on.

Waiting on a reply. CC the agent's email address on a proposal and it texts you when the other side answers, with the gist.

Catching up. Ask it what needs you today, or whether she ever responded, and it answers from the mailbox.

Forwarding. Forward a contract or an itinerary to the agent and the dates land on your calendar with reminders.

More than one mailbox. A rep can connect one Outlook mailbox or several, and a Gmail account alongside it.

Scheduling on the Outlook calendar

A lot of sales email is the back-and-forth of finding a time. A rep can hand that over in one text. The agent works out the times with everyone over email and books the meeting on the rep's real Outlook calendar. Google Calendar and Apple Calendar work too, which helps when the customer's side isn't on Microsoft. More on the AI calendar management page.

What your Microsoft 365 admin will want to know

Reps connect with Microsoft sign-in (OAuth), so textagent.io never sees or stores an email password. When someone connects a mailbox, it asks for permission to read the inbox, send and save drafts (only when the user tells it to), mark messages read, move a message to the trash folder (only when the user explicitly asks), and read, add and move calendar events.

It does not access contacts or files, and it cannot permanently delete email.

A rep can revoke access at any time from the Microsoft account apps page, and it ends immediately on Microsoft's side. Microsoft 365 admins can also allow or block third-party apps like this one with the admin controls they already have.

Data is encrypted in transit with TLS, and access tokens and cached data are encrypted at rest with AES-256-GCM. Email contents are never written to operational logs. The reasoning runs on Anthropic's Claude models through AWS Bedrock, and nobody trains a model on your email.

One thing to be straight about. The independent audit we passed is Google's CASA Tier 2 assessment, completed September 29, 2026. Google requires it for apps that read and send Gmail. It is a Google program, so I won't present it as a Microsoft certification. What it does tell an Outlook shop is that an outside assessor has reviewed how the product handles mailbox data. The full write-up is on the security page.

What's missing if you're rolling it out to a team

There's no SSO, no DPA and no admin console today. Each rep signs up and connects their own mailbox. If your approval depends on one of those, the security page has an address to write to, and those emails are how I decide what gets built next.

It works on email and calendar. It can't make voice calls yet, and it can read and summarize an attachment without being able to edit one. Apple iCloud Mail isn't supported yet either, though that rarely matters to a Microsoft shop.

The plan is the same for everyone: $299 a year per person, with the first 14 days free and no card needed to start. The easiest test is to have two or three reps try it on their own Outlook mailboxes for those two weeks and see whether client replies go out sooner.