Integrate BotPenguin with Outlook

By syncing chatbot interactions with Outlook, you can generate, schedule, and send emails automatically—improving response times and communication efficiency.

The Outlook Integration allows you to connect your BotPenguin chatbot with Microsoft Outlook to automate email communication. By syncing chatbot interactions with Outlook, you can generate, schedule, and send emails automatically—improving response times and communication efficiency.

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Benefits of Outlook Integration

• 📧 Automatically send emails triggered by chatbot interactions

• ⚡ Faster follow-ups without manual effort

• 🔄 Secure integration using Microsoft OAuth credentials

• 🧠 Improved customer communication and engagement

• ⏱️ Save time by automating routine email responses

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Accessing the Outlook Integration

1. Log in to your BotPenguin Dashboard

2. Select your Bot

3. Navigate to Integrations

4. Click on Third-party Apps Integration

1. Select Outlook from the list

1. Click on the Connect button.

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How to Connect Outlook with BotPenguin

To connect Outlook, you need to enter your Client ID and Client Secret generated from Microsoft Azure.

Step 1: Create an App in Azure

1. Go to the Microsoft Azure Portal

2. Sign in with your Microsoft account

3. Navigate to Azure Active Directory

4. Click App registrations

5. Select New registration

6. Enter an app name (e.g., BotPenguin Outlook Integration)

7. Choose the supported account type

8. Click Register

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Step 2: Get Client ID

• After registration, copy the Application (Client) ID

• Paste this value into the Client ID field in BotPenguin

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Step 3: Generate Client Secret

1. In the same app, go to Certificates & secrets

2. Click New client secret

3. Add a description and select an expiry duration

4. Click Add

5. Copy the generated Client Secret

⚠️ Important: The Client Secret is displayed only once. Save it securely.

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Step 4: Enter Credentials in BotPenguin

1. Paste the Client ID

2. Paste the Client Secret

3. Click Connect

Once connected, Outlook email automation will be enabled for your chatbot.

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Required Permissions

Ensure the following permissions are enabled for the Azure app:

• Mail.Send

• User.Read

Admin consent may be required depending on your organization’s settings.

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Use Cases

• Automated Follow-ups Trigger Outlook emails automatically based on chatbot conversations

• Lead Communication Send personalized emails to leads captured by the chatbot

• Internal Notifications Notify teams when specific chatbot events occur

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Troubleshooting

Invalid Client ID or Client Secret

• Ensure values are copied correctly

• Check that the client secret has not expired

Permission Issues

• Verify required permissions are granted

• Reauthorize the app after permission changes

Connection Failed

• Check Azure app status

• Regenerate Client Secret if required

FAQs:

Is Outlook integration secure?

Yes, the integration uses Microsoft’s OAuth-based authentication.

Can I disconnect Outlook later?

Yes, you can disconnect the integration at any time from the Integrations section.

Does this support scheduled emails?

Yes, emails can be generated and scheduled using chatbot workflows.

Is Outlook integration available on all plans?

Availability depends on your BotPenguin subscription plan.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.