Bring Microsoft 365 meeting context into support.
Give Helply visibility into relevant customer meetings so humans and AI understand the relationship around every issue.
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Available to every Helply agent and teammate
Why teams use Helply with Outlook Calendar
Bring Microsoft 365 meeting context into support
Give your team visibility into relevant customer meetings without making them search everyone's calendar.
Understand the customer relationship
See useful meeting history alongside the account and support conversation.
Know what's happening next
Upcoming customer meetings can help your team understand timing and urgency.
Give AI agents more account context
Use supported calendar information alongside CRM, conversations, and other customer data.
How to install
- 01
Connect Microsoft 365
Authorize the supported Microsoft account.
- 02
Configure calendar access
Choose the calendar information available to Helply.
- 03
Connect meetings to customers
Associate supported customer meetings with the appropriate accounts.
Can Outlook meetings be associated with customer accounts?
Yes.
Can AI agents use meeting context?
Yes.
Can meeting timing affect support workflows?
Yes.
Does Outlook Calendar replace our CRM context?
No. It adds meeting context alongside your other customer information.
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Connect Outlook Calendar to Helply.
Meet your customers where they are and give every team the full story.
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