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Setup your Microsoft Email channel

Step 1. Open your Chatwoot dashboard. Go to Settings → Inboxes → Add Inbox.

inbox_create

Step 2. Click on the "Email" icon.

list_of_channels

Step 3. Click on the "Microsoft" icon. If the "Microsoft" option is missing in your Chatwoot installation, set up a Microsoft Entra ID App.

microsoft_channel

Step 4. Add your outlook/microsoft email.

microsoft_emai

Step 5. Enter your Microsoft/Outlook credentials

microsoft_authentication

Step 6. Allow "Chatwoot" app to read your email and reply to your email.

microsoft_authorization

Step 7. "Add agents" to your email inbox.

add_agents

Hooray! You have successfully created a Email inbox.

Step 5. Configure your email settings. Go to Settings → Inboxes → Email Inbox settings → Configuration tab.

Note: Please do not change anything in settings for now, as we have used the default values for IMAP and SMTP, we will be making these fields non-editable soon for outlook accounts.

configuration

We are using default IMAP settings to fetch emails, and SMTP to send, you don't have to set anything via configuration.

Step 6. If your access token get expired then you will need to re-authorize your microsoft account, which you can do via settings -> configuration page.

ms_reauthorization