> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sensbot.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outlook Add-in – Usage

> How to use the Sensbot AI side panel inside Microsoft Outlook to generate and refine email replies

# Outlook Add-in – Usage

The usage experience is the same for both the classic desktop add-in and [Outlook on the web](/customization/email-assistant/outlook-addin/web-usage). Once you select an email, the Sensbot AI side panel shows identical content regardless of which Outlook client you use.

***

## Opening the add-in

Click **Sensbot AI** in the Outlook ribbon (**Home** tab or **Sensbot** tab). A **Sensbot AI** task pane opens on the right side of the Outlook window.

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-pane.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=cf3a1f8b516367e1536b5f3070ea9a29" alt="Sensbot AI buttons in the Outlook ribbon (Home tab and Sensbot tab) with the Sensbot AI side pane open" width="1509" height="886" data-path="images/general/outlook/outlook-pane.png" />

***

## Selecting an email

When no email is selected, the panel shows a placeholder:

> **No email selected**\
> Select an email to generate a response.

Click any email in your inbox or folder list to activate the panel for that message. The panel immediately starts loading.

**In Mail view (inbox or folder list):** Select an email in the list. The panel loads that email automatically. Changing your selection updates the panel to the newly selected email.

**In an open email window:** Open an email in its own window and click **Sensbot AI** in the ribbon. The panel shows that specific email.

***

## Generating a response

If the email has not been processed yet, the panel shows:

> *This email has not been processed yet. Generate a response to see analysis and a reply draft.*

Below that you will find an optional **instructions field** and a **Generate** button.

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-no-response-genereated.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=4d28a19b3e15f2d983731d9e1bae42aa" alt="Generate response screen with optional instructions field" width="405" height="235" data-path="images/general/outlook/outlook-no-response-genereated.png" />

**Optional instructions** — Type a short hint before generating to guide the response, for example:

* *Keep it short*
* *Translate to English*
* *Be more formal*

Leave the field blank to let Sensbot decide on its own.

Click **Generate** (or press Enter inside the instructions field). The panel switches to a progress animation:

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-progress.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=101609738ae2524928ff8fc17dec4449" alt="Generating response progress animation" width="399" height="242" data-path="images/general/outlook/outlook-progress.png" />

Sensbot reads the email, looks up relevant orders, products, or knowledge base entries from your store, and writes a draft reply in your brand voice.

***

## Response ready – two-tab view

Once processing is complete, the panel shows two tabs: **Response** and **Analysis**.

### Response tab

The **Response** tab shows the AI-generated draft reply.

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-response-generated.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=a340eb8d51c7d9a58e87b43a2d42c455" alt="Response tab with generated draft reply" width="407" height="538" data-path="images/general/outlook/outlook-response-generated.png" />

| Element                  | What it does                                                                       |
| ------------------------ | ---------------------------------------------------------------------------------- |
| **Use this response**    | Inserts the draft directly into Outlook's reply composer                           |
| **Copy**                 | Copies the plain-text version of the draft to the clipboard                        |
| Version arrows (1 / 2 …) | Navigate between multiple versions if you have refined the response more than once |

The draft is displayed as formatted HTML (bold text, paragraphs, signature) matching a typical reply email.

#### Refining the response

Below the draft is a **refine box**. Type an instruction and choose one of:

* **Refine response** — Keeps the same reasoning but adjusts tone, length, or language. The new version is added alongside the previous one and you can navigate between them using the version arrows.
* **New response** — Generates a completely fresh draft, ignoring the previous one.

### Analysis tab

The **Analysis** tab gives you insight into what Sensbot understood about the email.

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-analysis.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=82627d42af51fd9cf8e1f1c8fe246b49" alt="Analysis tab with email insights" width="381" height="710" data-path="images/general/outlook/outlook-analysis.png" />

**Summary badges** — Coloured pills at the top summarise the email at a glance:

| Badge         | Examples                                                   |
| ------------- | ---------------------------------------------------------- |
| **Intent**    | Order inquiry, Return request, Complaint, General question |
| **Urgency**   | High (red), Medium (yellow), Low (green)                   |
| **Sentiment** | Positive (green), Neutral (grey), Negative (red)           |
| **Category**  | Label matching your configured email categories            |

**Order / Product card** — When the email references an order or product, a card appears with key details (order number, status, items, total, dates). Click the card to expand or collapse the full details.

**Decision card** — For emails that require a policy-based decision (e.g. a refund or return), a Decision card shows the recommended action, its risk level (Low / Medium / High), the reasoning behind it, and the store rules that guided the decision.

**Actions taken** — If Sensbot performed automated actions (e.g. tagged the email, created a task, updated an order), these appear as blue pills at the bottom of the tab.

***

## No response required

If the AI determines the email does not need a reply (e.g. a newsletter or auto-confirmation), the panel shows:

> **No Response Required**\
> This email does not require a reply. No response was generated.

You can still use the refine box to override this and request a draft manually.

***

## Using the draft in Outlook

Click **Use this response** in the Response tab. Sensbot inserts the formatted HTML draft directly into Outlook's reply window — ready to review, edit, and send.

<img src="https://mintcdn.com/sensbotai/5tUnXckMj8quyEHO/images/general/outlook/outlook-response-use.png?fit=max&auto=format&n=5tUnXckMj8quyEHO&q=85&s=4bf500ba56fa754fe04064d46ebd47fd" alt="Draft inserted into Outlook reply composer" width="405" height="541" data-path="images/general/outlook/outlook-response-use.png" />

Alternatively, click **Copy** to copy the plain text and paste it anywhere you need.
