913.ai Outlook Add-in Help Guide

1. How to Install the 913.ai Add-in in Outlook

Follow these steps to install the add-in:

1. Open Outlook on your desktop or browser.

2. Go to the Home tab in the toolbar.

3. Select any received email or create a new email.

4. Click on the Apps Icon in the toolbar.

5. Click on Add Apps

If you are using Outlook App > Click on three dot option menu > Then click on Get Add-ins

You will be redirected to Microsoft Marketplace, if you are using Outlook Web and to Outlook App Store if you are using Outlook app.

6. Use the search bar and type 913.ai.

If you are in Microsoft Marketplace, you will see two 913.ai Add-in versions, one for word and other for Outlook.

7. Click Get it now on 913.ai Agents to install the Outlook Add-in.

If you are in Outlook App Store, you will see an Interface like this:

8. Click on 913.ai app and then Click “Add”

9. After installation, the 913.ai icon will appear in your Outlook toolbar. (You may need to reopen the Outlook App to see it there)

8. Select any email or create a new email.

9. Select 913.ai Add-in and log in using your 913.ai credentials.

Once logged in, you can start using 913.ai directly inside Outlook.

2. Basic Overview of the Add-in

The 913.ai Outlook Add-in works just like the 913.ai main platform.

You have access to your agents, chat history.

Start a New Session

• Select any email from your inbox.

• Open the 913.ai Add-in from the toolbar.

You will see our most used and valuable AI Rachel is there open by default.

• Click on New Session at the top right if you want to talk to some other AI Agent

• Choose any agent you want to work with based on your need.

Chat With the AI Agent

• Type your message in the chat field.

• You can attach files or record voice messages if needed.

• Send your message to the agent and wait for the response.

View Chat History

• Click the History option at the top right.

• You can view all your past chats.

• You can also access chats created on the main 913.ai platform.

Log Out

• Click on Log out at the top left of the add-in.

3. Working With Emails Using the Add-in

You can use the add-in to summarize emails, draft responses or create completely new emails.

Summarize Received Emails

1. Select the email you want summarized.

2. Open the 913.ai Add-in in the toolbar

3. Ask the agent to summarize the message.

   • Example: “Summarize this email.”

   • Example: “Give me the main points.”

   • Example: “Explain the key action items.”

The agent will analyze the selected email and produce a summary instantly.

Draft Responses to Emails

1. Select the email you want to respond to.

2. Open the add-in and ask the agent:

   • “Draft a professional reply.”

   • “Write a friendly response to this email.”

   • “Create a concise answer summarizing next steps.”

Insert AI Draft Into the Email

When the agent generates a reply, you have two ways to insert it:

• Click Insert to email to place the drafted message directly into your email body.

• Or click Copy to copy the text manually and paste it anywhere you want.

This helps you reply quickly and professionally without leaving Outlook.

Create New Emails With the Add-in

You can also create new emails from scratch:

• Open a blank email.

• Launch the 913.ai Add-in.

• Ask an agent to draft content such as:

• Introduction emails

• Follow-ups

• Formal requests

• Scheduling messages

• Sales or customer support replies

• Long-form or short-form emails

Insert or copy the results into your email with one click.

Improve an Existing Email

You can also use the add-in to enhance an email you have already written.

1. Open the email draft you want to improve.

2. Open the 913.ai Add-in in the toolbar.

3. Ask the agent to improve the email.

   • Example: “Improve this email.”

   • Example: “Make this more professional.”

   • Example: “Rewrite this in a clearer way.”

The agent will analyze your email and create an improved version of your message

Insert the Improved Email

You can add the improved email to your email body in two ways:

• Click Insert to email to replace or update your draft instantly.

• Or click Copy to copy the improved text manually and paste it where you want.

4. Use Different 913.ai Agents Based on Your Needs

Each agent has its own specialization:

• Rachel for drafting, improving, summarizing emails.

• Ava, Omega for legal insights and legal document drafting.

• Galen for research, Rey for accounting, Bail for investment analysis, Leia for HR, Mace for marketing.

• Hera (Calendar Scheduling Agent) for booking meetings and events

Choose the agent that fits your workflow best.

5. Scheduling Meetings With Hera

Hera can schedule events directly on your Outlook calendar.

1. Open the Outlook Add-in.

2. Select Hera from your agent list.

3. Connect your calendar in one step (only once required).

4. Ask Hera to:

   • Schedule a meeting

   • Create a reminder

   • Block time

   • Find availability

Hera handles everything automatically and places the event on your Outlook calendar.

6. Accessing Previous Chats

Just like in the Word Add-in, you can view:

• Chats done inside Outlook

• Chats done previously on the 913.ai platform

• Chats done in other add-ins (Word, Browser, etc.)

Everything is synced across your 913.ai account.

7. What You Can Do With the Outlook Add-in

• Summarize received emails

• Draft professional replies

• Rewrite or improve email content

• Ask questions about selected email text

• Generate new emails from scratch

• Use specialized agents for better results

• Schedule meetings with Hera

• Work faster without leaving Outlook

The add-in brings the intelligence of 913.ai directly into your inbox so your email workflow becomes faster, clearer and more efficient.