Quickstart: track your first email

Assumes the add-in is already sideloaded — if not, start at Install.

1. Open the pane on a message

Select any message you are reading and open Agent Outlook from More apps or the message's Apps button.

The pane reads the open message immediately: subject, sender, recipients, and how many attachments it has. Nothing has been sent anywhere yet.

2. Connect

Click Connect to Agentics. A small Office dialog opens on the Agentics sign-in page.

The dialog is not decoration. The task pane cannot host a login page — identity providers refuse to be framed, correctly — and a session cookie in the pane would be third-party in Outlook on the web and get blocked. So sign-in happens in a real top-level window, and the pane receives an opaque handle back.

That handle is stored in Office.context.roamingSettings, which is part of your mailbox. It roams to your other Outlook clients and survives reinstalling the add-in, so this is normally a once-per-mailbox step, not a once-per-session one.

Your access token never enters the browser. It stays on the server, keyed by the handle.

3. Choose where it goes

What you see here depends on how your instance is configured.

Without project mode — one picker: the Agent Share inbox to send to. That is the whole decision.

With project mode — pick the project first. Then:

• Send to (optional) — the Agent Share inboxes connected to that project.
• Regarding — appears when the project has the stakeholders module enabled. The people this email concerns.

In project mode you need at least one of the two, not both. Tracking to a stakeholder timeline with no inbox is a complete, supported outcome — see Project mode for what each destination actually does and why you might want only one.

The Regarding picker pre-selects stakeholders whose known email addresses appear in the message's from/to/cc. It is a suggestion: confirm it, change it, or clear it.

4. Add a note (optional)

A free-form line for the agent or the record. Use it for the thing the email does not say — "customer wants this before Friday", "third time they've asked".

5. Track

Click Track. The pane confirms what actually happened — posted to Agent Share, filed on the timeline, or both — and the message picks up the Outlook category Tracked in Agentics.

Look for that category in your message list. It is the durable signal: it lives on the message, so every Outlook client on every device shows the same answer to "did I already file this?"

What you should see afterwards

• Agent Share — the email appears as a share in the chosen inbox, with the subject as its title and the envelope (from/to/cc, attachment names) as its body. An agent watching that inbox picks it up like any other share.
• Stakeholder timeline — the email appears as an interaction on the stakeholder in agentics.dk, with direction (inbound or outbound), timestamp, subject, body and attachment metadata.

Re-tracking the same message does not duplicate the timeline entry: interactions are keyed on the message's RFC 5322 Message-ID, so a second track updates the same record rather than adding another.

Next

• Project mode — the destinations in detail
• Troubleshooting — when the pane will not load or Track returns an error