Integration

    Outlook and Volty

    Volty replies to your shared and personal Microsoft 365 mailboxes in the original thread, reads the attachments, and drafts every reply for staff until you let it send.

    Updated

    A purchase order by email

    A customer sends a PO and asks for a delivery date. Volty reads the PDF and the stock sheet.

    PM

    procurement@marinatech.com

    Email · RE: Quote for 40 units

    Hi team, attached is our PO 7781 for 40 units of the HX-200. Can you confirm delivery by 20 November?PO-7781.pdf
    Read PO-7781.pdf and the stock sheet40 × HX-200 · 52 in the Newark warehouse
    VoltyHi Grace, thank you for PO 7781. All 40 HX-200 units are in our Newark warehouse and we can deliver by 18 November. I've copied our accounts team for the invoice.

    Saved as a draft · sent by Kenneth

    Email thread

    PO 7781

    Replied
    Mailbox
    sales@ (shared)
    Attachment
    PO-7781.pdf, read
    CC kept
    2 people
    Mode
    Draft, sent by staff

    Replied in the original thread

    What Volty does with Outlook

    For many B2B businesses the customer conversation is email: a shared sales@ or support@ mailbox in Microsoft 365, with purchase orders and invoices attached. Volty connects to Outlook mailboxes with one Microsoft sign-in and replies in the original thread, keeping the subject, the quoted history and everyone on CC. It reads attachments, such as a PDF purchase order or a photo of a fault, before it answers.

    • Replies in the thread

      Subject, history and CCs kept, so the customer sees one conversation.

    • Reads attachments

      Purchase orders, invoices and photos are read before Volty answers.

    • Drafts until you trust it

      Every reply can wait as a draft for a colleague to send.

    • Files from SharePoint

      Connect SharePoint and Volty reads the spec sheet the answer is in.

    A logistics coordinator holding a crumpled printed purchase order at an office window overlooking a warehouse floor with forklifts and pallets.
    Attachments are read before Volty replies.

    A spec question from SharePoint

    The answer lives in a document the team keeps in SharePoint.

    EH

    engineering@harbourbuild.com

    Email · HX-200 operating range

    What's the rated operating temperature range for the HX-200?
    Searched synced filesHX-200 spec sheet.pdf · SharePoint
    VoltyThe HX-200 is rated for 5°C to 45°C ambient. I've attached the spec sheet for the full figures.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Purchase order intake

    1. When

      A PO arrives

      PDF attached

    2. Step 1

      Volty reads the PO

      Items, quantity, date

    3. Step 2

      Checks the stock sheet

      By warehouse

    4. Step 3

      Drafts the confirmation

      A colleague sends it

    An accounts team of five going through stacks of printed invoices around a laptop.
    Draft first, send when you trust it.

    How Volty connects to Outlook

    An admin adds an email channel, signs in with Microsoft and picks the mailbox. Shared mailboxes work the same way as personal ones.

    1. 01

      Sign in with Microsoft

      With an account that can read the mailbox.

    2. 02

      Pick the mailbox

      Shared or personal.

    3. 03

      Choose draft or send

      Drafts for staff, or replies sent by Volty.

    4. 04

      Add SharePoint, optionally

      Connect OneDrive or SharePoint so Volty can read the team's documents.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Read mail and attachmentsReads
    • Search synced filesReads
    • Save a draft replyChanges
    • Reply in threadChanges

    Reading tools can be turned on straight away. Anything that changes Outlook starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Does Volty reply in the same email thread?

    Yes. Replies keep the subject, the quoted history and everyone on CC.

    Can staff check replies before they go out?

    Yes. In draft mode every reply waits as a draft for a colleague to read and send. You can let Volty send on its own whenever you choose.

    Does Volty work with a shared mailbox such as sales@?

    Yes, once the Microsoft 365 tenant's administrator has given consent. Volty then reads the shared mailbox and replies from the shared address.

    Does Volty import past email?

    Yes. When the mailbox connects you choose how much history to import: none, six months, one, three or five years, or everything. Six months is the default. Imported mail is kept on record and never answered.

    Can Volty email many customers at once?

    No. Volty's broadcasts are WhatsApp template messages. On email, Volty answers each customer's message, and an approved automation can email one customer at a time, such as a reminder.

    How much does it cost to connect Outlook with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026