Outlook User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a Outlook connector with Abacus.AI's.

Prerequisites

Before starting, ensure you have access to: - Abacus.AI platform - A valid Outlook account - Administrative access to create connectors and projects

Custom OAuth (optional)

By default we request access using our app to read data. If you want to use your own app, please follow following steps to create the app. 1. In the Abacus.AI interface, click on your profile picture in the top right corner. 2. Select "Manage Connectors" from the dropdown menu. 3. Click on "Add New Connector", choose "Outlook" from the list. 4. Turn the 'Config Only' toggle on. 5. Copy the app’s Client ID, Client Secret and Tenant ID, then enter them into the CLIENT ID, CLIENT SECRET and TENANT ID fields respectively. Note: Please refer to microsft documentaiton to create the app and add necessary scopes to app. 6. Click create.

Step-by-Step Instructions

1. Navigate to Projects Page

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type

Choose ChatLLM - Custom LLM Chat option from the available project types.

4. Configure Project Name

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options

Navigate through the following menu structure: - Select Advanced Option - Choose Tool Use - Select Outlook_tool - (Optional) When using your own app, navigate to Config Connectors and pick the connector configured in the Custom Auth step.

8. Initiate Model Training

Click on "Train Model" to begin the training process.

9. Access Trained Model

Once training is complete: 1. Click on Models in the navigation 2. Select your newly trained model

10. Create Deployment

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

12. Name Your Deployment

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

14. Access Prediction Dashboard

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Connector

Permissions and Access

When setting up the connector, the following permissions are requested. Please note that all the permissions are delegated permissions:

These permissions allow the connector to pull necessary data.

Important Notes

Troubleshooting

If you encounter issues: 1. Check deployment status is "Active" 2. Ensure proper authentication credentials 3. Error AADSTS50105: Your administrator has configured the application abacus_outlook_user_connector (Application ID) to block users unless they are specifically granted ('assigned') access to the application. - Go to Azure Portal → Microsoft Entra ID → Enterprise applications. - Search for abacus_outlook_user_connector. - Open the app → Users and groups → Add user/group. - Select users/groups → (optional) choose role → Assign.

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