We’re excited to announce that with this release, Advanced Package users are now able to take advantage of powerful new AI summarization features within the Outlook Add-In for Office 365! These updates are designed to reduce manual review time and give you faster access to applicant history—all without leaving Outlook! 


We've also added a few usability enchantments for all Outlook Add-In users no matter which package you are on. Check out the "Bonus for ALL Outlook Add-In Users" section of this article for more details.


The EVA AI enhancements bring intelligent communication summaries directly into your inbox, while UI improvements make everyday tasks like notetaking and navigation more seamless. Whether you’re a heavy Outlook user or just getting started, these updates help you work smarter, not harder. 


TABLE OF CONTENTS

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What's in it for me?


  • AI-Powered Communication Summaries 
    • Automatically summarize a current email thread for faster insights  
    • View full applicant communication history summaries (1-week, 1-month, 3-month, 12-month) including the current email thread for full context 
    • Save summaries directly as note or task in EZLynx 


  • Increased Efficiency 
    • Save ~3 minutes per email interaction 
    • Cut onboarding time for new CSRs with easy access to applicant history 


  • Enhanced User Experience 
    • Resizable notes input box for better visibility 
    • Static taller input height for quick edits 
    • Applicant name now links directly to their EZLynx profile 


Accessing the Feature


You must have an Office 365 version of Outlook and you must have the Outlook Add-in installed. To install the EZLynx for Outlook Add-in, check out our How to Install the Outlook Add-In article.


1. For those with Office 365, simply open your Outlook and select an email in your inbox. Once on an email, select to the "Enhance Outlook with app" icon.

2. Find and choose EZLynx for Outlook from the app menu. The EZLynx for Outlook panel will load on the right side. 

  • If this is your first time using the feature, you might also need to log in using your EZLynx account credentials.

3. The app will automatically search to match the current sender’s email with the applicant’s email listed in their EZLynx account. 

  • If there is no applicant account matching the sender’s email, then you can manually search for the applicant to access the right account.



Did you know? - If you have Outlook and EZLynx Outlook Add-in on your phone, you could even use the Catch me up option while on the go!

Automatic Email Summarization


After you load a customer account, you’ll see a summary of the current email thread auto generated within the Note section. You’ll be able to Re-Summarize the email for that specific email thread by selecting the "Re-summarize email" option if needed.


You can also rate the summary with the thumbs-up/thumbs-down options. If you rate it with a thumbs-down, you'll have the option to provide additional feedback to help EZLynx improve the AI results. 


“Catch Me Up” Summaries 


The “Catch Me Up” option will automatically run a summary of the Applicant’s activity for the last 3 months, plus the current email thread you’ve selected. That way you get the full context of the customer’s account history, including the current email thread. 


You can also select a different timeframe for the customer’s account from a 3-month summary to a 1-week, 1-month, or 12-month summary. That way you can refine how much context from the account history to include in your summary.  


You’ll also be able to rate the summaries within the Catch Me Up section using the same thumbs-up/thumbs-down options.


 

This functionality is the same as our EVA AI Account Summarization feature in EZLynx which you can check out in our EVA AI Account Summarization article.


Did you know? - This is where you can add tips, tricks, and tidbits for the customer to enhance their usage of EZLynx that pertains to article.

Bonus for ALL Outlook Add-In Users


Regardless if you are Standard or Advanced package user, we have also added some usability enhancements to make using the EZLynx for Outlook Add-In easier. 


The note section now has a taller static input height for quick edits and you now have the ability to resize the note input field if you want more space to see your notes. 




Additionally, you can now select the Applicant’s name to jump directly to their account in EZLynx in a new tab.


Practical Applications


3 ways your agency can make the most out of these features:


  • Quickly catch up on clients before calling or replying: Jump into a summarized view of all recent touchpoints (emails, texts, notes) in seconds—no more digging through records. 


  • Improve task & note management: Expand or use the taller note input box to draft better, more detailed client notes—without the scroll struggle. 


  • Seamless navigation to EZLynx: Save time toggling between platforms by using the clickable applicant's name to view the full account instantly. 

We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!