Cotiss Administrators and IT teams who are responsible for the settings and configuration of what Cotiss has access to in order to pull and display valuable insights from applicable Microsoft inboxes.

Configuration is actioned after the Cotiss Inbox - Microsoft Integration has been approved by your Microsoft 365 Administrator.

After approval for the Integration is confirmed, your Workspace settings will now display a tab called Integrations. Within the Integrations tab, you have two settings you can configure:

This setting is where you can configure which of your internal Microsoft groups will integrate into your Cotiss Inbox.

Microsoft groups that have been approved by your Microsoft administrator will automatically appear within the Synced mailbox groups section ready for configuration. Advanced filtering can also be applied here for edge case Mailboxes that need to be included or excluded from your group configurations. To find a specific group or mailbox - jump into the search bar to speed up your search!

Within the Microsofts groups tab you will find a table of auto populated mailbox groups that have been pulled through via the Cotiss - Microsoft 365 integration.

Here you can toggle off or on the groups of mailboxes that you want to have synced with Cotiss in order for the system to pull insights from said mailboxes.

The count of how many mailboxes there are within each group, is displayed next to the toggle button, to which you can click on, to drill down and see the exact mailboxes you are configuring for syncing.

Within the Advanced Filtering tab you can outline which specific mailboxes need to be Included or Excluded from the group configurations that are set up within the Microsoft Groups tab.

Simply click '+Add' within the Inclusion or Exclusion table depending on the type of filter you want to apply to the mailbox configuration and if you wish to remove a mailbox from either table, click on the '...' button in line with the applicable mailbox and click 'remove' to delete the filter.

Once you are happy with the configuration of which mailboxes you want synced into Cotiss via the Microsoft 365 Integration, you can;

This setting is where you can set exclusion rules to filter out any External domains, mailboxes, or emails with certain keywords in the subject line, so that only the external mailboxes you want to pull insights from will be shown within the Cotiss Inbox.

To add a new exclusion to your External domain filtering, simply click on '+Add Filter Rule' and input the pattern you want to exclude. The options for what patterns you can enter here are;

Once your Cotiss Inbox - Microsoft Integration Configuration is all confirmed, you Cotiss Inbox will automatically display the communication from the configured domains and mailboxes as well as pull applicable procurement insight as found by Cotiss AI.