What is the SidePanel

The SidePanel brings Tekst to the place where your team already works. While you read a conversation, the SidePanel shows what Tekst knows about it and what your automations have done with it - right next to the message, without switching to the Tekst web platform.

You can use the SidePanel in two ways:

• As an Outlook app, installed as an add-in inside Microsoft Outlook. See Set up the SidePanel as an Outlook app.
• As a browser extension for Chrome and Microsoft Edge, which opens next to Outlook on the web, Salesforce, and SAP Service Cloud v1. See Set up the SidePanel as a browser extension.

Both give you the same SidePanel for email. Choose the Outlook app if you work in the Outlook desktop application, and the browser extension if you work in the browser. The browser extension is also the only option if you review cases in Salesforce or tickets in SAP Service Cloud v1.

How the panel is organized

The SidePanel always relates to the item you have open: an email conversation, a Salesforce case, or an SAP ticket. Open the item first, then open the panel.

At the top, under the Email analysis heading, the panel shows the analysis for that item. Below it sit the tabs:

• Actions - what your automations are waiting on or have already done for this item, including Approval Forms.
• Extraction - the entities your extraction models found in the message.
• Notes - internal notes on this item. This tab appears once the item has a note, or when you start writing the first one.

A menu button in the bottom-left corner lets you add an internal note, copy the conversation ID (handy when contacting support), and open the help center. The log out button sits in the bottom-right corner.

What the SidePanel shows

Depending on how your organization has set up its models and automations, the panel can contain:

Approval Forms

When an automation includes an Approval Form, the SidePanel is where your team reviews it: check the prepared content, edit it if needed, and approve or decline it without leaving the tool you are in. See Use the Approval Form in the SidePanel.

Case information

The SidePanel can enrich an item with context: the tags your models assigned, the entities extracted from the message, and any text or files an automation pushed for it. See View case information in the SidePanel.

Internal notes

Your team can add internal notes to an item from the SidePanel, so context stays with the case and is visible to colleagues.

Live updates

The SidePanel updates in real time. When an automation finishes or a model result comes in while you have the item open, the panel refreshes automatically - no need to reload.

The panel also follows the page. Move to another conversation, case, or ticket and it reloads for that item.

Something not working?

If the panel does not load, or loads but does not show what you expect, see Troubleshoot the SidePanel. It points you at the right guide for what you are seeing.