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. See the "Set up the Sidepanel as a browser extension" article.

Both give you the same Sidepanel. Choose the Outlook app if you work in the Outlook desktop application, and the browser extension if you work in the browser.

What the Sidepanel shows

The Sidepanel always relates to the conversation you have open. Depending on how your organization has set up its models and automations, it 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 reject it without leaving your inbox. See the "Use the Approval Form in the Sidepanel" article.

Case information

The Sidepanel can enrich a conversation with context: the tags your models assigned, the entities extracted from the message, and any text or files an automation pushed for this conversation. See the "View case information in the Sidepanel" article.

Internal notes

Your team can add internal notes to a conversation 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 conversation open, the panel refreshes automatically - no need to reload.

Something not working?

See Troubleshoot the Sidepanel for help when the panel does not load or stays empty.