The SightCall for Outlook add-in lets you use Outlook to schedule SightCall appointments with embedded links so agents and guests can join from the appointment link.
To use the SightCall for Outlook add-in, you first need to create an Azure app in your Microsoft organization. Once the is registered with SightCall, calendar data can be read by SightCall from your Microsoft organization.
The SightCall for Outlook add-in is registered per tenant.
NOTE: This feature is available in the SightCall Enterprise and Premium Editions.
You need admin rights on these platforms:
- SightCall admin portal, admin.sightcall.com
- Azure Portal, portal.azure.com
Requesting activation for your SightCall for Microsoft package
First, you need to activate your SightCall for Microsoft package using this form.
Locating the SightCall API key
To set up an Azure app, you need your SightCall API key from the admin portal (admin.sightcall.com). API keys are used with SightCall Premium and Enterprise Editions tenants.
NOTE: You need to be a super admin to see the API key.
- Sign on to the SightCall admin portal, admin.sightcall.com.
- Select Administration > Tenant.
- Locate the API KEY.
- Select the API KEY then copy, and paste it some place like a text file or email it to yourself.
Creating an Azure app to link with SightCall
The next step is to create an Azure app for the SightCall for Outlook add-in. This app reads calendar events in your Microsoft organization. Once it’s registered with SightCall, then the SightCall tenant can read the calendar information.
- Sign into the Azure Portal, https://portal.azure.com
- Enter app registration in the Search box. Select App registrations.
- Select + New registration.
- Enter a name for the app in the Name
- Under Supported account type: select Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (e.g., Skype, Xbox).
- Leave the Redirect URI (optional) empty and select Register.
- Click on Certificates & secrets in the left navigation and select New client secret. Add a Description for the secret and an expiration. Select Add.
- Choose the appropriate time to keep the secret and copy the value of the secret using the Copy to Clipboard icon. This will be used in the SightCall activation on microsoft.sightcall.com.
- Click on API permissions in the menu. Locate User.Read and select the three dots at the end of the line. Select Remove permission.
- Select Add a permission and then select Microsoft Graph.
- Choose Application permissions, and search for the Calendars.Read permission, select the checkbox next to the permission, and then select Add permissions. Select Grant admin content for [ORGANIZATION NAME].
- In the Overview tab, copy the application (client) ID and Directory (tenant) ID. This information will be used in the SightCall activation procedure.
- Select Manifest in the left navigation. Locate “accessTokenAcceptedVersion” and change the value to 2.
Register and activate the Microsoft Azure app with SightCall
To register the app with SightCall, you need the application ID and Directory ID from the apps’ Overview tab and the Secret from Certificates & secrets tab.
SightCall app registration name
Microsoft field name
Location on Azure app page
SightCall for Outlook > Overview tab
SightCall for Outlook > Overview tab
SightCall for Outlook > Certificates & secrets tab
To register your Azure app with SightCall and enable the SightCall for Outlook add-in:
- Open https://microsoft.sightcall.com
- Select Register your package on the left navigation and locate the Microsoft Outlook activation.
- Add your SightCall API key with your tenant in the Package activation section.
- Enter the Azure Application ID in the Client ID line. Enter the Azure Directory ID in the Tenant ID line. Enter the Azure Client secrets into the Client secret line.
- Enable the Waiting room feature by selecting the slider.
- Activate Auto-provisioning of agents by selecting the slider.
- Select Submit.
Installing the SightCall for Outlook add-in
Next, add the SightCall for Outlook add-in to your Microsoft Outlook. Refer to Using the SightCall for Outlook add-in article for instructions and links.