Connecting Microsoft Outlook Graph API to the SysAid AI Agent Builder

Follow these steps to set up and connect your SysAid AI Agent Builder with Microsoft tools using the Outlook Calendar API AI Connection.

With this AI connection, you’ll be able to use the Agent Chatbot to create, update, and delete meetings in your Outlook Calendar.

Setting up the connection

The connection process consists of these main steps:

1. Opening the Microsoft Entra ID Graph API AI Connection.

2. Adding the Tenant ID.

3. Generating the Client ID

4. Creating a Secret Key

5. Testing the Connection

Follow these steps to set up and connect your SysAid AI Agent Builder with Microsoft tools using the Outlook Calendar API AI Connection.

Step 1: Opening the Outlook Calendar API AI Connection

1. In your SysAid account, go to Settings > SysAid AI Agents> AI Agents Builder.

2. Search and select the Outlook Calendar API Connection AI Connection in the list to the left.

3. You’ll see 3 fields to fill in: Tenant ID, Client ID, and Client Secret.

We’ll walk you through finding these details and adding them to the AI Agent Builder to connect it to the Outlook Calendar API.

Keep your SysAid account open in one tab and open a new tab to connect to your Azure portal.

Step 2: Adding the Tenant ID

1. Log in to Azure and navigate to Azure Services.

2. Select Microsoft Entra ID.

3. In the Overview section, copy the Tenant ID.

4. Back in SysAid, paste the copied ID into the Tenant ID field within the AI Connection.

Step 3: Generating the Client ID

1. In Azure, go to Manage > App Registrations.

2. Click + New Registration.

3. Enter a name for your application, for example, "SysAid AI Agent Builder - Outlook Calendar"  

4. Keep the default settings and click Register.

5. Scroll down to API Permissions and click + Add a permission > Microsoft Graph > Application permissions.

6. Add the following Microsoft Graph API Permission:

   • Delegated: Calendars.ReadWrite

   • Application: Calendars.ReadWrite
     /

7. Click Add Permission.

8. Select Grant admin consent for SysAid to finalize permissions.

9. Return to the App Registration section and select the newly created application.

10. Copy the Application (Client) ID from the Overview section.

11. Back in SysAid, paste this ID into the Client ID field.

Step 4: Creating a Secret Key

1. In Azure, go to Manage > App Registration and select the newly created application.

2. Go to Certificates & Secrets under the Manage menu.

3. Click + New Client Secret.

4. Add a description and select an expiration date for the secret.

5. Click Add to generate the key.

6. Copy the Secret Value (displayed only once).

7. Back in SysAid, paste the value into the "Client Secret" field.

Step 5: Testing the Connection

Once the Tenant ID, Client ID, and Client secret are set:

1. Click on Test in the AI Agent Builder.

2. Wait for confirmation that the test was successful.

3. Click Publish.

You are now ready to leverage the SysAid AI Builder’s capabilities to automate workflows and enhance productivity.

Please note:

If the test fails, please recheck the details and try again. If the issue persists, contact support.

Next steps

You can now use the prebuilt AI Agents. To view all available prebuilt AI Agents, see Prebuilt AI Agents Overview.

You can also create your own AI Agent from scratch using the AI Agent Builder. To learn which API capabilities are available for managed device, go to Microsoft Learn.