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Documentation Index

Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt

Use this file to discover all available pages before exploring further.

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Capabilities unlocked

  • Send and receive emails from inside Cobalt — your emails go out from your Outlook address via Microsoft 365, and replies appear directly on the candidate’s Cobalt profile.
  • Microsoft Calendar sync — calendar events appear inside Cobalt so your pipeline stays in sync with your schedule.
  • Automatic Balt bot join — when a Teams meeting link is detected on a calendar event, Balt joins the call automatically to transcribe it.
  • Meeting transcription via Microsoft Teams — transcripts and summaries are attached to the relevant candidate or contact record.
To learn more about transcription, see Meeting transcription.

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How to connect

1

Open personal settings

In Cobalt, go to Personal settings → Email accounts.
2

Start the connection

Click Sign in with Microsoft.
3

Sign in and grant permissions

Sign in with your Microsoft account and grant the requested permissions for Outlook, Calendar, and Teams.
4

Confirm the connection

Cobalt confirms the connection. You can now send emails from your Outlook address, and calendar sync is live.
5

Add your signature

To use your email signature in Cobalt, copy it manually and add it in your personal settings, Signature section.You can create multiple signatures and switch between them when sending an email. In workflows, the default signature (marked with a ★) is used.Email signatures section in personal settings

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Good to know

  • Each team member must connect their own account individually. Emails are sent from each person’s own address via Microsoft 365.
  • Meeting transcription requires calendar sync to be active: without it, Balt cannot join Teams meetings automatically.