Add-In Extracts Reference
Outlook add-in detects or accepts manual entry of customer reference code
Undoubt Outlook Add-In
Verify Customer Instruction
Undoubt by Shepherd+Wedderburn
✓ Reference Detected in Email
Automatically extracted from email body
Two Methods
🤖 Automatic Detection
The add-in scans the email body for patterns matching customer reference codes (CREF-XXXX-XXXX). If found, it automatically extracts and displays the reference.
⌨️ Manual Entry
If the reference is not detected (e.g., in an attachment or internal note), the agent can manually paste or type the customer reference code.
How the Add-In Works
Smart Reference Detection
- Scans email body and subject for CREF-XXXX-XXXX patterns
- Uses regex to identify customer instruction references
- Distinguishes from agent references (REF-XXXX-XXXX)
- Highlights detected references for agent review
- Allows manual override if detection fails
- Validates reference format before querying backend
David's Action
Clicks "Verify Instruction"
David sees the add-in has detected CREF-73D9-221B from Sarah's email. He reviews the reference code to ensure it looks correct, then clicks the "Verify Instruction" button. This will trigger passkey authentication before querying the backend.
What Happens Next?
Agent Authentication Required
Before the add-in queries the backend, David must authenticate with his passkey (Face ID, Touch ID, or Windows Hello). This ensures that only authorized agents—not malware or compromised mailboxes—can verify customer instructions.