How do I log in to the Outlook Add-in?

Open the add-in and click Log in. You will be redirected to your browser, where authentication is handled via Azure SSO and authorisation is completed using your Lucio credentials (the same ones you use for Lucio on the web). If your firm uses single sign-on, the browser will route you through your firm's identity provider before returning you to Outlook.

Can I install the add-in without administrator rights?

In most cases, yes. If your organisation restricts add-ins, you will need to contact your IT administrator. Tenant administrators can also deploy the add-in centrally so end users do not have to install it themselves.

Does the add-in work on Outlook on the web?

Yes. Lucio works on Outlook on the web as well as the desktop versions for Windows and Mac, so you can use it wherever you read your mail.

Does the Outlook Add-in work offline?

No. An active internet connection is required, because Lucio sends content to its backend and returns answers from there.

What email content and attachment types are supported?

Can I use Lucio across multiple emails in a single session?

Yes. Unlike a single-document workflow, the Outlook Add-in is built to work across many emails. Use the All Emails, Folder, or Custom filter to give Lucio a wider scope, then ask your question against that scope.

Can Lucio read full email threads?

Yes. When you open a threaded conversation, Lucio reads the entire back-and-forth by default (Current Thread filter), so it has the full context of the matter before responding.

Can Lucio read email attachments?

Yes. Lucio reads PDF and Word attachments and pulls out the key points. You can ask it to summarise an attachment, extract specific clauses, or draft a reply that takes the attachment into account.

Can I upload my own documents while working on an email?

Yes. Tap the paperclip icon in the chat box to upload a document, for example a draft contract sitting on your desktop. Lucio will read it alongside the email when answering or drafting.

Will Lucio's drafted replies appear under my name?

Yes. All drafts and outputs created by Lucio appear as if authored by you when sent through Outlook.

What is the maximum email and attachment volume supported?

Lucio can handle approximately 600 pages of combined email and attachment content in a single session for optimal performance. Larger volumes may still work depending on your system performance, but quality and speed are best within that limit.

How is chat history stored?

Chat history is stored persistently. The History section displays your past sessions so you can pick up where you left off, bring context from an older session into a new one, or delete sessions you no longer need.

What can the Lucio Assistant do inside Outlook?

The Assistant is the heart of the add-in. Open any email and Lucio can read it, summarise it, draft a reply, analyse attachments, pull insights across many emails using filters, accept uploaded reference documents, take voice prompts, and cite the exact source it used for every answer.

What are Smart Suggestions?

Every time you open an email, Lucio reads it and surfaces three of the most useful actions you can take on it, for example "Analyse the attachment" or "Draft a reply." One click and Lucio does the rest, with no typing required.

What are Email Filters and when should I use each one?

Filters tell Lucio where to look before you ask a question. Lucio currently offers five:

Can Lucio draft replies in my tone?

Yes. You can ask for formal, friendly, short, or detailed drafts. With Profile personalisation enabled, Lucio also learns your writing style, including greetings, sign-offs, sentence length, and tone, and applies it automatically to every draft.

Does Lucio cite its sources?

Yes. Every answer comes with citations to the exact email or attachment it used, so you can verify any point in a single click.

Can I use voice instead of typing?

Yes. Tap the microphone icon in the chat box and speak your prompt. Lucio converts your voice into text, which is useful when you are between meetings or on the move.

What is the Narrative feature and how does it help me?

Narrative looks at the emails you have sent and writes short, timesheet-ready descriptions for each one. Open Narrative, pick a time period, and Lucio gives you a clean, ready-to-paste list of billable narratives so you do not have to dig through your Sent folder at the end of the day.

What time periods can Narrative cover?

Narrative gives you three time filters:

What is the Profile section?

Profile is where you teach Lucio your personal style so every draft sounds like you rather than a generic AI. It has two tabs:

What languages does Lucio support?

Lucio supports English (Indian), English (US), English (UK), and Japanese. You can switch between them at any time using the language icon in the top right of the Profile screen.

Can Lucio access the web or external content?

No. Lucio does not browse the web. It operates on email and attachment content that has been ingested into Lucio's secure environment, along with any reference documents you choose to upload.

Can Lucio perform legal research?

No. Lucio does not access legal databases, case law, or statutes within Outlook. For legal research, use the browser-based Lucio Assistant.

Does Lucio have access to all my emails?

Yes. To make Lucio useful across your inbox (cross-email searches, narratives), Lucio is granted read and write access to your Outlook mailbox. On first sign-up, up to 10,000 of your most recent emails are securely synced into Lucio's Azure environment, and your mailbox is then kept in sync as new mail arrives. All synced content is encrypted at rest inside Lucio's Azure account, governed by Lucio's ISO 27001 and SOC 2 controls, Privacy Policy and DPA, and access can be revoked by you or your tenant administrator at any time. The five filters control the scope of any single answer Lucio gives you, not whether Lucio has the underlying data.

Where is my email content stored, and how is it secured?

Email and attachment content accessed by Lucio is stored, encrypted in MongoDB within Lucio's Azure account. The add-in is covered by Lucio's existing ISO 27001 and SOC 2 certifications, Privacy Policy, Data Processing Addendum, and sub-processor list, and has additionally been vetted by Microsoft as part of Microsoft Store onboarding.

Are my emails used to train AI models?

No. Lucio does not use your mailbox content, attachments, or prompts to train foundation models or any model that is shared across customers. AI features process your data only to produce a response to you in your own session.

Who can see my data inside Lucio?

Only you. Application-level access checks enforce that a user can only read data belonging to their own account and, where applicable, their firm's tenant. Lucio engineering staff have role-based, least-privilege access for support and operations, and all such access is logged.

Who are Lucio's sub-processors?

Lucio's current sub-processor list is maintained as part of the DPA. The principal ones in the add-in's data path are Microsoft Azure (hosting and storage), Microsoft Graph (data ingress), Azure OpenAI / Azure AI (model inference), and Clerk Auth (application-layer authorisation). Material additions to the list are communicated in line with the DPA.

How do I revoke Lucio's access to my mailbox?

You have three options:

What happens to my data if I uninstall or cancel?

Uninstalling stops the add-in from reading new mail. To delete the data that was previously synced, contact Lucio support or your firm's privacy contact; deletion is then carried out within the period specified in the DPA, subject to short backup-rotation windows and any legal hold.

Can I export my data?

Yes. Sessions, narratives, and uploaded documents can be exported on request. Where Lucio acts as a processor for your firm, requests are usually routed through the firm's privacy team; where Lucio acts as controller, requests can be made directly to [email protected].

Is the add-in approved by Microsoft?

Yes. As part of Microsoft Store onboarding, the Outlook Add-in has been independently vetted and approved by Microsoft. This is in addition to Lucio's own ISO 27001 and SOC 2 certifications, not a replacement for them.

How do I start a new conversation?

Click the new session icon at the top of the Assistant panel to begin a fresh chat.

How do I delete a conversation?

Open the conversation you want to remove and click the delete icon. You stay in full control of which sessions are kept and which are removed.

How do I access older conversations?

Use the History tab to view and navigate past sessions. You can also bring context from a past session into your current one, useful when a new email is part of a longer story.

The add-in is slow or not responding. What should I try first?

Three quick checks usually resolve it:

(1) confirm you have an active internet connection;

(2) sign out and back in to refresh your session;

(3) reduce the scope of your question (for example, switch from All Emails to Folder or Custom) if you are asking against a very large mailbox.

How do I report a bug?

Use the Help Desk option inside the add-in to reach your Lucio point of contact. When reporting a bug, tell us what you tried, what you expected to happen, and what you saw instead; screenshots help us fix it faster.

How do I get help or support?

You have two options inside the add-in:

Where can I read the Privacy & Security Policy and DPA?

The Privacy & Security Policy for the Outlook Add-in is available alongside this document. The Master Services Agreement (MSA) and Data Processing Addendum (DPA) are provided as part of your firm's subscription contract; ask your firm's Lucio point of contact for the latest versions.

Who do I contact about a privacy or security concern?

Use the contact addresses below: