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MesyGuide

Connect and disconnect your integrations

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Connect your email and calendar so your messages and meetings show up in Mesy. Fix a connection when it breaks, and remove one when you no longer need it. Each connection is yours alone, so your teammates connect their own.

To open Settings, click your name at the bottom of the sidebar. Then click the Integrations tab.

The tab has one card for each account you can connect: Gmail, Outlook, Google Calendar and Outlook Calendar. Below them are cards for Telegram, WhatsApp and Teams. See Check your chat app pairing below.

In the Inbox, Manage beside your mailbox address also opens this tab.

To connect Gmail:

  1. On the Gmail card, click Connect Gmail. Mesy opens Google’s sign-in page.
  2. Sign in to Google.
  3. Allow the access Google asks for, and leave every box ticked. Mesy brings you back to Settings and shows “Gmail connected”.
  4. Click Integrations. The Gmail card now shows your email address with (Active) after it.

Outlook works the same way, with the Connect Outlook button.

After you connect, click Sync Now on the card straight away. That first sync brings in the last 30 days of email. Older mail doesn’t come in.

Get your IT admin’s approval for Outlook

Section titled “Get your IT admin’s approval for Outlook”

Some companies must approve an app before staff can use it with Microsoft. Your IT admin does this. That’s the person who runs your company’s Microsoft accounts. They may not be your Mesy admin.

The Outlook card warns about this: “Your IT admin may need to grant admin consent for Mesy in Microsoft Entra ID first.” Entra ID is where your IT admin manages your company’s Microsoft apps.

To ask your IT admin for approval:

  1. On the Outlook card, click Copy admin consent link. Mesy shows “Admin consent link copied. Send it to your IT admin”.
  2. Send the link to your IT admin and ask them to approve Mesy.

One approval covers everyone at your company, for both Outlook and Outlook Calendar. After your IT admin approves, click Connect Outlook again.

To connect Google Calendar:

  1. On the Google Calendar card, click Connect Google Calendar.
  2. Sign in to Google.
  3. Allow the access Google asks for. Mesy opens your Calendar page and shows “Google Calendar connected”.

Outlook Calendar works the same way, with the Connect Outlook Calendar button. The Calendar page has its own connect buttons too. See Connect a calendar and manage events.

A connected card shows your address, a green dot and a Last synced time. Mesy picks up new emails and events by itself.

To fetch them straight away, click Sync Now. Mesy shows how many it fetched, for example “Synced 12 emails”.

When Mesy loses access to your account, the card shows a red dot and (Error). A red box below it says what went wrong. Sync Now is greyed out, and Reconnect takes the place of Disconnect. For a calendar, the Calendar page also shows a banner with its own Reconnect button.

Sign in with the same account as before, and Mesy keeps everything it copied. If you sign in with a different account, Mesy removes what it copied from the old one:

  • For email, that’s the emails, their attachments and their links to records. A record is one entry in Mesy, such as one customer, one company or one deal.
  • For a calendar, that’s the events, their links to records, and the meetings they put on each record’s Timeline (its history).

Mesy then tells you that it removed them. For example, you see “Gmail connected. Mail from the previous mailbox was removed”.

To reconnect Gmail or Outlook:

  1. On the card, click Reconnect.
  2. Sign in with the same account.
  3. Allow the access it asks for. Mesy brings you back to Settings and shows “Gmail connected” (or “Outlook connected”).
  4. Click Integrations. The card shows (Active) again.

A calendar works the same way, but step 3 ends on your Calendar page. It shows “Google Calendar connected” (or “Outlook Calendar connected”).

To disconnect Gmail:

  1. On the Gmail card, click Disconnect. Mesy asks you to confirm: “Disconnect Gmail? Synced emails will be removed.”
  2. Click Disconnect to confirm.
  3. Mesy shows “Gmail disconnected”, and the card shows Connect Gmail again.

The other three cards work the same way. On the calendar cards, the warning is about synced events.

If the card shows (Error), Disconnect isn’t there. Click Reconnect first, then disconnect.

Disconnecting removes these from Mesy:

  • the connection, so Mesy can no longer read that account (for Google accounts, Mesy also cancels its access with Google)
  • for Gmail and Outlook, every email Mesy copied from that mailbox, with its attachments and its links to records
  • for Google Calendar and Outlook Calendar, every event Mesy copied, its links to records, and the meetings it put on each record’s Timeline

Emails you linked to records also disappear from those records’ Emails tab, for everyone who can see them.

Some things stay. Timeline entries added when you linked an email stay on the record. Attachments you saved to Files stay there. Your records, tasks and notes don’t change.

For Outlook and Outlook Calendar, Microsoft still lists Mesy as an app you allowed, but Mesy no longer reads your account. You or your IT admin can remove it from that list in your Microsoft account.

These cards show whether you can talk to Mesy AI from Telegram, WhatsApp or Teams. Mesy AI is the AI you chat with. You’ll find it under Chat in the sidebar. Pairing connects your own Telegram, WhatsApp or Teams to Mesy AI with a short code. You only do it once.

Each card shows one line:

  • Before you pair, the Telegram card says “Not paired. Pair your phone on the Telegram tab of Mesy AI.” Click the link to go there and pair.
  • After you pair, the card reads, for example, “Paired as Tan Wei Ming since 12/09/2026. Manage it on the Telegram tab of Mesy AI.” Click the link to manage your pairing.
  • If Telegram isn’t ready, the card reads “No Telegram bot configured for this workspace yet”. Ask your admin to connect one in Admin › Workspace Channels.
  • If WhatsApp or Teams isn’t ready, the card reads “Mesy’s WhatsApp assistant is not set up on this server yet” (or the same for Teams). Only Mesy can set this up, so your admin can’t change it.

For the full steps, see Connect Telegram, Talk to Mesy on WhatsApp and Talk to Mesy in Microsoft Teams.

  • If Outlook says “Admin consent was not granted”, your IT admin must approve Mesy first. See Get your IT admin’s approval for Outlook.
  • “Outlook was not connected. Microsoft returned an error; try again” means Microsoft stopped the connection. For example, you declined its access screen. Click Connect Outlook and try again.
  • “Insufficient permissions” after you sign in to Google means you unticked some of the access Google asked for. Go back to the Integrations tab and connect again, leaving every box ticked.
  • Sync Now fetches nothing if Mesy synced in the last 30 seconds, including a sync it ran by itself. You then see “Synced 0 emails” or “Synced 0 events”. Wait 30 seconds and try again.