Help & handbook
Help & handbook
Step by step from sign-up to your first AI access to your Exchange mailbox. Anything left open here, we are happy to clarify personally.
1. Register & create organisation
- Start the trialVia "Start free trial" you register with a work e-mail and password. You confirm your address via a link (valid 24 hours).
- Connect organisation & ExchangeEnter your company name and the Exchange EWS URL (e.g. https://mail.yourcompany.com/EWS/Exchange.asmx). "Detect URL automatically" tries the usual hostnames; "Test connection" verifies live.
- Conclude the DPAThe Data Processing Agreement is a mandatory part of registration and is documented with time and name.
2. Connect your own mailbox
- Store credentialsEach user stores their own Exchange credentials in the portal once. Access happens strictly with the respective user permissions - no service account, no impersonation.
- Encrypted storageThe sign-in is verified live against your Exchange before saving and stored encrypted (RSA-4096) in Germany. Nothing is saved on failure.
3. Connect your AI assistant (MCP)
- Add the connectorIn Claude, ChatGPT & co. add a custom MCP connector with your personal MCP address from the dashboard.
- Sign inOn first access you sign in with your portal account (e-mail + password or Microsoft). After that the assistant operates your mailbox in natural language.
4. Outlook add-in (optional)
- When it helpsPostgate AI works fully through your AI assistant. The add-in additionally brings the AI right into Outlook - purely optional.
- InstallationAn Exchange administrator installs the add-in via manifest URL in the Exchange Management Shell. Users without a Microsoft 365 account pair via a one-time code (valid 24 h).
5. Invite colleagues
- Invitation linkIn the dashboard you create an invitation link or send invitations by e-mail. Colleagues register themselves and are assigned to your organisation.
- Manage accessYou keep an overview of all employee accounts; access can be suspended and re-enabled.
6. Billing & subscription
- PlansNet per user per month: €7.90 (annual), €8.90 (3 months) or €9.90 (monthly). Payment starts only after the trial.
- Book & payBook directly in the portal by credit card, PayPal or SEPA (via Mollie, PCI-compliant). Invoices are available for download in the portal.
- CancelCancel anytime in the portal to the end of the paid term - access stays active until then.
7. Security & privacy
- Hosting in GermanyOperation and encrypted storage in Germany. The DPA is available to registered customers in the portal. Details on the permission and data model on the security model page.
8. Troubleshooting
- Exchange not reachableThe server must be reachable from the internet - at least for our server IP over port 443. You find this IP during setup.
- Autodiscover failsEnter the EWS URL manually (format …/EWS/Exchange.asmx) and use "Test connection".
- Forgot passwordVia "Forgot password?" on the login you get a reset link (valid 2 h).
Frequently asked questions
- Do I need a Microsoft 365 account?
- No. Each user signs in with their own Exchange credentials; on-premises Exchange is enough.
- Can Postgate AI see my e-mails?
- Access happens only with your own permissions and only when your AI assistant performs an action. There is no shared service account.
- Which assistants are supported?
- Any that support an MCP connector - e.g. Claude and ChatGPT. The Outlook add-in is optional.
- Can I try before buying?
- Yes, 7 days free with your own Exchange, no credit card. The trial ends automatically.