Importing Historical Emails

Import historical project emails from an Outlook archive (.pst), individual email files (.eml), or Outlook message files (.msg) into a Cogram project.

Cogram can import existing project emails into a project on your behalf. Imported emails appear in the project's Emails tab alongside any live-filed correspondence and are available as context for the AI agent.

Supported formats

Format	Extension
Outlook archive	.pst
Email message file	.eml
Outlook message	.msg

A .pst archive is the most efficient format for large imports.

How to request an import

Contact your Cogram representative or email [e-mail] with:

• The email files (attached or as a secure download link)

• The Cogram project name or project ID

• Your Cogram user email address

One import request = one project. For multiple projects, submit one request per project.

Emails already in the project (matched by Message-ID) are skipped automatically.

Exporting a PST from Outlook

1. Go to File → Open & Export → Import/Export.

2. Select Export to a file → Outlook Data File (.pst).

3. Select the account or folder to export. Check Include subfolders for a full export.

4. Choose a save location and click Finish.

After the import

Cogram will confirm when the import is complete and provide a summary of imported, duplicate, and skipped messages. Imported emails are identical to live-filed emails: searchable, available to the agent, and part of the project record.

Next steps

• Emails: forward or auto-file ongoing project correspondence

• Outlook Add-In: Email Filing: connect Outlook to file emails automatically going forward

• Agent: use imported email history to generate summaries and reports