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ChiliCal's Co-Pilot Outlook Add-In

Jorge Ferreira Filho
  • Updated

Chili Piper's Outlook Add-In enables you to book meetings with prospects directly from within your O365 email. 

In this section, we'll show how you can either book directly with the customer or suggest available times that they can then book themselves.

Table of Contents

Installing the Outlook Add-in & Initial Setup

For a step-by-step guide on installing our Outlook Add-in, head to the following articles:

Once it's been installed properly, you may want to see ChiliCal's Co-Pilot while checking emails in your Inbox or while composing a new one to speed up your booking process.

To do that, click any email in your Inbox and select the three dots (More Actions). Then, select "Customize Actions" and mark ChiliCal Co-Pilot's checkbox.

Launching the Add-In

If you performed the Customize Actions steps above, you should notice Chilical Co-Pilot's icon in the header, next to the usual Reply and Forward buttons:

You can also find it while composing or replying to an email in the composer's header:

If you haven't included Chili Piper in the customized actions, no worries. You can also find it by clicking the Apps icon in your Inbox:

Or in the e-mail composer:

Next, we will cover all functionalities you can use and take benefit from!

Book a Meeting

This option is available while accessing the Add-In from your Inbox and e-mail composer. Click the "Book a Meeting" option after launching the Co-Pilot.

Select the "Insert Suggested Times" option, and if you are a Handoff user, you may be presented with ChiliCal's Handoff Scheduler or your calendar's Scheduler, depending on which option you used last, and you can also switch from Handoff to your calendar whenever needed. Otherwise, you will only be presented with your calendar's Scheduler.

Within the Scheduler's right-hand bar, you can select which Scheduling Link you want to use, the meeting duration, title, description, and Location, and handle the meeting participants.

We auto-detect the prospect's timezone if available in our data, but you can also manually update it to have a better view of a different timezone in the top-left:

Select the slot you want to book the meeting and finish it by clicking the "Schedule" button.

Suggest available times

This feature is available either while writing a new email or replying to a customer if you would like to propose times for the customer and allow them to book the meeting at a convenient time.

To launch the suggested times, you must include the prospect's email address in the "To" field. This prospect will be included as the Main Guest in Chili Piper, and you can optionally include additional Guests in the "cc" field.

Select the "Insert Suggested Times" option, and if you are a Handoff user, you may be presented with ChiliCal's Handoff Scheduler or your calendar's Scheduler, depending on which option you used last, and you can also switch from Handoff to your calendar whenever needed. Otherwise, you will only be presented with your calendar's Scheduler.

Within the Scheduler's right-hand bar, you can select which Scheduling Link you want to use, the meeting duration, title, description, and Location, and handle the meeting participants.

Within the Scheduler's right-hand bar, you can select which Scheduling Link you want to use, the meeting duration, title, description, and Location, and handle the meeting participants.

We auto-detect the prospect's timezone if available in our data, but you can also define in which timezone the Suggested Times will be sent in the top-left:

Once you have completed the meeting setup, click the slots you want to send in the calendar screen, and then click "Pick Several Slots" to have the slots sent composed in your email.

They should look like this:

 

Good to Know

  • If suggested time slots are no longer available, Chili Piper will automatically suggest new times instead.

  • Within the Instant Booker, you can choose the language that the suggested times are displayed in by selecting an option in the top right.

  • If you invite additional guests to your meeting, everyone will be invited in one click.

  • We also have a dedicated article for the Suggested Times feature. Click here to check it!

Open ChiliCal

This option is available while accessing the Add-In from your Inbox. Click the "Open ChiliCal" button, and the Co-Pilot's sidebar will open, providing quick access to all Scheduling Links from your personal workspace, as well as the ones shared with you.

You can click the "Copy Link" button to quickly copy the Scheduling Link or the three dots to copy their single-use or priority links.

Within the ChiliCal Scheduler section, you can start the Scheduler after including a new e-mail and hitting enter/return or click the "Open ChiliCal Scheduler" button. You can also find some useful hyperlinks that will redirect you to specific settings after clicking the Settings icon:

 

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