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Installing ChiliCal Co-Pilot Outlook Add-In as an End-User

Jorge Ferreira Filho
  • Updated

Users with Office 365 (O365) integration can book Chili Piper meetings seamlessly from their Outlook emails. To do so, you must install the ChiliCal Co-Pilot Outlook Add-In. This will allow you to book meetings with the prospect you are emailing via our Instant Booker quickly and easily.

Office 365's interface appears differently from team to team, so several methods are outlined in this article should you have problems finding the "Manage Integrations" section. This is due to the various UIs that O365/Outlook has.

If you are an Office365 Admin, you can easily install the Chili Piper app for your entire Organization or certain users/groups - please follow the steps here.

If you are an end-user who wants to take advantage of the fantastic Chili features in Outlook, please install the Add-in using one of the methods below.

Install the Add-in from Outlook Web

  1. In Outlook Mail [Web], compose a New Mail on the top left of the page.

    Or reply to any existing email in your inbox.

  2. In the new message window, find Apps in the header, and then click Add Apps


  3. Search for 'Chili Piper' in the Outlook add-in store and click the Chilical Co-Pilot that appeared as a result:



  4. Within the pop-up that just opened, you will be able to see the Add-In's overview and permission scope. Once ready, click Add.
  5. Once installed, a welcome tutorial will be presented to familiarize you with the Add-In. 

    You can also navigate to this article to learn all Add-In features and how to take advantage of them!

Install the Add-in from Outlook Desktop

  1. Open Outlook Desktop and navigate to File, then Manage Add-insScreen_Shot_2020-11-05_at_4.26.03_PM.png

    Or select Get Add-ins from your toolbar:Screen_Shot_2020-11-06_at_11.51.16_AM.png

  2. Search for 'ChiliCal' in the Outlook Add-In store

  3. Choose Add and restart Outlook! Navigate to this article to learn all Add-In features and how to take advantage of them!

Note: You may see issues if you're using Outlook's Click-To-Run (CTR) version for Desktop. Click-To-Run is a Microsoft software delivery and updating mechanism available to Office 2010 and later versions that allows users to start the application faster.

This version has fewer capabilities than the one that can be downloaded from www.office365.com, impacting some of our add-in's functionalities.

We highly recommend uninstalling the CTR version and downloading the one from www.ofice365.com.

Here's some documentation to confirm if you have the CTR version. If so, the "Click-To-Run" will be right next to your Outlook build number:

Removing the Add-in

To remove the add-in, follow the installation steps below for Web and/or Desktop:

Outlook Web

  1. Access the Apps page, which can be found while composing a new e-mail:


    Or in your inbox:


  2. Right-click on the ChiliCal extension and click "Uninstall".


  3. Confirm you want to proceed with the uninstallation, and that should be it.

 

Outlook Desktop

  1. Click "My add-ins"
  2. Click the three dots beside the installed Chili Piper add-in
  3. Click "Remove"

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