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

Jorge Ferreira Filho
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Available on ChiliCal Handoff
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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 'ChiliCal' 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 can 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 click the Get Add-ins option. You may need to click the three dots first, depending on your UI:

     
  2. You will be redirected to Microsoft's App Store. Search for 'ChiliCal' in the Outlook Add-In store and click the Chilical Co-Pilot that appeared as a result:

     
  3. Choose Add, and after finishing the installation process, restart Outlook! 

     

If you are not seeing the Add-in after the installation, it could be related to Outlook's Privacy Settings in macOS. To confirm it, you can:

  1. Click Outlook in your OS's header
  2. Then, click Settings, and finally Privacy
  3. Enable the "Turn on optional connected experiences" checkbox:

Navigate to this article to learn all the Add-In features and how to take advantage of them!

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. Open Outlook Desktop and click the Get Add-ins option. You may need to click the three dots first, depending on your UI:

     
  2. In the left sidebar menu of the Add-Ins for Outlook menu, click My add-ins


     
  3. Locate the ChiliCal Co-Pilot add-in under Store Add-ins, click the three dots, then select Remove.

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