How Do You Install the Microsoft Outlook Plugin? (individual users)


Did you know... CalendarHero has a powerful web-based scheduler? For access to all of CalendarHero's features, we recommend using the super-fast web scheduler

Still really want to use the Outlook plugin? Learn how to install below...

The CalendarHero Outlook Plugin allows you to access your automated assistant and off-load tasks such as meeting scheduling using natural language requests - all without leaving your Outlook inbox. Please note that the Outlook Plugin does NOT offer the full functionality of the CalendarHero web app. Learn more about how to use the Outlook Plugin here



How to Install the Outlook Plugin (Individual Users):


Individual users can install the CalendarHero (formerly Zoom.ai) Outlook Plugin by adding it to their custom Outlook Add-ins. (If you are an administrator and want to install the plugin for your entire organization / several team members at once using the Office 365 admin portal - please view Admin instructions here.)

NOTE: Installing the Outlook plugin requires you to copy a manifest URL. If you are on Microsoft Exchange you will need to download and then upload this manifest file. 

CalendarHero Manifest URL: https://assets.calendarhero.com/extension/outlook.xml
  1. To use the Outlook plugin you must first create a CalendarHero account.
  2. If you already have a CalendarHero account open your preferred version of Outlook. If you use multiple versions of Outlook (web and desktop) you will need to install the plugin on each version.
  3. Navigate to the “Add-Ins” menu:
    1. In the new version of Outlook web: Add-in management is available under “...” ('More actions' menu which is visible from a selected email) > “Get Add-ins” > “Custom Add-ins” > “My Add-ins” > “+ Add a Custom Add-in
    2. In the older version of Outlook web: Add-in management is available under “Settings” > “Manage Add-Ins” >  “Custom Add-ins” > “My Add-ins” > “+ Add a Custom Add-in”
    3. In the Windows Outlook App: Add-in management is available under “File” > “Manage Add-ins” → This opens the Office 365 Manage add-ins (in a browser)> Add from a URL
    4. If you do NOT have access to an "Add-Ins" menu in your version of Outlook please contact your IT Administrator, as this option may need to be enabled.
  4. Click “+ Add a Custom Add-in” and enter the CalendarHero Manifest URL https://assets.calendarhero.com/extension/outlook.xml  (or if you are on Exchange please download and then upload this file)
  5. Once your Outlook Plugin is added learn how to access and authenticate


Older Web version of Outlook


New Web version of Outlook


Windows Outlook - Web App


Outlook on Microsoft Exchange


How to Access & Authenticate the Plugin


Once the plugin is installed, you can easily access it from their Outlook Inbox by clicking the CalendarHero plugin button. Click again to close. Learn more about how to use the Outlook Plugin here

  • OnClick the plugin will open at right (desktop) or full (mobile)
  • The plugin button is also available from the Reply screen (below the reply box)
  • On Mobile (App) the plugin is available under the “…” menu


Authentication

The first time the plugin is opened, you will see an “Authenticate” button that allows you to authenticate and log in. You can click “Authenticate” to log in with your MS account.

  1. Click on “Authenticate” (Or if you are on Exchange click "Authenticate with Exchange")
  2. Select your Email Access by clicking "Allow Access" or "Don't Allow". (Note: Rest assured CalendarHero NEVER reads the contents of your emails)
  3. Display New window: Next the message “(CalendarHero) Assistant wants to display a new window” appears.
    1. OnClick: Allow opens MS Account login - see 4
  4. MS Account Login: The MS Account login pop-up opens in a new tab/window. Select the account you already used to register with CalendarHero and login.
  5. All done: That’s it! You're now authenticated and can use the CalendarHero Outlook Plugin.


Note: If you registered your CalendarHero account using Exchange you will use the "Authenticate with Exchange" link and login within your Exchange credentials:

If you need further assistance, please contact us.

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