Install the Microsoft Office extension

Open the Microsoft Office Store

Go to the Cassidy Microsoft Office extension in the Microsoft Office Store.

Start the installation

Sign in to Microsoft

If you’re not already signed in, you’ll be prompted to log in to your Microsoft account before continuing.

Confirm your account

A confirmation dialog shows your account information. Verify you’re signed in with the correct account and click Get it now. Click Edit your details if you need to make changes.

Accept the installation

A dialog asks if you’d like to install Cassidy for Word, Excel, and PowerPoint. Click Continue to proceed.

Access the extension

Once installed, you’ll see the Cassidy icon in the toolbar of Word, Excel, and PowerPoint. You can also find it through each app’s Add-ins menu.

Sign in to Cassidy

The first time you open the extension in any of the three apps, you’ll be prompted to sign in to your Cassidy account. Signing in once covers Word, Excel, and PowerPoint.

Open a document

Open the Cassidy Agent

Select text (optional)

Ask the Agent what to do

Describe the outcome you want. For example, ask the Agent to summarize the document, rewrite a selected paragraph, or apply heading styles to a section. You can also ask questions using your Knowledge Base.If you want suggestions in chat, say so. If you want changes applied directly to the document, ask the Agent to make those changes.

Choose whether to track changes

When Accept all edits is on and Track Changes is off, the Agent asks whether to track changes or edit directly before larger edits: changes in several places, rewrites of existing text, or edits to documents others will review or sign. It asks at most once per chat:

• Reviewable edits turns on Track Changes, so each change is marked in the document and you accept or reject it from Word’s Review tab.
• Edit directly puts the changes straight into the document.
• Skip makes no changes, and the Agent waits for your next instruction.

If Track Changes is already on, the Agent’s edits always appear as tracked changes. To avoid the question, say what you want in your request, for example “track your changes” or “edit directly.” With Ask before edits, you approve each edit instead, and the Agent turns on Track Changes only if you ask.

Review proposed edits

Ask before edits is the default edit permission setting. When Cassidy shows an approval card, review the description of the proposed change and choose:

• Allow once to run the proposed edit.
• Allow all edits to run the edit and allow future edits without further approval.
• Deny to reject the proposed edit.

Reading the document to answer a question doesn’t require edit approval. After an edit, review the result in Word.

Control future edit approvals

Use the edit permission button in the chat toolbar to choose Ask before edits or Accept all edits. The button shows a hand icon when asking before edits and a fast-forward icon when accepting all edits. You can switch back to Ask before edits at any time.This preference is saved in your browser and applies to future Word chats opened there.

Select the relevant cells

Select the cell or range you want the Agent to work with. Cassidy shows your current Excel selection above the chat box so you can confirm the Agent has the right context.

Ask the Agent what to do

Click the Cassidy icon from your toolbar and ask for the outcome you want. For example, ask the Agent to answer RFP questions, generate data insights, or create a chart.

Review proposed edits

If the Agent needs to change your workbook, Cassidy shows an approval card before applying the edit. Review the pending edits, then choose Allow once, Allow all edits, or Deny.

Control future edit approvals

Use the edit permission button in the chat toolbar to choose how Cassidy handles future workbook edits. Select Ask before edits when you want to review each change, or Accept all edits when you want the Agent to apply edits without asking again in that chat.

Select slides or shapes (optional)

Select one or more slides in the thumbnail panel, or click a shape on a slide, when you want the Agent to focus on a specific part of the deck. Cassidy shows your selection above the chat box, and the Agent always has visibility into your full deck so it can place new slides in the right spot.

Ask the Agent what to do

Click the Cassidy icon from your toolbar and ask for the outcome you want. Common prompts:

• Polish the selected slide’s wording, structure, and visual clarity
• Add a new slide to this presentation about a given topic
• Summarize this presentation

Review proposed edits

Before changing your deck, Cassidy shows an approval card describing what the Agent wants to do. Choose Allow once, Allow all edits, or Deny.

Control future edit approvals

Use the edit permission button in the chat toolbar to choose how Cassidy handles future deck edits. Select Ask before edits when you want to review each change, or Accept all edits when you want the Agent to apply edits without asking again in that chat.