> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install the Microsoft Office extension

> Access your Cassidy Agents in Microsoft Word, Excel, and PowerPoint to generate content, edit files, and answer questions without leaving the app.

The Cassidy Microsoft Office extension brings your [Agents](/agents/overview) into Word, Excel, and PowerPoint. Draft and rewrite documents, analyze and edit workbooks, generate and refine slides, and tap into your company's [Knowledge Base](/knowledge-base/overview) — all from a side panel inside each app.

A single installation enables Cassidy in all three apps.

## Install the extension

<Steps>
  <Step title="Open the Microsoft Office Store">
    Go to the [Cassidy Microsoft Office extension](https://appsource.microsoft.com/en-us/product/office/WA200008195) in the Microsoft Office Store.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-excel-store-page.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=893bcff5fea043c3682cbd30811c9515" alt="Cassidy extension listing in the Microsoft Office Store" width="1418" height="410" data-path="images/extensions/word-excel-store-page.png" />
    </Frame>
  </Step>

  <Step title="Start the installation">
    Click **Get it now** to begin the installation process.
  </Step>

  <Step title="Sign in to Microsoft">
    If you're not already signed in, you'll be prompted to log in to your Microsoft account before continuing.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-excel-sign-in.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=3f7896ce1d22e7a2fdf0fe4a1cddde77" alt="Microsoft sign-in prompt during Cassidy extension installation" width="1088" height="732" data-path="images/extensions/word-excel-sign-in.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-excel-confirm-account.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=ec028c929e7718766dae4111b07ab2de" alt="Microsoft account confirmation dialog with a Get it now button" width="1002" height="772" data-path="images/extensions/word-excel-confirm-account.png" />
    </Frame>
  </Step>

  <Step title="Accept the installation">
    A dialog asks if you'd like to install Cassidy for Word, Excel, and PowerPoint. Click **Continue** to proceed.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-excel-continue-install.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=1256786e755a19df18deeff026f2d2d1" alt="Installation confirmation dialog with a Continue button" width="1160" height="518" data-path="images/extensions/word-excel-continue-install.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-toolbar-cassidy-icon.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=192572597543482a3bcd09f558ef573c" alt="Cassidy icon visible in the Word toolbar" width="2750" height="800" data-path="images/extensions/word-toolbar-cassidy-icon.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-addins-menu.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=637ab36aa831006529c937462c6c142b" alt="Cassidy listed in the Add-ins menu in Word" width="1570" height="696" data-path="images/extensions/word-addins-menu.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-excel-login.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=3868d287166a9eea08a9feb1c550ea5d" alt="Cassidy login screen inside the Microsoft Office extension side panel" width="682" height="1208" data-path="images/extensions/word-excel-login.png" />
    </Frame>
  </Step>
</Steps>

## Use Cassidy in Word

<Steps>
  <Step title="Open a document">
    Open the Word document you want to work with.
  </Step>

  <Step title="Open the Cassidy Agent">
    Click the **Cassidy** icon from your toolbar or the Add-ins menu. The Agent opens in a side panel.
  </Step>

  <Step title="Use or edit the suggested prompt">
    A prompt is automatically populated in the chat box based on your document, giving you a starting point. You can ask the Agent to draft new content, rewrite a section, summarize the document, or answer questions using your [Knowledge Base](/knowledge-base/overview).

    <Frame>
      <img src="https://mintcdn.com/cassidy/OAVjubuipH_KgkqL/images/extensions/word-suggested-prompts.png?fit=max&auto=format&n=OAVjubuipH_KgkqL&q=85&s=16cef1dc3af3b77632dfe93bc1f0c2a1" alt="Cassidy Agent side panel in Word with a suggested prompt for document editing" width="2560" height="1504" data-path="images/extensions/word-suggested-prompts.png" />
    </Frame>
  </Step>

  <Step title="Insert content">
    Once you're happy with the generated content, click **Add to Document** to insert it directly into your Word document.
  </Step>
</Steps>

## Use Cassidy in Excel

Use Cassidy in Excel when you want an Agent to help with the workbook you have open. Ask questions about your data, fill in spreadsheet answers, build charts, and more.

<Frame>
  <img src="https://mintcdn.com/cassidy/YD_sBu2oAPt1EhAe/images/extensions/excel-result.png?fit=max&auto=format&n=YD_sBu2oAPt1EhAe&q=85&s=f17bdabc0e73b405f2596ea1e4d8ae2b" alt="Excel workbook with a chart created by a Cassidy Agent in the side panel" width="3206" height="2088" data-path="images/extensions/excel-result.png" />
</Frame>

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/YD_sBu2oAPt1EhAe/images/extensions/excel-selected-cells.png?fit=max&auto=format&n=YD_sBu2oAPt1EhAe&q=85&s=3d19f56e6b99bd8adc72921157224847" alt="Excel workbook with a selected range shown in the Cassidy side panel" width="3216" height="2090" data-path="images/extensions/excel-selected-cells.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/YD_sBu2oAPt1EhAe/images/extensions/excel-query-chart.png?fit=max&auto=format&n=YD_sBu2oAPt1EhAe&q=85&s=0c64b03a2e93184eae4bf3ce4630fa9b" alt="Cassidy side panel in Excel with a prompt asking the Agent to plot revenue versus net income" width="3210" height="2084" data-path="images/extensions/excel-query-chart.png" />
    </Frame>
  </Step>

  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/YD_sBu2oAPt1EhAe/images/extensions/excel-approval-card.png?fit=max&auto=format&n=YD_sBu2oAPt1EhAe&q=85&s=94fc4b7b672dfcd24cb9b17a805bd89f" alt="Cassidy approval card in Excel with Allow all edits, Allow once, and Deny options" width="918" height="758" data-path="images/extensions/excel-approval-card.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/YD_sBu2oAPt1EhAe/images/extensions/excel-edit-permission-dropdown.png?fit=max&auto=format&n=YD_sBu2oAPt1EhAe&q=85&s=d459b7bf90037c647b9216aae05de9a1" alt="Excel extension edit permission dropdown with Ask before edits and Accept all edits options" width="988" height="534" data-path="images/extensions/excel-edit-permission-dropdown.png" />
    </Frame>
  </Step>
</Steps>

## Use Cassidy in PowerPoint

Use Cassidy in PowerPoint when you want an Agent to help with the deck you have open. Generate new slides, rewrite copy, restructure bullets, draft speaker notes, and ask questions about your presentation — all without leaving PowerPoint.

<Frame>
  <img src="https://mintcdn.com/cassidy/wa-O1Xi8Kk3-Bc_D/images/extensions/powerpoint-result.png?fit=max&auto=format&n=wa-O1Xi8Kk3-Bc_D&q=85&s=440d64153a3954a55de7a05467891507" alt="PowerPoint presentation with a slide edited by a Cassidy Agent in the side panel" width="3542" height="2140" data-path="images/extensions/powerpoint-result.png" />
</Frame>

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/wa-O1Xi8Kk3-Bc_D/images/extensions/powerpoint-selected-slides.png?fit=max&auto=format&n=wa-O1Xi8Kk3-Bc_D&q=85&s=9790a4289426bd54230c5315dc10e02e" alt="PowerPoint with selected slides shown in the Cassidy side panel" width="3550" height="2138" data-path="images/extensions/powerpoint-selected-slides.png" />
    </Frame>
  </Step>

  <Step title="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

    <Frame>
      <img src="https://mintcdn.com/cassidy/wa-O1Xi8Kk3-Bc_D/images/extensions/powerpoint-query.png?fit=max&auto=format&n=wa-O1Xi8Kk3-Bc_D&q=85&s=1fdbbe0ee3054f78e242090b3c9e3445" alt="Cassidy side panel in PowerPoint with a prompt to tighten bullets on the selected slide" width="3554" height="2142" data-path="images/extensions/powerpoint-query.png" />
    </Frame>
  </Step>

  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/wa-O1Xi8Kk3-Bc_D/images/extensions/powerpoint-approval-card.png?fit=max&auto=format&n=wa-O1Xi8Kk3-Bc_D&q=85&s=11865e8e34f7de102cdc2807d3d389d3" alt="Cassidy approval card in PowerPoint with Allow all edits, Allow once, and Deny options" width="922" height="1022" data-path="images/extensions/powerpoint-approval-card.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/wa-O1Xi8Kk3-Bc_D/images/extensions/powerpoint-edit-permission-dropdown.png?fit=max&auto=format&n=wa-O1Xi8Kk3-Bc_D&q=85&s=b8bb79ae6461efe7cc50a7ac788fff7c" alt="PowerPoint extension edit permission dropdown with Ask before edits and Accept all edits options" width="952" height="482" data-path="images/extensions/powerpoint-edit-permission-dropdown.png" />
    </Frame>
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="wrench" href="/agents/build-and-configure">
    Customize the Agent your extension uses with instructions, knowledge, and
    capabilities.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book-open" href="/knowledge-base/setup">
    Add company documents so your Agent gives accurate, context-aware answers
    in Word, Excel, and PowerPoint.
  </Card>

  <Card title="Deploy extensions for your organization" icon="building" href="/extensions/microsoft-365-admin-deploy">
    Install Cassidy extensions for your entire team from the Microsoft 365 admin center.
  </Card>
</CardGroup>
