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The Cassidy Word and Excel extension brings your Agents into Microsoft Office. Generate content in Word documents, answer RFP questions in Excel, and work with your files using your company’s Knowledge Base — all from a side panel within the app.

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Install the extension

1

Open the Microsoft Office Store

Go to the Cassidy Word and Excel extension in the Microsoft Office Store.
Cassidy Word and Excel extension listing in the Microsoft Office Store
2

Start the installation

Click Get it now to begin the installation process.
3

Sign in to Microsoft

If you’re not already signed in, you’ll be prompted to log in to your Microsoft account before continuing.
Microsoft sign-in prompt during Cassidy extension installation
4

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.
Microsoft account confirmation dialog with a Get it now button
5

Accept the installation

A dialog asks if you’d like to install Cassidy for Word and Excel. Click Continue to proceed.
Installation confirmation dialog with a Continue button
6

Access the extension

Once installed, you’ll see the Cassidy icon in the toolbar. You can also find it through the Add-ins menu.
Cassidy icon visible in the Word toolbar
Cassidy listed in the Add-ins menu in Word
7

Sign in to Cassidy

When you first open the extension, you’ll be prompted to sign in to your Cassidy account.
Cassidy login screen inside the Word extension side panel

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Use Cassidy in Word

1

Open a document

Open the Word document you want to work with.
2

Open the Cassidy Agent

Click the Cassidy icon from your toolbar or the Add-ins menu. The Agent opens in a side panel.
3

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.
Cassidy Agent side panel in Word with a suggested prompt for document editing
4

Insert content

Once you’re happy with the generated content, click Add to Document to insert it directly into your Word document.

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Use Cassidy in Excel

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Answer RFP questions from a spreadsheet

1

Select a cell

Click on the cell containing the question you need to answer — for example, an RFP question in a spreadsheet.
An Excel spreadsheet with an RFP question cell selected
2

Ask the Agent for an answer

Click the Cassidy icon from your toolbar and enter a prompt asking for help answering the question. The Agent uses your Knowledge Base to generate an accurate, company-specific response.
Cassidy Agent side panel in Excel with a prompt asking for an RFP answer
3

Insert the response into a cell

Click the cell where you want the answer, then click Add to Cell to insert the AI-generated response directly into your spreadsheet.
Add to Cell button in the Cassidy chat panel with the response ready to insert
Animation showing the full flow of answering an RFP question and inserting the response into an Excel cell

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Next steps

Build and configure an Agent

Customize the Agent your extension uses with instructions, knowledge, and capabilities.

Set up your Knowledge Base

Add company documents so your Agent gives accurate, context-aware answers in Word and Excel.