This guide will walk you through the process of installing and setting up the Spekit Add-In for Outlook. The Add-In allows you to access your knowledge base, utilize Deal Rooms, and insert content directly into your email communications.
How to install the Spekit Add-In for Outlook
Recommended Method: Mass Deployment
For the most seamless and consistent installation experience, mass deployment is highly recommended and prevents the need for manual installation by individual users.
- Action: Coordinate with your IT department or Spekit Administrator to ensure this process is executed smoothly.
- Detailed Instructions (for your IT Team) are provided below.
Option 1: Download from the Microsoft Store
1.) Log into Microsoft AppSource with your Microsoft account.
2.) Click here for the Spekit Add-In for Outlook.
3.) Click the blue GET IT NOW button.
4.) Click Continue when prompted.
NOTE: Once you install the Spekit Add-In for Outlook in Outlook Web, it’ll automatically show up in your desktop version too!
5.) Open your Outlook email inbox in a new tab. You will see a confirmation that the Spekit Add-In for Outlook has been added.
6.) Click the X to close out this prompt. The image is from your Outlook email inbox.
7.) Click New Mail.
NOTE: The Spekit Add-In for Outlook will only open after you open an email or start composing a new one.
8.) Click Spekit.
9.) Click the Login to Spekit button.
10.) A window will pop-up to log into Spekit. Log into your Spekit account using one of the four supported methods:
- Single Sign-On (SSO)
- Salesforce
- Salesforce Sandbox Account
- Spekit Username and Password
Option 2: Add the Spekit Add-In for Outlook from Outlook Desktop
Before proceeding, please check the Outlook version you are on as the setup will differ depending on the version.
FOR WINDOWS USERS
1.) Open Outlook and navigate to the More Apps option on the left-side navigation bar. Then, select Add Apps.
2.) Find the Spekit Add-In for Outlook using the search bar.
3.) Install the Add-In by clicking Add.
FOR MAC USERS
1.) In Outlook, go to the Tools menu on the ribbon and select Get Add-ins. This will open the AppSource page in your default browser.
💡 PRO TIP: If Get Add-ins isn’t visible, click the ellipsis (...) on the ribbon and then choose Get Add-ins💡
2.) Browse or use the search bar to find Spekit.
3.) Once you've found Spekit, click Get it now to install it.
Option 3: Add the Spekit Add-In for Outlook from Outlook Web
1.) In Outlook, go to the app bar on the left, then select More Apps > Add Apps. (This applies to Outlook on the web and the new Outlook for Windows.)
2.) Find the Spekit Add-In for Outlook using the search bar.
3.) Install the Add-In by clicking Add.
How to Login and Access the Spekit Add-In for Outlook
The Spekit Add-In will only open after you open an email or start composing a new one.
1.) Click New Mail or open an existing email.
2.) Click the Spekit icon on the ribbon or in the Add-Ins area.
3.) Click the Login to Spekit button.
4.) A window will pop-up to log into Spekit. Log into your Spekit account using one of the four supported methods:
- Single Sign-On (SSO)
- Salesforce
- Salesforce Sandbox Account
- Spekit Username and Password
How to Pin the Spekit Add-In for Outlook
Pinning the add-in to your top navigation bar provides quicker access:
1.) Click on the ellipsis (...) in Outlook.
2.) Select Customize Toolbar.
3.) Drag the Spekit add-in to your top navigation bar to pin it to your Outlook.
How to Mass Deploy the Spekit Add-In for Outlook (for your IT Team)
For optimal results, we highly recommend mass deployment.
1.) Confirm that the Spekit Add-In is compatible with your organization's version of Outlook. Click here to see how to check what version of Outlook you are on.
2.) Collaborate with your IT team to ensure they are aware of the deployment process and can assist with any technical requirements.
3.) Determine the best deployment method (e.g., all users or specific groups) in consultation with IT to align with your organization's IT policies and procedures.
4.) Go to admin.microsoft.com and sign in with your admin account.
5.) In the left sidebar, select Settings > Integrated apps.
6.) Click on + Get apps or + Add app.
7.) Search for Spekit in the app store.
8.) Choose the deployment method (e.g., all users or specific groups).
9.) Review and set permissions as necessary.
10.) Select Deploy.
11.) Follow the on-page instructions to test the add-in.
NOTE: Deployment can take up to 24 hours. After deployment, Outlook clients must be launched again for the add-in to appear in the user interface.
What Outlook products are supported?
Supported on:
- Versions later than 16.0.11629 on Windows 10/11 and MacOS
How to Check What Outlook Version You Are On
FOR WINDOWS USERS
With various Outlook apps available, knowing which version you're using can be confusing. There are currently two versions of Outlook for Windows: New Outlook for Windows and Classic Outlook for Windows.
Identifying Your Outlook Version
- If no "File" tab appears on the ribbon, you're using the new Outlook.
- If there is a "File" tab, you're using the classic Outlook.
New Outlook for Windows
In the new Outlook, you'll see Home, View, and Help tabs, with Settings in the navigation header.
Check Version:
- Select Settings.
- Go to General > About Outlook. The version will appear on the right.
Classic Outlook for Windows
In the classic Outlook, the File tab gives access to account info and version details.
Check Version:
- Select File.
- Choose Office Account (or Help) to see the version under Product Information.
- For 32-bit or 64-bit details, select About Outlook.
FOR MAC USERS
1.) Open Outlook on your Mac.
2.) On the menu bar at the top of your screen, select Outlook (next to the Apple logo). If the menu bar isn't visible, move your mouse to the top of the screen, and it will appear.
3.) From the drop-down, choose About Outlook. The version information will be displayed.