How do I install Cirrus Insight for Outlook?

Overview

To start using Cirrus Insight for Outlook on PC or Mac, install the Cirrus Insight Office Add-in.

Requirements

Cirrus Insight for Outlook is supported on these platforms:

  • Outlook for Mac 2016 (with Office 365)
  • Outlook Web Access (outlook.office365.com)
  • Outlook for Windows (Outlook 2013 & 2016)
    • Exchange Server users will require permissions to install add-ins.

Steps

1. Navigate to the Cirrus Insight Dashboard and sign in:
home.cirrusinsight.com


2. From the Email sidebar box (under Downloads), select either:

  • Office Add-In to install for PC
  • Outlook for Mac to install for Mac

CI21 install office add-in from dashboard

3. Click the blue Get it now button from the Microsoft add-in page.

microsoft store CI21 get it now

4. Proceed through the installation prompts and allow permissions. 

5. Open Outlook's Home menu and click the Cirrus Insight icon in the top-right to expand the Sidebar.

CI21 outlook home expand sidebar pin

ℹ️  Click the Pin button in the top-right of the Sidebar. This prevents having to relaunch the Sidebar on every new email.

 


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Updated May 2022