Deploying the Microsoft Add-ins in Jylo 3

The Jylo add-ins bring the Jylo Assistant into Word, Excel, PowerPoint and Outlook, working on the document, workbook, presentation or email that is open. In Word, the add-in is also where Playbook builders create Assembly templates: Word documents that a Flow fills with its answers.

Each add-in is deployed separately through the Microsoft 365 admin centre.

Before you start

• Administrative access to the Microsoft 365 admin centre.
• Permission to deploy custom apps in your organisation.
• Your organisation’s Jylo region: United Kingdom or European Union. For any other region, ask support@jylo.ai for the manifest URLs.

Deploying an add-in

Repeat these steps for each add-in you want to offer.

1. Go to admin.microsoft.com and sign in with your administrator credentials.
2. In the left navigation, select Show all > Settings > Integrated apps.
3. Select Upload custom apps.
4. When asked for the app type, choose Office Add-in.
5. Enter the add-in’s manifest URL for your region, from the tables below.
6. Choose who gets the add-in:
   • Specific users: named people only.
   • Groups: every member of the groups you choose.
   • Entire organisation: everyone.
7. Select Deploy.

United Kingdom

European Union

Note: Deployment can take up to 24 hours to reach everyone. If an add-in does not appear straight away, allow more time before troubleshooting.

Checking the deployment

1. Open Word, Excel, PowerPoint or Outlook, desktop or web.
2. On the Home tab, select Jylo.
3. Select Sign in. Your organisation’s sign-in opens in a new window.

The Jylo pane opens once you are signed in, confirming the add-in is ready to use.

After deployment

In Jylo, Global Admins choose the Default model the add-ins start on and the Available models they offer, under Organisation settings > Microsoft add-ins. Add-in usage is reported under Usage > Office add-ins.

For how people use the add-ins, see Microsoft Office add-ins in the Jylo User Guide. For the related admin settings, see Integrations and add-ins in the Jylo Admin Guide.

Need help?

For help with deployment, or questions about the Jylo add-ins, contact support@jylo.ai.