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

# Excel add-in

> Chat with your Opengeni agents in Excel's side pane and let them work in the open workbook.

The Opengeni add-in for Excel puts your Opengeni chats in Excel's side pane.
While the workbook is open, your agents can read it and change it live: build
tables and formulas, clean data, format sheets and explain what is there. You
watch every change happen in the workbook.

It works in Excel on the web, Excel for Windows and Excel for Mac, with a
Microsoft 365 subscription or Excel 2021 and later.

## Install

* **From Microsoft's add-in store, once it is listed there.** In Excel, choose
  **Home** > **Add-ins**, search for **Opengeni** and choose **Add**. If it
  isn't there yet, install it from your Opengeni account instead.
* **From your Opengeni account.** Open [app.opengeni.ai/excel](https://app.opengeni.ai/excel).
  It shows the steps for your platform and the add-in file to use.
* **For a whole organization.** A Microsoft 365 admin can deploy it to
  everyone from the Microsoft 365 admin center (**Settings** > **Integrated
  apps**).

After installing, **Opengeni** appears on Excel's **Home** tab.

## Sign in and start

1. Choose **Opengeni** on the **Home** tab. The pane opens.
2. Choose **Sign in** and sign in to Opengeni in the window that opens. You
   need an Opengeni account; you can create one at
   [app.opengeni.ai](https://app.opengeni.ai).
3. If you have more than one workspace, pick one in the bar at the top of the
   pane. The open workbook joins that workspace, and the bar shows
   **Connected to** the workbook's name.
4. Ask for what you need, such as "Add a totals row to this table" or
   "Summarize sales by region on a new sheet".

The pane sends what you have selected along with your message, shown as a pill
above the message box, so "this" means your selection. Remove the pill to leave
it out.

Your other Opengeni chats in the same workspace can also work in the workbook
while its pane is open. Close the pane or the workbook and agents can no longer
reach it.

## Your data

* The add-in works only in the workbook it is open in, and only while its pane
  is open and connected.
* While the pane is connected, it reads your selection each time it changes:
  the selected range and a short sample of the cells in it that have content
  (at most the first 20 rows and 8 columns, as displayed, and their formulas,
  shortened to fit). That sample goes with each message you send from the pane,
  shown as a pill above the message box. Choose × on the pill to leave that
  selection out; a different selection is sent again unless you leave it out
  too. Each message also names the workbook, so the agent knows which one you
  mean.
* Agents read or change anything else in the workbook only when they run a
  step for you.
* Workbook content an agent reads is handled like any other content in your
  Opengeni chats, as described in the [privacy policy](https://opengeni.ai/privacy).
* Only you can reach the workbooks you connect, and only from the workspace you
  connected them to.
* **Sign out** in the pane disconnects the add-in from your account.

## Troubleshooting

* **The sign-in window doesn't open.** Allow pop-ups for Excel on the web, or
  choose **Allow** when Excel asks to open a window.
* **The agent says no workbook is connected.** Open the Opengeni pane in that
  workbook and check that it shows **Connected**. Use the same workspace in your
  chat and in the pane.
* **The Opengeni button is missing.** Choose **Home** > **Add-ins** and add it
  again, or reload Excel on the web.

## Support

Email [support@opengeni.ai](mailto:support@opengeni.ai) with what you tried and
what happened. Opengeni is made by Cloudgeni AS, Norway. See the
[terms](https://opengeni.ai/terms) and [privacy policy](https://opengeni.ai/privacy).


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