> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on.md).

# Getting started with Yoxel Google Workspace Add-On

1\. Install Yoxel Gmail Add-on (native):

* [Installing Yoxel Google Workspace Add-On ](https://yoxel.gitbook.io/yoxel-docs/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on/installing-yoxel-google-workspace-add-on)

2\. Follow the login prompts to activate the app.

* Log into your Salesforce account

<figure><img src="/files/S5cKOL3BHug4TjDVc5R8" alt="" width="294"><figcaption></figcaption></figure>

3\. Yoxel Add-On surfaces relevant CRM data so you can craft the perfect response without leaving Inbox. On every email see contact details, related CRM records, upcoming and recent activities.\
\
Select an email/thread to view in Gmail and the add-on will surface a relevant CRM lead or contact.

<figure><img src="/files/eQrXTAoYSdovNboA0CmN" alt="" width="296"><figcaption></figcaption></figure>

4\. Go to the **'Home'** page to see all related CRM objects or log the email.

<figure><img src="/files/SZlGNC7xxFjprZvOru0b" alt="" width="307"><figcaption></figcaption></figure>

5\. In the addon's menu you can find the options to create a new CRM record, go to the home page, configure the scheduler and templates, and manage other settings.

<figure><img src="/files/TegXXnKnBl5dYUh4RCLL" alt="" width="297"><figcaption></figcaption></figure>

6\. Create and edit CRM records (Lead, Opportunity, Contact, Account, Case).

<figure><img src="/files/mJLUfGwyn9goO5AkYsgo" alt="" width="297"><figcaption></figcaption></figure>

<figure><img src="/files/aAgwrKqaHJHF8hANfhcp" alt="" width="290"><figcaption></figcaption></figure>

7\. Create and save templates to reuse again.

* "Email templates" should be activated in the settings first.

<figure><img src="/files/Rf3yQBatIdxgeHoPhnhk" alt="" width="292"><figcaption></figcaption></figure>

<figure><img src="/files/nvVj7Cx2AC178apKMrTx" alt="" width="290"><figcaption></figcaption></figure>

On a contact or lead page click **"Reply using template"**.

<figure><img src="/files/n7tyoXFaciOnDpCu0Uz3" alt="" width="292"><figcaption></figcaption></figure>

Select a template:

<figure><img src="/files/4Dqq0p3KJX1N8q8XiRpM" alt=""><figcaption></figcaption></figure>

Also, you the templates are available in the compose (new email ) and reply\
modes:

<figure><img src="/files/9532WFM4d9vJVF11MDm6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vfRKCf4rdjkNCVyePhDC" alt=""><figcaption></figcaption></figure>

8\. Configure multiple availability profiles (event types) and share your availability by inserting customizable links right into email.<br>

* **"Calendar scheduler"** should be activated in the settings first.

<figure><img src="/files/ZzbL3PviLSiUxFGux02C" alt="" width="294"><figcaption></figcaption></figure>

<figure><img src="/files/Is3xg2PtAL2AVBN6lNE9" alt="" width="287"><figcaption></figcaption></figure>

To organize meetings, use the scheduler. Press reply in the email and select Yoxel Add-on.

<figure><img src="/files/jrvkN2TyukZ8MNEPrVY6" alt=""><figcaption></figcaption></figure>

Choose an event type to add its link to your email.&#x20;

<figure><img src="/files/EqzGOuueespBGVICevu0" alt=""><figcaption></figcaption></figure>

The link takes the email recipient to your meeting scheduling page:

<figure><img src="/files/G5QBNk3609PGoBKrralx" alt=""><figcaption></figcaption></figure>

Once a meeting is booked it will appear on your Google Calendar and the recepient will receive an invitation.

<figure><img src="/files/gqG5UZi8ZtZWzJjZlnPM" alt=""><figcaption></figcaption></figure>

9\. Take advantage of our mobile app. No separate installation is required! Use all available features from the browser version: log emails, share availability and book meetings, write Faster with templates, instantly view relevant CRM data.

<figure><img src="/files/zOelTJ4WXWnXUfkCQxc8" alt="" width="300"><figcaption></figcaption></figure>

<figure><img src="/files/xhwBDoyztuLCoc6dd6tI" alt="" width="305"><figcaption></figcaption></figure>

<figure><img src="/files/vtpHfFKdrXtPecNASh76" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/H6CzDNJ9wq73DJ7vO5DK" alt="" width="375"><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://helpdocs.yoxel.com/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.