Step 1: Head over to warmly.ai to get started for free.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/e81b9259-b3fd-42fe-841f-4af00b9b6f7a/Untitled.png

Step 2A: Sign in with your work email and follow the steps to authorize Warmly (it only takes a minute!)

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/bab3bccd-c4c0-40bf-b262-ad375a9e2370/image_120.png

Click sign in with your work email and then follow the steps to complete your onboarding.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/30c204d0-f7f2-4269-8bb4-f3e4e4798af7/image_121.png

Final page of onboarding! Click "Authorize" to complete the onboarding.

Step 2B: If you don't see the authorize button and instead see "Request pre-approve", it's ok! Your IT Admin just needs to authorize Warmly App for Zoom. Here's more information on how they can do that.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/1b6dce43-4538-4da4-a0ac-201b75103a83/image_109.png

Step 3: Upon signing in, select "Apps" at the bottom of the screen and then select "Open" for #Warmly People Insights" to launch the Warmly app.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/e2eb586e-2d68-423b-8e6b-ca9e4b6a544f/Screen1.png

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/341c11a1-e1c0-4f8b-b9b9-9f96ef029796/Warmly_in_Zoom.png

Warmly App in Zoom will be in the same place the chat box usually is.

You can also open Warmly in a new window by selecting the "..." icon at the top right the screen and selecting "Pop Out."

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d2b79477-b7bc-4929-b115-3858e5b7fa8f/Zoom_Pop_Out.gif

Once you select this, Warmly will open in a new window, allowing you to move it where you want.

If you experience any challenges installing Warmly's Zoom App, please check out our Troubleshooting Guide, hop on a call with us, or reach out directly to our Customer Experience team.

https://embed.notionlytics.com/s/Y1dWWlEyNW1RVUpGV1U5dVJqSXlObFZvTVhVPQ==