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

# Chrome extension

> Install the DefaultOS Chrome extension and sign in to look up, enrich, route, and book leads from any tab.

<Card title="DefaultOS — Enrich, route, and book" icon="chrome" href="https://chromewebstore.google.com/detail/defaultos-%E2%80%94-enrich-route/eickegpbdinhjlkcbmcfmledigejiign" horizontal>
  Install the extension from the Chrome Web Store.
</Card>

The DefaultOS Chrome extension puts scheduling, routing, and enrichment in a browser side panel,
so you can work a lead without leaving the page you found them on. Look up a lead's CRM record,
book a meeting through one of your workflows, copy a booking link, or manage your upcoming
meetings from any tab.

<Note>
  You need a Default account to use the extension. If your team hasn't set up routing workflows
  for the extension yet, see [Triggers](/workflows/triggers) for the Extension trigger.
</Note>

## Install and open the side panel

<Steps>
  <Step title="Install the extension">
    Install [**DefaultOS**](https://chromewebstore.google.com/detail/defaultos-%E2%80%94-enrich-route/eickegpbdinhjlkcbmcfmledigejiign)
    from the Chrome Web Store.
  </Step>

  <Step title="Pin it to your toolbar">
    Select the puzzle icon in the Chrome toolbar, then select the pin next to **DefaultOS** so
    the icon stays visible.
  </Step>

  <Step title="Open the panel">
    Select the DefaultOS icon in the toolbar. The side panel opens next to the current page.
  </Step>
</Steps>

## Sign in

<Steps>
  <Step title="Start the sign-in">
    Select **Sign in to Default** in the panel.

    <Frame>
      <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/signin.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=d45dfd8e53dc0434ab54287109aff265" alt="The extension side panel before sign-in, with the Sign in to Default button" width="840" height="1600" data-path="images/extension/chrome-extension/signin.png" />
    </Frame>
  </Step>

  <Step title="Approve the sign-in window">
    A Default sign-in window opens. Sign in with the account you use for Default, then the
    window closes on its own.
  </Step>

  <Step title="You're in">
    The panel opens on the **New** tab, ready to take a lead.

    <Frame>
      <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/home.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=a2c0462c3861c87479d6c9541a5aa6ef" alt="The signed-in side panel with New, Events, and Meetings tabs and a lead email field" width="840" height="1600" data-path="images/extension/chrome-extension/home.png" />
    </Frame>
  </Step>
</Steps>

You stay signed in between browser sessions. To sign out, open the menu in the top-left corner
of the panel and select **Logout**.

## Work a lead

The **New** tab starts from a lead's email address. There are two ways to get one in:

* **From the page you're on.** On Gmail, Salesforce, and HubSpot pages, the extension detects
  the lead you're viewing and offers it as **Lead on this page**. Select **Use** to load it.
  Detection is passive: nothing is looked up until you accept the suggestion.
* **Typed by hand.** Enter the email under **Who's this meeting for?** on any page.

Default then looks the lead up across your connected CRM and Default's own data, and shows the
record type, name, and title, plus email validity, a LinkedIn profile link, and a mobile number
when they're known. **Open** jumps to the CRM record. If there's no match, select
**Request enrichment** to find them.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/lead-lookup.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=78f0e136031d996801d0962062212f0c" alt="A looked-up lead with a Salesforce record card and the two action cards below it" width="840" height="1800" data-path="images/extension/chrome-extension/lead-lookup.png" />
</Frame>

## Book a meeting or copy a booking link

With a lead loaded, two actions appear:

* **Book a meeting with** routes the lead through a workflow, then opens the booking page in a
  new tab so you can pick a time with them.
* **Copy a Booking Link for** routes the same way, but puts the scheduling link on your
  clipboard to paste into an email or chat.

Both follow the same two steps:

<Steps>
  <Step title="Select a workflow">
    Pick the routing workflow to run. The list shows the published workflows with an Extension
    trigger that you have access to.

    <Frame>
      <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/select-workflow.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=056ddf8094f2e0b0b481adb311f0e27f" alt="The Select a workflow screen listing routing workflows, with the lead summarized above" width="840" height="1604" data-path="images/extension/chrome-extension/select-workflow.png" />
    </Frame>
  </Step>

  <Step title="Fill out the Booking Form and submit">
    The workflow's **Booking Form** opens with the fields of the form your admin connected to
    the workflow, prefilled from the lead's record where Default has the data. Complete any
    required fields and select **Submit**. The workflow routes the meeting, then either the
    booking page opens or the link lands on your clipboard.

    <Frame>
      <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/booking-form.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=d3bd323b86780c8d87b99172848badb3" alt="The Route this meeting screen with a prefilled Booking Form and Submit button" width="840" height="1604" data-path="images/extension/chrome-extension/booking-form.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  The workflow list is configured by your admins in Workflows, using the Extension trigger, and
  the Booking Form is the form connected to that trigger. See [Triggers](/workflows/triggers).
  If the list says no routing workflows are available to you, ask an admin to publish one.
</Note>

## Events

The **Events** tab lists the bookable event types you have access to. Search to filter, then
select an event to copy a booking link for it. On the copy screen you pick the host: yourself,
or a custom host set with additional hosts from your team's members and queues.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/events.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=8c83e63cf157acb56daa36ce554a335e" alt="The Events tab listing bookable event types with durations" width="840" height="1604" data-path="images/extension/chrome-extension/events.png" />
</Frame>

## Meetings

The **Meetings** tab shows your upcoming meetings: **My meetings** for the ones you host, and
**Booked by Me** for the ones you booked for someone else. Select a meeting to act on it:
**Join** the call, **Reassign** it to another host, mark a **No-show**, **Reschedule**, or
**Cancel**. Cancel and no-show ask you to confirm first.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/extension/chrome-extension/meetings.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=a71d669e594a561d2022825016885f3c" alt="The Meetings tab with an upcoming meeting under My meetings" width="840" height="1604" data-path="images/extension/chrome-extension/meetings.png" />
</Frame>

## Panel menu

The menu in the top-left corner of the panel has:

| Item                | What it does                                                   |
| ------------------- | -------------------------------------------------------------- |
| **Open in Default** | Opens the Default web app in a new tab.                        |
| **Theme**           | Switches the panel between light, dark, and system appearance. |
| **Logout**          | Signs you out of the extension.                                |