Copilot Components

Creating a Declarative Agent involves orchestrating multiple systems that work together to index content, expose it securely, and allow Microsoft Copilot to query it using natural language. following are the core components and their roles involved in declarative agent setup.

3Sixty Admin UI

It acts as the command center for all Copilot integrations.

Role: Management interface

Used For:

  • Creating Remote Agents

  • Setting up source connectors (e.g., network drive)

  • Configuring indexing jobs

  • Downloading the Declarative Agent package

  • Managing Search Connections

OI Remote Agent

Passes the document and its metadata to OI Service

Role: Content indexing

Tech: Containerized service (in docker-compose.oi-agent.yaml)

Used For:

  • Indexing documents in the OI

OI Search Connector

Acts as the search interface between Copilot and indexed content in the vector database.

Role: Enables hybrid semantic search within the OI platform

Used For:

  • Calls the /search endpoint on the OI Service to perform vector-based or hybrid search

  • Retrieves ranked content chunks along with metadata such as title, filename, and downloadable URLs

OI Service

Internally, this handles the core RAG logic.

Role: RAG pipeline for indexing + retrieval

Used For:

  • Chunking and embedding documents

  • Communicating with vector databases

  • Exposing /search endpoint

  • Exposing /index endpoint

Vector Database

Acts as the search engine backend for the OI.

Database : OpenSearch

Role: Stores document embeddings for semantic search

Used For:

  • Storing indexed vectors

  • Serving similarity search results when Copilot asks a question

Microsoft Azure / Entra ID

This is your identity and permissions layer.

Role: Authentication and app registration

Used For:

  • Registering the Copilot Declarative App

  • Configuring Redirect URIs and Scopes

  • Assigning users and permissions

Teams Developer Portal

Enables Copilot to recognize and talk to your agent.

Role: Declarative agent packaging

Used For:

  • Registering SSO Clients

  • Connecting Entra ID with Microsoft Teams Copilot

Microsoft 365 Admin Center

Final step to deploy and expose your agent to real users.

Role: App publishing hub

Used For:

  • Uploading Declarative Agent .zip package

  • Making it available to users within your Microsoft tenant

SharePoint or Other Data Source

This is the content that Copilot will retrieve answers from.

Role: Actual content to be indexed

Used For:

  • Connecting via API Key / OAuth

  • Feeding documents to indexing jobs