Microsoft Copilot

Users now have the availability to create and manage Microsoft Copilot Agents from within 3Sixty. Copilot agents can perform a variety of tasks, working alongside you to offer suggestions, automate repetitive tasks, and provide insights to help you make informed decisions. In 3Sixty you can index your content so it can be searched via copilot using our RAG and OI capabilities.

Setup

  1. Create an API Key Connection

  1. Create SharePoint Authentication

  1. Integration - Create SharePoint Connection

  1. Create Remote Agent

The agent name and the token is used when setting up the remote agent. In this case these environment variables were provided to remote agent docker container

REMOTE_AGENT_TOKEN= <place key here>
REMOTE_AGENT_NAME=ragtest

  1. Create a new Remote Agent Connection

  2. Create a Sharepoint Service Connector

  3. Create an OI Search Connection

    ragindex is the name of the index

    You can setup who has access to that search connection

  4. Create Indexing Job

    Add the Tika Text Extraction task

    Configure the SharePoint Connection tab

    Configure the OI Search Connection tab

  5. Now run the indexing job

Searching

  1. Create new application in Azure Entra ID and setup users and groups

  2. In App Registrations provide 3 URI redirects

  3. In https://dev.teams.microsoft.com/entra-configuration setup a new Microsoft Entra SSO client ID registration

  4. Copy Application ID URI to App Registrations > Expose an API

    Also add Client ID - ab3be6b7-f5df-413d-ac2d-abf1e3fd9c0b (exactly this GUID)

  5. After setting up the Azure Connection and provisioning users and groups we can setup first Copilot Declarative agent:

    Copy SSO Registration ID and the Scope from Teams Developer Center (step 3)

  6. Download declarative agent package to disk

  7. Go to https://admin.microsoft.com/ Settings → Integrated Apps and upload the package