Objective Copilot Integration Overview

What This Integration Does

Objective Copilot integrates with Objective 3Sixty to enable natural-language search and AI-assisted interactions over enterprise content. Rather than allowing Copilot to access source systems directly, all search and AI chat requests flow through 3Sixty, where content is prepared, governed, and approved before being made available to AI.

This approach allows organisations to use Microsoft Copilot while maintaining control over access permissions, governance policies, and sensitive information.

Overview of the Governed Copilot Search Flow

The Copilot integration follows a defined functional flow that ensures enterprise content is governed before it is used in AI search and chat experiences. Content moves through connection, enrichment, discovery, curation, and AI search stages before Copilot presents results to users.

Each stage plays a specific role in preparing content for safe, accurate, and policy-compliant AI use.

Connecting Source Systems to 3Sixty

3Sixty connects to enterprise source systems where documents are stored and managed. These connections allow 3Sixty to securely access content using configured authentication and integration settings.

In this integration, content may originate from systems such as Objective Nexus, where documents are actively managed. Approved content is then sent to the search infrastructure so it can be indexed and retrieved during search operations.

Connections are also used to send approved data from 3Sixty to OpenSearch, which stores indexed content and supports retrieval during governed search.

Where this is configured

Connections to source systems and search infrastructure are configured in 3Sixty using dedicated connection types, including content source connections and search connections.

(Links: Nexus Configuration, OpenSearch Configuration)

Enriching and Governing Content Before Search

Before content is made available for search or AI chat, 3Sixty applies enrichment and governance capabilities to analyze and prepare documents.

Content analysis uses text extraction and AI-based enrichment to examine document content and make it searchable. This analysis is performed with authorized access and provides the signals needed to support discovery and AI search.

Sensitive data handling capabilities are applied to identify and protect information such as personally identifiable information (PII). Classification and redaction can be used to ensure sensitive content is protected or excluded before indexing occurs.

These enrichment capabilities ensure that only prepared and governed content moves forward in the process. In this integration, enrichment is applied as part of a migration or processing job that uses the configured connections.

Capabilities used in this step

Text extraction, AI content enrichment, sensitive data classification, redaction, and authorization controls.

(Links: Text Extraction, AI Content Enrichment, Redaction, AI Access)

Discovering and Exploring Indexed Content

Once content has been enriched and indexed, users explore it through Discovery. Discovery provides a way to view, filter, and analyze indexed content from multiple sources.

Content views are used to configure the Discovery experience, including how content is presented and which filters are available. Reports and filtering tools allow users to refine results and identify documents of interest.

Discovery is often used to assess content relevance, quality, and readiness before taking further action.

Where this happens

Discovery is configured using content views and reports, which define how indexed content is presented and analyzed.

(Links: Content Views, Discovery Views and Reports)

Curating Content for Further Processing

After content has been explored in Discovery, curated results can be sent for additional processing using Action Curated Content. This allows users to move from analysis to execution within the governed environment.

Curated content can be processed through jobs or task group runners, depending on the type of action being performed. Common use cases include sending documents for PII detection or redaction across multiple sources, or processing FOIA-related document sets for sensitive data handling and downstream workflows.

Where this is configured

Action Curated Content and processing execution are configured using jobs and task group runners.

(Links: Action Curated Content, Jobs, Tasks)

Enabling Governed AI Search with Copilot

When Copilot is enabled, it connects to 3Sixty as a governed search source. All AI chat requests flow through 3Sixty before results are returned to the user.

3Sixty enforces permissions, governance rules, and content curation during search, ensuring that Copilot only uses approved and permitted data when responding to questions. Copilot then uses the results returned by 3Sixty to answer questions conversationally.

AI Search completes the flow by turning governed search results into trusted AI-powered conversations.

Integration points

Copilot connects to 3Sixty through AI Search, which exposes governed search results to AI chat while enforcing policies and access controls.

(Links: Copilot Integration, AI Search Configuration)