Integrating Microsoft Teams with Copilot Studio

Integrating Microsoft Teams with Copilot Studio enables organizations to enhance collaboration by embedding AI-driven agents directly into their communication platforms. This integration facilitates interactive assistance, automates routine tasks, and provides users with intelligent insights within Teams. Below is a comprehensive, step-by-step guide to achieve this integration:

Step 1: Install the Copilot Studio App in Microsoft Teams

1. Access the Teams App Store:
   • Open Microsoft Teams.
   • Navigate to the Apps section on the left sidebar.
2. Search for Copilot Studio:
   • In the search bar, type “Copilot Studio”.
   • Locate the Microsoft Copilot Studio app in the search results.
3. Add the App to Teams:
   • Click on the Microsoft Copilot Studio app.
   • Select Add to install it to your Teams environment.

Note: If the app is already installed, you will see an Open button instead of Add.

Step 2: Create a New Copilot (AI Agent)

1. Launch Copilot Studio:
   • After installation, open the Copilot Studio app from the Teams sidebar.
2. Initiate Agent Creation:
   • On the Copilot Studio home page, click on Create.
   • Select New agent to start the creation process.
3. Define Agent Details:
   • Name: Provide a unique and descriptive name for your agent (e.g., “HR Support Bot”).
   • Description: Outline the agent’s purpose and functionalities.
   • Instructions: Specify the agent’s goals, tone, and limitations to guide its interactions.
   • Icon: Upload an icon that represents your agent for easy identification.
4. Create the Agent:
   • After filling in the necessary details, click Create to generate your Copilot agent.

Step 3: Add Knowledge Sources to Your Agent

1. Access Knowledge Configuration:
   • Navigate to the Knowledge section within your agent’s settings.
2. Add Knowledge Sources:
   • Public Websites: Enter URLs from which the agent should gather information.
   • Documents: Upload relevant files that the agent can reference.
3. Describe Each Source:
   • Provide a name and description for each knowledge source to maintain clarity.
4. Save Sources:
   • Click Add to include each knowledge source in your agent’s repository.

Step 4: Configure Generative AI Settings

1. Access Generative AI Settings:
   • Within your agent’s settings, go to the Generative AI section.
2. Enable Generative Responses:
   • Ensure the option Boost conversational coverage with generative answers is enabled to enhance the agent’s responsiveness.
3. Add Learning Sources:
   • Add up to four URLs or documents from which the agent should learn.
4. Save Configurations:
   • Click Save after making the necessary configurations.

Step 5: Publish Your Agent

1. Initiate Publishing:
   • After configuring your agent, click the Publish button to apply and update all settings.
2. Confirm Activation:
   • Ensure that your agent is active and ready for integration.

Step 6: Connect the Agent to Microsoft Teams

1. Open Teams Channel Configuration:
   • Within Copilot Studio, navigate to your agent’s settings.
   • Access the Teams + Microsoft 365 channel configuration panel.
2. Enable Teams Integration:
   • Select Add channel to connect your agent to Microsoft Teams.
3. Customize Agent Appearance:
   • Click Edit details to modify the agent’s icon, color, and descriptions as they will appear in Teams.
4. Save Changes:
   • After customization, click Save to apply the changes.

Step 7: Install and Test the Agent in Teams

1. Install the Agent:
   • In the Teams + Microsoft 365 channel configuration panel, click See agent in Teams.
   • In the prompt that appears, select Add to install the agent to your Teams profile.
2. Interact with the Agent:
   • In Teams, the agent will appear in the app list on the left sidebar.
   • Click on the agent to open a chat window.
   • Ask questions or request assistance to ensure the agent functions as intended.

Step 8: Share the Agent with Other Users

1. **Copy Installation Link