Microsoft Copilot Integration

Microsoft Copilot is a generative artificial intelligence chatbot that enables users to manage requests, perform actions, and view request summaries.

This integration with ServiceDesk Plus Cloud enables technicians to gain request insights, create their Co-pilot, and streamline processes.

Prerequisites 

• Enterprise edition of ServiceDesk Plus Cloud

• Copilot for Business Plan

• Microsoft Teams Integration

• ServiceDesk Plus Cloud plugin installed in Microsoft Teams

Set Up Microsoft Copilot  

In ServiceDesk Plus, go to Setup > Apps & Add-ons > Integrations > Third Party Integrations.

• Click Enable on Microsoft Teams and sign-in to your Microsoft Account.

In Microsoft Teams Copilot chat,

• Click  and search ServiceDesk Plus Cloud and click the toggle to enable the plugin.

How to use Microsoft Copilot 

Once purchased from Microsoft, Copilot will be available under Chat in your Microsoft Teams window.

• Use natural language prompts in the Microsoft Copilot chat to retrieve necessary information.

• Filter the provided information by using suggested and multi-parameter prompts per your requirements.

• Enable technicians to perform request actions such as adding notes, picking up or delegating tickets, and performing status updates from within their Teams chat window.

• Use Copilot to sort tickets and generate detailed tables and copy the generated data to repurpose them to your preference.

• Draft emails, generate reminders, and more by using Copilot prompts.

Set up Custom Copilot 

Custom Copilot is a conversational bot that enables you to custom-make a Copilot for your organization.

Using Copilot Studio, you can build a custom Copilot, connect it to your enterprise data, and deploy it in preferred channels.

To build your own Custom Copilot,

• Go to Microsoft Copilot Studio. 
• Configure the custom Copilot as per your organisation's requirements.
• Click Save.