> ## Documentation Index
> Fetch the complete documentation index at: https://docs.4minds.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft 365 Copilot

> Bring your 4MINDS custom AI models into Microsoft 365 Copilot. Ask questions and get answers grounded in your enterprise data — inside Copilot in Teams, Office on the web, and the Office app for Windows.

## Overview

**4MINDS Assistant** is a Microsoft 365 Copilot Declarative Agent that surfaces your 4MINDS custom AI models inside Microsoft 365 Copilot. Ask a question in the Copilot chat pane and the agent routes it to a model fine-tuned on your organization's documents, specifications, playbooks, and integrations — returning an answer grounded in your own data, not a generic web summary.

The agent runs as a first-class M365 Copilot extension, so nothing new to install for the day-to-day user beyond the agent itself. Sign-in is one-time per user; after that, chat with the agent from wherever you already use Copilot.

<Info>
  **Direction:** This integration puts **4MINDS inside Copilot** — the reverse of most Microsoft integrations, which bring Microsoft data *into* 4MINDS. If you're looking to import content from Microsoft Fabric or Microsoft Foundry into your 4MINDS datasets, see the [Microsoft Fabric](/microsoft-fabric) or [Microsoft Foundry](/microsoft-foundry) guides instead.
</Info>

***

## Where the agent appears

Once installed, **4MINDS** shows up in the Microsoft 365 Copilot agent list in every host where your organization has enabled Copilot:

| Host                                    | How to reach the agent                                                                                                                                                                                  |
| --------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Microsoft 365 Copilot Chat in Teams** | Open Copilot in Teams → click the **Agents** icon → select **4MINDS**.                                                                                                                                  |
| **Office on the web**                   | Open the Copilot pane in Word, Excel, PowerPoint, or Outlook on the web → open the agent picker → select **4MINDS**. Also reachable from [m365.cloud.microsoft](https://m365.cloud.microsoft) directly. |
| **Office app for Windows**              | Open the Copilot pane in the Office desktop app or Outlook for Windows → open the agent picker → select **4MINDS**.                                                                                     |

Mobile availability (iOS / Android) follows the same tenant rollout as the desktop and web surfaces.

***

## Prerequisites

Before installing the agent, confirm the following are in place:

* **A 4MINDS account** on the tenant you plan to connect. If your organization has SSO with 4MINDS enabled, this is the email you already use to sign in.
* **At least one 4MINDS model** available to your account. The agent can only answer from models you have access to — if your workspace has none trained yet, see the [Quickstart](/quickstart) to publish your first one.
* **A Microsoft 365 Copilot license** on the same Microsoft account. The agent surfaces inside Microsoft 365 Copilot; without a Copilot license, the agent won't appear in the picker.
* **Tenant admin approval** for the 4MINDS agent. Declarative Agents require admin consent for the first user who signs in from your tenant — see [Admin: approving the agent for your tenant](#admin-approving-the-agent-for-your-tenant) below.

<Note>
  **License clarification:** Using the 4MINDS Copilot agent requires **both** an active 4MINDS subscription (for the model inference) **and** a Microsoft 365 Copilot license (for the host). Neither one on its own is sufficient.
</Note>

***

## Installing the agent

There are two install paths depending on how your tenant governs agents:

### Option 1: Install from the Microsoft 365 Copilot Store

For end-users on tenants where the store is open:

1. Open the **Microsoft 365 Copilot Store** — reachable from the agent picker in any Copilot surface, or directly at [m365.cloud.microsoft](https://m365.cloud.microsoft).
2. Search for **4MINDS**.
3. Click **Add** on the **4MINDS Copilot — Custom AI Assistant for Microsoft 365** listing.
4. Accept the permission prompt (the agent needs to call the 4MINDS API on your behalf to fetch model responses).
5. The agent is now available in the agent picker across every Copilot host — no page refresh needed.

### Option 2: Admin sideload for your tenant

For organizations that keep the Copilot store restricted, or that want to deploy the agent tenant-wide before it appears in each user's store, an admin can sideload the app package directly:

1. From your 4MINDS contact, obtain the **`appPackage.prod.zip`** artifact for the agent.
2. In the **Microsoft Teams Admin Center**, navigate to **Teams apps → Manage apps**.
3. Click **Upload new app → Upload**, and select the `appPackage.prod.zip` file.
4. Once the app appears in the list, open its detail page and use **Publish to the org's app catalog** so members can install it.
5. To push the agent out without waiting for users to add it manually, create or edit an **app setup policy** in **Teams apps → Setup policies** and add **4MINDS** to the **Installed apps** list for the policy.
6. Assign the policy to the user groups you want to have the agent by default.

<Warning>
  **Tenant-wide install takes up to 24 hours to propagate** through Microsoft's app catalog. If the agent doesn't appear immediately after the sideload, check back the next day before troubleshooting.
</Warning>

***

## First-time sign-in

The first time a user opens the 4MINDS agent in Copilot, they'll be prompted to authenticate to their 4MINDS account:

1. Open Copilot in any host (Teams, Office on the web, Office for Windows).
2. Select **4MINDS** from the agent picker.
3. Type any message (for example, `hello`). The agent will respond with a sign-in card.
4. Click **Sign in** and complete the OAuth flow with your 4MINDS credentials in the popup window. If SSO is enabled for your tenant, this is the same identity provider you already use for 4MINDS.
5. Once the popup confirms the connection, return to Copilot and re-send your message — the agent will now respond with a grounded answer from your 4MINDS models.

The sign-in is stored per user and refreshed automatically; you'll only be prompted again if your 4MINDS token is revoked or your organization changes SSO providers.

***

## Using the agent

### Conversation starters

The agent ships with three suggested prompts you'll see when opening a fresh chat:

| Starter                          | What it does                                                                                                                                                            |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"What models do I have?"**     | Enumerates the 4MINDS models available to your account. Use this before asking a substantive question if you want to pick a specific model.                             |
| **"Apply our internal formula"** | Example of a task-based prompt — asks a domain model (finance playbook, engineering spec, etc.) to produce a concrete artifact like an Excel formula or a code snippet. |
| **"Pull a value from our docs"** | Example of a lookup-style prompt — asks the agent to retrieve a specific fact from your indexed documents.                                                              |

You can of course type any question; the starters are just examples of the shape.

### Switching between models

If your 4MINDS workspace has multiple models (for example, a general knowledge model, a finance model, and a security model), you can point the agent at a specific one:

1. Ask **"What models do I have?"** — the agent will list them by name.
2. In your next message, say something like **"Use the finance model to explain the Q3 margin adjustment,"** or reference the model by name inline.

The agent tracks the chosen model for the rest of the conversation until you switch again or start a new chat.

### Multi-turn context

The agent maintains conversation context automatically — you can reference earlier answers in the same chat with pronouns ("expand on that", "show me the numbers behind it") and the model will pick them up. Starting a new chat resets the context; use the **New chat** button in the Copilot pane when you want a clean slate.

### Styling of responses

The agent is instructed to lead with the grounded answer, so responses skip generic AI disclaimers. When you ask for code (Excel formulas, VBA, SQL, etc.), the agent formats the code in a fenced block so you can copy it directly into your document.

***

## Admin: approving the agent for your tenant

The 4MINDS agent's action plugin calls the 4MINDS API on behalf of the signed-in user. Microsoft 365 requires an **Azure AD admin consent** for this on the first install per tenant.

1. When the first user in your tenant signs in to the agent, Microsoft will surface an **Admin approval required** screen if consent hasn't been granted yet.
2. A Global Admin or Cloud Application Administrator opens the **Enterprise applications** view in the Azure portal, finds the **4MINDS Copilot** application, and clicks **Grant admin consent for \[tenant]**.
3. After consent is granted, every user in the tenant can sign in normally — the approval step is one-time per tenant, not per user.

<Info>
  **Data governance:** The agent only passes the user's message + the ID of the chosen 4MINDS model to the 4MINDS API. No Microsoft 365 content (documents, emails, calendar entries) is read by the agent — it operates on the models and datasets you've already published in 4MINDS.
</Info>

### Restricting who can install the agent

If you want to limit the 4MINDS agent to a specific department or pilot group:

1. In **Teams Admin Center → Teams apps → Permission policies**, create or select a policy that blocks or allows the **4MINDS** app.
2. Assign the policy to the user groups you want to gate.
3. Users outside those groups won't see the agent in the store or the picker.

***

## Troubleshooting

| Symptom                                | Cause                                                                                                | Fix                                                                                                                                                                                                                 |
| -------------------------------------- | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Agent doesn't appear in the picker     | Copilot license missing, or the app hasn't been added to your account.                               | Confirm the user has a Microsoft 365 Copilot license, then reinstall from the store or ask your admin to add the agent via the sideload path.                                                                       |
| Agent asks to sign in on every message | The OAuth token isn't being persisted — usually a browser third-party cookie block during the popup. | Have the user complete the sign-in flow in a browser session with third-party cookies allowed for `login.microsoftonline.com`, or use the Office desktop app / Teams client where cookie policy is more permissive. |
| Response says "no models available"    | The signed-in user has a 4MINDS account but no models are visible to them.                           | Check the user's 4MINDS workspace — either publish a model or invite them to a workspace that has one.                                                                                                              |
| "Admin approval required" on sign-in   | The tenant hasn't granted admin consent yet.                                                         | See [Admin: approving the agent for your tenant](#admin-approving-the-agent-for-your-tenant) above.                                                                                                                 |
| Agent appears but is greyed out        | Tenant admin has restricted the agent via a permission policy.                                       | Ask your Microsoft 365 admin to add you to a permission policy that allows **4MINDS**.                                                                                                                              |
| Response feels generic / not grounded  | The user hasn't selected a specific model, or the chosen model isn't fine-tuned on the topic.        | Ask **"What models do I have?"** and switch to the model that owns the data for your question.                                                                                                                      |

If none of the above resolves the issue, gather the following before contacting **[support@4minds.ai](mailto:support@4minds.ai)**:

* The exact prompt you sent
* Which Copilot host you're using (Teams / Office web / Office desktop)
* Your 4MINDS workspace name and email
* A screenshot of any error card the agent returned