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RobOK
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Joined Jul 21, 2016
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Re: So many different CoPilots - confusing, unproductive
Perhaps to avoid frustration for others. Only Sharepoint Agents and Copilot Studio agents can be added to a Teams Chat. Agents created in the "Lite" experience of the CoPilot app cannot. It is very hard to find documentation on this. i went round and round with CoPilot (with GPT5 turned on) and it kept insisting I could promote the agent from Lite to Studio. I finally beat Copilot into submission and it finally agreed to the correct answer despite the 10 previous responses being incorrect. I know you are trying Microsoft but its pretty confusing out here.124Views0likes0CommentsRe: Knowledge sources in Copilot Agents vary by user
Sorry you are not getting answers. I think all the variety of copilots is super confusing. MSFT is trying to do the right thing with permissions and enterprise features but it is just patchwork. Little features popping up here and there from different teams.121Views1like0CommentsRe: So many different CoPilots - confusing, unproductive
Thanks Peter! I like the easy configurability of a Sharepoint Agent, but it seems under-powered (AI capability-wise). I would like the Researcher Agent to be able to use the Sharepoint Agent (really the Sharepoint data source). So Business Chat and Sharepoint Agents -- easy to configure, but under-featured and not interoperable. On the other hand, the Copilot Studio is a reworked "Virtual Agent" tool from a few years back and is massively complicated. There are pages and pages of options (Overview, Knowledge, Tools, Agents, Topics, Activity, Analytics, Channels, etc.) and I am not sure that it can use Researcher mode? I was not able to get the Copilot Agent to show up in Copilot Chat but just today it worked, and I have no idea why. It all just feels needlessly complicated, even for what Microsoft is trying to accomplish. As for me and MCP -- I downloaded some things from GitHub and typed about six commands into Terminal based on AI giving me instructions (Mac) and it worked. I don't claim to understand how.125Views0likes1CommentRe: So many different CoPilots - confusing, unproductive
I appreciate your reply. I do think MSFT is doing things no one else is doing -- enterprise administration, data protection, etc., I give them credit for that. I have tried 10 things to get Copilot to work with Sharepoint. They are making it overly complicated. Which AI tool or entry point within MSFT have you had the most success, productivity, or usage from?331Views0likes3CommentsRe: How do I make an Agent available to my team? Is it possible even if they have no license?
Sorry you have not got replies, but I can confirm the exact same happened to me. And by the way, it opens CoPilot to an "Apps" page. Why is an Agent going into the Apps section? As the OP said, you hit the Add button and it thinks for a bit and nothing happens.393Views0likes1CommentSo many different CoPilots - confusing, unproductive
I think we have all learned that CoPilot is a brand, a suite of tools. That probably makes sense from Microsoft perspective, but it is confusing as heck for end users or people trying to roll out CoPilot in a company. Products include: Sharepoint agents CoPilot desktop app Copilot in Office apps -- different copilots for PPT, Word, excel, Outlook CoPilot Studio - custom copilots (which by the way turn into "apps"???) Teams Copilot Researcher and Analyst Agents Prompting Coach Visual Creator What is even more frustrating is they don't all work together or in the same environments. I want to call my Sharepoint Agent from my Copilot, nope. I want my Custom Copilot to use Researcher (or vice versa even), not happening (despite Copilot giving me instructions on how it should). Meanwhile, in Anthropic-land, I setup an MCP service to integrate Claude and my to do app. Not without hiccups, but it works now. The whole Copilot ecosystem needs to get a lot more consistent and quickly or you are going to continue to loose users. PS - as i went to post this, I needed to select Tags -- there were 20 Copilot products to choose from!Re: How to share a new Agent
As a work around, from the Copilot App, i clicked Create New Agent. In that dialog a link to My Agents was revealed and i found this new Agent in some view of CoPIlot Studio. I was able to find more sharing options and created a new sharing link (to be tested tomorrow). But, it still does not "add to Teams". Thinking, a-ha these are stored in CoPilot Studio -- I went there (https://copilotstudio.microsoft.com/) but alas they (neither the CoPilot app built agent OR the sharepoint created agents) showed up there. So there is like a shadow CoPilot studio, and Not all Agents are alike (some operate in Teams, some do not). Now another alternative is something is wrong with our tenant and the functions are not fully deployed, but i hate to go there.269Views0likes0CommentsHow to share a new Agent
I made an Agent from within Sharepoint and it was accessible by others (with CoPilot licenses). I added it to Teams chat and i could "@" call it. Now I made an Agent from WITHIN CoPilot and I shared it into Teams -- it did NOT get added as a participant, i could not "@" reference it, and other people cannot access it. So how do I edit that Agent and how do i give permissions to share access to it?677Views0likes4CommentsHow do I create a company agent based on 30 Sharepoint files?
I have been extremely disappointed with Copilot after a year plus of struggles. I want to create a company chat bot based on core documents. One for HR, one for company methods, etc. It seems CoPilot Studio is the only way -- it is arcane, complex, confusing -- i have "something" working but not at all effective. If someone has a streamlined approach to using CoPilot Studio, I am all about it, but I struggled for hours to get a mediocre bot. The value of O365 is the collection of thousands of documents. CoPilot seemingly has no access to them. Microsoft is adding small plus up features to excel and ppt, but the power of AI is to process large quantities of data and help a human make sense. This should be microsofts competitive differentiator, but it is totally absent. Am i missing something?489Views2likes4CommentsRe: Ongoing agenda and action items for Meetings
Thanks Bryce, if nothing else than reinforcing how convoluted this all is!! It seems for meetings there needs to be a "Container" that holds Meetings, Action Items, and Notes. Each new Meeting creates a new Agenda and Notes section (and you can easily scroll back) and the Action Items persist in a planner. But even if the meeting schedule stops or is moved to a different day, still linked to the "Container". Your OneNote might be a good option, we don't use that much. I am considering a running Word document that I share in the meeting, that would be the container. But I quite like the sidebar mini apps in Teams for Agenda and Action items -- I like that others in the meeting can see and follow along, that is the positive aspect of Loop. The end result though is a million islands, rather than a cohesive whole. Unless I am missing something.1.1KViews0likes0CommentsOngoing agenda and action items for Meetings
I like the Agenda and Action items built into Teams but dislike that each meeting is an island (now in Loop). What are some best practices on how to have continuity across a set of meetings, whether using those widgets or not? Do you just do it external to Teams? Sometimes these meetings are in a series but often get moved. Currently we create the meetings just in Outlook, not in a Channel. I have heard mixed success of it being in a channel.1.8KViews4likes3Comments
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