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Copilot Help Article

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Overview

Bring your customer research into Microsoft 365 Copilot. Search your Dovetail workspace, pull insights and customer quotes, and ground your work in real research — whether you’re drafting a proposal in Word, building a business case in Excel, replying to a customer in Outlook, or answering a question in Teams, all without leaving Copilot.

The Dovetail agent for Copilot is a first-party integration — no manual server configuration or API tokens needed. It uses OAuth, so you just sign in and authorize.

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Supported capabilities

The agent has access to your full Dovetail workspace toolset. It can both read your research and, when you ask it to, create new content — write actions are always confirmed with you first. Copilot always works within your existing Dovetail permissions — it can only see and act on what you already have access to. Before creating or changing anything, it tells you exactly what it will do and waits for your confirmation.

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Connect Dovetail to Copilot

Before you connect you’ll need:
  • An active Dovetail account
  • An active Microsoft 365 Copilot account
  • Your Microsoft 365 admin may need to approve the Dovetail agent for your organization before it’s available for you
Steps to connect:
  • Add the Dovetail agent. In Microsoft 365 Copilot, open the agents panel and choose Get agents (or, in Microsoft Teams, go to Apps). Search for Dovetail and add it. If you already use Teams, the agent is quick to add from there.
  • Sign in to Dovetail. Open the Dovetail agent and start a chat. The first time you use it, Copilot prompts you to connect — select Sign in, then authorize access with your usual Dovetail credentials.
  • Start asking questions. Copilot can now search your workspace, read insights, and surface customer highlights — and use that research as grounded evidence in whatever you’re writing.
Adding the agent and signing in are separate steps. Even if you already use Dovetail elsewhere in Microsoft Teams, the Copilot agent authenticates on its own.

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Using Dovetail in your prompts

Once connected, open a chat with the Dovetail agent in Microsoft 365 Copilot and ask in natural language. The best results come from letting Copilot chain tools together — search first, read the details, then draft.

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Example: prepare for renewal conversations

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Example: find product gaps

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Example: spot emerging themes

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Tips

If you’re unsure of a project name, ask Copilot to list your projects first, or paste a Dovetail URL and it will resolve it to the right project, doc, or highlight.
For the best results, ask Copilot to chain actions together, such as “Search for X, read the full insight, then pull the supporting quotes.”
“Get” often returns metadata only, so ask Copilot to read or summarize a doc or transcript to fetch the full content before answering.
Copilot can create projects, docs, data entries, highlights, and channel feedback, and it will always ask for confirmation before making changes.
Results are returned in batches, so ask Copilot to “get the next page” to continue browsing large projects or channels.

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Troubleshooting

The agent may not be approved for your organization yet. Ask your Microsoft 365 admin to approve the Dovetail app, then check Get agents in Copilot (or Apps in Teams) again. Signing in to the Copilot agent is separate from any other Dovetail connection you have. Select Sign in on the agent and authorize with the same account you use for Dovetail. If it still fails, sign out and back in to Dovetail, then reconnect. The agent only sees what your Dovetail account can see. If an item is in a private folder you don’t have access to, Copilot can’t reach it either. Pasting the item’s Dovetail URL into your prompt is the most reliable way to point it at something specific.

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Learn more

Changelog: Dovetail connector for Copilot Dovetail + Microsoft Teams integration