> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Microsoft Copilot
## 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.
## 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.
| **Dovetail toolset** | **What Copilot can do** |
| :------------------------- | :---------------------------------------------------------------------------------------------------------- |
| `search & chat` | Search across every project, doc, highlight, and channel with search\_workspace,and browse the folder tree. |
| `projects` | Browse, read and create projects. |
| `docs` | Browse, read and create docs. Browse and read their comment threads. |
| `data` | Browse and read interview transcripts, survey responses, and create new data entries. |
| `highlights & tags` | Browse and read highlights and tags, and create new highlights. |
| `channels` | Browse and read channels data and themes. |
| `contacts, fields & users` | Browse and read contacts, custom fields, and workspace user lists. |
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.
## 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.
## 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.
#### Example: **prepare for renewal conversations**
```text theme={null}
What are the top friction points impacting enterprise renewal conversations this quarter? Summarize the patterns and back each one with a customer quote.
```
#### Example: **find product gaps**
```text theme={null}
Search Dovetail for feedback about our onboarding experience, then help me write an exec summary of our biggest product gaps, using the insights and quotes as evidence for each point.
```
#### Example: **spot emerging themes**
```text theme={null}
What new themes are emerging from our most recent customer calls and feedback channels? Flag anything that wasn't showing up last month.
```
## 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.
## **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.
## Learn more
[Changelog: Dovetail connector for Copilot](https://dovetail.com/changelog/dovetail-connector-for-copilot/)
[Dovetail + Microsoft Teams integration](https://docs.dovetail.com/integrations/microsoft-teams)