Microsoft 365 Copilot integration
Use Microsoft 365 Copilot in Zoft workflows, voice agents, chat agents and AI employees. Use Microsoft 365 Copilot from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 3 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Microsoft 365 Copilot
Search Copilot - AndChat with Copilot
Zoft + Microsoft 365 Copilot
What Zoft can do with Microsoft 365 Copilot.
- 01Voice agentsA phone agent can use Microsoft 365 Copilot actions such as Search Copilot and Chat with Copilot during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft 365 Copilot while it talks to the customer.
- 03WorkflowsUse Microsoft 365 Copilot as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Microsoft 365 Copilot actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in Microsoft 365 Copilot.
- Search CopilotPerform hybrid (semantic and lexical) search across OneDrive for work or school content using natural language queries
- Chat with CopilotSend a message to an existing Copilot conversation or creating a new one and get a response
- Custom API CallMake a custom API call to a specific endpoint
Setup
Connect Microsoft 365 Copilot in three steps.
- 01ConnectChoose Microsoft 365 Copilot in Connections and approve access in the Microsoft 365 Copilot sign-in window. Zoft never sees your password.
- 02Put it to workAdd Microsoft 365 Copilot as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Microsoft 365 Copilot on Zoft, answered.
What can Zoft do with Microsoft 365 Copilot?
Zoft supports 3 actions for Microsoft 365 Copilot. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Microsoft 365 Copilot to Zoft?
Choose Microsoft 365 Copilot in Connections and approve access in the Microsoft 365 Copilot sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Microsoft 365 Copilot?
Yes. Once Microsoft 365 Copilot is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Microsoft 365 Copilot without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.