1. Getting Workvivo content (public articles only for now) into Microsoft Graph
2. Configuring Copilot to use the Workvivo data in Microsoft Graph to answer questions

Device(s): Desktop / Mobile 

Roles / Permissions:  Administrator permissions in the Microsoft account as well as the Admin role in Workvivo.

Microsoft Graph Setup

1. Access Microsoft Entra admin center (entra.microsoft.com)

 Note: not to be confused with Microsoft 365 admin center (admin.cloud.microsoft)
 

2. In the left sidebar go to App registrations and click + New Registration and enter the following details:

• Name: Workvivo Copilot Integration
• Supported account types: "Accounts in this organizational directory only (YOUR COMPANY - Single tenant)"
• Redirect URI (optional): Leave blank
• Click the Register button
   

3. Choose API Permissions - in the App Registration sidebar go to API permissions and click + Add a permission

• In the Request API permissions modal, find and click on Microsoft Graph
• Click on Application permissions
• Search for and add each of these permissions:
  1. ExternalConnection.ReadWrite.OwnedBy
  2. ExternalItem.ReadWrite.OwnedBy
• Click on Add permissions
   

4. On the API permissions list, click on ✓ Grant admin consent for YOUR COMPANY.
 

5. Navigate to Certificates & secrets via the sidebar, click on the Client secrets tab, and then click on + New client secret.

• Description: Workvivo Copilot Integration Token
• Expires: Choose an expiry time that aligns with your security policies. When the token expires you will need to manually create a new one and enter it into Workvivo settings.
• Click on Add
   

6. The new token will be added to the list. Please copy the Value and store it securely, as it will only be displayed once. If the token is lost, you can delete it and generate a new one. Note: Deleting a token currently in use by Workvivo will cause the Copilot integration to stop functioning until a new token is provided. 
 

7. Open Workvivo and navigate to Admin > Tools > Integrations > App Integrations.

8. Find the Microsoft Copilot integration. If it is not shown, you will need to contact Workvivo support to get the feature enabled.
 

9. Click on the toggle and after a few seconds a Needs Setup label should appear.

10. Click on Show Settings and enter the following details:

• Tenant ID: Find this the App registration page for the application you created in Microsoft Entra admin center on the Overview screen under Directory (tenant) ID.
• Client ID: Find this on the same Overview screen under Application (client) ID.
• Client Secret: This is the Value from the Client Secret (Token) you created and saved earlier.
• Sync Public Articles: Enable this to sync public articles (posted a global audience or a public space).
• Backfill Existing Articles: Enable this to import all existing public articles in your Workvivo instance.
• Press Save.
   

11. Go to admin.microsoft.com → Copilot → Connectors and find the connector that was just created (should be called WorkvivoArticles)
 

• Press Give visibility to Copilot
   

12. If you run into any difficulty, please contact Workvivo support who can help you with the process.

Microsoft Copilot Setup

1. Access Copilot Studio (copilotstudio.microsoft.com)
2. In the left sidebar go to Agents and click on Copilot for Microsoft 365.

3. Go to the Agents tab and click + Add.

4. Up the top right, click on Skip to configure and enter the following details:
 

• Name: Workvivo
• Description: This agent has access to content from Workvivo, an employee experience platform. Articles may contain company updates, policies, plans and general news. When the use has a question about their own company, search for relevant Workvivo content for the answer.
• Instructions: Prompt the user for what content in Workvivo they may be looking for. If necessary, inform them that you do not have access to all content in Workvivo, only what the organisation has chosen to share with Copilot.
• Suggested prompts: Optionally provide some sample prompts that may help your users depending on what content you are syncing from Workvivo.
• Knowledge: Here you will select the Copilot Connector created by Workvivo in the previous section. When creating the Agent, the Connector may not be available and you may need to add it after the agent has been created.
  1. Click on + Add knowledge
  2. Click on Advanced and then Custom Connector
  3. Click on the connector and click Add. The publisher will be the name of the App Registration you created in the previous section. If you followed the guide, this should be Workvivo Copilot Integration.

Note: If this page does not load successfully, you may skip this step and complete it after the agent has been published.

• Additonal Settings: Don't enable Web browsing as Copilot has a tendency to search the internet for publicly available content rather than searching through content synced from Workvivo.

5. Test your agent - ask it a question about a public article which should have been synced. It should answer your question based on the content of the article and include a link to the Article in Workvivo as a reference.

 

6. Click on Publish and enter the following details:
 

• Short description: An agent with access to content synced from Workvivo.
• Long description: Find, summarise and ask questions about content synced from Workvivo.
• Developer name: Workvivo
• Website: Feel free to provide a link of your own or leave as the default.
• Privacy statement: Feel free to provide a link of your own or leave as the default.
• Terms of use: Feel free to provide a link of your own or leave as the default.
• Click on Publish and wait for the agent to be published. This may take a minute.

7. In Availability options > User access click on Show to everyone in my org, read the prompt and then click on Yes.
 

8. Navigate to Microsoft 365 admin center (admin.cloud.microsoft)
 

9. In the left sidebar go to Agents > All agents, and click on the Requests tab

10. You should see your Workvivo agent here. If it is not there, you may need to wait a minute and click on Refresh. Click on the Workvivo agent and then in the Agent Details modal, press on Publish just under the agent name.
 

11. After it has been published click on Deploy. In the Deploy New Agent modal, click on Next. Then click on Entire organization and Next. On the next step click on Next. On the next step click on Finish deployment.
 

12. Once the deployment is completed click on Done.
 

13. Back on the Agent Details modal you can click on Pin for users to pin the agent.

Once the setup is complete, users can access the Microsoft Copilot agent by visiting https://copilot.microsoft.com/ and selecting the agent in the left sidebar menu.