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Feedback?This guide explains how to configure the Microsoft Copilot integration with Cisco AI Assistant so users can search external Microsoft data sources.
This feature allows Webex users to search within SharePoint, OneDrive, and Copilot connector using Ask AI Assistant in Webex.
You can enable Microsoft data sources at the organization, user, or template level. Microsoft integration settings will then be available to users. The Microsoft IT admin must then grant permission with one of two options, Connect Webex with Microsoft data sources using the IT admin’s Microsoft account or Approve user’s request on the Microsoft Entra Admin portal as IT admin.
Configure Microsoft data source access for your organization
| 1 |
Sign in to Control Hub. |
| 2 |
Go to . |
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In the Cisco AI Assistant & AI features section, click . |
| 4 |
Turn on Microsoft. |
| 5 |
Check the boxes next to the Microsoft data sources you want to turn on. |
| 6 |
Click Save. |
What to do next
A Microsoft IT administrator must grant permissions to users so they can connect to Microsoft knowledge sources. See Grant Microsoft admin consent for Cisco AI Assistant.
Configure Microsoft data source access for users
| 1 |
Sign in to Control Hub. |
| 2 |
Go to , then select users in the list. |
| 3 |
Select the AI tab. |
| 4 |
In the AI Assistant search sources section, turn on Microsoft, then check the boxes next to the data sources you want the user to have access to. |
| 5 |
Click Save. |
What to do next
A Microsoft IT administrator must grant permissions to users so they can connect to Microsoft knowledge sources. See Grant Microsoft admin consent for Cisco AI Assistant.
Configure Microsoft data source access in a template
| 1 |
Sign in to Control Hub. |
| 2 |
Go to . |
| 3 |
Create or edit a template. For more information, see Configure settings templates. |
| 4 |
Enable the Microsoft data sources in the AI Assistant search sources section. |
What to do next
A Microsoft IT administrator must grant permissions to users so they can connect to Microsoft knowledge sources. See Grant Microsoft admin consent for Cisco AI Assistant.
Grant Microsoft admin consent for Cisco AI Assistant
After an organization administrator completes the Control Hub organization, user, or template settings in the previous sections, Microsoft integration settings become available to individual users. A Microsoft IT administrator must grant permission before users can connect to Microsoft knowledge sources.
| 1 |
To grant consent from Webex App, sign in to Webex App with a Microsoft admin account. |
| 2 |
Go to the settings page where Microsoft data source connections are managed. |
| 3 |
Click Add connection. |
| 4 |
Enter the Microsoft admin credentials when prompted. |
| 5 |
Select Consent on behalf of your organization. |
| 6 |
Click Accept. |
| 7 |
To approve a user request in Microsoft Entra admin center, review the admin consent request for Cisco AI Assistant. |
| 8 |
Approve the request. |
For more information, see Review and take action on admin consent requests.
What to do next
Connect Webex with Microsoft data sources using the IT admin’s Microsoft account.
Connect Webex with Microsoft data sources using the IT admin’s Microsoft account
Once a Microsoft IT administrator grant permissions to users, add the data source connection to Microsoft.
| 1 |
Sign in to Webex App. |
| 2 |
Go to the settings page where data source connections are managed. |
| 3 |
Click Add connection. |
| 4 |
Enter your Microsoft user credentials when prompted. |
| 5 |
Complete the authorization flow. |
| 6 |
Confirm that your Microsoft account is connected to Webex App. |
| 7 |
Return to Webex App. |
| 8 |
Open Cisco AI Assistant. |
| 9 |
Ask Cisco AI Assistant to retrieve data from Microsoft data sources. |
What to do next
If a user has requested access to connect Webex with Microsoft data sources, review and approve their request on the Microsoft Entra Admin center.
Approve user’s request on the Microsoft Entra Admin portal as IT admin
Prior to admin’s consent for the organization, an user may see a pop-up window requesting access when they try to connect Webex with Microsoft data sources. If the user clicks Request approval, the admin can review and approve their request for Cisco AI Assistant on the Microsoft Entra Admin center.
For more information, see Review and take action on admin consent requests.
What to do next
After the organization administrator completes the steps in the previous sections, users can authorize access in the Webex client so that Webex can access and retrieve data from Microsoft data source on their behalf.
Users: Authorize access in Webex App
After the organization administrator completes the steps in the previous sections, users can authorize access in Webex App so that Webex can access and retrieve data from Microsoft data sources on their behalf.
| 1 |
Login to Webex App, then click Settings
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| 2 |
In the Allow Cisco AI Assistant to search selected source section, click Add connection next to the Microsoft data sources you want to search. |
| 3 |
Enter your password. The user is connected to Webex App.
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| 4 |
In Webex App, click Cisco AI Assistant. You can see and retrieve data from Microsoft.
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