Copilot - Connect Copilot to a third party app Tutorial

Unlock the power of Co-Pilot as it connects with third-party apps like Jira! This video dives into how to easily link your tools, activate features, and utilize its capabilities—albeit with some limitations. Discover the nuances of this exciting feature and learn how to enhance your productivity. Don't miss out!

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Objectifs :

This document aims to provide a comprehensive overview of the Co-Pilot chat feature, its connection to external services, and the steps to utilize it effectively, while highlighting its current limitations.

Chapitres :

  1. Introduction to Co-Pilot Chat
    Co-Pilot chat is a new feature that allows users to connect to various external services. However, users should exercise caution as this feature is still in its early stages and has limited access to the full functionalities of these platforms.
  2. Connecting to External Services
    To connect Co-Pilot chat to external services, follow these steps: 1. Open Microsoft Teams. 2. Click on 'Apps'. 3. Select the 'Co-Pilot Agent' section to view the list of compatible plugins. In this example, we will connect to Jira.
  3. Adding Jira Service
    Once you find the Jira service in the list, click 'Add'. On your first attempt to use this service, you will be prompted to log in to your Jira account to establish the connection. After successfully logging in, you can activate Jira in Co-Pilot chat by clicking on the plugins icon.
  4. Interacting with Jira
    After activating Jira, you can interact with the service. For example, you can ask Co-Pilot for a list of ongoing tasks assigned to you. Additionally, you can request the creation of a Jira ticket regarding Co-Pilot updates for December 2024.
  5. Limitations of Co-Pilot Chat
    It is important to note that while Co-Pilot can interact with certain applications, its capabilities are still limited. For instance, when attempting to create a Jira ticket, Co-Pilot will inform you that it cannot perform this action directly but will guide you through the process instead. Users are encouraged to be patient as the feature continues to develop.
  6. Conclusion
    In summary, Co-Pilot chat offers a promising way to connect with external services like Jira, enhancing productivity. However, users should be aware of its current limitations and the need for further development. As the feature evolves, it is expected to provide more robust functionalities.

FAQ :

What is Co-pilot chat?

Co-pilot chat is a feature that enables users to connect and interact with various external services through a chat interface, improving task management and productivity.

How do I connect Co-pilot chat to Jira?

To connect Co-pilot chat to Jira, click on 'Apps' in Teams, select the Co-pilot agent section, find Jira in the list of compatible plugins, and click 'Add'. You will need to log in to your Jira account to establish the connection.

What should I be cautious about when using Co-pilot chat?

Caution is advised as Co-pilot chat is a new feature with limited access to external services and functionalities. Its capabilities are still being developed.

Can Co-pilot chat create Jira tickets directly?

No, Co-pilot chat cannot create Jira tickets directly. However, it can guide you through the process of creating one.

What are plugins in Co-pilot chat?

Plugins are add-ons that allow Co-pilot chat to connect with external services, enhancing its functionality and enabling users to perform various tasks.

Quelques cas d'usages :

Project Management with Jira

A project manager can use Co-pilot chat to connect to Jira, allowing them to quickly check the status of ongoing tasks, create new tickets, and manage project updates directly from the chat interface, improving efficiency in project tracking.

Task Assignment and Tracking

A team member can interact with Co-pilot chat to request a list of tasks assigned to them in Jira, facilitating better task management and prioritization without needing to switch between applications.

Guided Ticket Creation

When needing to create a new Jira ticket, a user can ask Co-pilot chat for assistance. Although Co-pilot cannot create the ticket directly, it can provide step-by-step guidance, ensuring the user completes the task correctly.

Integration with Other Tools

Organizations can leverage Co-pilot chat to integrate with various external services, streamlining workflows and enhancing collaboration across different platforms, ultimately leading to improved productivity.

Glossaire :

Co-pilot chat

A feature that allows users to interact with various external services through a chat interface, enhancing productivity and task management.

External services

Third-party applications or platforms that can be integrated with Co-pilot chat to extend its functionality.

Jira

A project management tool developed by Atlassian, used for tracking issues, managing projects, and facilitating agile development.

Plugins

Add-ons or extensions that enhance the functionality of a software application, allowing it to connect with other services.

Authentication

The process of verifying the identity of a user or system, often required when connecting to external services.

Capabilities

The functions and features that a software application can perform.

résultat(s)
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However,
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caution is advised.
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This feature is still new.
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The number of available services is limited and copilot does not
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yet have full access to all features of these platforms.
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From Teams,
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click on apps and select the co-pilot agent section
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to find the list of compatible plug-ins.
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In this example,
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I want to connect to Jira.
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The service is available,
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so I click Add.
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The first time you use it,
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you'll be prompted to log in to your Jira account to establish the connection.
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Once connected,
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I activate Jira in co-pilot chat through the plugins icon.
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I can now interact with the service,
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for instance,
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asking for a list of ongoing tasks assigned to me.
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Next,
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I request the creation of a Jira ticket about co-pilot updates for December 2024.
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Co-Pilot informs me it cannot do this directly,
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but guides me through the process of creating it.
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Co-pilot can interact with certain applications,
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but its capabilities are still limited.
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Let's give it some time.

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