Deploy Custom Copilot to Teams as an App

Here’s how you can deploy a Custom Copilot to a Teams Chat given that your Custom Copilot is ready and Published.

In case you are also looking to create your first Copilot, this post might help you [although it has a different use case: Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot]

Let’s see how you can now deploy your Copilot to Teams chat. One of the first ways to deploy your Copilot!

Custom Copilot in Copilot Studio

Here’s your custom copilot and here’s how you can publish it to Teams chat –

  1. Go to the Channels section in the Custom Copilot. Make sure it is already Published.

  2. When Copilot for Teams is yet not enabled, you’ll see a button to enabled for Teams called as “Turn On Teams” as shown below.


  3. When you turn it on, it takes a few moments and the Bot is then ready to be opened in Teams.
    You also have preferences to set around it’s access and whom do you want to share it with.


  4. First, you can click Open agent and make sure it’s letting you add to your own Teams as an App.

  5. When you click on Open agent, it’ll redirect you to your Teams asking you to confirm if you want to add it to Teams as an App.

  6. Once you click Add, you can see it appear in the chat as well as an App which you can pin.
    And that’s how the interaction with your Bot will be.

  7. In my Use Case, I’m simply mentioning the name of the Project and who the new PMO should be for that project.
    So, based on the above chat, I’m setting Abhishek Kumar as the new PM for the BH Road Project and I can see it reflect in Project Operations. Behind the scenes, my Custom Copilot is using Flow to update the Project Manager on the Project, simple!

  8. Coming back to settings on availability of the bot, you can click on Availability Options and see the below settings.



    and then, you can either share a link, share it with the org or download and manually upload to Teams.

Hope this was useful!

Thank you!

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