Modern organizations rely on SharePoint as a central platform for collaboration and content management. However, maximizing its potential often requires intelligent automation and a seamless user experience. A Custom Copilot Agent, built in Microsoft copilot studio, can transform how employees interact with SharePoint, delivering contextual assistance, surfacing relevant information, and automating routine tasks based on your unique business needs. But to make this integration effective, it must be implemented securely and smoothly.
At AVASOFT, we address the common pain points businesses face: managing multiple logins, maintaining robust security, and ensuring AI tools operate effectively within your existing Microsoft 365 infrastructure. Our expertise enables you to deploy a Custom Copilot Agent integrated with SharePoint using Single Sign-On (SSO), ensuring a unified, secure, and efficient user experience that adapts to your business workflows.
What is a Custom Copilot Agent?
A Custom Copilot Agent is a personalized AI assistant built using Microsoft Copilot Studio to handle specific tasks and workflows. Unlike Microsoft Copilot, which provides general-purpose AI across Microsoft 365 apps, a custom agent is tailored for your unique business needs. These agents:
- Use custom prompts, plugins, and data sources to deliver domain-specific functionality.
- Can be embedded in websites, apps, or internal tools beyond just Microsoft 365.
- Enable deep integration with enterprise systems like SharePoint, Dynamics, and custom APIs.
- Offer endless customization from automating approval flows to generating insights from structured content, all aligned with your organization’s logic and vocabulary.
Custom agents give you more control, flexibility, and relevance, especially in complex business environments where out-of-the-box AI tools fall short.
Why use a Custom Copilot Agent with SSO in SharePoint?
Integrating your custom agent with SSO simplifies authentication, allowing users to access intelligent assistance without repeated logins, all while adhering to enterprise-grade identity management through Azure Active Directory (Azure AD). The result is reduced credential fatigue, streamlined access control, and a more productive digital workplace.
With a Custom Copilot Agent, your team can engage with AI-powered workflows tailored to your specific business needs, offering a level of flexibility and customization that goes beyond the out-of-the-box capabilities of Microsoft Copilot.
System requirements and key configurations for deployment
Deploying a Custom Copilot Agent in SharePoint with SSO requires careful planning and alignment with your organization’s IT environment. The core requirements include:
- Azure Active Directory (Azure AD): Your SharePoint environment must be integrated with Azure AD for identity management, enabling seamless SSO capabilities.
- Microsoft 365 Compliance: Ensure appropriate licensing is in place for Copilot Studio to enable and manage custom Copilot capabilities effectively.
- SharePoint Online Environment: The target environment should be SharePoint Online, with appropriate permissions for app registrations and API access.
- Copilot Studio and Custom SSO Component: Configuration of Copilot Studio to design the custom agent logic, along with a custom SSO component for handling token exchange and secure authentication flows.
- Security Policies: Conditional access and security policies must be compatible with the SSO configuration to avoid access interruptions.
AVASOFT collaborates with your IT team to validate these requirements, ensuring your infrastructure is ready for a smooth deployment.
Deploying Copilot in SharePoint with SSO: Step-by-step overview
While deployment complexity varies per environment, AVASOFT follows a proven process:
- Setup Azure AD App Registration: Register the Copilot application in Azure AD to enable authentication and grant necessary permissions.
- Register Custom Canvas App in SharePoint: Configure your SharePoint site as a canvas application and configure Azure AD app registration as a Single-page application (SPA) with your SharePoint site URL as the redirect URI for secure SSO with Copilot.
- Deploy Custom SSO Component: Implement custom SPX token that intercepts and manages login tokens for a seamless user experience.
- Integrate Copilot Studio: Connect Copilot Studio with SharePoint, enabling AI agents to query organizational data securely.
- Test Authentication and AI Interaction: Validate that users can authenticate through SSO without repeated login prompts and that Copilot retrieves and interacts with SharePoint data accurately.
We ensure each step is executed with minimal disruption, backed by thorough testing and validation.
Customizing Copilot for your SharePoint environment
Every organization’s SharePoint instance is unique, with specific workflows, data structures, and user needs. AVASOFT tailors Copilot by:
- Integrating AI models with your internal data sources and SharePoint lists.
- Configuring conversational prompts and AI responses to reflect your business context.
- Extending Copilot features to support customized automation, such as document summarization or task management or any automation and AI capabilities based on your bespoke business requirements.
- Optimizing AI training with your organizational vocabulary and content types.
This customization improves user relevance, driving adoption and efficiency.
Transform your SharePoint experience with AVASOFT
Integrating a Custom Copilot Agent into SharePoint with SSO is a strategic move toward smarter, more secure collaboration. AVASOFT’s expert services help you navigate the technical complexities, tailor AI capabilities to your business needs, and drive seamless user adoption.
Contact AVASOFT today to explore how we can accelerate your journey toward intelligent and secure SharePoint collaboration powered by a Custom Copilot Agent.
