How to Configure Copilot in Drupal using miniOrange SharePoint Integration

This guide will help you configure the Microsoft Copilot-powered AI Chat Widget on your Drupal site using the miniOrange SharePoint Integration module.

Prerequisites

Before you begin, make sure that:

• The miniOrange SharePoint Integration module is installed.
• You have administrator access to your Drupal site.
• Your Microsoft Copilot Studio agent is ready.

Step 1: Set Up Copilot Studio in the Module

• After installing the module, navigate to the AI Settings tab in the module configuration.
• Select the AI Provider as Copilot Studio.
• Under the Connection section, enable the Copilot Chat Widget toggle.

Step 2: Set Up Microsoft Copilot Studio

• Log in to your Microsoft Copilot Studio account.
• Click on the Agent option.

• Under Agent Settings, fill in the required details based on your requirements.
• Click the Create button.

Your Agent has now been created successfully.

• Enter the Description for your Agent.
• Select your Agent’s model.
• Add instructions for your Agent.
  (We have provided basic instructions for reference.)

Sample Instructions for the Agent

## SCOPE
You are a SharePoint assistant for the miniOrange Drupal
SharePoint Integration. Only answer questions related to
SharePoint content, files, lists, libraries, and miniOrange
integration guidance.

For off-topic questions, respond with:
"I'm built for SharePoint assistance only."

## RULES
- Never include external URLs, web links, or internet resources.
- Only return content that exists in the connected SharePoint sites.
- When a file exists in multiple locations, always show ALL locations.

Step 3: Add SharePoint as a Knowledge Source

• Go to the Knowledge tab.
• Click on the Add Knowledge button.

• Select SharePoint.

• Add your SharePoint site URL and click on the Add button.

How to Get the SharePoint Site URL

• Go back to your Drupal site.
• Click on the Site Configuration tab.
• Copy the Site URL.

Step 4: Configure the Copilot Chat Widget in Drupal

• Go to the Channels section from the +2 option at the top.

• Click on the Demo Website.

• Copy the generated URL.

• Go back to your Drupal site.
• Paste the copied URL into the Copilot iFrame URL text field.
• Click the Save Configuration button.

Step 5: Optimize the Copilot Chat Widget UI

To optimize the UI of the Agent:

• In the Channels tab, select Web App.

• Under the Embed Code section, copy the generated string.

• Use this embed configuration to improve the appearance and UI experience of the Copilot Chat Widget.
• Once done, click on the Publish button.

• Once published, your AI agent will be live and ready to assist users directly within Drupal.