{"id":5698,"date":"2026-09-09T11:29:40","date_gmt":"2026-09-09T09:29:40","guid":{"rendered":"https:\/\/help.r2docuo.com\/?post_type=ht_kb&p=5698"},"modified":"2026-09-10T12:01:47","modified_gmt":"2026-09-10T10:01:47","slug":"connect-copilot-to-the-r2-docuo-ai-connector","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/connect-copilot-to-the-r2-docuo-ai-connector\/","title":{"rendered":"Connect Copilot to the R2 Docuo AI connector"},"content":{"rendered":"\n

This article explains how to connect Microsoft Copilot<\/strong> to the R2 Docuo AI connector, so you can query your repository in natural language, with each user’s own credentials and permissions.<\/p>\n\n\n\n

We are in the process of publishing the R2 Docuo connector<\/strong> in the Microsoft 365 Copilot connectors gallery<\/strong>, where other vendors’ connectors are already listed. Once Microsoft approves it, setup will be considerably simpler: the support ticket for credentials and the registration in the Teams Developer Portal will no longer be needed, and an administrator will simply approve the connector from the gallery. We will update this article as soon as that happens.<\/p>\n\n\n\n

Before you start, an administrator of your repository must have enabled the connector and granted you access. See Requirements and activation of the AI connector<\/a>.<\/p>\n\n\n\n

Choose your route before you start<\/h2>\n\n\n\n

There are two ways to bring R2 Docuo into Copilot, and the difference is not a detail: it changes where it shows up, who sets it up and what permissions you need.<\/p>\n\n\n\n\n The two routes for bringing R2 Docuo into Microsoft Copilot<\/title>\n If you have the Global administrator or AI administrator role, the recommended route is the federated connector, which makes R2 Docuo appear as one more source in Copilot Chat, Excel, Researcher and Cowork, and which each user turns on with their own credentials. If you are not an administrator, the alternative is to add R2 Docuo as a tool of a Copilot Studio agent, which you can only query by talking to that agent.<\/desc>\n <\/rect>\n <\/rect>\n Do you have a Global admin or AI admin role?<\/text>\n <\/line>\n <\/polygon>\n Yes<\/text>\n <\/line>\n <\/polygon>\n No<\/text>\n <\/rect>\n <\/rect>\n RECOMMENDED<\/text>\n Route A \u00b7 Federated connector<\/text>\n R2 Docuo is one more source in<\/text>\n Copilot Chat, Excel, Researcher<\/text>\n and Cowork.<\/text>\n No agents involved: each person<\/text>\n turns it on from their own<\/text>\n Copilot settings, with their own<\/text>\n credentials.<\/text>\n <\/line>\n An administrator registers it once.<\/text>\n <\/rect>\n Route B \u00b7 Studio agent<\/text>\n R2 Docuo is added as a tool of<\/text>\n one specific agent.<\/text>\n You can only query it by talking<\/text>\n to that agent, not from the<\/text>\n general Copilot chat, or from<\/text>\n Excel or Researcher.<\/text>\n <\/line>\n No administrator role required.<\/text>\n<\/svg>\n\n\n\n

If you have administrator permissions, use the first one. The second exists for anyone who wants to try the integration without waiting for their organisation to approve it, and it is described further down.<\/p>\n\n\n\n

AI assistants change their menus and their capabilities often. The steps in this article describe the process as of September 2026<\/strong>: in your version, an option may be somewhere else, be called something different, or no longer be needed. If something does not add up, search for “MCP”, “connectors” or “sources” in the settings.<\/p>\n\n\n\n

What you need<\/h2>\n\n\n\n

In Microsoft<\/h3>\n\n\n\n