Microsoft 365 Copilot

Before you startCopy Anchor Link

Use Microsoft 365 Copilot with your work or school account. This guide covers the Seflo agent in Microsoft 365 Copilot; the consumer Microsoft Copilot and GitHub Copilot are different products.

Have one existing Seflo task ready. Installing the Seflo Teams message action is separate from connecting the Copilot agent.

Add the Seflo agent when availableCopy Anchor Link

Public Agent Store availability has not yet been verified. The steps below describe the intended route after publication. A private demonstration agent or organization-only installation does not establish public availability.

1. Open Microsoft 365 Copilot on the web or in the Microsoft 365 Copilot app with your work account.
2. Open Agents and browse All agents or the Agent Store.
3. If a published Seflo agent is available to your account, open its details and use the add/install action.
4. Open a conversation with the Seflo agent.
5. When the agent asks to connect, follow the Seflo sign-in flow and use the account containing your tasks.
6. Return to the Seflo agent conversation and run the verification prompt below.

An agent already added to your account can be opened from the Agents list. Use that Seflo conversation when requesting work from Seflo.

Verify the connectionCopy Anchor Link

Use the code of a task you can already open in Seflo:

Use Seflo to open task S-123. Tell me its title, stage and next action.
Read its available context. Do not change it or send anything.

Check the returned task link and title against Seflo. Then ask for a draft or analysis. For external replies, ask for a review before execution. If the client returns a review link, open it while signed in to the same Seflo account.

Screenshot planned — ai-microsoft-copilot. Seflo in the Agents list, account connection and a task result.

Video planned — ai-microsoft-copilot-video. Customer-facing installation and first task; exclude reviewer login and private package details.

Prepare a useful resultCopy Anchor Link

Ask the agent to read the original context, identify what is missing and prepare the answer or file. Review the actual result. If the agent provides a Seflo review link, open it in your browser, check the destination and files and confirm there.

An answer appearing in Copilot does not by itself send a reply to the original email, conversation or CRM record.

If something does not workCopy Anchor Link

Check that you are in Microsoft 365 Copilot with the intended work account and in the Seflo agent conversation. If the task cannot be found, verify the connected Seflo account and exact task code. Reconnect through the agent's account connection if authentication expired.

For the client-side installation model, see Microsoft's agent installation guide.