Connect Orphex to Microsoft Copilot

Orphex works in Microsoft 365 Copilot as an agent you add to Teams. You need a Microsoft 365 account with a Copilot license and an Orphex account. Once added, the agent works in Copilot in Teams and on copilot.microsoft.com.

Step by step

1. 1Allow custom app uploads (admin, one time)

   Your Microsoft 365 admin must allow custom app uploads. Skip this step if it is already on. Go to admin.teams.microsoft.com and open Teams apps › Setup policies. Open the Global (Org-wide default) policy, or the policy assigned to the people who will use Orphex. Turn on Upload custom apps and select Save.

   Warning: The change can take a few hours to apply. If you can't change this setting, ask your Teams admin to do it.
2. 2Download the Orphex agent

   Download the Orphex agent package. Keep the file zipped.

   Download the Orphex agent

3. 3Upload it in Teams

   Open Microsoft Teams and select Apps in the left bar. Select Manage your apps at the bottom, then Upload an app › Upload a custom app. Choose the zip file and select Add.

   Tip: If Upload a custom app is missing, the admin step above has not applied yet.
4. 4Open the agent in Copilot

   Go to copilot.microsoft.com, or open Copilot in Teams. Open Agents in the left bar and select Orphex. If you don't see it yet, wait a minute and refresh the page.

5. 5Sign in with Orphex

   Ask a first question, or pick one of the suggested questions. For example:

   Prompt

   Which workspace am I connected to?

   Copy

   Select Sign in to Orphex when it appears. Use your Orphex email address or continue with Google, then choose the workspaces Copilot should reach. Orphex answers your question once you finish signing in.

6. 6Ask about your data

   For better answers, choose a Think deeper model in Copilot. Then ask about your accounts, for example:

   Prompt

   Do any of my active Meta ads show signs of creative fatigue?

   Copy