How to Connect Copilot Agents to Sofia GPT in OnePlan

Direct Answer: How to Connect Copilot Agents to Sofia GPT in OnePlan

To connect Copilot agents to Sofia GPT in OnePlan, open the Sofia widget in the bottom-right corner of the OnePlan interface, click the dropdown at the top of the chat window, and select Manage Agents. In the Custom Agents panel, click Add New Item, then enter Agent Name, Client ID, Client Secret, Agent Secret, and Modules. After you click Add, the Copilot agent becomes available in the Sofia chat dropdown within the selected modules.

What This Article Covers: Connect Copilot Agents

This article explains how to connect published Copilot agents to Sofia GPT in OnePlan so they can be used directly in the Sofia chat interface.

What you will accomplish
You will configure a Copilot agent connection and make it available to users inside OnePlan through the Sofia GPT chat experience.

Before You Begin: Connect Copilot Agents

• You must be a System Administrator in OnePlan.
• You must have a published Copilot agent.
• Authentication must be configured using a Microsoft Entra ID application.
• You must have the following values from your Copilot and Entra setup:
  • Client ID
  • Client Secret
  • Agent Secret

Note:
To create and publish Copilot agents or configure authentication, see Microsoft documentation:

• Publish a Copilot agent
• Register an application with the Microsoft identity platform

Note:
If you do not already have a Copilot agent, you can use the OnePlan Copilot Agent Template to create one.

The OnePlan Copilot Agent Template is a prebuilt way to create a Copilot agent that interacts with OnePlan. After you complete that configuration, you can perform common OnePlan actions—such as creating a new project, pulling status reports, and more—by interacting with your agent.

See: How to Configure a Copilot Agent Using the OnePlan Agent Template

Why This Matters: Copilot Agents in Sofia GPT

Context: Extending Sofia with Custom Intelligence

Connecting Copilot agents allows organizations to bring their own AI capabilities into OnePlan, including access to internal systems, workflows, and domain-specific knowledge.

Context: In-Context AI Experience

Once connected, users can interact with Copilot agents directly from the Sofia GPT chat interface without leaving OnePlan, enabling more efficient workflows and faster decision-making.

Context: Secure, User-Based Access

Copilot agents run using the authenticated user’s context, allowing the agent to respond based on the logged-in user’s permissions and access level.

Context: Prebuilt Agent Templates

Organizations can also use the OnePlan Copilot Agent Template as a prebuilt starting point for creating agents that interact with OnePlan data and workflows.

Step-by-Step: Connect Copilot Agents

Task: Open the Custom Agents Panel

Start from the Sofia GPT chat interface.

1. Open the Sofia widget in the bottom-right corner of OnePlan.
2. Click the dropdown at the top of the chat window.
3. Select Manage Agents.
   • This option is only available to System Administrators.

Task: Add a New Copilot Agent

Start from the Custom Agents panel.

1. In the Custom Agents panel, locate the Agents table.
2. Click Add New Item.

Task: Enter Agent Configuration Details

Start from the New Agent panel.

1. Enter an Agent Name.
   • This is the display name users will see in the Sofia chat dropdown.
2. Enter the Client ID.
   • This value comes from your Microsoft Entra ID application.
3. Enter the Client Secret.
   • This value comes from your Microsoft Entra ID application.
4. Enter the Agent Secret.
   • This value comes from your Copilot agent configuration.
5. Select Modules.
   • Choose the OnePlan modules where this agent will be available.
   • The agent will only appear in the Sofia chat dropdown within these selected modules.

Task: Save and Verify the Agent

Start from the New Agent panel.

1. Click Add to save the new agent configuration.
2. Confirm the agent appears in the Agents table.

After saving:

• The Copilot agent becomes available in the Sofia GPT chat dropdown.
• Users can select the agent and interact with it directly within the selected modules in OnePlan.

Frequently Asked Questions: Copilot Agents in Sofia GPT

How do I connect a Copilot agent to Sofia GPT in OnePlan?
To connect a Copilot agent to Sofia GPT in OnePlan, open the Sofia widget, click the dropdown at the top of the chat window, select Manage Agents, and add a new agent using Add New Item. Enter the required Client ID, Client Secret, Agent Secret, and Modules selections, then click Add to complete the setup.

Why don’t I see my Copilot agent in the Sofia chat?
If a Copilot agent does not appear in the Sofia GPT chat dropdown, confirm that the agent was configured correctly in the Custom Agents panel and that the correct Modules were selected for where the agent should appear.

Can I connect multiple Copilot agents to Sofia GPT?
Yes, you can connect multiple Copilot agents in OnePlan. Each agent must be configured individually, but setup is required only once per agent per OnePlan Group.

Do users need to authenticate separately to use a Copilot agent?
No, Sofia GPT passes the logged-in user’s authentication context to the Copilot agent, allowing the agent to respond based on that user’s permissions and access level.

Do I need to create a Copilot agent from scratch?
No, you can use the OnePlan Copilot Agent Template to create a Copilot agent designed to work with OnePlan. See How to Configure a Copilot Agent Using the OnePlan Agent Template for details.

What to Do Next: Copilot Agents in Sofia GPT

Get started with related tasks

• How to Configure a Copilot Agent Using the OnePlan Agent Template
• How to Enable Sofia GPT in OnePlan

Learn about related topics

• Sofia GPT - OnePlan AI Personal Assistant documentation