Unlock AI Success with Copilot Connect

Upland Software's BA Insight is the integral foundation for enabling Al success. Our pre-configured virtual machine will be available via the Azure Marketplace and allows for quick and efficient deployment of Generative Al into your external ecosystem.

Why Copilot Connect

BA Insight's Copilot package allows for an almost immediate return on your Copilot 365 investments. As your organization embarks on the Generative Al journey, a solid structure focused on connectivity security, and scalability is business critical. Our Copilot Connect package allows for swift deployment of Copilot 365 into external repositories like ServiceNow, Salesforce, Confluence and more. The ability to "chat" and leverage your content for distinct Copilot 365 use cases outside of M365 amplifies productivity and increases the topline of your business.

How do you deploy?

Deploy Copilot Connect through your own unique environment, allowing your organization to keep content in your own tenant. You can deploy directly through the Azure Marketplace.

Platform Availability

• Purchased via the Azure Marketplace and deployed in your tenant, allowing for the most control over your newly deployed project
• Deployment within Customer environment/tenant: $10,000

What do you get in Copilot Connect?

Reach out to us to learn more about custom-tailored PoC options. The duration

of PoC is 45 days from confirmed deployment.

• Choice of 1 Connector, including: Confluence Cloud, File Share, Google Drive, iManage, NetDocuments, Salesforce, ServiceNow, Sharepoint Online, Veeva Vault and Website Crawler. *Speak to us about more custom tailored PoC options
• Item level security
• Guidance around content curation for Copilot 365 use cases
• Metadata enrichment through BA Insight's AutoClassifier (optional and can be discussed)

Duration Details

• Deployment is 45 days from confirmation (agreed as part of SoW, unless other details are agreed upon)
• Email sent by Upland BA Insight's Services team will begin the process