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Rings AI brings your firm’s relationship graph into Microsoft 365 Copilot. Ask who on your team knows a person or company, prep for meetings, and keep your pipeline, notes, and tasks current without leaving Copilot.
This page covers the Rings AI app from the Microsoft 365 Agent Store. To add Rings as a tool on an agent you build yourself, see Copilot Studio.

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Prerequisites

  • An active Rings account. Ask your Rings admin to invite you, or book a Rings demo.
  • A Microsoft 365 Copilot license.
You do not need an API key, a server URL, or an OAuth client ID.

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Get the Rings AI agent

1

Open the Agent Store

In Microsoft 365 Copilot, open the Microsoft 365 Agent Store.
2

Find Rings AI

Search for Rings AI and open its listing.
3

Add the agent

Add Rings AI. It then appears in your list of agents in Copilot.
If you cannot add the agent, your organization may require an admin to approve or deploy it. Ask your Microsoft 365 admin.

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Sign in the first time

1

Ask Rings AI a question

Open Rings AI in Copilot and send a prompt, or pick one of its conversation starters.
2

Use the sign-in card

Copilot shows a sign-in card for Rings. Select it to open the Rings sign-in page.
3

Sign in and approve access

Sign in to Rings with your usual account, then approve access for Microsoft 365 Copilot.
4

Get your answer

Copilot returns to the chat and runs your request.
Sign-in uses OAuth 2.0 (authorization code flow with PKCE). You sign in once; after that Copilot reuses the connection. To disconnect, sign out of Rings AI in Copilot’s agent settings.

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Permissions

  • Every call runs as the signed-in user. Rings AI sees exactly what you can see in the Rings app, within your firm’s Rings workspace, and nothing from any other workspace.
  • Every change, such as a note, a task, or an opportunity update, is recorded as made by you.
  • Email and meeting content is returned only where your Rings permissions allow it.
  • Before it creates, updates, merges, or deletes anything, Rings AI confirms the details with you unless you asked for that exact change. Tools that delete records are marked as destructive.

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What you can do

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Example prompts

Replace the names with people and companies in your Rings workspace.

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Known limitations

  • A record you just created can take a short time to appear in search and list results. Rings AI uses the ID returned by the create call instead of searching for the new record.
  • Requests are rate limited per second. For three or more people or companies, Rings AI uses batch tools instead of repeated single calls.
  • A missing email or meeting body usually means the content was not shared with you, not that it does not exist.
  • Name lookups are fuzzy and can return several candidates. Confirm the right person or company, for example by company or title, before making changes.
  • Two records that both come from Rings’ global data can only be merged by Rings. You can merge your workspace’s own records, or a global record with one of yours.
  • New Rings tools reach Microsoft 365 Copilot only after Microsoft certifies an updated version of the app, so they can appear later than in other clients.

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Support