> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rings.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Rings AI in Microsoft 365 Copilot

> Add the Rings AI agent from the Microsoft 365 Agent Store and sign in with your Rings account

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.

> [!NOTE]
>
> 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](https://docs.rings.ai/guides/mcp/copilot-studio.md).

## Prerequisites

* An active Rings account. Ask your Rings admin to invite you, or
  [book a Rings demo](https://www.rings.ai/book-a-demo).
* A Microsoft 365 Copilot license.

You do not need an API key, a server URL, or an OAuth client ID.

## Get the Rings AI agent

> [tab] Add it yourself
>
> **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.

> [tab] Deploy for your organization
>
> Microsoft 365 admins can make Rings AI available to users without each
> person adding it.
>
> **1. Open the Microsoft 365 admin center**
>
> Go to the area where your organization manages apps and agents.
>
> **2. Find Rings AI**
>
> Search for **Rings AI** among the available apps.
>
> **3. Deploy it**
>
> Deploy Rings AI to the users or groups who should have it.
>
> Deploying the agent does not give anyone access to Rings data. Each user
> still signs in with their own Rings account the first time they use it.

## 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.

## 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.

## What you can do

| Area | Examples |
| - | - |
| People and companies | Look up by name, email, domain, or LinkedIn URL; read profiles, AI summaries, and employees; create and update records |
| Relationships | See who on your team knows a person or company, relationship strength, and recommended introduction paths |
| Activity | Recent emails and meetings with a person or company, meeting details, and activity statistics |
| Pipeline | List, create, and update opportunities; read opportunity types, stages, and stage history |
| Notes and tasks | Search, create, update, and link notes and tasks to people, companies, and opportunities |
| Lists and intros | Manage saved lists and track introductions |

## Example prompts

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

| Task | Prompt |
| - | - |
| Warm intro path | Who on my team has the best path to an intro at Northwind Traders? |
| Meeting prep | Prep me for my next meeting: recent activity, open opportunities, and notes. |
| This week's meetings | List my meetings for this week. |
| Pipeline by stage | Show my open opportunities grouped by stage. |
| Log a note | Log a note on my last meeting with Jane Doe: we agreed to follow up in two weeks. |
| Follow-up task | Create a task for me to follow up with Jane Doe next Tuesday. |
| Update a deal | Log a note on the Northwind opportunity that we sent the term sheet, and move it to Diligence. |

## 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.

## Support

* Help and documentation: [docs.rings.ai](https://docs.rings.ai/index.md)
* Contact: [info@rings.ai](mailto:info@rings.ai)


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