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Overview
The Loopio Copilot Agent brings your vetted Loopio Library content and product help directly into Microsoft 365, so your team can find trusted answers and capture new knowledge without switching between tools.
Once set up, the Agent lets you:
- Search and retrieve content from your Loopio Library
- Create new Library Entries directly from Microsoft Teams or M365 Copilot
- Get answers to product questions from the Loopio Help Center
Supported Microsoft 365 Apps
The Loopio Copilot Agent works across the Microsoft 365 suite, including:
- Microsoft Teams
- Microsoft 365 Copilot (web and supported apps)
- Word
- PowerPoint
- Excel
- Outlook
- Edge
Note: Creating Library Entries via the Agent is currently available in Microsoft Teams and M365 Copilot only. Full support across additional Microsoft 365 apps is coming soon.
How to Interact with the Agent
You can interact with the Loopio Copilot Agent in two ways:
- Direct chat: Open a dedicated chat with the Loopio Copilot Agent in Microsoft Teams
- Copilot Chat: Invoke the Agent within an existing Microsoft 365 Copilot conversation by selecting it directly or mentioning it with @Loopio
Common Use Cases
Sales and Account Teams
During prospect calls or while drafting customer communications, Sales teams can use the Agent to instantly surface vetted answers from the Loopio Library — without leaving Teams, Outlook, or a Word document. Common questions include:
- "What's our data retention policy?"
- "How do we support SOC 2 compliance?"
Answers can be copied directly into Teams chats, customer emails, or meeting notes.
Subject Matter Experts (SMEs)
SMEs can capture new knowledge in the moment — during a deal discussion or technical review in Teams — without opening a browser or navigating to Loopio. New Library Entries submitted through the Agent are available to the rest of the team immediately.
Onboarding and Self-Enablement
New team members can ask the Agent how-to questions to learn Loopio workflows without formal training sessions, for example:
- "How do I build my Library in Loopio?"
- "How do I edit a Library Entry?"
Lightweight Questionnaire Responses
For smaller security questionnaires or ad hoc RFP questions, teams can use the Agent in M365 Copilot to search for answers and copy them into documents or emails — without spinning up a full Loopio project.
Getting Started
To use the Loopio Copilot Agent, your Microsoft 365 administrator must first install it for your organization, and then you can add it to your Microsoft 365 apps and sign in with your Loopio credentials.