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The Aha! Microsoft 365 Copilot connector empowers your organization to index and search Aha! features and ideas across your enterprise. Once configured, the connector automatically crawls Aha! features and ideas, making them easily discoverable through Microsoft Copilot and any Microsoft Search client.
This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors an Aha! Copilot connector.
Note
To access Copilot connectors that are in preview, enable the Targeted release option for your admin account.
Capabilities
- Index features/ideas from your Aha! Workspace.
- Customize your crawl frequency.
- Create workflows using this connection and plugins from Microsoft Copilot Studio.
- Use Semantic search in Copilot to enable users to find relevant content.
Limitations
- The connector doesn't index comments.
- The connector doesn't index customized fields.
Get Started
Choose display name
A display name is used to identify each citation in Copilot, helping users easily recognize the associated file or item. Display name also signifies trusted content. Display name is also used as a content source filter. A default value is present for this field, but you can customize it to a name that users in your organization recognize.
Add instant URL
An Aha! instance URL is the unique web address assigned to each Aha! instance, allowing you to access your specific Aha! environment. The URL follows the format https://contoso.aha.io.
Provide authentication type
To use Aha! OAuth for authentication, an Aha! admin needs to create an Aha! OAuth2.0 app in the Aha! developer console.
Create Aha! OAuth 2.0 application To properly register the Aha! OAuth application for GCS access, first navigate to Personal settings, choose Developer, and click OAuth applications. Click "Create" to generate the Client ID and Secret after entering the redirect URI.
- For M365 Enterprise, copy and paste:
https://gcs.office.com/v1.0/admin/oauth/callback. - For M365 Government, copy and paste:
https://gcsgcc.office.com/v1.0/admin/oauth/callback.
Copy the Client ID and Secret from the OAuth tab in the Aha! app and paste it in the connector setup. Choose Authorize, and use the same Aha! admin account credentials to authenticate permission to crawl. For more information, see Aha! OAuth2 Authentication.
Roll out to limited audience
Deploy this connection to a limited user base if you want to validate it in Copilot and other Search surfaces before expanding the rollout to a broader audience. For more information, see Staged rollout for Copilot connectors.
At this point, you're ready to create the connection for Aha!. Click "Create" to publish your connection and index features from your Aha! account.
For other settings, like Access permissions, Schema, and Crawl frequency, we have default values based on what works best with Aha! data.
| Users | Description |
|---|---|
| Access permissions | Only users with access to the content in Data source. |
| Map identities | Data source identities mapped using Microsoft Entra IDs. |
| Content | Description |
|---|---|
| Manage properties | For information about the default properties and their schema, see content. |
| Sync | Description |
|---|---|
| Incremental crawl | Runs every 15 minutes. |
| Full crawl | Runs every day. |
Custom setup
In custom setup, you can edit any of the default values for users, content, and sync.
Users
Access permissions
The Aha! Copilot connector allows your organization to index features from Aha! After you configure the connector, end users can search for these features from Aha! in Microsoft 365 Copilot and from any Microsoft Search client.
Content
Manage properties
To add or remove available properties from your Aha!, assign a schema to the property (define whether a property is searchable, queryable, retrievable, or refinable), change the semantic label, and add an alias to the property. The following properties are indexed by default.
These are the features for the Aha! Copilot connectors.
| Default property | Label | Description | Schema |
|---|---|---|---|
| assignToUser | The user to whom the feature is assigned. | Search | |
| assignToUserEmail | Email address of the assigned user. | Search | |
| createTime | Created date time | Date and time when the feature was created in the data source. | Query, Retrieve |
| createdBy | Created by | The user who created the feature. | Query, Retrieve, Search |
| description | Content | The description of the feature. | Search |
| dueDate | The target completion date for the feature. | Query | |
| epicName | The name of the epic the feature belongs to. | Retrieve, Search | |
| id | Unique identifier of the feature. | Query, Retrieve | |
| link | A link or reference to the feature. | Query, Retrieve, Search | |
| name | Title | The title of the feature shown in Copilot and search experiences. | Query, Retrieve, Search |
| reference | Internal or external reference identifier. | Query | |
| releaseName | The name of the associated release. | Search | |
| score | A numerical or qualitative score associated with the feature. | Query, Search | |
| startDate | The planned start date of the feature. | Query | |
| status | The current state of the feature (For example planned, in progress, complete). | Query, Refine, Search | |
| tag | Tags or labels associated with the feature. | Query, Retrieve, Search | |
| updateTime | Last modified date time | Date and time when the feature was last updated in the data source. | Query, Retrieve |
| url | url | The target URL of the feature in the data source. | Retrieve, Search |
These are the ideas for the Aha! Copilot connectors.
| Default property | Label | Description | Schema |
|---|---|---|---|
| assignToUser | The user to whom the idea is assigned. | Query, Search | |
| assignToUserEmail | Email address of the assigned user. | Query, Search | |
| categories | Categories or groups associated with the idea. | Query, Retrieve | |
| createTime | Created date time | Date and time when the idea was created in the data source. | Query, Retrieve |
| createdBy | Created by | The user who created the idea. | Query, Retrieve, Search |
| description | Content | The description or details of the idea. | Search |
| iconUrl | IconUrl | URL of the icon representing the idea. | Retrieve |
| id | Unique identifier of the idea. | Query, Retrieve | |
| link | A link or reference to the idea. | Query, Retrieve, Search | |
| name | Title | The title of the idea shown in Copilot and other search experiences. | Query, Retrieve, Search |
| reference | Internal or external reference identifier. | Query | |
| score | A numerical or qualitative score indicating importance or relevance. | Query, Search | |
| status | The current state of the idea (for example new, planned, shipped, etc). | Query, Refine, Retrieve | |
| updateTime | Last modified date time | Date and time when the idea was last updated in the data source. | Query, Retrieve |
| url | url | The target URL of the idea in the data source | Retrieve, Search |
| votes | The number of votes submitted for the idea. | Query, Retrieve |
Preview data
Go to Results to verify the sample values of the selected properties and query filter.
Sync
The refresh interval determines how often your data is synced between the data source and the Aha! Microsoft 365 Copilot connector index. There are two types of refresh intervals - full crawl and incremental crawl. For more information, see Refresh settings.
You can change the default refresh interval here if needed. If you have issues or want to provide feedback, contact Microsoft Graph support.