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Aha! Microsoft 365 Copilot connector (preview)

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.