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2.__Select an initial group of users:__ We suggest launching the agent at a few locations that are already using Microsoft Teams so you can observe how your frontline workers are adopting the use cases.
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1.__Purchase Microsoft 365 Copilot and assign licenses:__ Work with your sales team to purchase Microsoft 365 Copilot licenses for the initial set of users.
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3.__Purchase Microsoft 365 Copilot and assign licenses:__ Work with your sales team to purchase Microsoft 365 Copilot licenses for the initial set of users.
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### How to set it up
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@@ -57,38 +57,38 @@ The agent is discoverable from the Microsoft 365 Copilot app store for all users
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1. Go to **Teams Admin center** > **Frontline management** > **Manage frontline teams** and then select **Agents**.
:::image type="content" alt-text="Screenshot indicates Agents page and lists the Frontline Agent." source="media/setupfrontlineagent/tac2.png" lightbox="media/setupfrontlineagent/tac2.png":::
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2. Click **Frontline Agent**. To limit the agent to specific SharePoint sites, paste in each Home site URL. If you add 10 sites and a user only has access to two, the agent uses information from only those two sites.
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:::image type="content" alt-text="Screenshot indicates Agent Configuration Page and two SharePoint site URLs." source="media/setupfrontlineagent/2agentsharepointscoping.png" lightbox="media/setupfrontlineagent/2agentsharepointscoping.png":::
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:::image type="content" alt-text="Screenshot indicates Frontline Agent description and an option to specify SharePoint URLs to scope down the knowledge sources of the agent." source="media/setupfrontlineagent/tac3.png" lightbox="media/setupfrontlineagent/tac3.png":::
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3. Select **Manage apps** at the top or by navigating to **Teams apps** > **Manage apps**. Search for and select **Frontline Agent**.
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3. Select **Manage users** at the top of the page in Step 2 or navigate to **Teams apps** > **Manage apps**and search for **Frontline Agent**. Then, you will land on the Frontline Agent page.
:::image type="content" alt-text="Screenshot indicates Frontline Agent about page that describes information about the agent, such as where it's available." source="media/setupfrontlineagent/tac4.png" lightbox="media/setupfrontlineagent/tac4.png":::
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4. Select **Users and groups**.
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:::image type="content" alt-text="Screenshot indicates Users and groups screen." source="media/setupfrontlineagent/4usersandgroups.png" lightbox="media/setupfrontlineagent/4usersandgroups.png":::
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4. Select **Users and groups**.
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:::image type="content" alt-text="Screenshot indicates Frontline Agent users and groups selected." source="media/setupfrontlineagent/tac4-5.png" lightbox="media/setupfrontlineagent/tac4-5.png":::
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5. Select **Edit availability** and specify the set of individuals or Microsoft 365 group you want to deploy the agent to. Click **Apply**.
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:::image type="content" alt-text="Screenshot indicates Edit availability screen on the right pane with group Seattle Store 121 selected." source="media/setupfrontlineagent/5editagentavailability.png" lightbox="media/setupfrontlineagent/5editagentavailability.png":::
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:::image type="content" alt-text="Screenshot indicates a side panel to configure the users or groups the agent should be available to." source="media/setupfrontlineagent/tac5.png" lightbox="media/setupfrontlineagent/tac5.png":::
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6. Go to **Teams apps** > **Setup policies** and click **Add**.
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:::image type="content" alt-text="Screenshot indicates App setup policies page which has two policies and an Add button." source="media/setupfrontlineagent/6setuppolicies.png" lightbox="media/setupfrontlineagent/6setuppolicies.png":::
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:::image type="content" alt-text="Screenshot indicates a list of app policies." source="media/setupfrontlineagent/tac6.png" lightbox="media/setupfrontlineagent/tac6.png":::
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7. Add a name for your policy. Then, click **Add apps**.
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:::image type="content" alt-text="Screenshot indicates a policy with the name of Frontline Agent policy and a button in the middle of the page titled Add apps." source="media/setupfrontlineagent/7addapps.png" lightbox="media/setupfrontlineagent/7addapps.png":::
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:::image type="content" alt-text="Screenshot indicates a sample policy titled Frontline Agent policy and the apps that this policy should be applied to." source="media/setupfrontlineagent/tac7.png" lightbox="media/setupfrontlineagent/tac7.png":::
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8. Search for Frontline Agent and click **Add**. Then, select **Save**.
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:::image type="content" alt-text="Screenshot indicates user searching for Frontline Agent in the Add installed apps right pane." source="media/setupfrontlineagent/8addinstalledapps.png" lightbox="media/setupfrontlineagent/8addinstalledapps.png":::
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:::image type="content" alt-text="Screenshot indicates a side panel where you can search for apps you want to add." source="media/setupfrontlineagent/tac8.png" lightbox="media/setupfrontlineagent/tac8.png":::
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9. Then, click the checkmark to the left of the name of the policy and click **Manage users** and then **Assign users**. Add the set of individuals and click **Apply**.
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:::image type="content" alt-text="Screenshot indicates that Frontline Agent policy is on the App setup policies page and user can click to Assign users." source="media/setupfrontlineagent/9assignpolicy.png" lightbox="media/setupfrontlineagent/9assignpolicy.png":::
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:::image type="content" alt-text="Screenshot shows the full list of setup policies and shows the Assign users selected." source="media/setupfrontlineagent/tac9.png" lightbox="media/setupfrontlineagent/tac9.png":::
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10. The Frontline Agent sends a welcome message from the Microsoft Teams chat rail to each user. Your users can now use the agent!
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