Setup guide for administrators – Ometria's Agentic Intelligence Layer

This is the one-time setup that an administrator completes in Microsoft Copilot Studio. Once it's done, your team can access Ometria data through Microsoft Teams and Microsoft 365 Copilot.

Before you start

You'll need:

An Ometria account with admin access. The OAuth flow inside Copilot uses these credentials to authenticate the agent
A Microsoft 365 licence with access to Microsoft Copilot Studio
A zip file from your Ometria CSM, containing:
- Ometria_brand_mark_square.png (the Ometria logo)
- Description.md (the agent description and suggested prompts)
- Instructions.md (the agent instructions)
- [ClientName].md (your client context file, named after your organisation)

Step 1: Set up the agent

Go to https://copilotstudio.microsoft.com.
In the top right, switch to the environment where you want to install the agent.
Select Agents > Create blank agent.

Name the agent Ometria Deep Insights Agent. Leave Language, Solution, and Schema name as default.
Open the Team dropdown and share the agent with the teams that need access, then select Create.

Select Edit on the Details section.

Select Change icon and add the Ometria logo (Ometria_brand_mark_square.png) from your zip file.

Open Description.md from your zip and copy-paste the content into the Description field.
In the Select your agent's model section, choose any Claude model.
Select Edit in the Instructions section and add the content from instructions.md in your zip file.

In the Knowledge section, select Add knowledge and attach the [ClientName].md file from your zip (named after your organisation).

In the Suggested prompts section, select Add suggested prompts and add the four prompts from Description.md.

Step 2: Connect the Ometria MCP server

Select Tools > Add a tool.

Select Model Context Protocol.

Enter the following details, then select Create:

Field	Value
Server name	Ometria Deep Insights Agent
Server description	Ask your Ometria data anything, get answers fast
Server URL	`https://ai.ometria.com/mcp`
Authentication	OAuth 2.0
Authentication type	Dynamic discovery

A new screen will show the agent as Not connected. Select the Not connected text, then Create new connection > Create.

The Ometria authentication flow will open. Use your business's preferred sign-in method, for example email and password or SSO.

Select Allow All Scopes.

Select Add and configure.

The connection should now show as Active.

Step 3: Test the agent

Go to the Test your agent section and type any word, for example testing.
If the agent hasn't been connected yet, you'll see a message asking you to Open connection manager to verify your credentials.

Select the Connect link. It will take you to the connection manager.

A new window will open with all your available connections. Select the Ometria Deep Insights Agent connection, then select Submit.

The connection should now show as Connected.

Go back to the agent and test it by typing something like What was last month's revenue? The agent should return an answer.

Step 4: Add channels and share with your team

Expand the agent navigation bar at the top and select Channels.
Select Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft 365 Copilot ticked, then select Add channel.

Copilot will prompt you to publish. Select Force newest version, then Publish.

Go back to the Microsoft 365 and Microsoft Teams card and select Edit details. Fill in the fields below, then select Save:

Field	Value
Change icon	Add the Ometria logo (`Ometria_brand_mark_square.png`) again. The icon set in Step 1 doesn't carry over to this view.
Short description	Ask your Ometria data anything, get answers fast
Long description	Open `Description.md` from your zip and copy-paste the content here
Teams settings	Tick both boxes: Users can add this agent to a team and Use this agent for group and meeting chats
Developer name	Ometria
Website	https://ometria.com/
Privacy statement	https://ometria.com/privacy-policy
Terms of use	https://ometria.com/data-processing-addendum

On the Microsoft 365 and Microsoft Teams card, select Availability options.
Select Show to my teammates and shared users and pick the people or teams you want to make the agent visible to.

Select Copy link. You'll share this with your team in Step 5. You can return to this screen to copy it again any time.

Step 5: Final checks

To check everything is working as expected:

Go to Channels and select Microsoft 365 and Microsoft Teams.
Select See agent in Microsoft 365 and enter a test prompt, for example What was last month's revenue?

Select See agent in Teams and enter the same prompt.
If the agent returns a revenue answer, it's working as expected.
Share the copied link with your team. They're now ready to start using the agent. See Using Deep Insights Agent in Teams and Microsoft 365 for the end-user steps.