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How to Use the Juristat Agent in Microsoft Copilot

This guide walks you through accessing and using the Juristat agent in Microsoft Copilot, once your admin has set it up."

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Written by Tasnim Islam

Table of Contents

User Setup

Reference

Don't have MCP enabled? Contact sales@juristat.com for more information

Running into errors or unexpected behavior? Your admin can troubleshoot and reach out to support@juristat.com.


User Setup

Once your admin has completed their setup portion and shared with you, each user in your organization needs to do the following to start using the Juristat agent.


Access in Microsoft 365 Copilot

a. Once you have obtained access from your admin, go to https://m365.cloud.microsoft/chat and sign in. Click All agents in the left sidebar. Your Juristat Agent should appear in the Agent Store.

b. Click on the Juristat Agent to open it. The first time a user opens the agent, they will be prompted to sign in with their Juristat credentials. After that, the connection persists.

c. In Microsoft 365 Copilot, users invoke the agent by typing @ and selecting it from the list.

Note: It may take a few minutes for the agent to appear after publishing. If it does not show up after 15-20 minutes, direct your admin to go back to Copilot Studio and verify the agent is published and the Microsoft 365 channel is added.

d. Try to get started with some of these example prompts:

  • "Get me the art unit report for art unit 2100."

  • "Search for recent published patent applications from Microsoft."

  • "Summarize patent application 12000005."


Troubleshooting

  • Connection fails after setup Make sure you are using the correct Juristat login credentials. If the issue persists, contact Juristat support.

  • Need hands-on help with configuration? If your Copilot admin wants to walk through the setup or troubleshoot errors together, the Juristat product team is happy to hop on a call. Reach out to your account manager or email support@juristat.com to schedule.


FAQ

1. Why does the agent take a long time to respond?

Complex queries can take 1 to 3 minutes to process. This is normal. If the agent does not respond at all after several minutes, try starting a new chat and simplifying your prompt.

2. Can I pull data across a large batch of applications at once?

Batch queries (e.g., "get the first independent claim from each of these 20 applications") can overwhelm Copilot's processing capacity because each application returns a large amount of data. For batch workflows, use the metrics and search tools instead (e.g., "search for allowed applications in Tech Center 2800 matching 'echo curve amplitude'"). These return summary-level data that Copilot can handle. For detailed per-application data, query applications one at a time.

3. Tips for getting better results:

  • Start with a specific application number, examiner name, or company name

  • Ask one question at a time

  • If a query fails, rephrase it or break it into steps

  • For complex analysis, build up context across multiple prompts rather than asking for everything at once


Support

Resource

Link

Juristat Support

support@juristat.com or your account manager

Copilot Studio Docs

MCP in Copilot Studio

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