Table of Contents
User Setup
Reference
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Running into errors or unexpected behavior? See the FAQ section at the bottom of this guide.
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. Your admin needs to first share access with you. This can happen in any one of the following ways:
They copy the install link from Availability options and send it to users
They add the agent to the Teams app store so shared users can find and install it
They submit for admin approval via the Teams or Microsoft 365 Admin Center for organization-wide access
b. 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, go back to Copilot Studio and verify the agent is published and the Microsoft 365 channel is added.
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. What does "Sorry, something unexpected happened" or "SystemError" mean?
These errors come from Copilot, not Juristat. They happen when Copilot sends an incorrectly formatted request to the Juristat server or gives up mid-process. The agent instructions in Step 3 are designed to prevent this. Make sure the full instructions are pasted into your agent. If errors persist after adding them, contact Juristat support.
2. 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.
3. 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.
4. 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
Going Further
Copilot Studio supports more advanced configurations beyond this basic setup. You can build multi-step conversation flows that chain Juristat tools together, combine Juristat with other MCP servers or Power Automate flows, and deploy the agent to additional channels like SharePoint. These setups may require more hands-on Copilot Studio experience. Your Juristat account team can help scope and advise.
Support
Resource | Link |
Juristat Support | support@juristat.com or your account manager |
Copilot Studio Docs | |
MCP in Copilot Studio |