How to Set Up an AI Assistant in Plumsail HelpDesk

This guide explains how to create an internal AI assistant in Plumsail HelpDesk using Microsoft Copilot and SharePoint document libraries. You’ll learn how to build an assistant that can automatically respond to common support questions based on your internal documentation — such as company policies, manuals, or knowledge base articles. The assistant is created directly from the HelpDesk interface and can be used across SharePoint or embedded in Microsoft Teams. For full instructions with examples, see the original blog post.

AIAssistant

Key Actions

  • Use Microsoft Copilot with Plumsail HelpDesk

  • Create an AI assistant from the Knowledge Base tab

  • Add up to 20 SharePoint sources (files, folders, or libraries)

  • Configure prompts, welcome message, and assistant behavior

  • Test and approve the assistant

  • Optionally share the assistant in Microsoft Teams