Publisher: IntelliThing, Inc. ·
intellithing.com
App type: Microsoft 365 Copilot declarative agent
Pricing: Free
Last updated: August 22, 2026 ·
Applies to: Merchant QBR AutoPilot v4.1
Users discover Merchant QBR AutoPilot from its Teams app listing, the Microsoft 365 Copilot app link, or Microsoft Marketplace. If tenant policy blocks self-service installation, they see a Request approval option instead of immediate access.
Merchant QBR AutoPilot is a Copilot agent that helps account managers and merchant success teams prepare Quarterly Business Review (QBR) scorecards directly inside Microsoft 365 Copilot and Teams. Users can generate one merchant scorecard or batch-generate scorecards from a CSV or TSV file in their OneDrive. The agent returns structured scorecards with executive summaries, recommended actions, PowerPoint outputs, optional ZIP bundles, and organized OneDrive workspaces.
No separate account or subscription is needed. Users authenticate with their existing Microsoft 365 identity.
Account managers, merchant success managers, and business operations teams who prepare recurring QBR readouts for merchants or partners.
| Permission | Type | Why it's needed |
|---|---|---|
identity |
Microsoft 365 standard | Identifies the signed-in user to personalize responses |
messageTeamMembers |
Microsoft 365 standard | Allows the agent to send response cards within Teams conversations |
Files.ReadWrite |
Microsoft Graph delegated | Allows the app to search and read selected QBR data files in the signed-in user's OneDrive and, only after explicit confirmation, create or update generated QBR workspace artifacts there. |
offline_access |
Microsoft identity delegated | Keeps the user's delegated connection available without repeated sign-in prompts. |
The app does not request access to email or calendars, does
not request Files.ReadWrite.All, and does
not use application-level Microsoft Graph permissions. File search and
workspace saving are limited to the signed-in user's OneDrive.
When a user clicks Request approval on the app listing, the request appears in the M365 Admin Center.
Step 1: Sign in to admin.cloud.microsoft
Step 2: Navigate to either:
Step 3: Find Merchant QBR AutoPilot by IntelliThing, Inc. and select Accept request.
Once approved, the app becomes available to the requesting user. You can also deploy it to a broader group from the same screen.
Ask the user to open the Teams or Microsoft 365 Copilot app link above and click Request approval. You can also look it up from Microsoft Marketplace using the product name and then manage availability from your tenant's app and agent controls.