Publisher: IntelliThing, Inc. ·
intellithing.com
App type: Microsoft 365 Copilot declarative agent
Pricing: Free
Users discover Merchant QBR AutoPilot in the Microsoft Teams app store, Microsoft Marketplace, or the Microsoft 365 Copilot agent catalog by searching for Merchant QBR AutoPilot or merchant qbr. 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 generate Quarterly Business Review (QBR) scorecards directly inside Microsoft 365 Copilot and Teams. Users select a merchant, provide period data, and the agent returns a structured scorecard with an executive summary and a downloadable PowerPoint deck — eliminating manual report preparation.
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 |
| Backend API access (custom) | Delegated, user-consented | Allows Copilot to call IntelliThing's merchant data API on behalf of the signed-in user to retrieve scorecard inputs. Read-only. No access to Microsoft 365 data. |
No Microsoft Graph write permissions are requested. The agent cannot read email, calendar, files, or contacts. It cannot write to any Microsoft 365 service.
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 search for Merchant QBR AutoPilot in Teams Apps or Microsoft 365 Copilot 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.