--- schema_version: 1 rubric_version: "1.1" kind: pair canonical_url: "https://onaihq.com/compare/agents/glean-vs-microsoft-copilot/" data_url: "https://onaihq.com/compare/agents/glean-vs-microsoft-copilot/data.json" generated_at: 2026-10-27 last_checked_at: 2026-10-26 last_cross_checked_at: 2026-10-26 next_check_at: 2026-12-20 publisher: "onAI" --- # Glean vs Microsoft Copilot > Published by onAI. onAI also sells one of the products compared here. Findings about other products link to public sources so you can check them; statements about onAI are marked as stated by onAI. This comparison has 48 criteria with sourced findings for both products, including 48 that a second agent cross-checked for both. 51 criteria have a sourced finding for at least one product. "Sourced" findings passed publication validation: they are scoped, fresh and cite public resolved sources. "Agent cross-checked" findings also received a separate agent source pass, not necessarily a hands-on test. "Stated by onAI" marks the publisher's own statements about its product (evidence type vendor-statement), which cite no third-party source. Humans approve the rubric, templates and generator; they do not review every finding. It does not declare a winner. A missing sourced finding is not evidence that a capability is absent. - Glean source checks: 2026-10-21 to 2026-10-26. - Microsoft Copilot source checks: 2026-10-21 to 2026-10-26. - Canonical HTML: https://onaihq.com/compare/agents/glean-vs-microsoft-copilot/ - Machine-readable JSON: https://onaihq.com/compare/agents/glean-vs-microsoft-copilot/data.json - Methodology: https://onaihq.com/compare/agents/methodology/ ## Models ### MOD-01: Model catalogue and providers Judgment rule: List each available model by provider and plan, including reasoning, fast and multimodal variants. Record whether the user picks the model, the product routes automatically, or both. A provider counts only if at least one of its current models is selectable on the scoped plan. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Model Hub documents multi-provider choice and Auto routing. New department Auto policies require opt-in rollout as of October 21, with GA scheduled October 29. Availability: unknown Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=As of 2026-10-21: established model catalog plus opt-in new Auto-policy rollout; no tenant observed; plan=Core Suite + Model Hub Usage with Universal Model Key or Customer Key; new department policies only on Glean-key deployments with rollout enabled. Enterprise Flex billing is separate.; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - This criterion combines established model choice with an opt-in policy rollout; no blanket current GA status is asserted for the new policies. Enabled tenant models and per-request routing were not observed. - providers — Which model providers are available? [supported]: Model Hub lists OpenAI, Anthropic, Google, Amazon, Glean and open models through Baseten/Fireworks. Availability is conditional on enabled model and route. Sources: glean:glean:models, glean:glean:r2-core-entitlements. - current_models — Which current models are selectable on this plan? [partial]: Representative listed models include GPT-6.1 Sol, GPT-6 Astra/Sol/Luna, Claude Sonnet 5.5, Opus 5.5, Gemini 3.8 Flash, Waldo and GLM 5.3. Actual tenant-enabled selections were not observed. Sources: glean:glean:models, glean:glean:r2-core-entitlements. - user_choice — Can users pick the model per chat? [supported]: With Glean Universal Model Key users can select a specific enabled model or Auto. Customer Key uses configured defaults and has separate availability constraints. Sources: glean:glean:models, glean:glean:key-matrix, glean:glean:r2-core-entitlements. - auto_routing — Does the product route between models automatically, and is the chosen model shown? [partial]: Universal Model Key Auto routes among enabled models. The new department policies require Feature rollouts opt-in from October 15 as of this October 21 check; GA is scheduled October 29. Customer Key Auto uses admin defaults. Per-request selected-model visibility was not established. Sources: glean:glean:models, glean:glean:key-matrix, glean:glean:r2-core-entitlements, glean:glean:r3-october-rollout-migration. - multimodal_input — Which models accept images, audio or files? [partial]: Uploads, image generation and real-time voice are documented; supported input types vary by model and the key-feature matrix. A complete per-model input matrix was not verified. Sources: glean:glean:uploads, glean:glean:key-matrix, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:models, glean:glean:r2-core-entitlements, glean:glean:key-matrix, glean:glean:r3-october-rollout-migration, glean:glean:uploads #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Commercial PowerPoint editing offers Auto, ChatGPT and Claude; this is not a catalogue for every Copilot chat or agent. Availability: generally-available Delivery: native Scope: surfaces=Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Commercial Microsoft Copilot subscription: PowerPoint editing mode only; add_ons=Eligible Microsoft 365/PowerPoint subscription, Commercial Microsoft Copilot subscription, Anthropic subprocessor enabled by the enterprise administrator for Claude; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Scope is commercial PowerPoint editing, with regional/subscription availability limits; no tenant picker or multimodal fixture was observed. - Cowork and Studio roadmap launches are separate experiences and are excluded from this current-model finding. - providers — Which model providers are available? [supported]: PowerPoint editing names OpenAI ChatGPT and Anthropic Claude; the enterprise administrator must enable Anthropic before Claude appears. Sources: microsoft-copilot:ms-ppt-model-r2. - current_models — Which current models are selectable on this plan? [partial]: This PowerPoint selector names ChatGPT and Claude, without versioned build IDs. GPT-6 Astra/Fable roadmap entries for Cowork/Studio do not establish PowerPoint or standalone Chat availability. Sources: microsoft-copilot:ms-ppt-model-r2. - user_choice — Can users pick the model per chat? [supported]: In PowerPoint editing mode, the user chooses Auto, ChatGPT or Claude; the choice resets to Auto after the session. Sources: microsoft-copilot:ms-ppt-model-r2. - auto_routing — Does the product route between models automatically, and is the chosen model shown? [partial]: PowerPoint Auto chooses a model; exact routed version and routing rationale are not established by this guide. Sources: microsoft-copilot:ms-ppt-model-r2. - multimodal_input — Which models accept images, audio or files? [unknown]: Per-model image/audio/file modalities and a separate plan-specific standalone Chat picker remain unverified after reviewing PowerPoint selection and commercial model documentation. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-ppt-model-r2 ### MOD-02: Model freshness Judgment rule: Measure the days from a provider's general release to availability in the product for the last three major releases from OpenAI, Anthropic and Google (and Mistral where offered). Use dated changelogs or observation. Record deprecation notice for retired models. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Dated release notes and model deprecation guidance are public; comparable release-lag measurements remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex Model Hub; Customer Key deprecation policy distinguished from Universal Model Key; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - release_lag_days — What was the lag for each of the last three major releases, per provider? [unknown]: What was the lag for each of the last three major releases, per provider? The release notes were checked, but provider general-release dates and scoped product-availability dates were not paired for the last three releases per provider. - changelog — Is there a dated public model changelog? [supported]: Public dated release notes include October 15, 2026 and model announcements. Sources: glean:glean:release, glean:glean:r2-core-entitlements. - deprecation_notice — How much notice is given before a model is removed? [partial]: For Customer Key Assistant, email notices are described at 60 and 15 days. The page also describes automatic migration for deprecated configurations; application to each removal needs confirmation. Sources: glean:glean:deprecation, glean:glean:r2-core-entitlements. - version_pinning — Can an admin keep an older model version? [partial]: Customer Key admins manage upgrades but deprecated models stop being usable. No indefinite version-pinning entitlement is established. Sources: glean:glean:deprecation, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:release, glean:glean:r2-core-entitlements, glean:glean:deprecation #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Dated release information exists; a comparable three-release lag series remains unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: release_lag_days, deprecation_notice, version_pinning. - release_lag_days — What was the lag for each of the last three major releases, per provider? [unknown]: What was the lag for each of the last three major releases, per provider? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider. - changelog — Is there a dated public model changelog? [supported]: Microsoft publishes dated product release notes and roadmap launches. Sources: microsoft-copilot:ms-release, microsoft-copilot:ms-roadmap. - deprecation_notice — How much notice is given before a model is removed? [unknown]: How much notice is given before a model is removed? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider. - version_pinning — Can an admin keep an older model version? [unknown]: Can an admin keep an older model version? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-release, microsoft-copilot:ms-roadmap ### MOD-03: Bring-your-own keys and provider contracts Judgment rule: Record customer-held API keys, customer cloud accounts (Azure OpenAI, Bedrock, Vertex), and aggregator routes (OpenRouter, LiteLLM) as separate routes. Record what still works without a vendor-provided model, whether prices change with BYO, and documented restrictions. API-key support does not imply support for the customer's own Azure contract. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Customer Key supports named provider accounts; it has documented feature and cloud restrictions. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Customer Key + Glean-family Model Hub Usage; Enterprise Flex Customer Key/private-cloud discounts are separately contractual; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - own_api_keys — Can the customer use its own provider API keys? [supported]: Customer Key supports customer provider credentials including OpenAI and direct Anthropic keys. Sources: glean:glean:models, glean:glean:r2-core-entitlements. - own_cloud_contract — Can it use its own Azure OpenAI, Bedrock or Vertex deployment? [partial]: Customer Key supports Azure OpenAI and named provider credentials. The supported-LLMs matrix permits Vertex only on GCP and Bedrock only on AWS; Configure LLMs separately says customer AWS can use Vertex, while its Vertex setup heading says GCP-only. AWS/Vertex eligibility is therefore unknown; no cross-cloud promise is made. Sources: glean:glean:models, glean:glean:key-matrix, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-core-entitlements. - custom_endpoint — Can an admin add any OpenAI-compatible endpoint? [unknown]: Can an admin add any OpenAI-compatible endpoint? The supported-provider configuration and key matrix were checked; arbitrary OpenAI-compatible customer endpoints are not established. - byo_pricing — Does BYO change the licence price? [partial]: Core Suite Customer Key limits Glean Model Hub charges to Glean-family usage; customer provider use is paid directly. Enterprise Flex says seats/credits are discounted for own-key/private-cloud customers but publishes no numeric adjustment. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - byo_restrictions — Which features stop working with BYO? [supported]: The key matrix marks Meeting Notes and podcast artifacts unsupported on Customer Key. Text defaults share one provider; image models may differ. Memory depends on deployment readiness. Sources: glean:glean:key-matrix, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:models, glean:glean:r2-core-entitlements, glean:glean:key-matrix, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-flex-entitlements #### Microsoft Copilot Verification status: No public information found (not-published) Support: not-published We found no public information on this. A missing finding is not evidence that the product lacks the capability. ### MOD-04: Local and self-hosted models Judgment rule: Record support for models running in the customer's environment (vLLM, Ollama, TGI or similar) and which features work with them: chat, RAG, tools, embeddings. Distinguish a documented, supported route from a generic endpoint that happens to work. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial The documented Universal Model Key open models run in the US. Supported customer-operated chat and embedding routes remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public open-model guide retrieved 2026-10-26; no deployment observed; plan=Universal Model Key open-model route; current guide does not name a Core Suite/Flex entitlement for customer-operated models; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - The US inference finding is limited to the Universal Model Key open models described by the source. No absence of every conceivable private deployment is inferred. - self_hosted_chat — Can chat use a customer-hosted model? [unknown]: Can chat use a customer-hosted model? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location. - self_hosted_embeddings — Can retrieval use customer-hosted embeddings? [unknown]: Can retrieval use customer-hosted embeddings? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location. - feature_parity — Which features fail with self-hosted models? [unknown]: Which features fail with self-hosted models? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location. - vendor_hosted_open_models — Does the vendor host open-weight models in EU/CH? [unsupported]: For Universal Model Key open models described in the region-control guide, inference is hosted in the US regardless of creator country. That documented route does not provide EU/CH-hosted open-model inference; other private contracts are unverified. Sources: glean:glean:r4-open-model-inference. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:r4-open-model-inference #### Microsoft Copilot Verification status: No public information found (not-published) Support: not-published We found no public information on this. A missing finding is not evidence that the product lacks the capability. ### MOD-05: Model control and usage limits Judgment rule: Record admin allow-lists per group, default models, restrictions on which models may see which data, and per-user rate or fair-use limits. Test one restriction with two users in different groups. Record limits as enforced stops, warnings or undocumented fair use. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Model restrictions and blocking usage limits are documented; new department Auto policies remain an opt-in rollout on October 21. Availability: unknown Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=As of 2026-10-21: existing controls plus opt-in Auto policies; policy GA scheduled 2026-10-29; plan=Core Suite/Enterprise Flex model governance and usage limits; new Auto policies require Glean-key deployment and Feature rollouts opt-in. Legacy Enterprise exclusions preserved.; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Existing controls and the new policy rollout have different availability. No two-user enforcement test was run; hiding premium models alone does not prevent Auto from using them. - model_allowlist_by_group — Can admins limit models per group? [supported]: Eligible models can be allowed by department or synced IdP group. Default models cannot carry these restrictions; membership refresh is not immediate. Sources: glean:glean:model-controls, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - data_bound_models — Can admins restrict which models receive connector or knowledge content? [partial]: Admins can exclude connectors, folders/sites or individual documents from all LLM responses. This is an all-LLM content boundary; per-model data classification rules were not established. Sources: glean:glean:restrictions, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - default_model — Can admins set the default model? [partial]: Customer Key admins set defaults. Universal Model Key admins manage available models; the new department Auto policies require rollout opt-in on October 21, with GA scheduled October 29. They are not a verified generally available policy entitlement on the check date. Sources: glean:glean:model-config, glean:glean:key-matrix, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:r3-october-rollout-migration. - user_limits — What per-user message or token limits apply, and are they published? [supported]: Core Suite and Enterprise Flex support configurable monthly per-user defaults and overrides. Limits reset each calendar month; legacy Enterprise lacks user/agent limits. Sources: glean:glean:limits, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - limit_behaviour — What happens when a limit is reached? [supported]: Admins select alert-only or block. An in-flight run finishes, then subsequent billable use is blocked until reset; slight overage can occur. Sources: glean:glean:limits, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:model-controls, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:restrictions, glean:glean:model-config, glean:glean:key-matrix, glean:glean:r3-october-rollout-migration, glean:glean:limits #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Provider-level access and mode selection are documented; detailed quota and group tests remain open. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - No two-group model restriction test was performed. - model_allowlist_by_group — Can admins limit models per group? [partial]: Admins select No users, All users or specific users/groups for Anthropic; this is provider-level rather than arbitrary per-model policy. Sources: microsoft-copilot:ms-anthropic. - data_bound_models — Can admins restrict which models receive connector or knowledge content? [unknown]: Can admins restrict which models receive connector or knowledge content? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant. - default_model — Can admins set the default model? [unknown]: Can admins set the default model? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant. - user_limits — What per-user message or token limits apply, and are they published? [partial]: Chat provides standard access while paid Copilot has priority; numerical chat/token entitlements are not established here. Sources: microsoft-copilot:ms-price-us. - limit_behaviour — What happens when a limit is reached? [unknown]: What happens when a limit is reached? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-anthropic, microsoft-copilot:ms-price-us ## Company knowledge ### KNOW-01: Files in chat Judgment rule: Record supported formats, size and count limits, scanned-PDF OCR, tables and spreadsheets, images inside documents, and whether a file is read in full or retrieved in chunks. Upload the shared fixture set (long German PDF, scanned contract, Excel with formulas, PowerPoint) and record failures. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Chat uploads support common office formats with explicit size limits and OCR prerequisites. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant + Model Hub Usage; Enterprise Flex doc uploads follow its named Assistant mode allowances; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Shared long-PDF, scan, spreadsheet and presentation fixture was not run. - formats — Which formats are accepted? [supported]: Documented formats include PDF, DOC/DOCX, XLS/XLSX/XLSM, PPT/PPTX, text and image files; audio/video uploads are excluded. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements. - limits — What size and count limits apply per file and chat? [supported]: 128K models allow 5 files at 64 MB each; 32K models 4 at 32 MB; 8K models 2 at 16 MB. Minimum file size is 1 KB. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements. - ocr — Are scanned PDFs read? [supported]: Scanned PDFs require OCR enabled by an administrator or support. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements. - spreadsheets — Are Excel tables read with structure intact? [partial]: Data Analysis handles uploaded spreadsheets, but merged cells, hierarchical tables, charts and complex structures have limited support. Fixture formula and structure fidelity was not tested. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements. - full_vs_chunked — Is the whole file used or only retrieved parts, and does the user see which? [partial]: Uploaded analysis files expose full raw content within size limits; referenced indexed spreadsheets may be truncated. Archives are inspected on demand in Thinking mode. Complete visibility into selected chunks was not verified. Sources: glean:glean:analysis, glean:glean:uploads, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements, glean:glean:analysis #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Documented upload formats and limits are available; fixture fidelity remains untested. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: ocr, spreadsheets, full_vs_chunked. - formats — Which formats are accepted? [supported]: PDF, DOCX, XLSX, PPTX; PNG/JPEG/PJP/JFIF; TXT/TEXT/JSON/CSV/MD. Sources: microsoft-copilot:ms-upload. - limits — What size and count limits apply per file and chat? [supported]: Up to 20 files per conversation and 50 MB per file in the cited all-experiences support article. Sources: microsoft-copilot:ms-upload. - ocr — Are scanned PDFs read? [unknown]: Are scanned PDFs read? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run. - spreadsheets — Are Excel tables read with structure intact? [unknown]: Are Excel tables read with structure intact? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run. - full_vs_chunked — Is the whole file used or only retrieved parts, and does the user see which? [unknown]: Is the whole file used or only retrieved parts, and does the user see which? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-upload ### KNOW-02: Knowledge bases and shared collections Judgment rule: Record curated document collections that persist across chats, who can create and share them, size limits, and how they attach to assistants. Distinguish personal, group and organisation-wide scope. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Core Suite includes Library Collections; the replacement Projects rollout and plan entitlement remain qualified. Availability: unknown Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Library Collections included; current Projects rollout/entitlement not separately established; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Projects are rolling out gradually and may not be enabled for a given deployment. Chat and artifact sharing is separate from project membership. - Projects is documented as a gradual replacement for Collections, but its current Core Suite/Enterprise Flex entitlement and rollout were not verified. - persistent_collections — Can users keep document collections across chats? [partial]: Core Suite includes persistent Library Collections. Projects documentation describes a replacement containing chats/documents/files/artifacts, but current Core Suite/Enterprise Flex Projects entitlement and migration rollout were not verified. Sources: glean:glean:r2-core-entitlements, glean:glean:projects. - sharing_scope — Can collections be shared with users, groups or the whole organisation? [unknown]: The Projects guide describes private-by-default and people/group sharing, but current Projects rollout/entitlement under Core Suite or Enterprise Flex is not separately established. No current plan-scoped project-sharing guarantee is made. - size_limits — What are the collection limits? [unknown]: What are the collection limits? The Projects guide and agent builder were checked, but a current project size cap and direct knowledge-binding contract are not specified. - assistant_binding — Can collections be bound to an assistant? [unknown]: Projects and Agent Builder were checked; direct binding of a persistent Project or Collection to an assistant was not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:r2-core-entitlements, glean:glean:projects #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Notebooks persist references and instructions, with plan-dependent reference limits. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Read each atomic answer for its plan, access and feature limits. - persistent_collections — Can users keep document collections across chats? [supported]: Copilot Notebooks retain selected reference collections. Sources: microsoft-copilot:ms-notebooks. - sharing_scope — Can collections be shared with users, groups or the whole organisation? [partial]: Notebooks can be shared for collaborative editing; full user/group/organization sharing matrix was not verified. Sources: microsoft-copilot:ms-notebook-instructions. - size_limits — What are the collection limits? [supported]: Chat notebook grounding uses up to 50 references; paid grounding uses up to 300, with broader supported entities. Sources: microsoft-copilot:ms-notebooks. - assistant_binding — Can collections be bound to an assistant? [partial]: Agent Builder can bind SharePoint and connector knowledge; independent notebook-to-agent binding was not verified. Sources: microsoft-copilot:ms-builder. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-notebooks, microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-builder ### KNOW-03: Enterprise connectors Judgment rule: List each connector separately with plan, availability and setup owner: SharePoint, OneDrive, Outlook, Teams, Google Drive, Gmail, Confluence, Jira, Notion, Box, Salesforce, ServiceNow, file shares. Record whether the vendor or a third party (or the customer via MCP) provides it, and whether it needs admin consent. A connector listed on a roadmap or partner page is `announced`. An on-prem connector or gateway proves access to local data, not a self-hosted platform (DATA-02). #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean documents M365, Google and Atlassian connectors, with indexed and live patterns depending on source. Availability: generally-available Delivery: official-integration Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite native connectors included; individual connector setup/consent still required; Enterprise Flex platform connections use applicable feature allowances; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - microsoft_365 — Which M365 sources (SharePoint, OneDrive, Outlook, Teams) are connected? [supported]: SharePoint and OneDrive support indexing and live retrieval. Outlook and Teams are listed separately; Teams includes channels and opt-in private/meeting chats. M365 indexing requires application permissions and admin consent. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:outlook, glean:glean:teams-connector, glean:glean:r2-core-entitlements. - google_workspace — Which Google sources are connected? [supported]: Google Drive and Gmail have official indexing documentation; Drive setup uses directory delegation. Plan-specific connector entitlements remain contractual. Sources: glean:glean:drive, glean:glean:gmail, glean:glean:r2-core-entitlements. - atlassian — Confluence and Jira? [partial]: The official catalog lists Confluence and Jira, including Cloud and Data Center documentation. Tenant setup and per-plan limits were not tested. Sources: glean:glean:connectors, glean:glean:r2-core-entitlements. - other_systems — Which other business systems? [partial]: The catalog includes Box, Salesforce, Notion, Slack, Zendesk and other systems. Individual entitlements, scopes and consent were not verified for every connector. Sources: glean:glean:connectors, glean:glean:r2-core-entitlements. - on_prem_sources — Can on-prem file shares or databases be connected? [partial]: Deployment guidance supports private connectivity for on-premise connectors. This establishes a network option, not every file share/database or a locally hosted whole platform. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. - connector_provider — Who builds and maintains each connector? [partial]: Glean publishes native connector guides; custom connectors and MCP routes are separate. Maintenance ownership for every listed third-party integration was not established. Sources: glean:glean:connectors, glean:glean:gateway, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:outlook, glean:glean:teams-connector, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:gmail, glean:glean:connectors, glean:glean:deploy, glean:glean:gateway #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Paid Copilot grounding supports synced and federated external sources; metered Copilot Chat agents have a narrower route. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - This is not a blanket connector entitlement for included Copilot Chat. The licence matrix permits Studio/pay-as-you-go synced data in agents only and excludes federation. - External-service subscriptions/permissions and connector-specific regional rollout remain prerequisites. - microsoft_365 — Which M365 sources (SharePoint, OneDrive, Outlook, Teams) are connected? [supported]: Paid Copilot grounds on Microsoft Graph work content. Without that add-on, shared SharePoint/synced-connector data requires an eligible metered agent; ordinary Copilot Chat is not assigned equivalent grounding. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2. - google_workspace — Which Google sources are connected? [partial]: Google Drive is a synced connector for licensed Copilot grounding; the federated list includes Gmail for paid eligible users. Each source requires its own authorization. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2. - atlassian — Confluence and Jira? [partial]: Confluence/Jira synced data can ground paid Copilot; their personal self-serve variants are limited preview. Metered agents can use synced data only, not the federated route. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-connector-license-r2. - other_systems — Which other business systems? [partial]: Synced examples include Box, Salesforce, ServiceNow, Dynamics365, Workday, Zendesk and SAP; this is the paid-grounding route, with source credentials and individual setup requirements. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2. - on_prem_sources — Can on-prem file shares or databases be connected? [supported]: File-share/SQL/Oracle sources can be indexed by a synced connector/connector agent for paid grounding or separately metered synced-data agents; this does not run Copilot on premises. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2. - connector_provider — Who builds and maintains each connector? [supported]: Microsoft/partner/custom synced connectors coexist. Federation can use Microsoft-published or approved partners, and custom MCP has its own admin setup. All federated querying requires the paid add-on/E7. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-connector-license-r2. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-custom-mcp-r2 ### KNOW-04: Permission-aware retrieval Judgment rule: Using two test users, verify that a restricted document in the fixture tenant is never cited or summarised for the user without access, including after a permission change. Record whether permissions are enforced at query time by the source system, mirrored into an index, or not enforced. Record the propagation delay of a revocation. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Permission-aware indexed and live retrieval is documented; the restricted-document test is outstanding. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect permission enforcement and connector access; fine-grained source rules documented per connector; add_ons=Glean Protect+ and account-team enablement for O365 sensitivity-label redlisting only; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Permission claims are documented only; no leak-free outcome or measured propagation delay is claimed. - source_permissions_respected — Are source permissions enforced per user? [supported]: SharePoint, OneDrive and Teams docs describe per-user permissions checked at query time. This is documentary evidence, not a passed two-user test. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:teams-connector, glean:glean:r2-core-entitlements. - enforcement_point — Does the source system, a mirrored index or nothing enforce them? [supported]: Indexed routes copy source ACLs into Glean and evaluate them at query time; live SharePoint/OneDrive routes avoid a stored content index. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:r2-core-entitlements. - revocation_delay — How quickly does a removed permission take effect? [partial]: For indexed Drive, activity changes are checked every 10 minutes and group membership hourly. These are crawl schedules, not a measured revocation guarantee. Sources: glean:glean:drive, glean:glean:r2-core-entitlements. - admin_scope_controls — Can admins exclude sites, folders or labels? [supported]: Admins can include/exclude connectors, containers and documents from LLM access. Changes may take up to an hour. Sources: glean:glean:restrictions, glean:glean:r2-core-entitlements. - sensitivity_labels — Are Microsoft Purview or similar labels respected? [partial]: Glean Protect+ can exclude SharePoint/OneDrive files by Purview label priority after account-team enablement. It requires crawling, may need days for the first full crawl, and does not cover Teams message text. This is index exclusion, not a passed live-permission test. Sources: glean:glean:r4-purview-label-redlist. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:teams-connector, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:restrictions, glean:glean:r4-purview-label-redlist #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft documents source-permission controls; the required restricted-document test was not run. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - All positive permission findings use the paid work-grounding route, not included Copilot Chat. Purview/SAM require their applicable entitlements. - No two-user restricted-document or revocation test; connector disable propagation is not proof of source-ACL revocation timing. - source_permissions_respected — Are source permissions enforced per user? [supported]: In licensed Copilot work grounding, Graph data is limited to the requesting user's access; this was not tested. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2. - enforcement_point — Does the source system, a mirrored index or nothing enforce them? [supported]: Paid synced grounding filters item ACLs in Graph; paid federated access executes with the authenticated source-user identity. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2. - revocation_delay — How quickly does a removed permission take effect? [unknown]: How quickly does a removed permission take effect? Unverified after checking Copilot privacy, connector architecture and Purview DLP; no two-user or permission-revocation fixture. - admin_scope_controls — Can admins exclude sites, folders or labels? [supported]: Licensed Copilot deployment guidance documents restricted SharePoint search/SAM; federated access also intersects tenant User access and connector staging. Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2. - sensitivity_labels — Are Microsoft Purview or similar labels respected? [supported]: Purview can exclude labelled content from processing through configured DLP rules. Sources: microsoft-copilot:ms-dlp. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-setup, microsoft-copilot:ms-dlp ### KNOW-05: Freshness and sync model Judgment rule: Record live (federated) search versus a copied index, sync interval, deletion propagation, and where the index is stored. Edit and delete one fixture document and record when answers change. A copied index adds storage location to DATA-01. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean combines indexed and live connector routes; refresh timing is source-specific. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite connector/index platform; Customer Hosted location/contract separately selected; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - live_or_indexed — Is content searched live or copied into an index? [supported]: SharePoint/OneDrive document indexed, live and tool routes. Indexed routes copy content; live routes do not store content in the index. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:r2-core-entitlements. - sync_interval — How often does an index refresh? [supported]: Drive documents 10-minute activity crawls, hourly people/group crawls, 3-hour incremental crawls and normally 28-day full crawls. Sources: glean:glean:drive, glean:glean:r2-core-entitlements. - deletion_propagation — How quickly does a deleted document disappear? [partial]: Drive activity processing includes deletions, but no fixture deletion-to-answer interval or universal maximum was verified. Sources: glean:glean:drive, glean:glean:r2-core-entitlements. - index_location — Where is indexed content stored? [partial]: Indexes run in the selected isolated Glean Hosted or Customer Hosted environment. Exact country and any secondary log/backup locations need deployment confirmation. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:deploy #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Both copied Graph indexes and live MCP federation are documented. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Copilot Chat without the add-on is not included as a general indexed/federated grounding entitlement. - No edit/delete propagation fixture; self-serve Confluence/Jira remains limited preview. - live_or_indexed — Is content searched live or copied into an index? [supported]: Licensed Copilot can ground on synced Graph copies or query federated sources live without a separate external-content index. The licence matrix allows metered Chat agents to use synced data only. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2. - sync_interval — How often does an index refresh? [partial]: For the limited-preview personal Confluence/Jira synced route, docs describe roughly15-minute incremental and seven-day full crawls; this is not a general federated or connector SLA. Sources: microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-connector-license-r2. - deletion_propagation — How quickly does a deleted document disappear? [unknown]: How quickly does a deleted document disappear? Unverified after checking connector overview and personal-sync documentation; no edit/delete propagation fixture. - index_location — Where is indexed content stored? [partial]: Paid synced grounding uses the Microsoft365 tenant Graph cloud index; federation does not copy that external content into an index. A country-level index map remains unverified. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-personal-sync-r2 ### KNOW-06: Grounding and retrieval quality Judgment rule: Run the shared question set over the fixture corpus: factual lookups, cross-document questions, German document with an English question, a question with no answer in the corpus. Record citation presence, link accuracy, correct answers and refusals to invent. Disclose model, settings, attempt count and failures. Single runs support a case study, not a ranking. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Linked source citations are documented; named-plan cross-language retrieval and observed grounding quality remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant/Deep Research with Model Hub Usage; no verified Core Suite/Enterprise Flex cross-language entitlement; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Citation links do not establish citation accuracy. The Early Access language guide does not map cross-language retrieval to a verified named-plan entitlement. - citations — Are answers linked to specific sources? [supported]: Assistant documentation describes grounded answers with linked citations; Deep Research produces cited company/web reports. Sources: glean:glean:research, glean:glean:sharing, glean:glean:r2-core-entitlements. - citation_accuracy — Do the cited passages support the answer? [unknown]: Do the cited passages support the answer? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured. - cross_language — Does a question in one language find documents in another? [unknown]: The language guide labels answering across document/query languages Early Access, but its Core Suite/Enterprise Flex entitlement and enabled rollout were not established. Cross-language retrieval for those named plans remains unknown; no multilingual fixture was run. - no_answer_behaviour — Does it say when the corpus has no answer? [unknown]: Does it say when the corpus has no answer? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured. - observed_accuracy — How many of the question set were answered correctly? [unknown]: How many of the question set were answered correctly? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:research, glean:glean:sharing, glean:glean:r2-core-entitlements, glean:glean:language #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Source links are documented; retrieval quality and cross-language accuracy remain unmeasured. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot/E7 connector-grounded responses only; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Documented citations apply to the licensed connector-grounding route; no equivalent included-Chat entitlement or measured citation accuracy is claimed. - No DE/FR/EN grounding, cross-language, unanswerable-question or restricted-document fixture was run. - citations — Are answers linked to specific sources? [supported]: For licensed Copilot connector-grounded responses, Microsoft documents source citations and links to referenced external items. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2. - citation_accuracy — Do the cited passages support the answer? [unknown]: Do the cited passages support the answer? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed. - cross_language — Does a question in one language find documents in another? [unknown]: Does a question in one language find documents in another? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed. - no_answer_behaviour — Does it say when the corpus has no answer? [unknown]: Does it say when the corpus has no answer? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed. - observed_accuracy — How many of the question set were answered correctly? [unknown]: How many of the question set were answered correctly? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2 ### KNOW-07: Memory and personal context Judgment rule: Record personal custom instructions, cross-chat memory, project or workspace context, and user controls to view, edit, delete or disable memory. Record whether admins can disable memory organisation-wide. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean documents personal saved and learned memory with user controls and a limited admin off switch. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite saved memory in seat and learned memory with Model Hub Usage; Enterprise Flex learned-memory rate/temporary waiver separate; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - custom_instructions — Can users set persistent instructions? [supported]: Saved preferences and explicit memories can persist across conversations. Sources: glean:glean:memory, glean:glean:r2-core-entitlements. - cross_chat_memory — Does the product remember facts across chats? [supported]: Saved and learned memories retain user work context and preferences across chats, subject to deployment availability. Sources: glean:glean:memory, glean:glean:r2-core-entitlements. - user_memory_controls — Can users view, edit and delete memories? [supported]: Users can view, edit and delete memories and control memory use in a conversation. Sources: glean:glean:memory, glean:glean:r2-core-entitlements. - admin_memory_controls — Can admins turn memory off? [partial]: Admins can disable learned memory; saved memories are user-controlled and cannot be disabled by admins through this setting. Sources: glean:glean:memory-admin, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:memory, glean:glean:r2-core-entitlements, glean:glean:memory-admin #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Saved memory, history-based personalization and instructions have user controls. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: admin_memory_controls. - Read each atomic answer for its plan, access and feature limits. - custom_instructions — Can users set persistent instructions? [supported]: Users set personal instructions; notebooks have their own instructions. Sources: microsoft-copilot:ms-memory, microsoft-copilot:ms-notebook-instructions. - cross_chat_memory — Does the product remember facts across chats? [supported]: Enabled memory stores preferences and can use prior-chat inferences; work insights depend on plan. Sources: microsoft-copilot:ms-memory. - user_memory_controls — Can users view, edit and delete memories? [partial]: Users can inspect what Copilot knows, ask it to forget details and use temporary chat. Complete saved-memory editing behavior was not tested. Sources: microsoft-copilot:ms-memory. - admin_memory_controls — Can admins turn memory off? [unknown]: Can admins turn memory off? Unverified after checking personalization documentation and Copilot management; organization-wide memory policy behavior not independently established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-memory, microsoft-copilot:ms-notebook-instructions ## Assistants and agents ### AGT-01: Custom assistants Judgment rule: Record creation of assistants with instructions, model, knowledge and tools; who can create; sharing scope; versioning; and an internal catalogue or directory. Build one HR policy assistant on the fixture and share it with one group. Prompt templates and a prompt library are recorded here. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Custom agents combine instructions, models, knowledge and tools and have an internal library. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Building/Governance/Sharing in seat; builder assistance/debugging/runtime use Model Hub as applicable; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - create_assistants — Can users create assistants with instructions, knowledge and tools? [supported]: Agent Builder configures instructions, model choice, knowledge and tools, with Workflow and Auto modes. Sources: glean:glean:builder, glean:glean:agents, glean:glean:r2-core-entitlements. - creator_permissions — Can admins limit who creates them? [partial]: Admin role and agent-sharing controls regulate creation and distribution; no trial creation-boundary check was performed. Sources: glean:glean:roles, glean:glean:agent-sharing, glean:glean:r2-core-entitlements. - sharing_scope — Can assistants be shared with users, groups or everyone? [supported]: Agents have controlled sharing/edit access, including department and IdP-group audiences where enabled. Sources: glean:glean:agent-sharing, glean:glean:groups, glean:glean:r2-core-entitlements. - catalogue — Is there an internal assistant directory? [supported]: The Agent library shows accessible agents for discovery and execution. Sources: glean:glean:library, glean:glean:r2-core-entitlements. - prompt_library — Are shared prompt templates available? [partial]: The former Prompt Library was retired August 5, 2025. Reusable prompts and apps moved to Agents; use current agents/templates rather than the retired interface. Sources: glean:glean:sunset, glean:glean:library, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:builder, glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:roles, glean:glean:agent-sharing, glean:glean:groups, glean:glean:library, glean:glean:sunset #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Agent Builder and the agent catalogue cover shared assistants; external actions need a different authoring route. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Microsoft Copilot Chat web app, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Read each atomic answer for its plan, access and feature limits. - create_assistants — Can users create assistants with instructions, knowledge and tools? [partial]: Agent Builder combines instructions and selected knowledge; external action authoring requires Copilot Studio. Sources: microsoft-copilot:ms-builder. - creator_permissions — Can admins limit who creates them? [supported]: Admins control whether users can access Agent Builder. Sources: microsoft-copilot:ms-builder. - sharing_scope — Can assistants be shared with users, groups or everyone? [partial]: Agent links can be shared; the complete user/group/organization permission matrix was not checked. Sources: microsoft-copilot:ms-agents. - catalogue — Is there an internal assistant directory? [supported]: The app lists prebuilt, shared and organization agents. Sources: microsoft-copilot:ms-agents. - prompt_library — Are shared prompt templates available? [supported]: The commercial page links Copilot Prompt Gallery. Sources: microsoft-copilot:ms-price-us. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-agents, microsoft-copilot:ms-price-us ### AGT-02: Tools, actions and MCP Judgment rule: Record built-in tools, custom actions (OpenAPI), MCP client support (local and remote servers), authentication model per tool (shared service account or per-user OAuth), and admin approval of tools. Verify one external-tool call and its access boundary. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean supports tools and external MCP with admin access controls; tool identities vary by route. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite native tools/MCP host and Developer Tools; LLM tool/API calls incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - External-tool access boundaries were not tested. Customer Key and tool-provider contracts remain separate. - builtin_tools — Which tools are built in? [supported]: Agents can search knowledge, analyze data and read/write connected records; available tools depend on enabled connectors. Sources: glean:glean:agents, glean:glean:r2-core-entitlements. - custom_actions — Can admins add API actions? [supported]: The MCP Gateway exposes customer-built read/write tools as well as connector tools. Sources: glean:glean:gateway, glean:glean:r2-core-entitlements. - mcp_client — Can it use remote MCP servers, and with what admin control? [partial]: Admins register external remote MCP servers and apply role/group controls in Glean. This pass did not execute a server call. Sources: glean:glean:gateway, glean:glean:r2-core-entitlements. - tool_auth — Do tools act as the user or as a shared account? [partial]: OAuth integrations can use Glean-managed or customer OAuth applications; agent service credentials are a distinct route. Identity must be checked per tool. Sources: glean:glean:oauth, glean:glean:r2-core-entitlements. - tool_approval — Can admins approve or block tools, and can users confirm actions before they run? [partial]: Admins control tool exposure. The Microsoft file-creation guide instructs interactive-agent builders to disable Run without user confirmation when user approval is required. Write confirmation is configurable, not an unconditional enforced rule; a universal approval policy for unattended agents remains unknown. Sources: glean:glean:gateway, glean:glean:r3-microsoft-write-confirmation, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:gateway, glean:glean:oauth, glean:glean:r3-microsoft-write-confirmation #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Paid Copilot documents authenticated MCP tools and conditional writes; the October16 detailed guide supersedes the older generic read-only rollout description. Availability: unknown Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot/E7 federated connectors and paid Copilot Agent Builder; Studio is only the separately licensed extension route; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Reconciliation: October6 overview retains read-only/early-October text; October16 detailed federation/setup pages explicitly document writes. The current finding is conditional protocol behavior, with actual tenant write availability unknown. - Researcher has an explicit read-only boundary. No external call, approval or access-boundary fixture was executed. - builtin_tools — Which tools are built in? [supported]: Paid experiences include Researcher, Analyst and Facilitator. Sources: microsoft-copilot:ms-price-us. - custom_actions — Can admins add API actions? [partial]: Agent Builder directs authored external-action scenarios to Copilot Studio. Separately, paid federated MCP connectors can expose create/update/delete tools where supplied by the publisher. Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-federated-r2. - mcp_client — Can it use remote MCP servers, and with what admin control? [supported]: Custom federation accepts a remote MCP server with search/fetch/query and optional create/update/delete tools. Federation requires the querying user's paid add-on/E7; Studio/pay-as-you-go alone is insufficient. Sources: microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-connector-license-r2. - tool_auth — Do tools act as the user or as a shared account? [supported]: Federated authenticated tools use OAuth/source-user identity and source permissions. Tenant User access, publisher controls and staged rollout also apply. Sources: microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-custom-mcp-r2. - tool_approval — Can admins approve or block tools, and can users confirm actions before they run? [partial]: Where a connector supplies writes, October16 docs require initial explicit approval with per-tool Allow once/conversation/Always allow settings. Researcher remains read-only. The Coming soon label concerns the admin Tools list. Sources: microsoft-copilot:ms-federated-r2. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-builder, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2 ### AGT-03: Web search and deep research Judgment rule: Record web search on/off control per organisation and group, search provider, citation of web sources, deep or multi-step research, and whether queries leave the residency boundary. Admins of regulated companies often need web search off. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Brave is the new web-search default; OpenAI search is a legacy route under migration. Deep Research produces cited read-only reports. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=2026-10-21, after the October 19 start of OpenAI-to-Brave migration; individual migration completion unobserved; plan=Core Suite Deep Research with Model Hub Usage; Brave for new web-search setups, configured Gemini route per setup guide, legacy OpenAI only until migrated; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - The dated release governs the new-versus-legacy route distinction. No per-tenant configuration, migration completion or provider-region test was performed. - web_search — Is web search available? [supported]: Brave is the default for new web-search setups. The setup guide also documents Google Gemini. OpenAI Web Search is closed to new setups; existing instances work only until Glean migrates them to Brave, beginning October 19. Sources: glean:glean:web, glean:glean:r2-core-entitlements, glean:glean:r3-october-rollout-migration. - admin_toggle — Can admins disable it per organisation or group? [partial]: Admins select enabled search tools and publication to Assistant, Agents and MCP. Universal per-group disabling was not verified. Sources: glean:glean:web, glean:glean:r2-core-entitlements. - search_provider — Which search provider handles queries, and where? [partial]: Brave is the new default and the provider named by Deep Research; Gemini is another documented configured route. OpenAI is legacy-only during the migration that began October 19. Per-tenant migration completion and query-processing countries remain unknown. Sources: glean:glean:web, glean:glean:research, glean:glean:r2-core-entitlements, glean:glean:r3-october-rollout-migration. - deep_research — Is multi-step research with a report available? [supported]: Deep Research writes cited multi-source reports from company sources and the web; it does not write to connected systems. Sources: glean:glean:research, glean:glean:r2-core-entitlements. - web_citations — Are web sources cited? [supported]: Deep Research reports contain linked web and company citations. Sources: glean:glean:research, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:web, glean:glean:r2-core-entitlements, glean:glean:r3-october-rollout-migration, glean:glean:research #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: supported Web search is policy-controlled and uses Bing outside the Microsoft 365 search-query boundary. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. - web_search — Is web search available? [supported]: Chat can ground answers in web search. Sources: microsoft-copilot:ms-chat-privacy. - admin_toggle — Can admins disable it per organisation or group? [supported]: Allow web search can target the tenant, groups or users. Sources: microsoft-copilot:ms-manage. - search_provider — Which search provider handles queries, and where? [supported]: Bing receives generated queries under separate data-handling terms; those queries are outside EUDB. Sources: microsoft-copilot:ms-chat-privacy. - deep_research — Is multi-step research with a report available? [supported]: Researcher is included in paid Copilot; a report fixture was not run. Sources: microsoft-copilot:ms-price-us. - web_citations — Are web sources cited? [supported]: Responses include web citations and show generated query details for 24 hours. Sources: microsoft-copilot:ms-chat-privacy. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-manage, microsoft-copilot:ms-price-us ### AGT-04: Workflows and automation Judgment rule: Record no-code or low-code workflows, scheduled prompts, triggers from email, forms or business systems, and multi-step chains. Name where they run and who can build them. A shared prompt template is not a workflow. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: supported Workflow mode supports multi-step logic with schedule and content-event triggers. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Building, workflow mode and triggers in seat; LLM execution incurs Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. - workflow_builder — Is there a workflow or chain builder? [supported]: Workflow mode supports explicit steps, branches, loops and hand-offs; Auto mode builds from natural-language goals. Sources: glean:glean:agents, glean:glean:r2-core-entitlements. - scheduled_tasks — Can prompts or assistants run on a schedule? [supported]: Published agents can run on schedules after admin enablement; setup differs by Auto versus Workflow mode. Sources: glean:glean:triggers, glean:glean:r2-core-entitlements. - event_triggers — Can external events start a workflow? [supported]: Content triggers run when supported connected-system content changes; chat and form triggers are separate. Sources: glean:glean:triggers, glean:glean:r2-core-entitlements. - builder_audience — Is building aimed at business users, IT or developers? [supported]: The builder supports natural-language creation and explicit workflow editing; the documentation includes self-paced Agent Builder training. Sources: glean:glean:agents, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:triggers #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Paid Copilot schedules prompts; advanced workflow authoring has separate Studio dependencies. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: event_triggers. - Read each atomic answer for its plan, access and feature limits. - workflow_builder — Is there a workflow or chain builder? [partial]: Agent Builder directs low-code actions and workflows to Copilot Studio. Sources: microsoft-copilot:ms-builder. - scheduled_tasks — Can prompts or assistants run on a schedule? [supported]: Paid users can create up to ten scheduled prompts and manage their recurrence. Sources: microsoft-copilot:ms-schedule. - event_triggers — Can external events start a workflow? [unknown]: Can external events start a workflow? Unverified after checking scheduled prompt and Agent Builder documentation; external-event trigger availability was not scoped. - builder_audience — Is building aimed at business users, IT or developers? [supported]: Agent Builder uses natural-language configuration; Studio is the low-code extension route. Sources: microsoft-copilot:ms-builder. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-schedule ### AGT-05: Agentic task execution Judgment rule: Record an agent mode that plans and carries out multi-step tasks with tools (browser, files, connectors), with visible steps, user confirmation of side effects and stop control. Run one fixture task (gather three documents, draft a summary, propose an email). Record interventions and what ran. A final claim of success is not proof. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Auto mode agents plan and use tools, but end-to-end execution safety was not tested. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Harness/Agent Building with Model Hub Usage for LLM execution; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - agent_mode — Is there an agent mode for multi-step tasks? [supported]: Auto mode agents dynamically choose tools and delegate subtasks; Workflow mode uses explicit steps. Sources: glean:glean:agents, glean:glean:r2-core-entitlements. - visible_steps — Are steps and tool calls shown? [partial]: Workflow steps and builder preview/debugging are documented. Complete runtime visibility for every Auto action was not verified. Sources: glean:glean:builder, glean:glean:agents, glean:glean:r2-core-entitlements. - side_effect_confirmation — Must the user confirm actions with side effects? [partial]: Office creation tools describe a confirmation step before writing, without an editable inline preview. This does not establish confirmation for all scheduled operations. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements. - stop_control — Can the user stop a running task? [partial]: The October 15 release documents that canceling an Assistant response terminates its tool calls and background tasks. Universal cancellation across scheduled/independent agents and every client was not verified by a fixture. Sources: glean:glean:r4-cancellation-release. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:builder, glean:glean:office-output, glean:glean:r4-cancellation-release #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Cowork documents multi-step tool execution with visible progress and user controls. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot with Cowork enabled; add_ons=Qualifying Microsoft 365 licence, Enabled usage-based Cowork billing; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Documented behavior only; no three-document/email fixture or interventions were observed. - agent_mode — Is there an agent mode for multi-step tasks? [supported]: Cowork handles multi-step work with enabled usage billing and a paid licence. Sources: microsoft-copilot:ms-cowork. - visible_steps — Are steps and tool calls shown? [supported]: The interface exposes skill messages and tool steps. Sources: microsoft-copilot:ms-cowork. - side_effect_confirmation — Must the user confirm actions with side effects? [supported]: Side effects require approval; users can allow similar actions for the current session. Sources: microsoft-copilot:ms-cowork. - stop_control — Can the user stop a running task? [supported]: Users can pause immediately or after the current step, resume or cancel. Sources: microsoft-copilot:ms-cowork. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-cowork ### AGT-06: Programmable access Judgment rule: Record a public API for chat, assistants and knowledge, SDKs, API authentication, rate limits and whether API use counts against the same governance (audit, budgets, model restrictions). Being an MCP client is different from exposing the product over MCP. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public platform APIs and a remote MCP server are documented. Availability: generally-available Delivery: native Scope: surfaces=Glean APIs and remote MCP server; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Platform/Admin/Indexing/Tools APIs in seat and LLM Client APIs/MCP with Model Hub Usage; Enterprise Flex Client APIs consume FlexCredits; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - chat_api — Is there an API for chat and assistants? [supported]: Core Suite lists Chat and Agents APIs plus platform APIs and Web SDK; LLM-using calls incur Model Hub consumption. Sources: glean:glean:core-price, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - knowledge_api — Can documents be loaded through an API? [supported]: Core Suite lists the Indexing API and Tools API; document upload APIs are linked from the file-upload guide. Sources: glean:glean:core-price, glean:glean:uploads, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - api_governance — Do audit, budgets and model rules apply to API use? [partial]: Machine-scale API usage can incur extra fees, and MCP uses user permissions. Full audit/budget/model-rule parity across API credentials was not tested. Sources: glean:glean:core-price, glean:glean:mcp, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - mcp_server — Does the product expose itself to other agents over MCP? [supported]: Glean MCP exposes search, chat, document reading and other tools to external AI hosts. Sources: glean:glean:mcp, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:core-price, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:uploads, glean:glean:mcp #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial The Chat API and the Work IQ API public preview are separate programmable routes. Availability: beta Delivery: native Scope: surfaces=Microsoft Copilot Chat API preview, Work IQ API public preview, MCP/A2A/REST; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Chat API preview requires the paid Copilot add-on per calling user; Work IQ MCP public-preview prerequisites unverified; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - API preview terms apply. This is a distinct API surface, not included Copilot Chat or an assertion of interactive/API feature parity. No API call was executed. - Work IQ MCP is a roadmap-described public preview; no endpoint or API was invoked. - chat_api — Is there an API for chat and assistants? [partial]: The preview text API is included for paid-add-on users; unlicensed users are explicitly excluded. It supports work/web grounding but not code interpreter, graphic art, action skills or long-running tasks. Sources: microsoft-copilot:ms-chat-api-r2. - knowledge_api — Can documents be loaded through an API? [partial]: Separately configured synced content can be ingested through Graph connector APIs for licensed grounding; this does not establish a complete workspace knowledge-management API. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2. - api_governance — Do audit, budgets and model rules apply to API use? [partial]: The Chat API retains source-permission/compliance boundaries; full budget/audit parity was not independently tested. Sources: microsoft-copilot:ms-chat-api-r2. - mcp_server — Does the product expose itself to other agents over MCP? [partial]: Microsoft advertises Work IQ API public preview with MCP, A2A and REST access to work context. Endpoint, authentication and plan details were not verified; this does not make the separate Copilot Chat API an MCP server. Sources: microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-chat-api-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq ## Daily work ### WORK-01: Clients and access points Judgment rule: List web, desktop (Windows, macOS), iOS, Android, mobile browser and browser extension separately. For each, record login with company SSO, feature gaps against web, and MDM/Intune deployability. An installable app is different from a mobile website. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean has web, desktop, mobile and extension access, including managed mobile controls. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Glean for Desktop Windows and macOS, Glean iOS and Android, Glean browser extension and companion; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean surfaces included in seat; individual AI actions may incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=Windows, macOS, iOS, Android. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - web — Is a full web client available? [supported]: The full browser app provides chat, Library and agents. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements. - desktop_apps — Windows and macOS apps? [supported]: Windows and macOS desktop clients are documented. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements. - mobile_apps — iOS and Android apps with SSO? [supported]: iOS and Android apps require an active SSO-configured tenant. Sources: glean:glean:mobile, glean:glean:r2-core-entitlements. - browser_extension — Is there a browser extension or sidebar? [supported]: The extension supplies sidebar chat/search and a companion for selected text. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements. - managed_deployment — Can IT deploy and configure clients through MDM? [supported]: Mobile integrates with Intune App Protection. Managed desktop and extension deployment are linked in official deployment guidance. Sources: glean:glean:mobile, glean:glean:surfaces, glean:glean:r2-core-entitlements. - client_feature_gaps — Which features are missing on mobile? [partial]: Deep Research is web-only. Real-time voice supports web, desktop and mobile; other complete parity differences were not verified. Sources: glean:glean:research, glean:glean:voice, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements, glean:glean:mobile, glean:glean:research, glean:glean:voice #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Web and native access are documented, with authoring gaps on mobile. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Windows MDM deployment is documented; full mobile deployment/configuration parity was not tested. - web — Is a full web client available? [supported]: The browser client is available for paid Copilot and Copilot Chat. Sources: microsoft-copilot:ms-price-us. - desktop_apps — Windows and macOS apps? [supported]: Cowork documentation lists Windows and macOS Copilot clients. Sources: microsoft-copilot:ms-cowork. - mobile_apps — iOS and Android apps with SSO? [partial]: Cowork lists iPhone and Android apps under the licensed account; mobile SSO was not trialled. Sources: microsoft-copilot:ms-cowork. - browser_extension — Is there a browser extension or sidebar? [partial]: Copilot is available in the Edge sidebar; this does not establish a separate third-party browser extension. Sources: microsoft-copilot:ms-chat-usage. - managed_deployment — Can IT deploy and configure clients through MDM? [supported]: For Windows, IT can distribute the Copilot executable through Intune, Configuration Manager, Group Policy or another MDM and control automatic installation. EEA, government and channel exclusions apply to automatic installation; full mobile policy parity was not tested. Sources: microsoft-copilot:microsoft-copilot:r4-mdm-deployment. - client_feature_gaps — Which features are missing on mobile? [partial]: Agent Builder is unavailable on mobile; other feature differences vary by release. Sources: microsoft-copilot:ms-builder. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-cowork, microsoft-copilot:ms-chat-usage, microsoft-copilot:ms-builder, microsoft-copilot:microsoft-copilot:r4-mdm-deployment ### WORK-02: Office suite and Teams integration Judgment rule: Record presence inside Word, Excel, PowerPoint, Outlook and Teams (and Google Docs, Gmail), with what the assistant can do in each: read the open document, write into it, act on mail. Record extra licences and admin consent needed. A connector that searches Office files is KNOW-03, not WORK-02. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial A Microsoft Teams app is documented; connectors and file-generation tools do not establish in-Office add-ins. Availability: generally-available Delivery: official-integration Scope: surfaces=Glean in Microsoft Teams, Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite embedded Microsoft Teams and other listed surfaces; selected Assistant actions incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - word_excel_powerpoint — Does it work inside Word, Excel and PowerPoint? [unknown]: Does it work inside Word, Excel and PowerPoint? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence. - outlook — Does it work inside Outlook? [unknown]: Does it work inside Outlook? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence. - teams — Is there a Teams app or bot? [supported]: The Glean Teams app has an admin installation guide and tenant setup/consent requirements. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements. - google_workspace_apps — Does it work inside Docs, Sheets or Gmail? [unknown]: Does it work inside Docs, Sheets or Gmail? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence. - licence_prerequisites — Which licences or consents are needed? [partial]: Teams requires admin deployment in a configured Glean tenant and Microsoft permissions. Extra licence charges are not numerically specified in the guide. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial The paid offering works inside Microsoft 365 apps; Chat has narrower contextual access. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: google_workspace_apps. - word_excel_powerpoint — Does it work inside Word, Excel and PowerPoint? [supported]: Paid Copilot is integrated in Word, Excel and PowerPoint; Chat open-content interactions are narrower. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-privacy. - outlook — Does it work inside Outlook? [supported]: Chat in Outlook can use the user mailbox/calendar and a limited set of accessible files. Sources: microsoft-copilot:ms-chat-privacy. - teams — Is there a Teams app or bot? [supported]: Paid Copilot includes Teams; the Chat entry point also appears in Teams. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-usage. - google_workspace_apps — Does it work inside Docs, Sheets or Gmail? [unknown]: Does it work inside Docs, Sheets or Gmail? Unverified after checking pricing, Chat organizational-data and deployment documentation; native Google Workspace editing integrations not established. - licence_prerequisites — Which licences or consents are needed? [supported]: Paid Copilot requires an eligible M365 base licence; compliance capabilities may need further entitlements. Sources: microsoft-copilot:ms-setup. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-chat-usage, microsoft-copilot:ms-setup ### WORK-03: Translation and writing Judgment rule: Record document translation preserving layout, the translation engine (LLM or dedicated such as DeepL), glossaries, formality control, supported languages including Swiss German conventions (no ß), and rewriting/proofreading tools. Translate the shared German contract into French and Italian and record layout and glossary results. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Browser companion translation and general writing are documented; layout-preserving document translation is unverified. Availability: generally-available Delivery: native Scope: surfaces=Glean browser extension and companion, Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite browser Companion/Sidebar surfaces included; LLM writing/translation uses configured model usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - document_translation — Can whole documents be translated with formatting kept? [unknown]: Can whole documents be translated with formatting kept? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established. - translation_engine — Which engine translates? [partial]: The browser companion translates selected text through Glean. A dedicated translation service or exact translation-model route is not named here. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements. - glossaries — Are company glossaries supported? [unknown]: Are company glossaries supported? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established. - formality_and_variants — Can formality and regional variants (de-CH) be set? [unknown]: Can formality and regional variants (de-CH) be set? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established. - writing_tools — Are dedicated rewrite and proofreading tools available? [partial]: Configured agents support drafting; the browser companion explains, summarizes and translates selected text. Dedicated proofreading behavior was not verified. Sources: glean:glean:surfaces, glean:glean:agents, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements, glean:glean:agents #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Copilot Chat can translate referenced document text and accept tone/audience instructions. Format-preserving Word Translator and SharePoint glossary translation are separately scoped workflows. Availability: generally-available Delivery: native Scope: surfaces=Copilot in Microsoft 365 apps and Teams, Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Commercial Microsoft Copilot add-on for Word writing examples; general work-chat prompts where the support guide explicitly applies; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Copilot’s prompted translation does not establish preserved page/table layout or a managed corporate glossary. - Word Translator is a separate base-app command; SharePoint/OneDrive glossary translation is separately metered document processing requiring Azure billing and permissions. - No shared translation/glossary/Swiss-language fixture or complete dedicated-engine specification was verified. - document_translation — Can whole documents be translated with formatting kept? [partial]: Copilot Chat documents translation of attached or referenced file content. Microsoft separately documents Word Translator creating a formatted translated copy; that is a Word command, not a Copilot Chat formatting guarantee. No DE-to-FR/IT layout fixture was run. Sources: microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary. - translation_engine — Which engine translates? [unknown]: Unresolved on 2026-10-26. Re-read https://support.microsoft.com/en-us/microsoft-365-copilot/translate-files-into-another-language-in-microsoft-365-copilot-chat and https://word.cloud.microsoft/create/en/blog/how-to-translate-documents-in-word/ . The latter identifies Word Translator as a separate formatting-preserving command and Copilot as a drafting/rewriting route, but does not specify a dedicated Copilot translation engine/model contract. No engine was inferred from the separate Word/SharePoint services. - glossaries — Are company glossaries supported? [unknown]: Unresolved on 2026-10-26. Re-read the Copilot translation support page and https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-glossary?view=o365-worldwide plus https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/syntex-azure-billing?view=o365-worldwide . SharePoint supports glossary files in separately metered document processing; a maintained glossary enforced by Copilot Chat/Word prompts or included with a Copilot seat was not established. No glossary fixture was run. - formality_and_variants — Can formality and regional variants (de-CH) be set? [partial]: Official Copilot examples accept tone/style/country and region-specific wording instructions, including refining translated Word content. A deterministic de-CH preset, terminology enforcement and dialect-quality result were not established. Sources: microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary. - writing_tools — Are dedicated rewrite and proofreading tools available? [partial]: The direct support guide documents drafting from prompts and Word paragraph rewriting; work-data-grounded prompts require the commercial Copilot subscription. Sources: microsoft-copilot:ms-writing-r2. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-writing-r2, microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary, microsoft-copilot:microsoft-copilot:r5-sharepoint-translation, microsoft-copilot:microsoft-copilot:r5-sharepoint-glossary, microsoft-copilot:microsoft-copilot:r5-sharepoint-metering ### WORK-04: Image generation and editing Judgment rule: Record available image models, editing (inpainting, reference images), admin control and per-image cost visibility, and licence or usage terms for generated images. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean can generate and edit images using enabled image models. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite image generation/editing with Model Hub Usage; provider/key availability remains conditional; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - image_generation — Can users generate images, with which models? [supported]: Universal Model Key uses the managed GPT Image 2.5 or GPT Image 2 default; Customer Key admins select image models and Agents can select enabled models. Sources: glean:glean:images, glean:glean:r2-core-entitlements. - image_editing — Can users edit uploaded images? [supported]: The image guide documents editing uploaded images. Sources: glean:glean:images, glean:glean:r2-core-entitlements. - admin_control — Can admins restrict image generation? [supported]: An administrator must enable image generation and a supported image model. Sources: glean:glean:images, glean:glean:r2-core-entitlements. - usage_terms — What usage rights apply to output? [partial]: Customer rights in outputs are governed by the Terms and AI Addendum together with model-provider terms; no unique or exclusive image-output guarantee was verified. Sources: glean:glean:terms, glean:glean:ai-addendum, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:images, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:ai-addendum #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Image generation and an administrator restriction are documented. General output ownership terms apply; editing and image-model-specific rights remain incomplete. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Image editing remains unverified. - Administrator image-generation controls are documented; full image-model-specific output rights remain unverified. - image_generation — Can users generate images, with which models? [partial]: Create/image generation appears in Chat and paid offerings; the current image-model mapping was not established. Sources: microsoft-copilot:ms-price-us. - image_editing — Can users edit uploaded images? [unknown]: Can users edit uploaded images? Unverified after checking Copilot commercial comparison and release notes; current editing, model-specific cost, image policy and output licence terms not fully retrieved. - admin_control — Can admins restrict image generation? [supported]: An authorized administrator can allow or prevent supported image generation under Copilot Settings. Availability depends on the tenant licence, enabled features and rollout; group-level behavior was not tested. Sources: microsoft-copilot:microsoft-copilot:r4-image-admin. - usage_terms — What usage rights apply to output? [partial]: The commercial Generative AI Product Terms treat output as Customer Data and state Microsoft does not own it. A complete image-model-specific rights or third-party restriction matrix was not verified. Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:microsoft-copilot:r4-image-admin, microsoft-copilot:microsoft-copilot:r4-online-service-terms ### WORK-05: Voice and meetings Judgment rule: Record dictation, read-aloud, live voice conversation, meeting transcription and summarisation, supported languages including Swiss German speech, and where audio is processed. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Real-time voice is available with provider streaming; meeting functionality depends on key mode. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Glean for Desktop Windows and macOS, Glean iOS and Android; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite real-time voice/Meeting Notes with Model Hub Usage; Meeting Notes requires Universal Model Key per feature matrix; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Raw voice audio streams to the configured model provider and is not stored according to the voice guide; transcripts follow chat retention. - dictation — Can users dictate prompts? [unknown]: Can users dictate prompts? The voice guide and key-mode matrix were checked; separate dictation and Swiss German recognition were not established or tested. - read_aloud — Can answers be read aloud? [partial]: Real-time voice speaks its responses; a separate read-aloud control for arbitrary text responses was not established. Sources: glean:glean:voice, glean:glean:r2-core-entitlements. - voice_conversation — Is a live voice mode available? [supported]: Interactive voice supports web, desktop and mobile, with interruptible spoken replies and a chat transcript. It does not invoke a chosen published agent. Sources: glean:glean:voice, glean:glean:r2-core-entitlements. - meeting_summaries — Are meetings transcribed and summarised? [partial]: The key matrix lists Meeting Notes as generally available with Universal Model Key and unsupported with Customer Key. Recording/language behavior was not tested. Sources: glean:glean:key-matrix, glean:glean:r2-core-entitlements. - swiss_german_speech — Is Swiss German speech recognised? [unknown]: Is Swiss German speech recognised? The voice guide and key-mode matrix were checked; separate dictation and Swiss German recognition were not established or tested. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:voice, glean:glean:r2-core-entitlements, glean:glean:key-matrix #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Work-account dictation, read-aloud and live voice are documented with availability limits. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: meeting_summaries, swiss_german_speech. - Read each atomic answer for its plan, access and feature limits. - dictation — Can users dictate prompts? [supported]: Work/school dictation sends speech to Microsoft for transcription without retaining dictation audio. Sources: microsoft-copilot:ms-voice. - read_aloud — Can answers be read aloud? [supported]: Read-aloud uses client-side text-to-speech. Sources: microsoft-copilot:ms-voice. - voice_conversation — Is a live voice mode available? [partial]: Live voice is documented for work/school accounts, subject to subscription and region; feedback audio is removed after 48 hours. Sources: microsoft-copilot:ms-voice. - meeting_summaries — Are meetings transcribed and summarised? [unknown]: Are meetings transcribed and summarised? Unverified after checking Copilot Voice and work-language pages; meeting transcription prerequisites and Swiss German dialect recognition not tested or established. - swiss_german_speech — Is Swiss German speech recognised? [unknown]: Is Swiss German speech recognised? Unverified after checking Copilot Voice and work-language pages; meeting transcription prerequisites and Swiss German dialect recognition not tested or established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-voice ### WORK-06: Data analysis and document output Judgment rule: Record code execution for data analysis, charts, and generation of downloadable Word, Excel, PowerPoint and PDF files. Analyse the fixture Excel and request a PowerPoint summary. Record where code runs and whether files are editable. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Data analysis and Office file output are documented, with spreadsheet and template limitations. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant/Canvas/document output with Model Hub Usage; provider/tool prerequisites apply; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - No fixture analysis or output-file inspection. Code-interpreter provider and retention differ by route. - data_analysis — Can it analyse spreadsheets with executed code? [supported]: Thinking-mode uploaded spreadsheets can use a per-user/session sandbox. Indexed spreadsheets may be truncated and cross-indexed-file numeric aggregation is not supported by the documented Data Analysis route. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements. - charts — Can it produce charts? [unknown]: The Data Analysis and Office-output guides were checked, but chart generation and chart-file fidelity were not established or observed in this pass. - office_file_output — Can it create Word, Excel or PowerPoint files? [supported]: Enabled tools create Word documents, Excel workbooks and PowerPoint decks, saved/downloaded through the documented route. Arbitrary Word/Excel template population is not supported by create tools. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements. - canvas_editing — Is there a document or canvas editor for iterating on output? [supported]: Slide generation creates decks in Canvas for refinement and export; exact themes and embedded elements are not guaranteed. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements, glean:glean:office-output #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Python execution and downloadable Office files are documented. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot with code interpreter/eligible Agent Builder agents; generated Word/Excel/PowerPoint files as documented for Chat; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - No analysis entitlement is inferred for every included-Chat client. Scope uses the paid Copilot code path explicitly named by the security architecture. - No spreadsheet/formula or editable-PowerPoint fixture was run. Notebook instruction sharing is not counted as an output canvas. - data_analysis — Can it analyse spreadsheets with executed code? [supported]: In the paid Copilot/eligible agent code-interpreter path, LLM-generated Python runs in isolated Azure VMs with no network traffic. Sources: microsoft-copilot:ms-code-r2. - charts — Can it produce charts? [supported]: The same paid code-interpreter path can generate data visualizations. Sources: microsoft-copilot:ms-code-r2. - office_file_output — Can it create Word, Excel or PowerPoint files? [supported]: Chat's Word/Excel/PowerPoint agents generate files: Word/Excel download; PowerPoint uses OneDrive when available, otherwise download. Sources: microsoft-copilot:ms-chat-privacy-r2. - canvas_editing — Is there a document or canvas editor for iterating on output? [unknown]: Notebook instruction editing does not establish an editor for generated output. Output-canvas behavior remains unverified after checking code-interpreter, file-generation and notebook instruction documentation. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-code-r2, microsoft-copilot:ms-chat-privacy-r2 ### WORK-07: Sharing and team spaces Judgment rule: Record chat sharing (link, user, group), shared projects or team spaces, channels or group chat with AI, and commenting. Test sharing a chat with a colleague in another group and record what the recipient sees, including knowledge they lack access to. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Viewer chat sharing documents recipient-source redaction; current Projects and group-chat plan entitlements remain unknown. Availability: beta Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant Viewer sharing; current Projects and Team-chat Editor entitlement under Core Suite/Enterprise Flex unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Viewer redaction must not be generalized to Team-chat Editors. Projects and Team-chat commercial/rollout entitlements remain unknown; no two-user fixture was run. - share_chats — Can chats be shared inside the organisation? [supported]: Users can share chats with users, departments or the organization, with Viewer read-only access. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements. - team_spaces — Are shared projects or workspaces available? [unknown]: The Projects guide describes gradual enablement but does not establish a current named Core Suite/Enterprise Flex entitlement. Shared-project availability remains unknown. - group_chat — Can several people chat together with the AI? [unknown]: The Team chat guide describes a beta enabled for selected users, but its current Core Suite/Enterprise Flex entitlement was not established. Multi-user AI chat availability for a named plan remains unknown. - share_permission_boundary — Does sharing respect the recipient's access to sources? [partial]: For Viewer chat sharing, the guide documents redaction of inaccessible citations and content. That finding does not establish the distinct Team-chat Editor entitlement or its availability for a Core Suite/Enterprise Flex tenant. No cross-group sharing test was run. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements, glean:glean:projects, glean:glean:team-chat #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Shared notebooks and agents are documented; chat-sharing boundaries remain untested. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: share_chats, group_chat, share_permission_boundary. - share_chats — Can chats be shared inside the organisation? [unknown]: Can chats be shared inside the organisation? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test. - team_spaces — Are shared projects or workspaces available? [supported]: Users can collaborate on shared notebooks and share agents. Sources: microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-agents. - group_chat — Can several people chat together with the AI? [unknown]: Can several people chat together with the AI? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test. - share_permission_boundary — Does sharing respect the recipient's access to sources? [unknown]: Does sharing respect the recipient's access to sources? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-agents ### WORK-08: Interface languages and accessibility Judgment rule: Record UI languages, focusing on German, French, Italian and English, with translation quality observed (complete, partial, machine-translated). Record response language handling and WCAG conformance statements. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial German, French, Italian and English end-user UIs are documented; admin setup is not localized. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite client surfaces; detailed language/localization entitlements not separately mapped by plan; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - The language/accessibility pages describe the common product, without a separate Core Suite/Enterprise Flex localization entitlement matrix. - ui_languages — Which UI languages are offered? [supported]: The support matrix lists English, German, French and Italian UI among other locales. Sources: glean:glean:language, glean:glean:r2-core-entitlements. - dach_language_quality — Are German, French and Italian UIs complete and natural? [unknown]: Are German, French and Italian UIs complete and natural? The locale matrix and accessibility statement were checked, but translation completeness and naturalness were not observed in a logged-in German/French/Italian UI. - accessibility_statement — Is there a WCAG conformance statement? [partial]: Glean maintains a VPAT 2.5 ACR covering WCAG 2.0/2.1/2.2 A and AA, obtainable through the Trust Center; the report was not reviewed. Sources: glean:glean:accessibility, glean:glean:r2-core-entitlements. - admin_ui_languages — Is the admin interface available in German? [unsupported]: The language guide explicitly says external help documentation and admin workspace setup are not yet localized. Sources: glean:glean:language, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:language, glean:glean:r2-core-entitlements, glean:glean:accessibility #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft lists the target European languages; naturalness and conformance remain unchecked. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Localization availability is documented; linguistic quality was not observed. - ui_languages — Which UI languages are offered? [supported]: Microsoft lists English, German, French and Italian among supported work languages and states localization. Sources: microsoft-copilot:ms-language. - dach_language_quality — Are German, French and Italian UIs complete and natural? [unknown]: Are German, French and Italian UIs complete and natural? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report. - accessibility_statement — Is there a WCAG conformance statement? [unknown]: Is there a WCAG conformance statement? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report. - admin_ui_languages — Is the admin interface available in German? [unknown]: Is the admin interface available in German? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-language ## Administration and governance ### ADM-01: Single sign-on and authentication Judgment rule: Record SAML, OIDC, Microsoft Entra ID, Google, LDAP, MFA enforcement, conditional-access compatibility, domain verification and plan restrictions. Test one SSO login on a trial where possible. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial SSO is mandatory with OIDC/SAML and identity-provider MFA and conditional access. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect includes SSO and role access; detailed IdP policy setup is separately documented; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - No SSO trial login was performed. - sso_protocols — Which SSO protocols and identity providers work? [supported]: OIDC and SAML work with Entra ID, Google, Okta, OneLogin and generic SAML providers as documented. Sources: glean:glean:sso, glean:glean:r2-core-entitlements. - sso_plan — Which plan includes SSO? [partial]: SSO is mandatory during deployment setup; no separate SSO price or plan gate is given in this guide. Sources: glean:glean:sso, glean:glean:r2-core-entitlements. - mfa — Can MFA be enforced? [supported]: Glean recommends enforcing MFA through the configured identity provider. Sources: glean:glean:sso, glean:glean:r2-core-entitlements. - conditional_access — Do Entra conditional-access policies apply? [supported]: Glean recommends appropriately secure IdP conditional-access policies; mobile documents Intune-compatible sign-in. Sources: glean:glean:sso, glean:glean:mobile, glean:glean:r2-core-entitlements. - domain_capture — Can the company claim its email domain? [partial]: Glean checks the user email domain against the expected customer domain before issuing a login cookie; broader domain-capture/migration semantics were not established. Sources: glean:glean:sso, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sso, glean:glean:r2-core-entitlements, glean:glean:mobile #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft 365 identity, MFA and conditional-access setup are documented. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: domain_capture. - Read each atomic answer for its plan, access and feature limits. - sso_protocols — Which SSO protocols and identity providers work? [partial]: Copilot uses Microsoft 365/Entra work accounts; exact application protocol and direct LDAP alternatives were not verified. Sources: microsoft-copilot:ms-price-us. - sso_plan — Which plan includes SSO? [supported]: Chat requires an eligible M365 account; paid access adds a Copilot licence. Sources: microsoft-copilot:ms-price-us. - mfa — Can MFA be enforced? [supported]: Deployment guidance documents enforcing MFA through Entra policies. Sources: microsoft-copilot:ms-setup. - conditional_access — Do Entra conditional-access policies apply? [partial]: Setup guidance documents conditional access, including SharePoint tenant-level policies. Sources: microsoft-copilot:ms-setup. - domain_capture — Can the company claim its email domain? [unknown]: Can the company claim its email domain? Unverified after checking Copilot licence and deployment guidance; no trial SSO login or domain-claim test. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-setup ### ADM-02: User provisioning and lifecycle Judgment rule: Record SCIM, just-in-time provisioning, group sync from the identity provider, deprovisioning effects (chats, assistants, knowledge ownership transfer) and licence assignment. Deprovision a test user and record what happens to their content. #### Glean Verification status: No public information found (not-published) Support: not-published We found no public information on this. A missing finding is not evidence that the product lacks the capability. #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Seat assignment is tenant-managed; provisioning and content-transfer details remain open. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: scim, group_sync, jit_provisioning, deprovisioning. - scim — Is SCIM provisioning supported? [unknown]: Is SCIM provisioning supported? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested. - group_sync — Are identity-provider groups synced? [unknown]: Are identity-provider groups synced? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested. - jit_provisioning — Are users created at first login? [unknown]: Are users created at first login? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested. - deprovisioning — What happens to a removed user's data and shared assets? [unknown]: What happens to a removed user's data and shared assets? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested. - seat_assignment — Can admins assign and reclaim seats? [supported]: M365 administrators assign purchased Copilot licences to users. Sources: microsoft-copilot:ms-setup. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-setup ### ADM-03: Roles, groups and feature permissions Judgment rule: Record admin roles, delegated admins, groups, per-feature permissions (web search, image generation, connectors, file upload, agents), separation of subsidiaries or departments, and enforcement. Test one disabled feature for one group. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean has delegated admin roles, IdP-group permissions and feature access controls. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect/Agent Governance role controls; department and IdP group policy configuration as documented; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - No two-group restriction-enforcement test. - admin_roles — Which admin roles exist, and can admin rights be delegated? [supported]: Setup Admin, Admin, Super Admin and specialist moderators have documented scopes; only Super Admin can assign certain privileges. Sources: glean:glean:roles, glean:glean:r2-core-entitlements. - groups — Can permissions be set per group? [supported]: Direct and IdP-group roles combine, with highest-precedence primary roles and union of secondary roles. Group permission behavior is feature-flag dependent. Sources: glean:glean:groups, glean:glean:r2-core-entitlements. - feature_toggles — Which features can be switched on or off per group? [partial]: Member permissions include content and agent creation; model access, scheduled triggers and beta features have specific controls. Every feature/group combination was not verified. Sources: glean:glean:users, glean:glean:groups, glean:glean:r2-core-entitlements. - multi_entity — Can subsidiaries or departments be separated within one contract? [partial]: Terms permit affiliates to use or order the service, while separate subsidiary data partitions within one contract were not established. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:roles, glean:glean:r2-core-entitlements, glean:glean:groups, glean:glean:users, glean:glean:terms #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Administrative roles and selected group-targeted controls are documented. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - No disabled-feature test with two groups was performed. - admin_roles — Which admin roles exist, and can admin rights be delegated? [supported]: M365, SharePoint, Purview and billing functions use distinct administrator roles. Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup. - groups — Can permissions be set per group? [supported]: Web-search and Anthropic settings can target groups. Sources: microsoft-copilot:ms-manage, microsoft-copilot:ms-anthropic. - feature_toggles — Which features can be switched on or off per group? [partial]: Admins control web search and Agent Builder; Anthropic access has separate user/group controls. Sources: microsoft-copilot:ms-manage, microsoft-copilot:ms-builder, microsoft-copilot:ms-anthropic. - multi_entity — Can subsidiaries or departments be separated within one contract? [unknown]: Can subsidiaries or departments be separated within one contract? Unverified after checking Copilot admin controls; complete feature-by-group and subsidiary isolation behavior not tested. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup, microsoft-copilot:ms-manage, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-builder ### ADM-04: Usage and adoption analytics Judgment rule: Record dashboards for active users, usage by feature, model, group and assistant, export, and privacy controls (aggregation, pseudonymisation, works-council-friendly settings). Distinguish aggregate adoption metrics from per-person monitoring. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Insights provides adoption and individual activity reporting with CSV export. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Billing & Insights included in seat; Enterprise Flex Admin console/Insights platform separate from usage rates; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - adoption_dashboard — Is there an adoption dashboard? [supported]: Insights includes daily, weekly and monthly active users and adoption metrics. Sources: glean:glean:insights, glean:glean:r2-core-entitlements. - breakdowns — Can usage be broken down by group, model, feature and assistant? [partial]: Department filters and per-person Assistant, search, agent and MCP activity are documented. Model usage is a separate dashboard; a unified breakdown by every requested dimension was not verified. Sources: glean:glean:insights, glean:glean:core-price, glean:glean:r2-core-entitlements. - export — Can usage data be exported? [supported]: The All signed up users table exports CSV; customer event delivery supports downstream analysis. Sources: glean:glean:insights, glean:glean:events, glean:glean:r2-core-entitlements. - privacy_modes — Can per-person reporting be limited or pseudonymised? [partial]: Departments under five users are grouped. The same guide documents named user activity; an organization-wide pseudonymous mode was not established. Sources: glean:glean:insights, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:insights, glean:glean:r2-core-entitlements, glean:glean:core-price, glean:glean:events #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Chat and paid usage reports are separate and have privacy controls. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Read each atomic answer for its plan, access and feature limits. - adoption_dashboard — Is there an adoption dashboard? [supported]: Microsoft publishes distinct paid Copilot and unlicensed Chat usage dashboards. Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage. - breakdowns — Can usage be broken down by group, model, feature and assistant? [partial]: Reports include application entry points and user activity; complete model/group/assistant breakdowns were not verified. Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage. - export — Can usage data be exported? [supported]: The Chat report exports all reported user usage as CSV. Sources: microsoft-copilot:ms-chat-usage. - privacy_modes — Can per-person reporting be limited or pseudonymised? [supported]: Identifying user, group and site fields are hidden by default; administrators can change report settings. Sources: microsoft-copilot:ms-usage. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage ### ADM-05: Spend controls and cost allocation Judgment rule: Record cost visibility per user, group and cost centre, budgets and their behaviour (alert, block, downgrade model), pooled credits, and chargeback exports. Test a small budget on a trial where possible. Distinguish billed amounts, estimates and unavailable amounts. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Usage limits can alert or block; team limits are per-member defaults rather than pooled team budgets. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite / Enterprise Flex; legacy Enterprise exclusions stated; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - cost_visibility — Can admins see cost or consumption per user and group? [supported]: Usage dashboards expose user/team/agent consumption in dollars or FlexCredits depending on plan. Sources: glean:glean:limits. - budgets — Can budgets be set per user or group? [supported]: Organization, user, department/IdP-group and agent monthly limits are documented for Core Suite/Enterprise Flex; legacy Enterprise lacks user/agent limits. Sources: glean:glean:limits. - budget_enforcement — Does reaching a budget alert, block or downgrade? [supported]: An optional block stops later billable requests after the running action completes. Alert-only is also available; some overage can occur. Sources: glean:glean:limits. - chargeback — Can costs be exported per cost centre? [unknown]: Can costs be exported per cost centre? The usage-limit and pricing guides were checked; cost-center chargeback export and cost allocation outside current department/group metadata were not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:limits #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Metered-service cost management supports limits; exact stop semantics need verification. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Prepaid-credit exhaustion alone can continue into PAYG; it is not itself a hard budget. - cost_visibility — Can admins see cost or consumption per user and group? [partial]: The cost dashboard shows credit consumption and billing configuration; complete cost-centre mapping was not verified. Sources: microsoft-copilot:ms-cost-setup. - budgets — Can budgets be set per user or group? [supported]: Policies support monthly spending limits and optional per-user limits. Sources: microsoft-copilot:ms-cost-setup. - budget_enforcement — Does reaching a budget alert, block or downgrade? [partial]: The setup describes limits on monthly credit spend, but overshoot, timing and enforcement were not tested. Sources: microsoft-copilot:ms-cost-setup. - chargeback — Can costs be exported per cost centre? [unknown]: Can costs be exported per cost centre? Unverified after checking Copilot Credits cost management and rate documentation; chargeback exports and enforced-stop timing not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-cost-setup ### ADM-06: Audit logs and compliance export Judgment rule: Record which events are logged (logins, admin changes, prompts, responses, file access, connector queries), retention, export or SIEM streaming, and eDiscovery/legal hold. Use the word audit only with a defined retention and integrity model. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Administrative change logs have documented CSV export and retention. Prompt/response compliance logging remains unknown because source scopes conflict. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect administrative audit logs; no verified prompt/response compliance-logging finding; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Only administrative/configuration events, their export and their stated retention are positive findings. Content logging, its compliance integrity model, eDiscovery and legal hold remain unverified. - admin_events — Are admin and security events logged? [supported]: Admin Audit Logs record configuration changes by admins and Glean support, excluding end-user events. Default retention is 30 days. Sources: glean:glean:audit, glean:glean:r2-core-entitlements. - content_logging — Can prompts and answers be retained for compliance, and is it configurable? [unknown]: Prompt/response retention and its configuration remain unknown. The deployment comparison says individual queries/responses are not logged, while Customer Event documentation describes CHAT response content and the history guide separates that logging from history. Their deployment/system scopes were not reconciled. - siem_export — Can logs stream to a SIEM or be exported? [partial]: The administrative audit-log guide documents self-serve CSV export. For Glean-hosted deployments, ongoing delivery of administrative logs can be configured by the account team and is not enabled by default or self-serve. This finding makes no prompt/response or Customer Event export guarantee. Sources: glean:glean:audit, glean:glean:r2-core-entitlements. - ediscovery — Are eDiscovery and legal hold supported? [unknown]: Are eDiscovery and legal hold supported? Administrative and Customer Event documentation was checked. eDiscovery/legal-hold behavior, integrity guarantees and per-destination content-log retention were not established. - log_retention — How long are logs kept? [partial]: Administrative audit logs have a documented 30-day default; extended periods require arrangement. Customer Event/content-log retention is unknown and no common retention term for all logs is inferred. Sources: glean:glean:audit, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:audit, glean:glean:r2-core-entitlements, glean:glean:deploy, glean:glean:events, glean:glean:history #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Purview provides interaction records and compliance retention, with licence-dependent policies. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Compliance copies differ from the visible chat history. No export or hold test was run. - admin_events — Are admin and security events logged? [supported]: With auditing enabled, Purview logs Copilot admin changes and user resource/agent metadata. Sources: microsoft-copilot:ms-audit. - content_logging — Can prompts and answers be retained for compliance, and is it configurable? [supported]: Prompts/responses are retained in Exchange-backed compliance copies; administrators can apply retention. Sources: microsoft-copilot:ms-retention. - siem_export — Can logs stream to a SIEM or be exported? [supported]: Purview supports export of Copilot audit events. Microsoft documents EXO CSV export and Office 365 Management Activity API streaming of CopilotInteraction events to a SIEM; this does not imply full prompt/response content in audit metadata. Sources: microsoft-copilot:microsoft-copilot:r4-audit-export, microsoft-copilot:microsoft-copilot:r4-audit-api. - ediscovery — Are eDiscovery and legal hold supported? [supported]: Hidden interaction copies are searchable through eDiscovery and remain subject to holds. Sources: microsoft-copilot:ms-retention. - log_retention — How long are logs kept? [partial]: Audit Standard and Premium have distinct retention entitlements; a product-specific integrity and exact retention configuration was not verified. Sources: microsoft-copilot:ms-audit-standard. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-audit, microsoft-copilot:ms-retention, microsoft-copilot:ms-audit-standard, microsoft-copilot:microsoft-copilot:r4-audit-export, microsoft-copilot:microsoft-copilot:r4-audit-api ### ADM-07: Data loss prevention and personal data Judgment rule: Record detection and handling of personal and confidential data before it reaches a model: redaction, masking, blocking, warning. Record integration with Purview, Netskope or similar, and whether filtering runs locally or at a third party. Send a fixture prompt with a Swiss AHV number and IBAN and record the outcome. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Protect+ can flag or block configured sensitive patterns in prompts; file coverage and Swiss-fixture outcomes are unknown. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Enterprise Flex + Protect+ site-wide annual add-on; basic Core Suite CSV protection is a different mechanism; add_ons=Glean Protect+ AI security; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Prompt-only pattern policy is not evidence that file contents are filtered before every model call. No personal-data fixture was run. - pii_detection — Is personal data detected in prompts and files? [partial]: Prompt-only regex policy covers configured PII, credentials, IBAN and government-ID patterns. Templates start disabled; this policy excludes retrieved data and generated responses. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - pii_action — Is it redacted, masked, blocked or only warned? [supported]: Admins choose monitoring with findings or immediate blocking of the run; the guide does not promise automatic redaction for this policy. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - custom_patterns — Can admins add custom patterns or terms? [supported]: Admins can define RE2 pattern groups and test patterns before enabling them. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - dlp_integration — Does it integrate with an existing DLP product? [partial]: Protect+ documents AI security integrations including Palo Alto Networks in the product/security material. Purview/Netskope integration and exact enterprise entitlement were not verified. Sources: glean:glean:protect, glean:glean:subprocessors, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - filter_location — Where does filtering run? [unknown]: Where does filtering run? Protect+ and prompt-policy guides were checked. Filtering location, upload scanning by this policy and Swiss AHV/IBAN behavior were not observed. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:protect, glean:glean:subprocessors #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Purview can block sensitive prompts when configured; its default policy simulates. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - No Swiss AHV or IBAN test was performed. - pii_detection — Is personal data detected in prompts and files? [supported]: Purview DLP can match selected sensitive information types in prompts. Sources: microsoft-copilot:ms-dlp. - pii_action — Is it redacted, masked, blocked or only warned? [supported]: Configured policies prevent prompt processing; the default policy is simulation/alert mode. Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-dlp-default. - custom_patterns — Can admins add custom patterns or terms? [supported]: The Copilot DLP location supports custom sensitive-information types for prompt blocking. This control is in preview and subject to tenant rollout and licensing; the location does not scan files uploaded directly in prompts. No AHV/IBAN fixture was run. Sources: microsoft-copilot:microsoft-copilot:r4-custom-dlp-types. - dlp_integration — Does it integrate with an existing DLP product? [partial]: Microsoft Purview is the documented integration; base subscription entitlements determine available controls. Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-setup. - filter_location — Where does filtering run? [unknown]: Where does filtering run? Unverified after checking Purview DLP documentation; custom AHV/IBAN patterns, filtering geography and fixture behavior unverified. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-dlp-default, microsoft-copilot:ms-setup, microsoft-copilot:microsoft-copilot:r4-custom-dlp-types ### ADM-08: AI policy and guardrails Judgment rule: Record organisation-wide system instructions, acceptable-use notices and acknowledgement, content filters, topic restrictions, AI-output labelling, and admin visibility of policy violations. Separate enforced policy from instructions the model is expected to follow. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise instructions and configurable AI security policies are documented. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Enterprise Flex Assistant instructions; Protect+ site-wide annual add-on for security monitoring/blocking; add_ons=Protect+ for AI security findings; not required for basic custom instructions; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Model-followed instructions are distinct from policy enforcement. - org_instructions — Can admins set organisation-wide instructions? [supported]: Admins can configure up to five enterprise custom instructions for Assistant. Sources: glean:glean:org-instructions, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - usage_notice — Can users be required to accept a usage policy? [unknown]: Can users be required to accept a usage policy? The custom-instruction and AI security guides were checked; a mandatory acceptable-use acknowledgement flow was not established. - content_filters — Are content filters configurable? [supported]: Protect+ policies can monitor/block configured sensitive prompts and restrict topics; enforcement depends on enabled policy. Sources: glean:glean:pii, glean:glean:protect, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - violation_reporting — Are policy hits visible to admins? [supported]: Monitoring creates admin findings with matched patterns, snippets and conversation links. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:org-instructions, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:pii, glean:glean:protect #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft documents safety controls and policy metadata; organization-wide instruction enforcement remains unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: org_instructions, usage_notice. - Read each atomic answer for its plan, access and feature limits. - org_instructions — Can admins set organisation-wide instructions? [unknown]: Can admins set organisation-wide instructions? Unverified after checking Copilot privacy and audit schemas; organization-wide instructions and mandatory AUP acknowledgement not established. - usage_notice — Can users be required to accept a usage policy? [unknown]: Can users be required to accept a usage policy? Unverified after checking Copilot privacy and audit schemas; organization-wide instructions and mandatory AUP acknowledgement not established. - content_filters — Are content filters configurable? [partial]: Copilot documents harmful-content and prompt-injection protections; customer configurability was not established. Sources: microsoft-copilot:ms-privacy. - violation_reporting — Are policy hits visible to admins? [partial]: Audit resource metadata can include policy restrictions and prompt-injection detection; complete violation coverage was not established. Sources: microsoft-copilot:ms-audit. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-audit ## Data protection and sovereignty ### DATA-01: Hosting location and data residency Judgment rule: Record country or region separately for chat storage, files and indexes, model inference, backups, logs and telemetry, and support access. Name the cloud provider. Record whether residency is default, a paid option or plan-dependent. "EU data boundary" programmes are recorded with their documented exceptions. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Hosting is region-selectable, but storage, model processing and remote support must be scoped separately. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean Hosted regional single-tenant hosting included; Customer Hosted and provider regions remain contract/key choices; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - storage_region — Where are chats, files and indexes stored? [partial]: Tenant storage and index follow the selected isolated GCP/AWS deployment; the public GCP list includes Netherlands, Belgium and Frankfurt. Actual contracted country was not selected. Sources: glean:glean:deploy, glean:glean:regions, glean:glean:r2-core-entitlements. - inference_region — Where do model calls run, per provider? [partial]: Model routes depend on cloud and key mode; GCP/AWS Customer Key has cross-cloud restrictions. The subprocessor list allows customer-selected provider locations but does not establish every model remains in EU/CH. Sources: glean:glean:models, glean:glean:subprocessors, glean:glean:r2-core-entitlements. - backups_logs_region — Where are backups, logs and telemetry? [partial]: Deployment documentation lists backups up to seven days but no full country map for backups, telemetry and central services was established. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. - support_access_region — From where can vendor staff access data? [supported]: The subprocessor list names the Indian affiliate for remote support/security/debugging; the SLA names California and Bangalore support locations. Sources: glean:glean:subprocessors, glean:glean:sla, glean:glean:r2-core-entitlements. - swiss_hosting — Is Swiss hosting available? [unknown]: Is Swiss hosting available? Region and deployment pages were checked; Swiss hosting, exact backup/log/telemetry geography and all model-provider regional exceptions were not established. - residency_plan — Which plan or option provides residency? [partial]: Both vendor-hosted and customer-cloud modes offer region selection. Prices, thresholds and per-model regional conditions remain contractual. Sources: glean:glean:deploy, glean:glean:terms, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:deploy, glean:glean:regions, glean:glean:r2-core-entitlements, glean:glean:models, glean:glean:subprocessors, glean:glean:sla, glean:glean:terms #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial EU/EFTA commitments have separate model, web-search and operational exceptions. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Bing web queries are outside EUDB. Anthropic opt-in changes the model-processing scope. No sovereign-cloud claims are made. - storage_region — Where are chats, files and indexes stored? [partial]: Microsoft 365 tenant commitments govern interaction storage and OneDrive files; EUDB covers qualifying EU/EFTA configurations, not a universal Swiss-only deployment. Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-eudb. - inference_region — Where do model calls run, per provider? [partial]: EU traffic has EUDB safeguards; optional Anthropic is excluded from EUDB and in-country processing commitments. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-anthropic. - backups_logs_region — Where are backups, logs and telemetry? [partial]: EUDB includes pseudonymized personal system logs subject to limited-transfer exceptions; a separate backup/telemetry country map was not retrieved. Sources: microsoft-copilot:ms-eudb. - support_access_region — From where can vendor staff access data? [partial]: EUDB professional-services data is committed at rest; operational transfers remain possible. This does not prove EU-only staff access. Sources: microsoft-copilot:ms-eudb. - swiss_hosting — Is Swiss hosting available? [unknown]: Is Swiss hosting available? Unverified after checking Copilot privacy, EUDB and residency documentation; no comprehensive Swiss storage/inference/support matrix. - residency_plan — Which plan or option provides residency? [partial]: Chat and paid Copilot use M365 commitments; model and service-specific exceptions must be applied separately. Sources: microsoft-copilot:ms-edp, microsoft-copilot:ms-anthropic. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-eudb, microsoft-copilot:ms-privacy, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-edp ### DATA-02: Deployment options Judgment rule: Record multi-tenant SaaS, dedicated single-tenant instance, deployment in the customer's cloud account, on-premise and air-gapped as separate options with plan and availability. Record which features are missing in each mode, who operates it, and the documented seat or contract threshold for each mode, which can differ from the enterprise plan threshold (e.g. dedicated SaaS from 2,000 seats, own cloud from 5,000). A local-network connector or gateway that reaches on-prem data from a vendor-hosted platform is KNOW-03, not on-premise deployment. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean documents dedicated vendor hosting and Glean-operated deployment in customer cloud accounts. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean Hosted single tenant; separately contracted Customer Hosted private-cloud configuration under Core Suite/Enterprise Flex; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - multi_tenant_saas — Is a shared SaaS offered? [unsupported]: Deployment documentation explicitly says Glean uses single-tenant infrastructure in both supported modes. This is not a shared tenant offer. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - dedicated_instance — Is a dedicated single-tenant instance offered, from what size? [supported]: Glean Hosted runs isolated customer infrastructure in Glean cloud accounts; the public guide gives no numerical seat threshold. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - customer_cloud — Can it run in the customer's own cloud account, from what size? [supported]: Customer Hosted, formerly Cloud-Prem, runs a Glean-managed tenant in customer GCP or AWS. Glean handles upgrades and keeps support access; seat/contract minimum is not published. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. - on_premise — Can the whole platform run on customer infrastructure, from what size? [unknown]: Can the whole platform run on customer infrastructure, from what size? The deployment guide and terms describe supported cloud accounts, not a whole-platform on-premises or air-gapped entitlement. Numerical minimums for each mode were not found. - air_gapped — Can it run without internet access? [unknown]: Can it run without internet access? The deployment guide and terms describe supported cloud accounts, not a whole-platform on-premises or air-gapped entitlement. Numerical minimums for each mode were not found. - mode_feature_gaps — Which features are missing outside SaaS? [partial]: The guide describes the same product in both modes, but key/provider matrices document cloud and feature differences. Customer Hosted cannot be independently patched or re-architected by the customer. Sources: glean:glean:deploy, glean:glean:key-matrix, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:key-matrix #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial The researched offering is Microsoft-operated tenant SaaS; other deployment contracts remain unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: dedicated_instance, customer_cloud, on_premise, air_gapped, mode_feature_gaps. - multi_tenant_saas — Is a shared SaaS offered? [supported]: Enterprise protection documents isolated customer tenants in Microsoft 365. Sources: microsoft-copilot:ms-edp. - dedicated_instance — Is a dedicated single-tenant instance offered, from what size? [unknown]: Is a dedicated single-tenant instance offered, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established. - customer_cloud — Can it run in the customer's own cloud account, from what size? [unknown]: Can it run in the customer's own cloud account, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established. - on_premise — Can the whole platform run on customer infrastructure, from what size? [unknown]: Can the whole platform run on customer infrastructure, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established. - air_gapped — Can it run without internet access? [unknown]: Can it run without internet access? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established. - mode_feature_gaps — Which features are missing outside SaaS? [unknown]: Which features are missing outside SaaS? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-edp ### DATA-03: Training use and provider retention Judgment rule: Record whether customer content trains vendor or provider models, by plan and default; zero-data-retention arrangements with model providers; abuse-monitoring retention and human review; and the model provider's terms that apply. A "no training" claim on a marketing page is `vendor-claimed` until the contract or DPA says so. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial The AI Addendum prohibits model training and scopes provider retention commitments to Glean-key use, with exceptions. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Any contracted plan incorporating the AI Addendum; Glean model key unless Customer Key explicitly discussed; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - vendor_training — Does the vendor train on customer content? [supported]: AI Addendum section 3(a)(i) prohibits Glean from using Customer Data to train, retrain, improve or fine-tune AI Models. Sources: glean:glean:ai-addendum. - provider_training — Do model providers train on it under this product's contracts? [supported]: For Glean model-key service, Glean contracts with providers to prohibit that training. Customer Key access remains the customer responsibility under section 4. Sources: glean:glean:ai-addendum. - provider_retention — How long do model providers keep prompts, including for abuse monitoring? [partial]: Glean-key section 3(b) prohibits stored/logged inputs and outputs except legal or trust-and-safety necessity. The Data Analysis guide also describes up to 30-day retention for abuse-flagged files. Sources: glean:glean:ai-addendum, glean:glean:analysis. - zero_retention — Is zero data retention available, and on which plan? [partial]: Zero-day retention is a contractual Glean-key commitment subject to law and trust/safety exceptions; it is not a blanket guarantee for Customer Key or every file-processing tool. Sources: glean:glean:ai-addendum, glean:glean:analysis. - human_review — Can provider staff review content? [unknown]: Can provider staff review content? The AI Addendum and Data Analysis security text were checked; provider human-review access under each exception was not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:ai-addendum, glean:glean:analysis #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial No-training assertions and provider exceptions are recorded separately from customer retention. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - No-training statements remain vendor assertions pending direct contract verification. Stored tenant chat history is distinct from provider retention. - vendor_training — Does the vendor train on customer content? [partial]: Microsoft states commercial prompts, responses and Graph data do not train foundation models; the underlying DPA text was not inspected. Sources: microsoft-copilot:ms-no-training. - provider_training — Do model providers train on it under this product's contracts? [partial]: Microsoft makes the same foundation-model statement; separate Data Retention model terms require their own review. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic. - provider_retention — How long do model providers keep prompts, including for abuse monitoring? [partial]: Some Anthropic models explicitly retain data under separate Anthropic terms; ordinary eligible subprocessor models are described differently. No universal retention period is established. Sources: microsoft-copilot:ms-anthropic. - zero_retention — Is zero data retention available, and on which plan? [partial]: Eligible Anthropic subprocessor offerings are described as not retaining customer content; this is not zero retention for M365 interactions. Sources: microsoft-copilot:ms-anthropic. - human_review — Can provider staff review content? [partial]: Copilot opts out of Azure OpenAI abuse-monitoring human review; Anthropic illegal-content safeguards are separate. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic ### DATA-04: Retention and deletion Judgment rule: Record default retention for chats, files, indexes and logs; admin-configured retention; user deletion; deletion after contract end; and deletion confirmation. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial User-facing chat/file deletion and contract-end obligations are documented; default and effective admin retention remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex user history controls and applicable Terms/DPA; default/effective configured retention and shared-link lifetime unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - User-facing deletion does not establish erasure from every retained copy. Default/effective configured retention, shared-link lifetime and contract-end completion timing remain unknown. - default_retention — What is retained and for how long by default? [unknown]: Default content retention is unknown. Chat Sharing states a fixed 30-day conversation/link lifetime, while Chat History describes organization-configured periods. The relationship between shared links, stored chats, uploads and other retained copies was not reconciled; no universal default is inferred. - admin_retention — Can admins set retention periods? [unknown]: The history guide lists Off, 30, 90, 180 and 365 days, but the sharing guide states a fixed 30-day conversation/link lifetime. The effective scope of admin settings versus shared-link/stored-chat retention remains unresolved, so a verified configurable retention entitlement is not asserted. - user_deletion — Can users delete their chats and files permanently? [partial]: The history guide lets users remove chats from their history; the upload guide allows file removal before the first query or by deleting the chat afterward. Permanent removal from every copy, backup or event log was not established. Sources: glean:glean:history, glean:glean:uploads, glean:glean:r2-core-entitlements. - contract_end_deletion — What is deleted at contract end, and when? [partial]: Terms section 12.3 and DPA section 7 require deletion at termination subject to legal retention. No fixed completion interval or destruction certificate was established. Sources: glean:glean:terms, glean:glean:dpa, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:history, glean:glean:uploads, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:dpa, glean:glean:sharing #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Purview governs retained Exchange copies of managed Copilot interactions; uploaded-file repository retention is outside this finding. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Managed work/school Microsoft Copilot and Copilot Chat with EDP; Exchange prompt/response copies governed by applicable Purview retention/holds; add_ons=Eligible Microsoft365 tenant, Applicable Purview retention/eDiscovery licensing and configured policies; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Narrowed scope resolves the publication conflict for this finding: Exchange interaction copies are separate from uploaded-file repositories and temporary prompt context. - No universal18-month file-retention promise or immediate-deletion guarantee is made. Full repository/post-termination behavior needs a separate source/tenant check. - default_retention — What is retained and for how long by default? [partial]: Prompts/responses are logged in Exchange; retention depends on tenant policies. A universal default duration for uploaded files/indexes is not established and is excluded from this Exchange-interaction scope. Sources: microsoft-copilot:ms-chat-privacy-r2, microsoft-copilot:ms-retention-r2. - admin_retention — Can admins set retention periods? [supported]: Purview can retain/delete interaction copies; retention and eDiscovery holds can suspend permanent deletion. Sources: microsoft-copilot:ms-retention-r2. - user_deletion — Can users delete their chats and files permanently? [partial]: Removing visible history does not immediately delete retained Exchange copies; retention/hold processing continues asynchronously. Sources: microsoft-copilot:ms-retention-r2. - contract_end_deletion — What is deleted at contract end, and when? [unknown]: What is deleted at contract end, and when? Unverified after checking Purview retention and privacy documentation; complete post-termination deletion terms were not retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-chat-privacy-r2, microsoft-copilot:ms-retention-r2 ### DATA-05: Sub-processors and foreign-law exposure Judgment rule: Record the published sub-processor list with countries, change-notification rules, the vendor's and parent company's jurisdiction, transfer mechanisms (EU-US Data Privacy Framework, Swiss-US DPF, SCCs) and the vendor's documented position on foreign government access requests (e.g. US CLOUD Act). Record facts, not a legal assessment. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial A dated processor list includes US providers and Indian remote support, with DPA transfer and change terms. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex under applicable public Terms, signed DPA and Order Form; no bespoke contract examined; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - subprocessor_list — Is a dated sub-processor list published? [supported]: Public list last updated July 28, 2026 identifies infrastructure, model, support and search subprocessors. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements. - subprocessor_countries — Which countries do sub-processors operate in? [supported]: The table lists US provider entities and India for Glean Search Technologies remote support; selected cloud/provider processing locations can differ. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements. - change_notification — Are customers notified of sub-processor changes? [supported]: DPA section 9 specifies at least 30 days notice before a new processor and a 30-day objection period, with a scoped termination remedy if unresolved. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements. - parent_jurisdiction — Which jurisdiction governs the vendor and its parent? [partial]: The Terms identify Glean Technologies, Inc. as a Delaware corporation. A separate parent entity was not established. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - transfer_mechanism — Which transfer mechanism applies to non-EU/CH processing? [supported]: The DPA incorporates EU SCCs, Swiss-recognized clauses and the UK Addendum for applicable transfers; SCC law/jurisdiction is Ireland. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements. - government_access_policy — Is there a published government-access or transparency policy? [unknown]: Is there a published government-access or transparency policy? DPA, processor list and privacy page were checked. A separate government-access/transparency-request policy was not established; no legal exposure verdict is made. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements, glean:glean:dpa, glean:glean:terms #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft publishes subprocessor governance and change-notification routes; legal transfer details need direct contract review. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: subprocessor_countries, parent_jurisdiction, transfer_mechanism, government_access_policy. - Read each atomic answer for its plan, access and feature limits. - subprocessor_list — Is a dated sub-processor list published? [partial]: The AI subprocessor overview links the Online Services Subprocessors List; a dated country-by-country copy was not downloaded. Sources: microsoft-copilot:ms-subprocessors. - subprocessor_countries — Which countries do sub-processors operate in? [unknown]: Which countries do sub-processors operate in? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass. - change_notification — Are customers notified of sub-processor changes? [partial]: Customers can subscribe to list updates. Exact advance-notice periods were not established. Sources: microsoft-copilot:ms-subprocessors. - parent_jurisdiction — Which jurisdiction governs the vendor and its parent? [unknown]: Which jurisdiction governs the vendor and its parent? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass. - transfer_mechanism — Which transfer mechanism applies to non-EU/CH processing? [unknown]: Which transfer mechanism applies to non-EU/CH processing? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass. - government_access_policy — Is there a published government-access or transparency policy? [unknown]: Is there a published government-access or transparency policy? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-subprocessors ### DATA-06: Contracts and regulatory coverage Judgment rule: Record DPA availability and form (click-through, negotiable), reference to Swiss revDSG and GDPR, governing law and court, EU AI Act documentation (provider or deployer role, transparency materials), and sector-specific materials (FINMA outsourcing, banking secrecy, public sector). No compliance verdict. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public contractual and AI-law materials are available, with Swiss/EU data-law scope. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex applicable public Terms/DPA/AI Addendum; signed Order Form controls actual coverage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - dpa — Is a DPA available, and is it negotiable? [supported]: A public DPA form takes effect when signed and can sit under a mutually accepted agreement; negotiability was not tested. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements. - revdsg_gdpr — Does the DPA cover revDSG and GDPR? [supported]: The DPA defines applicable data-protection law to include Switzerland and GDPR and describes Swiss transfer clauses. Applicability depends on the processing. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements. - governing_law — Which law and court govern the contract? [partial]: Main Terms section 13.1 specifies New York and US law; SCCs select Ireland for their own governing law/jurisdiction. A specific court for the main contract was not established. Sources: glean:glean:terms, glean:glean:dpa, glean:glean:r2-core-entitlements. - ai_act_materials — Is EU AI Act documentation provided? [partial]: The AI Addendum includes applicable EU AI Act commitments and allocation of customer/provider responsibilities; a full procurement technical file was not retrieved. Sources: glean:glean:ai-addendum, glean:glean:r2-core-entitlements. - sector_materials — Are FINMA or other sector materials provided? [partial]: The public legal index links HIPAA BAA forms for Glean as Business Associate and as Subcontractor; actual coverage depends on the applicable agreement. The AI Addendum describes assurance commitments. FINMA/banking-secrecy outsourcing materials were not established. Sources: glean:glean:r3-legal-index, glean:glean:ai-addendum, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:ai-addendum, glean:glean:r3-legal-index #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise data protection links a DPA and Product Terms; no regulatory compliance verdict is made. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: governing_law, ai_act_materials, sector_materials. - Read each atomic answer for its plan, access and feature limits. - dpa — Is a DPA available, and is it negotiable? [partial]: Microsoft says commercial Copilot/Chat are covered by its DPA and Product Terms; negotiability was not verified. Sources: microsoft-copilot:ms-edp. - revdsg_gdpr — Does the DPA cover revDSG and GDPR? [partial]: The enterprise protection page names GDPR; Swiss revDSG wording was not inspected. Sources: microsoft-copilot:ms-edp. - governing_law — Which law and court govern the contract? [unknown]: Which law and court govern the contract? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified. - ai_act_materials — Is EU AI Act documentation provided? [unknown]: Is EU AI Act documentation provided? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified. - sector_materials — Are FINMA or other sector materials provided? [unknown]: Are FINMA or other sector materials provided? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-edp ### DATA-07: Certifications and attestations Judgment rule: Record each certificate or report separately: ISO 27001, 27017, 27018, 27701, 42001; SOC 2 Type I/II with period; BSI C5; TISAX; national schemes. Record issuer, scope (which product and entity), validity and access route. A cloud provider's certificate does not certify the product. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial SOC 2 and ISO badges are vendor claims; issuer, report scope and validity were not independently checked. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect compliance material; vendor badges only, certificate/report scope and validity unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - No evidence is certificate-verified. Cloud-provider certificates are not treated as Glean certificates. - iso_27001 — ISO 27001 with scope and validity? [partial]: Glean claims ISO 27001 on its security page. The actual certificate, issuer, service scope and validity dates were not obtained. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements. - soc2 — SOC 2 type, period and covered service? [partial]: Glean claims SOC 2 Type II, but auditor, examination period and exact covered service were not verified from a report. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements. - c5 — BSI C5 attestation? [unknown]: BSI C5 attestation? The public security page and trust.glean.com were checked; trust report content was inaccessible. BSI C5, independent pentest summaries and certificate/report validity were not established. - other_certifications — Which other certificates (27701, 42001, TISAX)? [partial]: The security page lists ISO 42001, HIPAA and TX-RAMP Level 2. These are vendor assertions, not verified certificates in this profile. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements. - report_access — How can customers obtain reports? [partial]: Security and accessibility material direct evaluators to the public Trust Center, whose report content was not readable without further access. Sources: glean:glean:security-page, glean:glean:accessibility, glean:glean:r2-core-entitlements. - pentest — Are independent penetration test summaries available? [unknown]: Are independent penetration test summaries available? The public security page and trust.glean.com were checked; trust report content was inaccessible. BSI C5, independent pentest summaries and certificate/report validity were not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements, glean:glean:accessibility #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial BSI’s public registry verifies Microsoft 365 ISMS/privacy certificates with validity through July 28, 2027. A Copilot-specific certificate schedule and current SOC/C5 reports remain unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Registry verification covers the named Microsoft 365 ISMS/privacy scope; the issuer entries do not separately enumerate Copilot. - No restricted Service Trust Portal document, Copilot ISO 42001 certificate schedule, current SOC 2 audit period or C5 report was inspected. - Vendor-listed ISO 42001 scope is distinguished from issuer-verified ISO 27001/27701 metadata. - iso_27001 — ISO 27001 with scope and validity? [partial]: BSI registry entry IS 552878 verifies Microsoft Corporation’s Microsoft 365 services ISMS against ISO/IEC 27001:2022, effective July 29, 2024 through July 28, 2027, under a February 14, 2024 applicability statement. Microsoft places Copilot under Microsoft 365 compliance commitments; the issuer entry does not separately enumerate Copilot, so exact app-scope verification remains incomplete. Sources: microsoft-copilot:microsoft-copilot:r5-bsi-iso27001, microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary. - soc2 — SOC 2 type, period and covered service? [unknown]: Unresolved on 2026-10-26. Searched https://servicetrust.microsoft.com/ViewPage/HomePageV2 and its public search index, https://learn.microsoft.com/en-us/compliance/regulatory/offering-soc-2 and BSI’s Microsoft certificate directory. STP retrieval returned a JavaScript shell; indexed report/bridge-letter titles are not an inspected auditor opinion, audit period or Copilot-specific system description. No authenticated report was accessed. - c5 — BSI C5 attestation? [unknown]: Unresolved on 2026-10-26. Searched https://servicetrust.microsoft.com/ViewPage/HomePageV2 and its public report index plus https://learn.microsoft.com/en-us/compliance/regulatory/offering-soc-2 . Microsoft describes C5 controls in Office 365 SOC reporting, but a current C5 report and exact Copilot service scope/period were not retrieved; no Azure-only attestation was transferred to Copilot. - other_certifications — Which other certificates (27701, 42001, TISAX)? [partial]: BSI PM 741035 verifies Microsoft 365 services’ processor privacy-management scope against ISO/IEC 27701:2019, effective July 29, 2024 through July 28, 2027. Microsoft’s public ISO 42001 page names Copilot/Chat, but its product-specific certificate issuer/validity were not obtained. No TISAX evidence or separately enumerated Copilot 27701 scope was verified. Sources: microsoft-copilot:microsoft-copilot:r5-bsi-iso27701, microsoft-copilot:microsoft-copilot:r5-iso42001-scope. - report_access — How can customers obtain reports? [supported]: Customers use the Microsoft Service Trust Portal for audit reports. Some downloads require an Entra organizational cloud-services account and acceptance of a compliance-material NDA. No restricted document was accessed in this research. Sources: microsoft-copilot:microsoft-copilot:r4-report-access. - pentest — Are independent penetration test summaries available? [partial]: STP documents a Pen Test and Security Assessments category for third-party attestations. No Copilot-specific assessment scope, date or summary was downloaded. Sources: microsoft-copilot:microsoft-copilot:r4-report-access. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:microsoft-copilot:r4-report-access, microsoft-copilot:microsoft-copilot:r5-bsi-iso27001, microsoft-copilot:microsoft-copilot:r5-bsi-iso27701, microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary, microsoft-copilot:microsoft-copilot:r5-iso42001-scope ### DATA-08: Encryption and key control Judgment rule: Record encryption at rest and in transit, customer-managed keys (BYOK/HYOK), key location, and private networking (private link, IP allow-lists, VPN). #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Encryption, isolation and network controls are documented. Customer-managed keys are supported for Customer Hosted AWS; other key-custody scopes remain unverified. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect encryption and single-tenant Glean Hosted; separately contracted Customer Hosted network configuration; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - encryption_at_rest — Is data encrypted at rest? [supported]: Deployment comparison documents AES-256 at rest and TLS in transit for both deployment modes. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. - customer_managed_keys — Can the customer manage or hold the keys? [supported]: For Customer Hosted AWS, Glean supports KMS customer-managed encryption keys owned and controlled by the customer. The FAQ recommends default managed keys; Glean Hosted/GCP key custody and commercial prerequisites were not established. Sources: glean:glean:r4-aws-cmk-faq, glean:glean:r4-aws-key-control. - private_networking — Is private connectivity or IP restriction available? [supported]: IP-based access controls and private connectivity for on-prem connectors are documented; customer AWS supports local VPC endpoints. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. - tenant_isolation — How are customers separated in shared SaaS? [supported]: Each deployment uses isolated single-tenant infrastructure, including the Glean-managed customer-cloud option. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r4-aws-cmk-faq, glean:glean:r4-aws-key-control #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft documents encryption and tenant separation; key-control coverage varies by component. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: private_networking. - Read each atomic answer for its plan, access and feature limits. - encryption_at_rest — Is data encrypted at rest? [supported]: Enterprise protection documents encryption at rest and in transit. Sources: microsoft-copilot:ms-edp. - customer_managed_keys — Can the customer manage or hold the keys? [partial]: Agent Builder explicitly does not support customer-managed keys; this does not establish the key policy of every M365 workload. Sources: microsoft-copilot:ms-builder. - private_networking — Is private connectivity or IP restriction available? [unknown]: Is private connectivity or IP restriction available? Unverified after checking enterprise data protection and Agent Builder limitations; private networking/IP restrictions and complete key-location matrix not established. - tenant_isolation — How are customers separated in shared SaaS? [supported]: Microsoft documents separation of customer tenants; isolation was not tested. Sources: microsoft-copilot:ms-edp. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-edp, microsoft-copilot:ms-builder ### DATA-09: Professional secrecy Judgment rule: For professional secrecy holders (Berufsgeheimnisträger: lawyers, doctors, auditors, tax advisers) under § 203 StGB (DE) and Art. 321 StGB (CH), record whether the vendor signs a contractual secrecy undertaking or a § 203 agreement that binds its staff and its sub-processors; whether this comes as a dedicated offering or a paid add-on, and on which plan; who can access content in plain text (vendor staff, sub-processors, model providers); and the documentation provided. A DPA or a no-training clause alone is not a secrecy undertaking. Banking secrecy and FINMA outsourcing belong to DATA-06, not here. Record contract facts, not a legal assessment. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial General DPA confidentiality and provider/support access are documented; a specific German or Swiss professional-secrecy undertaking remains unverified. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex public Terms/DPA confidentiality; no verified professional-secrecy-specific package; add_ons=none stated; deployment_mode=not specified; region=Selected hosting/provider regions; listed India support affiliate; no DE/CH-specific undertaking verified; os=not specified. Limitations: - DPA confidentiality and no-training provisions alone do not establish a professional-secrecy undertaking. - No legal suitability or compliance conclusion. - secrecy_undertaking — Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? [unknown]: Glean DPA section4 binds authorized personnel to confidentiality or statutory duties, but no signed/signon German §203 StGB or Swiss Art321 StGB professional-secrecy undertaking was retrieved. General DPA confidentiality is not treated as that undertaking. - subprocessor_coverage — Does the undertaking extend to its sub-processors, and is that documented? [unknown]: DPA section9 requires no-less-protective written subprocessor obligations and necessary access. No flow-down of a specific §203/Art321 professional-secrecy undertaking was established. - secrecy_offering — Is it a dedicated offering or add-on, and on which plan? [unknown]: No publicly documented professional-secrecy-specific plan, dedicated package, paid add-on, minimum or regional contract entitlement was established in legal pages, administration docs, pricing or targeted first-party search. - content_access — Who can access content in plain text: vendor staff, sub-processors, model providers? [partial]: Contractually authorized Glean personnel and necessary subprocessors may process customer personal data; the processor list names India remote support/security/debugging and model/hosting providers. Model routes receive prompts/context for inference. Exact plaintext privileges, exceptional support approval, provider human-access rights and their differences by key/deployment mode are not fully established. Sources: glean:glean:dpa-confidentiality, glean:glean:subprocessors, glean:glean:key-matrix, glean:glean:ai-addendum, glean:glean:r2-core-entitlements. - secrecy_documentation — Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? [unknown]: A public DPA, AI Addendum, deployment docs and processor list were retrieved. No public §203/Art321 contract template, dedicated professional-secrecy data-flow statement or professional-body guidance for this offer was established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:dpa-confidentiality, glean:glean:subprocessors, glean:glean:key-matrix, glean:glean:ai-addendum, glean:glean:r2-core-entitlements #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Commercial data protection and model-specific access safeguards are documented; a scoped professional-secrecy undertaking was not verified. Availability: unknown Delivery: unknown Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=German §203 StGB and Swiss Art.321 StGB use cases; existing hosting, support and provider-location exceptions still apply.; os=not specified. Limitations: - General confidentiality, a DPA and no-training commitments do not establish a professional-secrecy undertaking. No vendor/sales contact or agreement signing was performed. - No legal compliance verdict; unknown does not mean the offering is unavailable. - secrecy_undertaking — Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? [unknown]: Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified. - subprocessor_coverage — Does the undertaking extend to its sub-processors, and is that documented? [unknown]: Does the undertaking extend to its sub-processors, and is that documented? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified. - secrecy_offering — Is it a dedicated offering or add-on, and on which plan? [unknown]: Is it a dedicated offering or add-on, and on which plan? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified. - content_access — Who can access content in plain text: vendor staff, sub-processors, model providers? [partial]: Microsoft documents Azure OpenAI abuse-monitoring human-review exclusion and distinguishes optional Anthropic subprocessor models from models under separate retention terms. This does not establish a complete staff/subprocessor plain-text access matrix or a §203/Art.321 restriction. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-eudb. - secrecy_documentation — Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? [unknown]: Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-eudb ## Commercials and vendor ### VEN-01: Pricing model and list prices Judgment rule: Record pricing unit (per seat, per active user, usage-based, platform fee, hybrid), list prices per plan in original currency with date, included usage and credits, add-on prices (connectors, agents, image generation) and overage rates. Cite public prices or dated quotes. Per-seat versus usage is a fact, not a quality judgment. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Glean publishes pricing mechanics and usage tables, while contracted seat fees remain quote-only. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Unspecified contracted plan unless Core Suite, Enterprise Flex, key mode or add-on is named below; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - pricing_unit — What is the pricing unit? [supported]: Core Suite is per user/month plus committed Model Hub Usage. Enterprise Flex combines seats with pooled FlexCredits; legacy Enterprise terms differ. Sources: glean:glean:core-price, glean:glean:flex-price. - list_prices — What are list prices per plan, with date and currency? [partial]: On 2026-10-21 no numerical Core Suite/Enterprise Flex seat or platform fee was established. Public model token-rate and credit-consumption tables are available; they are not a complete subscription quote. Sources: glean:glean:core-price, glean:glean:flex-price. - included_usage — What usage is included? [partial]: Core Suite includes platform/search and human-scale APIs in seats; LLM APIs and advanced work consume model usage. Flex uses plan-specific included capabilities and shared credits. Sources: glean:glean:core-price, glean:glean:flex-price. - add_ons — Which features cost extra? [partial]: Protect+ is an add-on and Premium Support is paid; Model Hub usage is separate. Public add-on seat/contract fees were not established. Sources: glean:glean:protect, glean:glean:sla. - overage — What do usage beyond limits and premium models cost? [partial]: Core Suite usage follows provider/model API rates with an upfront commitment; machine-scale API use may cost extra. Flex uses credit rate cards. Currency price per contracted FlexCredit is unverified. Sources: glean:glean:core-price, glean:glean:flex-price. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:core-price, glean:glean:flex-price, glean:glean:protect, glean:glean:sla #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Pricing combines seat licensing with usage-based extensions and base-suite prerequisites. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Read each atomic answer for its plan, access and feature limits. - pricing_unit — What is the pricing unit? [supported]: Paid Copilot is a per-user add-on; Chat is included with eligible M365 and some extensions are metered. Sources: microsoft-copilot:ms-price-us. - list_prices — What are list prices per plan, with date and currency? [supported]: Retrieved 2026-10-21: US USD 30/user/month billed annually; Germany EUR 26/user/month billed annually, excluding VAT. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-price-de. - included_usage — What usage is included? [partial]: Paid users have included qualifying assistive-agent usage; exact limits and exclusions depend on the scenario. Sources: microsoft-copilot:ms-credit-rates. - add_ons — Which features cost extra? [supported]: Qualifying M365 licensing is separate; Cowork is metered and compliance tools can need further entitlements. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-setup. - overage — What do usage beyond limits and premium models cost? [partial]: Credits have feature-dependent rates; prepaid exhaustion may continue into PAYG. Currency-per-credit and full premium-model rate mapping were not retrieved. Sources: microsoft-copilot:ms-credit-rates, microsoft-copilot:ms-cost-setup. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-price-de, microsoft-copilot:ms-credit-rates, microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup ### VEN-02: Scenario cost Judgment rule: Price three workloads for 12 months: 200, 1,000 and 5,000 users with a disclosed light/regular/power usage mix, in CHF and EUR excluding VAT. Include licences, platform fees, add-ons, model usage and, for self-hosted options, a stated operating assumption. Separate fixed, variable, included and unknown costs. No invented discounts. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Core Suite publishes model tariffs, but no public unique routine Auto model or fixed fee; a separate direct-provider Customer Key component is calculable. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Universal Model Key usage unpriced without a fixed/recommended routine model; separate Customer Key direct-API proxy; Enterprise Flex quote/pool unknown; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - The priced Customer Key component is an assumption for direct provider payment, not a complete Glean price or a forecast of Auto routing. - No signed order, fixed fee, actual tenant defaults or task usage fixture. - cost_200 — Year-one cost at 200 users? [partial]: ALM-14 shared cost assumptions v1.4,2026-10-21:12 months exVAT,list prices,no invented discounts;60% light100/30% regular400/10% power1500 messages/user/month =>330;3000 input+600 output tokens/message. ECB2026-10-20 EUR1=USD1.1215=CHF0.9237. Direct-provider Customer Key comparison uses gpt-6-luna effort none atUSD0.10 input/USD0.50 output per1M,no cache =>USD2.376/user/year. This proxy is not a Glean Universal Model Key tariff/default. For200 Customer Key users: identified direct-model component USD475.20/EUR423.72/CHF391.39 + unknown Core Suite seat fee, Glean-family usage, support/cloud costs. Universal Model Key total and Enterprise Flex total remain unknown. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-customer-default-example, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort, glean:glean:fx-ecb. - cost_1000 — Year-one cost at 1,000 users? [partial]: Same v1.4 assumptions:1000 Customer Key users, identified direct-model component USD2376/EUR2118.59/CHF1956.94 + unknown seat/Glean-family/support/cloud costs. Not an enterprise quote; Universal Model Key and Flex totals remain unknown. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort, glean:glean:fx-ecb. - cost_5000 — Year-one cost at 5,000 users? [partial]: Same v1.4 assumptions:5000 Customer Key users, identified direct-model component USD11880/EUR10592.96/CHF9784.71 + unknown seat/Glean-family/support/cloud costs. Not an enterprise quote; Universal Model Key and Flex totals remain unknown. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort, glean:glean:fx-ecb. - variable_share — Which part depends on usage? [partial]: Core Suite publishes input/output tariffs. Universal Model Key defaults to Balanced Auto, a policy choosing model and effort per request; recommendations are shown in the admin UI, not as a unique public routine model. The Customer Key guide calls GPT5.6 Luna an example, not a recommendation. Under v1.4, vendor-billed usage remains unknown; only the separate direct-API proxy is costed. Enterprise Flex has different mode/credit accounting. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-customer-default-example, glean:glean:r2-flex-entitlements, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort. - unknown_parts — Which costs could not be priced? [supported]: Unknown: seat/platform quotes, Universal Model Key realized model mix and Auto/tool overhead, FlexCredit purchase price and task consumption, Glean-family calls on Customer Key, Protect+/support fees, cloud operations and implementation. No zero fixed fee, fictitious discount or vendor-billed proxy substitution. Exchange rate is known and explicitly stated; quote-only total is not calculated. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:deploy, glean:glean:fx-ecb. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-customer-default-example, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort, glean:glean:fx-ecb, glean:glean:r2-flex-entitlements, glean:glean:deploy #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial A reproducible licence-only scenario is available; full rollout cost remains open. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Shared assumptions v1.3; ECB 2026-10-20 EUR 1 = USD 1.1215 = CHF 0.9237. The stated mix is a research assumption, not an observed workload or entitlement. - Full totals remain baseline + unknown because additional licences, workload capacity, optional support and deployment costs were not priced. - cost_200 — Year-one cost at 200 users? [partial]: From EUR 62400.00 + unknown, or CHF 57638.88 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020. - cost_1000 — Year-one cost at 1,000 users? [partial]: From EUR 312000.00 + unknown, or CHF 288194.40 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020. - cost_5000 — Year-one cost at 5,000 users? [partial]: From EUR 1560000.00 + unknown, or CHF 1440972.00 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020. - variable_share — Which part depends on usage? [partial]: Cowork and uncovered agent/credit usage add variable charges. No model/task tariff is substituted where the product does not publish the required rate. Sources: microsoft-copilot:ms-price-us. - unknown_parts — Which costs could not be priced? [partial]: Base-suite renewal costs, metered workload, usage headroom, implementation and optional compliance/support charges remain unpriced. Sources: microsoft-copilot:ms-price-us. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020, microsoft-copilot:ms-price-us ### VEN-03: Evaluation access Judgment rule: Distinguish free tier, self-serve trial, sales-led pilot, paid proof of concept and open-source self-install. Record card requirement, duration, seat limit, and which features (SSO, connectors, admin) the trial includes. Map which shared scenarios can be run without sales approval. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public material supports product evaluation, but no unassisted business trial was established. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex prospective customer evaluation; public demo path, no verified self-serve trial entitlement; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - Core Suite/Enterprise Flex trial and evaluation entitlements were not publicly verified; a demo CTA is not proof of a mandatory sales gate. - free_tier — Is there a free tier for business use? [unknown]: Is there a free tier for business use? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted. - self_serve_trial — Is a self-serve business trial available? [unknown]: Is a self-serve business trial available? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted. - trial_scope — Do trials include SSO, connectors and admin features? [unknown]: Do trials include SSO, connectors and admin features? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted. - sales_gate — Does meaningful evaluation require sales contact? [partial]: Public Glean pages route prospective customers to Get a demo; meaningful tenant provisioning may require commercial access. This is not proof that every trial is sales-only. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Eligible M365 users can evaluate Copilot Chat directly; paid pilot terms remain unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: sales_gate. - Read each atomic answer for its plan, access and feature limits. - free_tier — Is there a free tier for business use? [supported]: Chat has no incremental charge for eligible M365 work accounts, with enterprise protections. Sources: microsoft-copilot:ms-price-us. - self_serve_trial — Is a self-serve business trial available? [partial]: The enterprise page offers Chat access as the evaluation path; a timed paid add-on trial was not established. Sources: microsoft-copilot:ms-price-us. - trial_scope — Do trials include SSO, connectors and admin features? [partial]: Chat includes enterprise protection and agent management, but full paid work grounding and other enterprise scenarios need their prerequisites. Sources: microsoft-copilot:ms-price-us. - sales_gate — Does meaningful evaluation require sales contact? [unknown]: Does meaningful evaluation require sales contact? Unverified after checking enterprise pricing FAQ; no signup, card check or enterprise trial was performed. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-us ### VEN-04: Contract terms and pricing transparency Judgment rule: Record minimum seats or commitment, contract length, monthly versus annual billing, price-change rules, cancellation and downgrade terms, and invoicing in CHF/EUR. Classify pricing as transparent, partially specified, quote-only or unknown, naming the missing fields. Quote-only pricing is a disclosed constraint. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Contract periods and fees depend on orders, with cancellation restricted during the subscription term. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex under Order Form and public Terms; seat commitments/prices and selected currency contractual; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - minimum_commitment — What seat or spend minimum applies? [unknown]: What seat or spend minimum applies? Terms and pricing guides were checked; minimum seat/spend commitment and plan-specific currency invoicing remain unpriced. - contract_length — What contract lengths are offered? [partial]: Terms define Subscription Term through the Order Form. No universal monthly or annual term is specified. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - cancellation — How can the contract be cancelled or reduced? [supported]: Except contractual causes and remedies, customers cannot cancel during the subscription term; each order ends at expiry unless otherwise stated. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - local_invoicing — Can it be invoiced in CHF or EUR from a European entity? [partial]: Terms default to USD or the currency in the order and allow Glean affiliates/resellers. CHF/EUR invoicing by a European entity was not confirmed. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - transparency_class — Is pricing transparent, partial, quote-only or unknown? [supported]: Partially specified: public pricing units and consumption tables, but subscription fees, minimum commitments and purchased-credit prices need an order/quote. Sources: glean:glean:core-price, glean:glean:flex-price, glean:glean:terms, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:terms, glean:glean:r2-core-entitlements, glean:glean:core-price, glean:glean:flex-price #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public seat prices are visible; procurement and cancellation details remain partly specified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: minimum_commitment, cancellation, local_invoicing. - Read each atomic answer for its plan, access and feature limits. - minimum_commitment — What seat or spend minimum applies? [unknown]: What seat or spend minimum applies? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved. - contract_length — What contract lengths are offered? [supported]: The quoted add-on price uses annual auto-renewing subscription billing. Sources: microsoft-copilot:ms-price-de. - cancellation — How can the contract be cancelled or reduced? [unknown]: How can the contract be cancelled or reduced? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved. - local_invoicing — Can it be invoiced in CHF or EUR from a European entity? [unknown]: Can it be invoiced in CHF or EUR from a European entity? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved. - transparency_class — Is pricing transparent, partial, quote-only or unknown? [partial]: Partially specified: list seat prices exist, while base licensing, metered services and negotiated terms change total cost. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:ms-price-us. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:ms-price-us ### VEN-05: Source licence Judgment rule: Record licence per component (client, server, connectors, hosted extensions) and revision. Distinguish OSI open source, source-available with restrictions (branding clauses, user caps), and closed. Repository visibility is not a licence classification. Licences change between releases: record the current terms, and never carry a fork's historical licence over to the upstream product or the reverse. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial The hosted platform is provided under restricted commercial terms; public SDK licences are separate. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex proprietary hosted/managed Service under Terms; no public core-source licence inferred; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - licence_type — Which licence applies to each component? [supported]: Terms grant subscription access and prohibit deriving source code, modifying or redistributing the Service. This establishes a proprietary service contract, not an OSI licence for the platform. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - branding_restrictions — Do licence terms restrict branding or user counts? [supported]: Terms prohibit removing proprietary notices and limit use to licensed users/orders; no numerical standard user cap is given. Sources: glean:glean:terms, glean:glean:r2-core-entitlements. - enterprise_features_closed — Are enterprise features in a separate closed edition? [unknown]: Are enterprise features in a separate closed edition? Platform terms and the public gleanwork organization were checked; a complete component licence inventory or separate open/closed enterprise edition split was not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:terms, glean:glean:r2-core-entitlements #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Commercial hosted-service use is governed by restrictive Microsoft licence terms; component source licences remain unverified. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - This records hosted-service contractual rights, not an audited licence inventory for every client, sample or connector. - licence_type — Which licence applies to each component? [partial]: The hosted commercial service uses Microsoft Online Services Product Terms. Use is limited to the licensing agreement, rights are reserved, and reverse engineering is restricted. Individual client and connector source licences were not inventoried. Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms. - branding_restrictions — Do licence terms restrict branding or user counts? [unknown]: Do licence terms restrict branding or user counts? Unverified after checking Microsoft product, licensing and Agent Builder documentation; no service/client/connector source-licence inventory or current product licence grant was inspected. - enterprise_features_closed — Are enterprise features in a separate closed edition? [unknown]: Are enterprise features in a separate closed edition? Unverified after checking Microsoft product, licensing and Agent Builder documentation; no service/client/connector source-licence inventory or current product licence grant was inspected. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms ### VEN-06: Data export and exit Judgment rule: Record admin export of chats, assistants, knowledge bases, prompts and audit logs, formats, export completeness, user self-export, and what survives contract end. Run an admin export on a trial. Exported chats alone do not make assistants and knowledge portable. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Workflow agent configurations are portable as JSON; full tenant chat/knowledge export remains unverified. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Governance import/export in seat; limited Auto ZIP export and complete organization exit separately unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - Core Suite includes agent import/export, but limited Auto ZIP rollout and complete tenant-export entitlements remain unverified. - chat_export — Can admins export all chats? [unknown]: Can admins export all chats? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established. - assistant_export — Can assistants and prompts be exported in a reusable format? [supported]: Workflow-mode agent configuration exports to JSON and imports into another deployment; missing target tools must be reconfigured. Auto-mode ZIP export is limited availability for admins. Sources: glean:glean:builder, glean:glean:r2-core-entitlements. - knowledge_export — Can knowledge bases and their sources be exported? [unknown]: Can knowledge bases and their sources be exported? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established. - export_format — Are formats documented and machine-readable? [supported]: Workflow exports use JSON; limited Auto exports contain spec.yaml and instructions.md in ZIP. Admin logs have CSV export. Sources: glean:glean:builder, glean:glean:audit, glean:glean:r2-core-entitlements. - post_termination_window — How long can data be retrieved after termination? [unknown]: How long can data be retrieved after termination? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:builder, glean:glean:r2-core-entitlements, glean:glean:audit #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Compliance search/export is distinct from a reusable complete workspace exit. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: assistant_export, knowledge_export, post_termination_window. - Read each atomic answer for its plan, access and feature limits. - chat_export — Can admins export all chats? [partial]: Microsoft documents Content search/Purview access and Teams Export APIs for stored interaction data; completeness across every chat surface was not tested. Sources: microsoft-copilot:ms-privacy. - assistant_export — Can assistants and prompts be exported in a reusable format? [unknown]: Can assistants and prompts be exported in a reusable format? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test. - knowledge_export — Can knowledge bases and their sources be exported? [unknown]: Can knowledge bases and their sources be exported? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test. - export_format — Are formats documented and machine-readable? [partial]: Teams has an export API route; a complete reusable chat/assistant/knowledge format was not established. Sources: microsoft-copilot:ms-privacy. - post_termination_window — How long can data be retrieved after termination? [unknown]: How long can data be retrieved after termination? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-privacy ### VEN-07: Support and service levels Judgment rule: Record support channels, languages (German, French, Italian), hours and time zone, local or regional presence, documented response times, uptime SLA and credits, public status page and incident history. Popularity is not a reliability score. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Support tiers are documented; a credited 99.9% SLA applies only to paid Premium Support. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Unspecified contracted plan unless Core Suite, Enterprise Flex, key mode or add-on is named below; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - support_channels — Which support channels are available on each plan? [supported]: The support portal is the channel eligible for response targets; Standard Support is included and Premium paid. Other channels do not have trackable SLA response times. Sources: glean:glean:sla. - support_languages — Is support available in German, French or Italian? [partial]: The SLA explicitly provides a Japanese support option for Japan and names California/Bangalore operations; German/French/Italian language commitments were not established. Sources: glean:glean:sla. - regional_presence — Is there a DACH or Swiss entity, team or partner? [unknown]: Is there a DACH or Swiss entity, team or partner? The SLA, site and status.glean.com were checked. The status URL returned HTTP 403, so incident history was not verified; DACH/Swiss support presence was not established. - uptime_sla — Is there an uptime SLA with credits? [supported]: Paid Premium Support has 99.9% monthly uptime. Credits are 10% below 99.9% down to 99.0%, and 20% below 99.0%, subject to exclusions and claim deadlines. Sources: glean:glean:sla. - status_page — Is there a public status page with history? [unknown]: Is there a public status page with history? The SLA, site and status.glean.com were checked. The status URL returned HTTP 403, so incident history was not verified; DACH/Swiss support presence was not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sla #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Copilot support entry points are documented; plan-specific response, language and SLA commitments remain gaps. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Developer/extensibility support route only; no support case or sales request was opened. - support_channels — Which support channels are available on each plan? [partial]: Copilot service/development support uses Admin Center Help and Support; the extensibility guide ties service requests to a Premier/Unified support agreement. General questions can use Microsoft Q&A. A complete plan/language/SLA matrix was not retrieved. Sources: microsoft-copilot:microsoft-copilot:r4-support-channels. - support_languages — Is support available in German, French or Italian? [unknown]: Is support available in German, French or Italian? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits. - regional_presence — Is there a DACH or Swiss entity, team or partner? [unknown]: Is there a DACH or Swiss entity, team or partner? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits. - uptime_sla — Is there an uptime SLA with credits? [unknown]: Is there an uptime SLA with credits? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits. - status_page — Is there a public status page with history? [unknown]: Is there a public status page with history? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: microsoft-copilot:microsoft-copilot:r4-support-channels ### VEN-08: Onboarding, training and adoption Judgment rule: Record vendor-led onboarding, admin training, end-user training (live, e-learning, languages), use-case libraries, champion programmes, change-management materials and their cost. Distinguish included services from paid professional services and partner offerings. #### Glean Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public training and templates exist; exact onboarding-service entitlements and prices remain open. Availability: generally-available Delivery: native Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Library/templates and public Academy links; contracted onboarding and Premium Support separately scoped; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified. Limitations: - Documented findings only; unestablished atomic questions remain explicit gaps. - Exact Academy access, included onboarding, language coverage and support/professional-services entitlement under the customer Order Form remain unknown. - onboarding_service — Is guided onboarding included? [unknown]: Is guided onboarding included? Academy, agent library, SLA and legal service links were checked; included vendor-led onboarding, champion/adoption programme terms and localized end-user training were not established. - user_training — Is end-user training offered, in which languages? [partial]: Glean documentation links self-paced Agent Builder training through Glean Academy; German/French/Italian course availability was not established. Sources: glean:glean:agents, glean:glean:r2-core-entitlements. - use_case_library — Are role-based use cases and templates provided? [supported]: The internal Agent library and documented templates support reusable role/task examples. Sources: glean:glean:library, glean:glean:r2-core-entitlements. - adoption_programme — Is there a champion or adoption programme? [unknown]: Is there a champion or adoption programme? Academy, agent library, SLA and legal service links were checked; included vendor-led onboarding, champion/adoption programme terms and localized end-user training were not established. - service_cost — Which services cost extra? [partial]: Premium Support is priced separately under the SLA. The legal index directly lists the Technical Services Addendum and named Outcomes Packages. Those listings do not establish included onboarding or complete professional-services fees. Sources: glean:glean:sla, glean:glean:r3-legal-index, glean:glean:r2-core-entitlements. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:library, glean:glean:sla, glean:glean:r3-legal-index #### Microsoft Copilot Verification status: Agent cross-checked (agent-cross-checked) Support: partial Microsoft publishes role-based learning and adoption materials. Availability: generally-available Delivery: native Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified. Limitations: - Unverified parts: onboarding_service, service_cost. - Read each atomic answer for its plan, access and feature limits. - onboarding_service — Is guided onboarding included? [unknown]: Is guided onboarding included? Unverified after checking Copilot Skilling Center and commercial resources; included onboarding entitlements, service language and professional-service fees not established. - user_training — Is end-user training offered, in which languages? [partial]: The Skilling Center lists Academy learning, webinars and instructor-led events; exact DE/FR/IT delivery was not checked. Sources: microsoft-copilot:ms-training. - use_case_library — Are role-based use cases and templates provided? [supported]: Copilot Prompt Gallery offers starter prompts. Sources: microsoft-copilot:ms-price-us. - adoption_programme — Is there a champion or adoption programme? [supported]: Microsoft links its Champion programme and adoption resources. Sources: microsoft-copilot:ms-training. - service_cost — Which services cost extra? [unknown]: Which services cost extra? Unverified after checking Copilot Skilling Center and commercial resources; included onboarding entitlements, service language and professional-service fees not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: microsoft-copilot:ms-training, microsoft-copilot:ms-price-us ## Sources ### glean:glean:models Supported LLMs. The Model Hub lists text and image models, manual choice and Auto routing, with provider availability dependent on key and cloud. - URL: https://docs.glean.com/administration/llms - Locator: Supported models; availability by hosting environment and provider - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:key-matrix Feature availability by LLM key, provider, and cloud. Customer Key restricts cloud-provider routes and excludes Meeting Notes and podcast artifacts; some defaults must use the same provider. - URL: https://docs.glean.com/administration/llm-key-feature-availability - Locator: Provider and feature matrices - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:uploads Upload files in Assistant. Uploads support Office documents, PDFs, images and text, with context-dependent file caps and OCR prerequisite. - URL: https://docs.glean.com/user-guide/assistant/file-upload - Locator: Formats; upload limits; security; limitations - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r2-core-entitlements Glean Core Suite entitlements and Model Hub rates. Core Suite separates included platform seats from Model Hub usage, names client/API surfaces, and publishes token rates. - URL: https://docs.glean.com/glean-core-suite-pricing - Locator: Seat capabilities, surfaces, APIs, Model Hub Usage and rate table updated10/20/2026 - Evidence kind: documented - Source date: 2026-10-20 - Retrieved: 2026-10-21 ### glean:glean:r3-october-rollout-migration October 15, 2026 release, version 563. Auto policies require rollout opt-in from October 15 with GA scheduled October 29; Brave is the new search default and existing OpenAI search migrates from October 19. - URL: https://docs.glean.com/release-notes/releases/2026-10-15-october-release - Locator: AI & Model Updates, Auto mode policies; Deprecations & Sunsets, OpenAI Web Search - Evidence kind: documented - Source date: 2026-10-15 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-ppt-model-r2 Choose your model when editing with Copilot in PowerPoint. Commercial PowerPoint editing documents Auto, ChatGPT and Claude choices, with Anthropic admin enablement and session/region limits. - URL: https://support.microsoft.com/en-us/office/choose-your-model-when-editing-with-copilot-in-powerpoint - Locator: Commercial subscription requirement; editing-mode selector; session and region limits - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:deprecation Model deprecation. Customer Key deprecation emails are specified at 60 and 15 days, with removal and replacement behavior. - URL: https://docs.glean.com/administration/model-deprecation - Locator: Customer Key notice schedule; deprecated models - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:release October 15, 2026 release notes. Glean publishes dated release notes covering product and model changes. - URL: https://docs.glean.com/release-notes/releases/2026-10-15-october-release - Locator: Release entry - Evidence kind: documented - Source date: 2026-10-15 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-roadmap AI at Work Roadmap. The roadmap contains dated model launches, identifies Office in Copilot as Frontier and lists Cowork as generally available. - URL: https://www.microsoft.com/en-us/microsoft-365/roadmap - Locator: September model entries; October 9 Office Frontier; June 16 Cowork GA - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-release Microsoft 365 Copilot release notes. Release notes distinguish platform availability and describe gradual tenant rollout. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes - Locator: October 6 2026; gradual release policy - Evidence kind: documented - Source date: 2026-10-06 - Retrieved: 2026-10-21 ### glean:glean:r2-flex-entitlements Glean Enterprise Flex entitlements. Enterprise Flex separates seat allowances, metered client APIs/agent runs, included platform governance and annual Protect+/support add-ons. - URL: https://docs.glean.com/glean-enterprise-flex-pricing - Locator: Seats, Developer Tools, Platform, Protect+ and Premium Support - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r2-auto-policy-and-cloud-conflict Configure LLMs in the Model Hub. Balanced is the default Auto policy with per-request model choice; the AWS Vertex note conflicts with the supported-provider matrix and GCP-only Vertex setup heading. - URL: https://docs.glean.com/administration/configure-llms - Locator: Auto policies; AWS Vertex note; provider setup headings - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r4-open-model-inference Glean open models by region. Universal Model Key open models are served through LLM providers under zero-retention agreements. Creator-region grouping is not inference location; the page states these models are hosted in the US. - URL: https://docs.glean.com/administration/open-models-by-region - Locator: Creator-region controls; Operational details - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:model-controls Exclude or restrict models. Admins can restrict eligible models by department or IdP group, but default models cannot be restricted and hiding premium pickers does not block Auto. - URL: https://docs.glean.com/administration/model-exclusion - Locator: Department and team allow-lists; premium-model toggle - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:model-config Configure LLMs in the Model Hub. Admins configure default models and department Auto policies. - URL: https://docs.glean.com/administration/configure-llms - Locator: Default models and Auto mode policies - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:restrictions Restrict LLM access to content. Admins can exclude connectors, containers and documents from LLM use; changes may take up to one hour. - URL: https://docs.glean.com/administration/assistant/configuration/content-restrictions - Locator: Exclusion and inclusion rules - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:limits Set usage limits and alerts. Core Suite and Enterprise Flex limits can alert or block later billable usage after the current run finishes; team defaults are not pooled budgets. - URL: https://docs.glean.com/administration/management/usage/set-usage-limits-and-alerts - Locator: Enforcement; organization, user, team and agent limits - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-anthropic Anthropic models in Microsoft Online Services. Anthropic is disabled by default for EU/EFTA/UK tenants, excluded from EU/in-country processing commitments, and retention-labelled models have separate terms. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connect-to-ai-subprocessor - Locator: Opt-in regions; admin settings; Anthropic models with Data Retention - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-price-us Microsoft Copilot Plans and Pricing - Enterprise. The US page lists Copilot Chat at no additional cost with eligible M365, a USD 30 annual-billing monthly add-on, separate base licensing and metered agent/Cowork use. - URL: https://www.microsoft.com/en-us/copilot/pricing/enterprise - Locator: Copilot Chat; paid add-on; compare plans; FAQ - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:analysis Data analysis overview. Uploaded spreadsheets can be analyzed in per-session sandboxes; indexed files can be truncated, and abuse-flagged files may be retained up to 30 days. - URL: https://docs.glean.com/administration/assistant/data-analysis/about-data-analysis - Locator: Known limitations; code interpreter security - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-upload File upload in Microsoft Copilot. The support article names document/image/text formats and a limit of 20 files per conversation and 50 MB per file. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/file-upload-in-microsoft-copilot - Locator: Supported file formats; file limits; files handling - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:projects Organize content with Projects. Projects persist chats and documents, are private by default and replace Collections through a gradual rollout. - URL: https://docs.glean.com/user-guide/knowledge/projects/how-projects-work - Locator: Create; sharing; access; migration - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-notebooks Get answers and insights about your Microsoft Copilot Notebook. Free Copilot Chat notebooks use up to 50 references; paid notebook grounding uses up to 300, with broader entity types. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-answers-and-insights-about-your-microsoft-365-copilot-notebook - Locator: Reference limits and supported content types - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-notebook-instructions Provide custom instructions for your Microsoft Copilot Notebook. Notebook instructions can be edited and shared collaboratively; a SharePoint or OneDrive service plan is required. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/provide-custom-instructions-for-your-microsoft-365-copilot-notebook - Locator: Instructions; sharing note; prerequisites - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-builder Agent Builder in Microsoft 365 Copilot. Agent Builder creates knowledge/instruction agents, has admin access controls and requires Copilot Studio for authored external actions. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/agent-builder - Locator: Knowledge; licensing; admin controls; known limitations - Evidence kind: documented - Source date: 2026-09-30 - Retrieved: 2026-10-21 ### glean:glean:deploy Glean deployment models. Both modes use single-tenant infrastructure operated by Glean; Customer Hosted runs in customer GCP or AWS accounts with Glean support access. - URL: https://docs.glean.com/get-started/prepare/about-deployment - Locator: Glean Hosted; Customer Hosted; comparison table - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:connectors Connectors hub. The official catalog lists M365, Google, Atlassian and other business-system connectors. - URL: https://docs.glean.com/connectors - Locator: Native connector catalog - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:sharepoint SharePoint overview. SharePoint supports indexed and live retrieval; indexing uses certificate-based application permissions and admin consent. - URL: https://docs.glean.com/connectors/native/sharepoint/about - Locator: Access patterns; permissions and security - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:onedrive OneDrive overview. OneDrive offers indexed and live search under the Microsoft 365 parent connector, with certificate-based application permissions. - URL: https://docs.glean.com/connectors/native/onedrive/about - Locator: Access patterns; permissions and security - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:outlook Outlook overview. The Outlook connector supports access to Outlook content through Glean. - URL: https://docs.glean.com/connectors/native/outlook/about - Locator: Connector overview - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:teams-connector Teams overview. Teams indexes channels and optionally private and meeting chats, with mirrored membership checked at query time. - URL: https://docs.glean.com/connectors/native/teams/about - Locator: Supported content; permissions and security - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:drive Google Drive overview. Drive content and permissions are indexed with directory delegation; documented activity and group-sync schedules are distinct. - URL: https://docs.glean.com/connectors/native/gdrive/about - Locator: Permissions; crawling and updates - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:gmail Gmail overview. Gmail has indexed search with source-specific crawl scope and controls. - URL: https://docs.glean.com/connectors/native/gmail/about - Locator: Indexed content and scope - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:gateway Set up external tools with MCP Gateway. Admins proxy external MCP servers and custom tools with role and group controls and OAuth 2.1. - URL: https://docs.glean.com/administration/platform/mcp/external-gateway-tools - Locator: Prerequisites; external servers; access control - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-privacy Data, Privacy, and Security for Microsoft Copilot. Microsoft documents the rename, Graph permissions, protected interaction storage, no foundation-model training and residency exceptions. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy - Locator: Rename note; organizational data; stored interactions; EU Data Boundary - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-connector-license-r2 Prerequisites for deploying connectors. Paid Copilot/E7 supports connector grounding and federation; Studio/pay-as-you-go supports synced data in agents only, with no federated entitlement. - URL: https://learn.microsoft.com/en-us/microsoftsearch/licensing - Locator: Licensing matrix; federated prerequisites; synced versus agents - Evidence kind: documented - Source date: 2026-06-02 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-connectors-r2 Copilot connectors overview. Synced connectors index content/ACLs and provide citations; federation fetches live, while this October6 overview retains earlier read-only rollout wording. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/overview - Locator: Architecture; source examples; citations; October rollout note - Evidence kind: documented - Source date: 2026-10-06 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-federated-r2 Federated connectors overview. The October16 detailed guide documents source-authorized writes and per-tool approval; Researcher stays read-only and Coming soon labels the admin Tools view. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/federated-connectors-overview - Locator: Supported experiences; user licence; actions and confirmation; Tools view - Evidence kind: documented - Source date: 2026-10-16 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-custom-mcp-r2 Set up custom federated connectors. Custom MCP prerequisites include create/update/delete tools; user access requires the Copilot licence and intersecting tenant/staging controls. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/set-up-custom-federated-connectors - Locator: MCP prerequisites; OAuth; tenant controls and staged rollout - Evidence kind: documented - Source date: 2026-10-16 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-personal-sync-r2 Self-serve sync connectors overview. Self-serve Confluence/Jira synchronization is a limited-preview per-user route with documented incremental/full crawl intervals. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/personal-sync-connectors-overview - Locator: Limited preview; Confluence/Jira; incremental/full synchronization - Evidence kind: documented - Source date: 2026-08-13 - Retrieved: 2026-10-21 ### glean:glean:r4-purview-label-redlist Glean O365 sensitivity-label restrictions. Protect+ can exclude SharePoint/OneDrive items by Purview label priority. Glean configures the redlist after account-team enablement; initial full crawl and later recrawls govern propagation. Teams message text is excluded. - URL: https://docs.glean.com/administration/protect/sensitive-findings/restrict-content-via-sensitivity-labels - Locator: Glean Protect+; setup; label-processing FAQ - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:ms-setup Set up Microsoft Copilot and assign licenses. IT assigns paid licences through M365; Microsoft documents Entra MFA, conditional access and additional Purview/SAM licensing dependencies. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-setup - Locator: Prerequisites; security; get started and deploy - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-dlp Microsoft Purview DLP for Microsoft 365 Copilot and Cowork. Purview policies can detect sensitive prompt types and block Copilot processing; file-label and prompt paths have distinct conditions. - URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-learn-about - Locator: Sensitive information types; prevent processing prompts; sensitivity labels - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:language Glean language support. German, French, Italian and English end-user UIs are listed; cross-language retrieval is early access and admin setup is not localized. - URL: https://docs.glean.com/administration/management/features/glean-language-support - Locator: Language support matrix; cross-language warning - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:research Use Deep Research. Deep Research creates cited read-only reports from company sources and Brave web search; key modes differ. - URL: https://docs.glean.com/user-guide/assistant/deep-research - Locator: Key modes; citations; limitations - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:sharing Share chats. Viewer chat sharing describes citation redaction and states a fixed 30-day duration. - URL: https://docs.glean.com/user-guide/assistant/chat-sharing - Locator: Viewer controls; uploaded files; retention note - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:memory Memory and personalization. Users can manage saved and learned memory in settings and chat. - URL: https://docs.glean.com/user-guide/assistant/memory-personalization - Locator: Saved and learned memories; user controls - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:memory-admin Configure memory settings. Admins can disable learned memory but not user-controlled saved memory; pricing differs for legacy customers. - URL: https://docs.glean.com/administration/assistant/configuration/memory-personalization - Locator: Configure memory; billing - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-memory Personalize what Microsoft Copilot remembers. Microsoft documents saved memories, prior-chat inferences, custom instructions and user removal controls, with work insights depending on plan. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/personalize-what-microsoft-365-copilot-remembers - Locator: Saved memory; history; work insights; custom instructions; temporary chat - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:builder Agent Builder. Agents combine configured steps and models; Workflow JSON export is generally available while Auto ZIP export has limited availability. - URL: https://docs.glean.com/agents/concepts/agent-builder - Locator: Instructions, tools and models; import and export - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:agent-sharing Sharing and permissions. Agents have controlled sharing and edit access. - URL: https://docs.glean.com/agents/concepts/sharing-permissions - Locator: Agent sharing permissions - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:library Agent library. Users discover and run accessible agents through the internal library. - URL: https://docs.glean.com/agents/concepts/agent-library - Locator: Browse and discover agents - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:agents How agents work. Agents support dynamic tool use and structured steps, loops and branches. - URL: https://docs.glean.com/agents/how-agents-work - Locator: Auto and Workflow modes; tools; steps - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:groups Group-based permissions. Glean syncs Entra, Google and Okta group membership with integration-dependent timing; feature flag controls group-derived roles. - URL: https://docs.glean.com/administration/identity/roles/group-based-permissions - Locator: Supported providers; sync behavior; limitations - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:roles Administrator Roles. Setup Admin, Admin, Super Admin and specialized moderators have distinct permissions. - URL: https://docs.glean.com/administration/identity/roles/admin-roles - Locator: Role matrix - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:sunset Product and feature retirements. The retirement page records November 13, 2026 end of Glean Assist embedded integrations, past Prompt Library migration and legacy billing-dashboard removal. - URL: https://docs.glean.com/release-notes/sunset - Locator: Embedded support integrations; Prompt Library; legacy billing dashboard - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-agents Get started with agents in the Microsoft Copilot app. Users can discover prebuilt and organization agents and share agent links, subject to account and organization settings. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-agents-in-the-microsoft-365-copilot-app - Locator: Explore agents; create and share - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:oauth OAuth options for tools. Connector tools support Glean-managed or customer OAuth applications. - URL: https://docs.glean.com/administration/actions/setup-actions/choose-central-or-custom-oauth - Locator: Central and custom OAuth - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r3-microsoft-write-confirmation Create Microsoft 365 files. Interactive-agent builders can require write confirmation by disabling Run without user confirmation; confirmation is configurable. - URL: https://docs.glean.com/agents/generate-files-from-templates - Locator: Recommended agent instructions, Human approval - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:web Web Search tools setup. Admins configure OpenAI, Brave or Google search tools and publish them to selected Glean interfaces. - URL: https://docs.glean.com/administration/tools/setup-tools/web-search-tools-setup - Locator: Providers; surface enablement; data sent - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-chat-privacy Microsoft Copilot Chat Privacy and Protections. Copilot Chat has limited contextual work access, Exchange interaction logging, OneDrive uploads and a separate Bing web-query boundary. - URL: https://learn.microsoft.com/en-us/copilot/privacy-and-protections - Locator: Grounding; organizational data; logging; generated files; EUDB - Evidence kind: documented - Source date: 2026-08-24 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-manage Manage Microsoft Copilot Chat. The Allow web search policy can target the tenant, groups and users and also applies to paid Copilot. - URL: https://learn.microsoft.com/en-us/copilot/manage - Locator: Manage web search queries; Cloud Policy - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:triggers Types of agent triggers. Agents can start from messages, forms, connected-system content changes and schedules, subject to admin access. - URL: https://docs.glean.com/agents/concepts/triggers - Locator: Content and schedule triggers - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-schedule Schedule your most used Copilot prompts. Paid Copilot users can schedule up to ten prompts and edit, disable or delete schedules. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/schedule-your-most-used-copilot-prompts - Locator: Prerequisites; create; manage scheduled prompts - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:office-output Create Microsoft 365 files with agents. Enabled tools create Office files, with limitations on arbitrary templates and output fidelity. - URL: https://docs.glean.com/agents/generate-files-from-templates - Locator: Word, Excel and PowerPoint; template limitations - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r4-cancellation-release Glean October 15 release notes. Canceling or interrupting an Assistant response also stops tool calls and background tasks started by that response. This is a documented Assistant run behavior, not a tested universal stop guarantee. - URL: https://docs.glean.com/release-notes/releases/2026-10-15-october-release - Locator: Canceled Assistant responses now stop cleanly - Evidence kind: documented - Source date: 2026-10-15 - Retrieved: 2026-10-26 ### microsoft-copilot:ms-cowork Get started with Copilot Cowork. Cowork requires paid Copilot and enabled usage billing, exposes tool steps, and supports action approval and pause/cancel controls. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/cowork/get-started - Locator: Prerequisites; watch Cowork work; approve actions - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:mcp About Glean MCP server. Glean exposes enterprise search, chat, documents and agents to external hosts through MCP. - URL: https://docs.glean.com/administration/platform/mcp/about - Locator: Server capabilities; authentication - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:core-price Glean Core Suite. Core Suite combines per-user monthly licensing with committed Model Hub consumption; the seat amount is not given. - URL: https://docs.glean.com/glean-core-suite-pricing - Locator: Seat fee; Model Hub Usage; provider rate table - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-chat-api-r2 Microsoft 365 Copilot Chat API overview. The text Chat API preview requires each user to have the paid add-on, uses grounding/compliance, and excludes graphical/code/action skills. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/api/ai-services/chat/overview - Locator: Licensing; preview terms; limitations - Evidence kind: documented - Source date: 2026-07-02 - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq Microsoft AI at Work roadmap. The roadmap describes Work IQ API public preview with MCP, REST and A2A access to work context. This does not establish that the separate Chat API is an MCP server or confirm endpoint/plan prerequisites. - URL: https://www.microsoft.com/en-us/microsoft-365/roadmap - Locator: April 30, Work IQ API public preview; October 15 legal announcement - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:mobile iOS and Android. Mobile clients use enterprise SSO and integrate with Intune App Protection. - URL: https://docs.glean.com/administration/management/features/mobile - Locator: SSO prerequisites; Intune MAM - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:surfaces Choose where to use Glean. Glean has web, desktop, extension and embedded access points. - URL: https://docs.glean.com/user-guide/apps/choose-where-to-use-glean - Locator: Surface table; browser; desktop; extension - Evidence kind: documented - Source date: 2026-10-19 - Retrieved: 2026-10-21 ### glean:glean:voice Use real-time voice. Real-time voice works on web, desktop and mobile; raw audio streams to the configured model provider while transcripts follow chat retention. - URL: https://docs.glean.com/user-guide/assistant/real-time-voice - Locator: Where to access; privacy; limitations - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-chat-usage Microsoft Copilot Chat usage report. Unlicensed Copilot Chat usage is reported separately, anonymized by default, with per-user metrics and CSV export. - URL: https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-copilot-usage - Locator: Audience; metrics; export - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-mdm-deployment Microsoft Copilot app deployment. The Windows Copilot installer can be distributed through Intune, Configuration Manager, Group Policy or another MDM. Automatic Microsoft 365 Apps installation has EEA/government/channel exclusions. The article confirms the Microsoft Copilot rename. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/deploy-microsoft-365-copilot-app - Locator: Deploy via any MDM; prevent automatic installation; rename note - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:teams-app Glean in Microsoft Teams: Admin guide. The Microsoft Teams app requires tenant admin setup and consent. - URL: https://docs.glean.com/administration/platform/embedded-integrations/glean-in-teams/glean-in-microsoft-teams--admin-guide - Locator: Installation prerequisites and deployment - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-writing-r2 Get started writing prompts in Microsoft Copilot. The support guide gives drafting and Word rewrite examples and separately requires the commercial Copilot subscription for work-data grounding. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-writing-prompts-in-microsoft-365-copilot - Locator: Scope note; draft/edit examples; work-content licence - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r5-chat-translation Copilot Chat file-content translation. Documents can be attached/referenced for prompted translation in Copilot Chat. The page documents tone and audience instructions, not a formatting-preservation guarantee or managed terminology glossary. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/translate-files-into-another-language-in-microsoft-365-copilot-chat - Locator: Translate a file; tone/style/country examples - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-word-translation-boundary Word Translator and Copilot translation workflow. Word Translator creates a separate translated copy while retaining formatting; Copilot adapts wording, tone and audience. The page still asks users to review tables/layout after translation and does not make Translator the Copilot Chat engine. - URL: https://word.cloud.microsoft/create/en/blog/how-to-translate-documents-in-word/ - Locator: Translate a Word document with Translator; Rewrite translated content with AI; Review checks - Evidence kind: documented - Source date: 2026-09-16 - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-sharepoint-translation SharePoint document translation scope. SharePoint/OneDrive document processing offers format/structure-preserving translated copies, with 40 MB limits and file/permission restrictions. It is a separate service from Copilot Chat. - URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-overview?view=o365-worldwide - Locator: Requirements; translated file copy; release limitations - Evidence kind: documented - Source date: 2026-04-23 - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-sharepoint-glossary SharePoint terminology glossary. Document processing accepts language-pair glossary files, including CSV/TSV/TAB/XLF, selected in its translation workflow. This does not establish a managed glossary in Copilot Chat. - URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-glossary?view=o365-worldwide - Locator: Create and use a custom glossary for document translation - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-sharepoint-metering Document processing separate metered billing. Document processing uses an Azure subscription/resource group and a pay-as-you-go meter. A Copilot seat alone is not evidence that the separate glossary translation service is included. - URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/syntex-azure-billing?view=o365-worldwide - Locator: Prerequisites; services list including document translation - Evidence kind: documented - Source date: 2025-08-04 - Retrieved: 2026-10-26 ### glean:glean:images Image Generation in Glean. Glean generates and edits images using enabled image models, independently of the text model. - URL: https://docs.glean.com/user-guide/assistant/image-generation - Locator: Model choice; editing; admin controls - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:terms Glean Terms of Service v5Jun2026. The contract defines customer-cloud hosting, restricted proprietary access, order-specific fees, termination deletion and New York governing law. - URL: https://www.glean.com/legal/terms - Locator: Sections 1, 2, 5, 12 and 13 - Evidence kind: documented - Source date: 2026-06-05 - Retrieved: 2026-10-21 ### glean:glean:ai-addendum Glean AI Addendum v5Jun2026. No-training commitments and Glean-key zero-day retention have legal and trust-and-safety exceptions; Customer Key responsibilities remain with the customer. - URL: https://www.glean.com/legal/ai-addendum - Locator: Sections 3 and 4 - Evidence kind: documented - Source date: 2026-06-05 - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-image-admin Configure Microsoft Copilot settings. Copilot Settings exposes an image-generation allow/prevent control. Available settings depend on licences, enabled features and rollout; AI Administrator is an example of the required admin role. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/configure-copilot-admin-center - Locator: Configure Copilot actions; Before you begin - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r4-online-service-terms Microsoft Product Terms for Online Services. Commercial use is limited to the licensing agreement and Microsoft reserves other rights. Reverse engineering is restricted. Generative-AI output is Customer Data and Microsoft does not own it; this is not a component-by-component source-licence inventory. - URL: https://www.microsoft.com/licensing/terms/product/ForOnlineServices/all - Locator: Using the Online Services; Acceptable Use; Generative AI Output Content - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:ms-voice Get started with Copilot Voice. Work/school dictation and read-aloud are documented, while Voice availability varies and feedback audio is removed after 48 hours. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-voice-features-in-microsoft-365-copilot - Locator: Feature/account matrix; work/school data and privacy - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-code-r2 Code interpreter security architecture. Code interpreter in Copilot/eligible declarative agents runs Python analysis and charts in session-isolated Azure VMs with no network traffic. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/code-interpreter-security - Locator: Availability; isolated Azure VM; Python analysis - Evidence kind: documented - Source date: 2025-11-26 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-chat-privacy-r2 Copilot Chat privacy and protections. Managed work Chat logs prompts/responses in Exchange and places uploads in OneDrive for Business; generated Office files have separate download/storage paths. - URL: https://learn.microsoft.com/en-us/copilot/privacy-and-protections - Locator: Exchange logging; OneDrive uploads; Office file generation - Evidence kind: documented - Source date: 2026-08-24 - Retrieved: 2026-10-21 ### glean:glean:team-chat Team chat. Beta shared Editor chats run each request as its author but expose already-generated answers to all participants. - URL: https://docs.glean.com/user-guide/assistant/team-chat - Locator: How permissions work; behavior and limits - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:accessibility Accessibility Statement. Glean says a VPAT 2.5 ACR covering WCAG 2.0, 2.1 and 2.2 A/AA is available through its trust center. - URL: https://docs.glean.com/user-guide/about/accessibility - Locator: Conformance status - Evidence kind: documented - Source date: 2026-09-25 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-language Supported languages for Microsoft Copilot. The supported work/school language list includes English, German, French and Italian, with localization asserted by Microsoft. - URL: https://support.microsoft.com/en-us/microsoft-365-copilot/supported-languages-for-microsoft-365-copilot - Locator: Work or school accounts; localization description - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:sso About Glean SSO. SSO is mandatory through OIDC or SAML; identity-provider policies enforce authentication conditions. - URL: https://docs.glean.com/administration/identity/sso/about - Locator: Mandatory SSO; identity providers; access controls - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:users Managing Users. Admins assign roles and feature permissions and can revoke user sessions. - URL: https://docs.glean.com/administration/identity/roles/manage-users - Locator: Member permissions; sign out all sessions - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-cost-setup Set up usage-based billing for Copilot Credits. The cost dashboard exposes policy and per-user monthly limits and consumes prepaid credit before PAYG overage. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/usage-based-billing-copilot-credits-setup - Locator: Roles; monthly limits; prepaid and PAYG - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:insights Insights overview. Adoption metrics and per-person activity are available; small departments are grouped and CSV export is documented. - URL: https://docs.glean.com/administration/insights/overview - Locator: Metrics; department filters; CSV; privacy - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:events Glean Customer Event log overview. Customer Event logs include chats and responses separately from administrative logs and export as an unfiltered stream. - URL: https://docs.glean.com/administration/gce-logs/data-dictionary - Locator: CHAT events; unified export stream - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-usage Microsoft Copilot usage report. The paid report tracks adoption and application activity and hides identifying user, group and site fields by default. - URL: https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage - Locator: Report metrics and privacy note - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:audit Audit Logs. Admin configuration logs have CSV export and 30-day default retention; ongoing delivery needs account-team configuration. - URL: https://docs.glean.com/administration/management/audit-logs/admin-audit-logs - Locator: Coverage; export; default retention - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:history Chat History. Admins choose Off or 30/90/180/365-day conversation retention, independently of Customer Event logging. - URL: https://docs.glean.com/administration/assistant/configuration/chat-history - Locator: Retention choices; Customer Event logs - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-audit Audit logs for Copilot and AI applications. Enabled Purview Audit records Copilot admin changes, users, accessed resources, agent identifiers and policy metadata. - URL: https://learn.microsoft.com/en-us/purview/audit-copilot - Locator: Admin and user activities; common properties - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-audit-standard Learn about auditing solutions in Microsoft Purview. Purview distinguishes standard audit retention from separately licensed longer-retention capabilities. - URL: https://learn.microsoft.com/en-us/purview/audit-solutions-overview - Locator: Audit Standard and Premium retention - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-retention Learn about retention for Copilot and AI apps. Copilot interaction copies live in hidden Exchange folders, can have Purview retention policies and remain subject to legal holds. - URL: https://learn.microsoft.com/en-us/purview/retention-policies-copilot - Locator: What is included; mailbox retention flow; holds - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-audit-export Audit logs for Copilot and AI applications. Purview supports searching and exporting Copilot audit events, then filtering exported AppIdentity values. This is metadata export, not a claim that audit events contain full prompts and responses. - URL: https://learn.microsoft.com/en-us/purview/audit-copilot - Locator: Accessing Copilot audit logs; Next steps - Evidence kind: documented - Source date: 2026-08-26 - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r4-audit-api Microsoft 365 usage reports in Microsoft Graph. The document identifies EXO Search-UnifiedAuditLog CSV export and Office 365 Management Activity API streaming to SIEM for CopilotInteraction events. It distinguishes these from Graph usage-report APIs. - URL: https://learn.microsoft.com/en-us/graph/api/resources/report?view=graph-rest-beta - Locator: Programmatically export unlicensed Copilot Chat usage - Evidence kind: documented - Source date: 2025-12-23 - Retrieved: 2026-10-26 ### glean:glean:pii Sensitive content in user prompt. Configured prompt-only regex policies can flag or block credentials, PII, IBANs and government IDs; built-in patterns start disabled. - URL: https://docs.glean.com/administration/protect/ai-security/sensitive-content-user-prompt - Locator: Prerequisites; regex templates; enforcement - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:protect About Glean Protect and Protect+. Protect+ adds recurring sensitive-content scanning and AI security guardrails to baseline Protect. - URL: https://docs.glean.com/administration/protect/overview - Locator: Capability comparison; AI security add-on - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:subprocessors Glean Subprocessors. The list names US providers and an Indian affiliate for remote support, security and debugging. - URL: https://www.glean.com/legal/subprocessors - Locator: Provider table; affiliate remote support - Evidence kind: documented - Source date: 2026-07-28 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-dlp-default Learn about the default DLP policy for Microsoft 365 Copilot location. The default sensitive-prompt DLP policy simulates and alerts rather than blocking until configured otherwise. - URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-default-policy - Locator: Simulation mode default - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-custom-dlp-types Purview DLP for Copilot and Cowork. Prompt blocking supports built-in and custom sensitive-information types in preview with tenant rollout caveats. Uploaded-file contents are not scanned by this Copilot DLP location. - URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-learn-about - Locator: Block sensitive information types in prompts; Files uploaded in prompts; Availability - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:org-instructions Configure custom instructions. Admins can configure up to five enterprise instructions for Assistant. - URL: https://docs.glean.com/administration/assistant/configuration/custom-instructions - Locator: Five custom instructions - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:regions Supported GCP regions. The GCP region list includes Netherlands, Belgium, Frankfurt and other regions, subject to required services. - URL: https://docs.glean.com/get-started/prepare/self-hosted-deployment/gcp/supported-gcp-regions - Locator: Preferred regions; EMEA - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:sla Glean Customer Support SLA v6Mar2026. Standard and paid Premium support differ; only Premium includes 99.9% monthly uptime and 10% or 20% service credits. - URL: https://www.glean.com/legal/sla - Locator: Sections 2, 4, 7 and 8 - Evidence kind: documented - Source date: 2026-03-06 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-edp Enterprise data protection in Microsoft Copilot and Microsoft Copilot Chat. Enterprise data protection applies Microsoft DPA/Product Terms and documents encryption and tenant separation. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/enterprise-data-protection - Locator: DPA; protection of prompts and responses - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-eudb What is the EU Data Boundary?. The EU/EFTA boundary covers customer data and pseudonymized personal logs subject to transfer exceptions, with professional-services data committed at rest. - URL: https://learn.microsoft.com/en-us/privacy/eudb/eu-data-boundary-learn - Locator: Overview; logs; countries; configuration - Evidence kind: documented - Source date: 2025-02-26 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-no-training Microsoft Copilot no-training statement. Microsoft states that prompts, responses and Graph data do not train foundation models and that the Copilot service opts out of Azure OpenAI abuse monitoring. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy - Locator: Important; abuse monitoring - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:dpa Glean Data Processing Addendum v6Mar2026. The DPA covers applicable Swiss and EU law, termination erasure, SCCs and 30-day subprocessor notice. - URL: https://www.glean.com/legal/dpa - Locator: Sections 1, 7, 9 and 10; SCC annexes - Evidence kind: documented - Source date: 2026-03-06 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-retention-r2 Learn about retention for Copilot and AI apps. Purview governs Exchange copies of AI interactions and holds, with asynchronous deletion processing distinct from uploaded-file storage. - URL: https://learn.microsoft.com/en-us/purview/retention-policies-copilot - Locator: Interaction storage; retention/hold processing; deleted users - Evidence kind: documented - Source date: 2025-09-26 - Retrieved: 2026-10-21 ### microsoft-copilot:ms-subprocessors Overview of AI Subprocessors. Microsoft links its Online Services Subprocessors List and subscriptions for change notifications. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/copilot-subprocessor-overview - Locator: Subprocessor governance; customer notification - Evidence kind: documented - Source date: 2026-08-18 - Retrieved: 2026-10-21 ### glean:glean:r3-legal-index Glean legal. The index links both Business Associate Agreement forms, the Technical Services Addendum and named Outcomes Packages; inclusion and pricing depend on the applicable contract. - URL: https://www.glean.com/legal - Locator: Glean Customer Agreements and Policies - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:security-page Glean Protect security page. Glean claims SOC 2 Type II, ISO 27001 and ISO 42001; no issuer-scoped certificate was retrieved. - URL: https://www.glean.com/platform/security - Locator: Enterprise security and compliance badges - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-report-access Microsoft Service Trust Portal access. Microsoft publishes external audit reports and third-party penetration-test attestations in STP; some downloads require an Entra organization account and acceptance of the compliance-material NDA. No report was downloaded. - URL: https://learn.microsoft.com/en-us/compliance/assurance/stp-get-started - Locator: Accessing the Service Trust Portal; Reports, Whitepapers and Artifacts - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-bsi-iso27001 BSI certificate registry: Microsoft 365 ISMS IS 552878. BSI registry verifies Microsoft Corporation IS 552878 for the Microsoft 365 services ISMS, development, operations and PII protection, with a February 14, 2024 applicability statement. It does not name Copilot separately. - URL: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/IS%20552878/ - Locator: ISO/IEC 27001:2022; Microsoft Corporation; scope and effective/expiry dates - Evidence kind: certificate-verified - Source date: 2024-07-26 - Retrieved: 2026-10-26 - Issuer: BSI - Certificate scope: Microsoft Corporation; Microsoft 365 services ISMS, development, operations and PII protection; Statement of Applicability dated 2024-02-14. No explicit Copilot-specific scope list was obtained from this registry entry. - Valid: 2024-07-29 to 2027-07-28 - Registry: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/IS%20552878/ ### microsoft-copilot:microsoft-copilot:r5-bsi-iso27701 BSI certificate registry: Microsoft 365 privacy PM 741035. BSI verifies the Microsoft 365 services processor privacy-management scope, referring to IS 552878 and the February 14, 2024 applicability statement. Copilot-specific applicability is not independently enumerated. - URL: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/PM%20741035/ - Locator: ISO/IEC 27701:2019; processor scope; effective/expiry dates - Evidence kind: certificate-verified - Source date: 2024-07-26 - Retrieved: 2026-10-26 - Issuer: BSI - Certificate scope: Microsoft Corporation; Microsoft 365 services ISMS, development, operations, support and PII protection as a processor; Statement of Applicability dated 2024-02-14; references IS 552878. Not a separately enumerated Copilot certificate. - Valid: 2024-07-29 to 2027-07-28 - Registry: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/PM%20741035/ ### microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary Copilot Microsoft 365 compliance relationship. Microsoft includes Copilot in its existing Microsoft 365 privacy/security/compliance commitments and lists ISO 27001/42001. This is vendor scope documentation, not the issuer’s Copilot-specific certificate schedule. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy - Locator: Meeting regulatory compliance requirements - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### microsoft-copilot:microsoft-copilot:r5-iso42001-scope Microsoft public ISO 42001 service scope. Microsoft explicitly lists Copilot and Copilot Chat in its ISO 42001 service scope. The public page points to STP but does not provide an issuer/certificate validity interval for those products. - URL: https://learn.microsoft.com/en-us/compliance/regulatory/offering-iso-42001 - Locator: Microsoft AI services in scope; report route - Evidence kind: vendor-claimed - Source date: 2026-09-11 - Retrieved: 2026-10-26 ### glean:glean:r4-aws-cmk-faq Glean customer-hosted AWS FAQ. Customer-managed CMKs are supported for AWS, although the FAQ recommends default AWS-managed KMS keys and documents SCP-based emergency controls. - URL: https://docs.glean.com/security/cloud-prem/aws/faq - Locator: Are customer managed keys supported? - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:r4-aws-key-control Glean AWS account access and deployment model. The customer-hosted AWS deployment guide says customers own and control KMS customer-managed keys used for data at rest. This does not establish key control for Glean Hosted or GCP. - URL: https://docs.glean.com/security/cloud-prem/aws/account-access-and-deployment-model - Locator: Customer controls - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### glean:glean:dpa-confidentiality Glean DPA. General DPA confidentiality binds authorized personnel and no-less-protective subprocessor agreements; no specific §203/Art321 undertaking was retrieved. - URL: https://www.glean.com/legal/dpa - Locator: Section4 authorized personnel confidentiality; section9 subprocessor written agreement and necessary access - Evidence kind: documented - Source date: 2026-03-06 - Retrieved: 2026-10-21 ### glean:glean:flex-price Glean Enterprise Flex. Enterprise Flex pools credits and separately meters advanced features and premium models; learned-memory billing starts November 7, 2026 for the stated scope. - URL: https://docs.glean.com/glean-enterprise-flex-pricing - Locator: Enterprise Flex seats; FlexCredits; rate card - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-price-de Microsoft Copilot - Pläne und Preise für Unternehmen. The German page lists EUR 26 per user per month billed annually excluding VAT, plus a qualifying M365 subscription. - URL: https://www.microsoft.com/de-de/copilot/pricing/enterprise - Locator: Paid Microsoft 365 Copilot price card and tax notice - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:ms-credit-rates Billing rates and management. Studio billing uses feature-dependent credits, with qualifying paid-user assistive scenarios listed at no charge. - URL: https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-messages-management - Locator: Copilot Credits billing table - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:fx-ecb ECB historical euro reference rates. The 2026-10-20 reference is EUR 1 = USD 1.1215 = CHF 0.9237. - URL: https://www.ecb.europa.eu/stats/eurofxref/eurofxref-hist.xml - Locator: Cube time=2026-10-20, USD and CHF - Evidence kind: documented - Source date: 2026-10-20 - Retrieved: 2026-10-21 ### glean:glean:r2-customer-default-example Change your default model on Customer Key. Customer Key admins choose defaults; GPT5.6 Luna is expressly an example, not a fixed or recommended routine model. - URL: https://docs.glean.com/administration/change-default-model - Locator: Opening note and prerequisites - Evidence kind: documented - Source date: 2026-10-19 - Retrieved: 2026-10-21 ### glean:glean:r2-direct-provider-proxy OpenAI direct API pricing. The shared direct-provider comparison uses USD0.10 input andUSD0.50 output per1M tokens; vendor usage is not replaced by this proxy. - URL: https://developers.openai.com/api/docs/pricing - Locator: Standard short-context gpt-6-luna - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### glean:glean:r2-proxy-lowest-effort GPT6 Luna model documentation. Lowest effort none is used only for the direct-provider comparison assumption. - URL: https://developers.openai.com/api/docs/models/gpt-6-luna - Locator: Reasoning effort - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### microsoft-copilot:fx-20261020 Euro foreign exchange reference rates. ECB historical XML retrieved directly confirms EUR 1 = USD 1.1215 and CHF 0.9237 for 2026-10-20. - URL: https://www.ecb.europa.eu/stats/eurofxref/eurofxref-hist.xml - Locator: Cube time=2026-10-20; USD and CHF entries - Evidence kind: documented - Source date: 2026-10-20 - Retrieved: 2026-10-21 ### microsoft-copilot:microsoft-copilot:r4-support-channels Copilot support and feedback. Copilot extensibility support directs general questions to Microsoft Q&A and service/development issues to Admin Center Help and Support; service requests depend on Premier/Unified support agreement. - URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/feedback - Locator: Developer support channels - Evidence kind: documented - Source date: 2026-01-22 - Retrieved: 2026-10-26 ### microsoft-copilot:ms-training Microsoft Copilot Skilling Center. Microsoft publishes admin and user learning resources and links its Champion programme. - URL: https://adoption.microsoft.com/en-us/copilot/skilling-center/ - Locator: Role-based resources; Academy; Champions - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21