--- schema_version: 1 rubric_version: "1.1" kind: pair canonical_url: "https://onaihq.com/compare/agents/microsoft-copilot-vs-perplexity/" data_url: "https://onaihq.com/compare/agents/microsoft-copilot-vs-perplexity/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" --- # Microsoft Copilot vs Perplexity Enterprise > 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. > Perplexity Enterprise lifecycle: sunset. The organisation file repository retired October 1, 2026; the vendor says remaining files are deleted. This does not end Enterprise or Projects. Scope: Legacy Enterprise organisation file repository only. Continuation: Projects or supported File Connectors continue; downloading and moving files requires manual migration. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-repo-retire, perplexity:perplexity:p-filelimits, perplexity:perplexity:p-security-hub. This comparison has 46 criteria with sourced findings for both products, including 46 that a second agent cross-checked for both. 50 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. - Microsoft Copilot source checks: 2026-10-21 to 2026-10-26. - Perplexity Enterprise source checks: 2026-10-21 to 2026-10-26. - Canonical HTML: https://onaihq.com/compare/agents/microsoft-copilot-vs-perplexity/ - Machine-readable JSON: https://onaihq.com/compare/agents/microsoft-copilot-vs-perplexity/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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise offers multiple provider models, manual Search selection and automatic routing in Best, Deep Research and Computer. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Hosted functions use Perplexity cloud services; Portable local execution is device-local on supported NVIDIA hardware. Portable is not a self-hosted Enterprise backend. - providers — Which model providers are available? [supported]: Enterprise table names OpenAI, Google, Anthropic, MoonshotAI, Z.ai, xAI and NVIDIA; Perplexity provides orchestration and separate local PPLX 27B. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-local. - current_models — Which current models are selectable on this plan? [supported]: October 17 Enterprise Pro/Max Search table lists GPT 6.1 Sol, GPT 6 Astra, Gemini 4 Argon, Gemini 3.8 Flash, Claude Sonnet 5.5, Claude Opus 5.5, Claude Fable 5.1, Kimi K3, GLM 5.3, Grok 4.7 and Nemotron 3.5 Super VL. Settings, retention, region and rollout can narrow the list. Sources: perplexity:perplexity:p-models. - user_choice — Can users pick the model per chat? [supported]: Paid Search users can choose an eligible model per query. Computer can select a model for later session runs; this does not mean every tool step uses it. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-computer. - auto_routing — Does the product route between models automatically, and is the chosen model shown? [partial]: Best chooses per Search query; Deep Research selects automatically and Computer routes per step while excluding organisation-disabled models. Audit answer events identify the model; full routed-model disclosure in every UI remains unverified. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-computer, perplexity:perplexity:p-audit. - multimodal_input — Which models accept images, audio or files? [partial]: Ask/Computer accept files and images and file uploads can transcribe audio/video; no per-current-model input matrix was retrieved. Sources: perplexity:perplexity:p-files, perplexity:perplexity:p-filelimits. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-local, perplexity:perplexity:p-computer, perplexity:perplexity:p-audit, perplexity:perplexity:p-files, perplexity:perplexity:p-filelimits ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial A dated changelog exists; provider release lag and guaranteed older-version availability remain gaps. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: release_lag_days, version_pinning. - release_lag_days — What was the lag for each of the last three major releases, per provider? [unknown]: Unknown for release_lag_days. No paired provider/product dates for the last three releases, guaranteed removal notice, or administrator version-pinning policy was retrieved. - changelog — Is there a dated public model changelog? [supported]: Dated public releases include October 5 GPT 6.1 Sol/Claude Opus 5.5 and September 21 GPT 6 Astra. No matched last-three-release provider lag dataset was calculated. Sources: perplexity:perplexity:p-changelog. - deprecation_notice — How much notice is given before a model is removed? [partial]: Model inventory expressly makes no commitment to keep an individual model available. A guaranteed notice period is unknown. Sources: perplexity:perplexity:p-models. - version_pinning — Can an admin keep an older model version? [unknown]: Unknown for version_pinning. No paired provider/product dates for the last three releases, guaranteed removal notice, or administrator version-pinning policy was retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-changelog, perplexity:perplexity:p-models ### 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. #### 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. #### Perplexity Enterprise 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. #### 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. #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Portable Computer runs selected local models; local retrieval endpoints and vendor EU/CH hosting remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=not specified; plan=Enterprise Pro/Max; administrator must allow local inference; add_ons=none stated; deployment_mode=on-premise; region=Customer device; approved cloud steps leave it; os=Windows, Linux. Limitations: - Remaining atomic gaps: self_hosted_embeddings, vendor_hosted_open_models. - self_hosted_chat — Can chat use a customer-hosted model? [supported]: Portable local mode runs PPLX 27B or Qwen 27B on supported NVIDIA Windows/Linux hardware. The requirement table explicitly includes Enterprise Pro/Max; this is local agent/inference, not an arbitrary hosted-model endpoint for cloud Ask. Sources: perplexity:perplexity:p-local. - self_hosted_embeddings — Can retrieval use customer-hosted embeddings? [unknown]: Unknown for self_hosted_embeddings. Portable Computer documents local models and a local index, but no configurable embedding endpoint, vendor EU/CH open-model hosting location or full Enterprise deployment parity matrix. - feature_parity — Which features fail with self-hosted models? [partial]: Portable local mode excludes Brain and saved memory, and loads one smaller model at a time. Cloud research, frontier reasoning and some browser/connector steps need approval. Embedding configuration and full parity remain unknown. Sources: perplexity:perplexity:p-local. - vendor_hosted_open_models — Does the vendor host open-weight models in EU/CH? [unknown]: Unknown for vendor_hosted_open_models. Portable Computer documents local models and a local index, but no configurable embedding endpoint, vendor EU/CH open-model hosting location or full Enterprise deployment parity matrix. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-local ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Organisation model restrictions and Computer credit caps exist; group-specific model policy is unverified. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: data_bound_models, default_model. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - model_allowlist_by_group — Can admins limit models per group? [partial]: Admins restrict providers/models for the organisation and Computer excludes disabled models. Roles guide places model settings under organisation Data and privacy; group-specific allowlists remain unverified. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-roles, perplexity:perplexity:p-computer. - data_bound_models — Can admins restrict which models receive connector or knowledge content? [unknown]: Unknown for data_bound_models. Published organisation model controls do not establish group-specific model rules, content-bound model rules, an administrator default or exact Ask quotas. - default_model — Can admins set the default model? [unknown]: Unknown for default_model. Published organisation model controls do not establish group-specific model rules, content-bound model rules, an administrator default or exact Ask quotas. - user_limits — What per-user message or token limits apply, and are they published? [partial]: Computer includes 500 credits/Pro seat/month or 15,000/Max, plus capped pool access. Weekly session limits are 100 Pro/1,000 Max. Exact model-specific Ask/token quotas remain unknown. Sources: perplexity:perplexity:p-credits, perplexity:perplexity:p-filelimits. - limit_behaviour — What happens when a limit is reached? [partial]: Computer pool exhaustion or applicable cap blocks use until funded/raised; scheduled runs skip when credits unavailable and repeated skips pause tasks. Permission/cache refresh can delay cap changes; Ask limits behavior unverified. Sources: perplexity:perplexity:p-credits, perplexity:perplexity:p-tasks. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-roles, perplexity:perplexity:p-computer, perplexity:perplexity:p-credits, perplexity:perplexity:p-filelimits, perplexity:perplexity:p-tasks ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise uploads have explicit product-specific limits; OCR and table fidelity remain untested. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: ocr. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - formats — Which formats are accepted? [supported]: Uploads support PDF/text/code/images and audio/video transcription; video visual frames are not indexed. Projects store any format, but Ask needs parseable text and Computer supports more formats. Sources: perplexity:perplexity:p-files, perplexity:perplexity:p-filelimits. - limits — What size and count limits apply per file and chat? [supported]: Enterprise Ask: 30 files/upload, 50 MB/file and 30 images/query. Computer: 200 MB/file. Weekly sessions: 100 Pro/1,000 Max. Project files use a separate 100 MB limit. Sources: perplexity:perplexity:p-filelimits. - ocr — Are scanned PDFs read? [unknown]: Unknown for ocr. No scanned-PDF OCR or spreadsheet structure benchmark was run. The guides do not establish exact context selection disclosure for every Enterprise upload mode. - spreadsheets — Are Excel tables read with structure intact? [partial]: Projects accept spreadsheet files and Computer/Excel add-in analyses workbooks. Preservation of formulas, sheets and table structure was not tested. Sources: perplexity:perplexity:p-filelimits, perplexity:perplexity:p-office. - full_vs_chunked — Is the whole file used or only retrieved parts, and does the user see which? [partial]: Generic upload guide says short documents fit fully while long ones use selected important parts. Per-file inclusion indicators and exact Computer context behavior are unverified. Sources: perplexity:perplexity:p-files. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-files, perplexity:perplexity:p-filelimits, perplexity:perplexity:p-office ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Projects are persistent shared file/task workspaces, with a distinct storage and access model. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - persistent_collections — Can users keep document collections across chats? [supported]: Projects persist searches, Computer tasks, files, instructions and tools across sessions. Sources: perplexity:perplexity:p-projects. - sharing_scope — Can collections be shared with users, groups or the whole organisation? [partial]: Projects private by default; owner/editor/viewer roles and individual invites, with organisation sharing on Enterprise. Exact identity-group grants were not established. Sources: perplexity:perplexity:p-projects. - size_limits — What are the collection limits? [supported]: Unlimited Projects, each up to 10,000 files, 5 GB total and 100 MB/file. New uploads rejected at the limit; Enterprise owner may invite 9,999 contributors. Sources: perplexity:perplexity:p-projects, perplexity:perplexity:p-filelimits. - assistant_binding — Can collections be bound to an assistant? [partial]: Project instructions and files apply to its Computer work; this establishes project-bound context. A separate reusable assistant binding interface was not established. Sources: perplexity:perplexity:p-projects. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-projects, perplexity:perplexity:p-filelimits ### 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). #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Live file connectors, Computer apps, Teams and remote MCP provide business data access. Availability: generally-available Delivery: official-integration Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: atlassian. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Hosted functions use Perplexity cloud services; Portable local execution is device-local on supported NVIDIA hardware. Portable is not a self-hosted Enterprise backend. - microsoft_365 — Which M365 sources (SharePoint, OneDrive, Outlook, Teams) are connected? [supported]: OneDrive and SharePoint file connectors are documented. Computer also connects to Outlook and Teams through separate grants and installations. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-office, perplexity:perplexity:p-teams. - google_workspace — Which Google sources are connected? [supported]: Google Drive file connector and personal Gmail/primary Google Calendar OAuth are documented. Send/edit scopes support actions; access is not uniformly read-only. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-gmail. - atlassian — Confluence and Jira? [unknown]: Unknown for atlassian. The sources name several file and app connectors. A complete current connector/permission/maintainer matrix, including Atlassian and on-prem shares/databases, was not retrieved. - other_systems — Which other business systems? [partial]: Dropbox and Box file connectors; the Microsoft integration page also names Salesforce, Amplitude, Asana, FactSet and Snowflake. Complete entitlements and partner contracts remain unknown. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-office. - on_prem_sources — Can on-prem file shares or databases be connected? [partial]: Custom HTTPS MCP can use Cloudflare Access-protected endpoints; Portable uses local stdio MCP. Native on-prem file-share/database connectors and their permission guarantees remain unverified. Sources: perplexity:perplexity:p-mcp, perplexity:perplexity:p-local. - connector_provider — Who builds and maintains each connector? [partial]: Perplexity documents built-in connectors; customers supply custom MCP servers and credentials. The maintainer and support contract for each external integration remain unverified. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-mcp. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-office, perplexity:perplexity:p-teams, perplexity:perplexity:p-gmail, perplexity:perplexity:p-mcp, perplexity:perplexity:p-local ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Live query permissions differ from static Project copies and shared answers. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: sensitivity_labels. - source_permissions_respected — Are source permissions enforced per user? [partial]: Live searches use the connected user's permissions. Shared answers can reveal file content to recipients without original-file access; Project copies use Project membership. No two-user scenario was run. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. - enforcement_point — Does the source system, a mirrored index or nothing enforce them? [supported]: Source OAuth governs live queries; Project imports create static copies governed by Project access. Original-file links require source access, which does not prevent answer disclosure. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. - revocation_delay — How quickly does a removed permission take effect? [partial]: FAQ says source permission changes affect live search immediately; this was not measured. Project copies require separate removal or access management. Sources: perplexity:perplexity:p-connectfaq. - admin_scope_controls — Can admins exclude sites, folders or labels? [partial]: Admins enable connectors; users connect OAuth accounts and select folders. Sales-assisted connector RBAC gates runtime use. Admin site/folder/label exclusions were not established. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connector-rbac. - sensitivity_labels — Are Microsoft Purview or similar labels respected? [unknown]: Unknown for sensitivity_labels. No two-user permission-revocation or sensitivity-label scenario was run. A source-level administrator exclusion policy and Purview enforcement matrix were not retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq, perplexity:perplexity:p-connector-rbac ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Live searches query current sources; files imported into Projects are static snapshots. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=Document/Office file connector behavior; media connector support unverified and excluded; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - No positive or negative connector audio/video capability is asserted. The documentation discrepancy is a named gap; the live-versus-copy finding is restricted to document formats common to both guides. - live_or_indexed — Is content searched live or copied into an index? [partial]: For documented text/Office files, Standard Search queries sources live without a Perplexity file-index copy; attachments and Project imports keep snapshots. Media connector support is unknown because the introduction excludes audio/video while the FAQ lists them. Direct media uploads are a separate workflow. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. - sync_interval — How often does an index refresh? [supported]: Project imports require manual reimport to refresh; no automatic sync. Live queries have no batch refresh interval. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. - deletion_propagation — How quickly does a deleted document disappear? [partial]: New live queries reflect source changes. Existing Project copies remain until removed or reimported; propagation timing was not measured. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. - index_location — Where is indexed content stored? [partial]: FAQ names AWS S3 for copied files without a region. Exact Project index, storage and backup locations remain unknown. Sources: perplexity:perplexity:p-connectfaq. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Source-linked answers are documented; retrieval quality is unmeasured. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: citation_accuracy, cross_language, no_answer_behaviour, observed_accuracy. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - citations — Are answers linked to specific sources? [supported]: Connector answers link to files; Office and Deep Research cite source documents and web links. Citation correctness was not independently tested. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-office, perplexity:perplexity:p-research. - citation_accuracy — Do the cited passages support the answer? [unknown]: Unknown for citation_accuracy. The shared DE/FR/EN question corpus was not run. Citation correctness, cross-language retrieval, abstention and measured accuracy remain unobserved. - cross_language — Does a question in one language find documents in another? [unknown]: Unknown for cross_language. The shared DE/FR/EN question corpus was not run. Citation correctness, cross-language retrieval, abstention and measured accuracy remain unobserved. - no_answer_behaviour — Does it say when the corpus has no answer? [unknown]: Unknown for no_answer_behaviour. The shared DE/FR/EN question corpus was not run. Citation correctness, cross-language retrieval, abstention and measured accuracy remain unobserved. - observed_accuracy — How many of the question set were answered correctly? [unknown]: Unknown for observed_accuracy. The shared DE/FR/EN question corpus was not run. Citation correctness, cross-language retrieval, abstention and measured accuracy remain unobserved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-office, perplexity:perplexity:p-research ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: supported Enterprise history and saved-memory controls are documented; Computer Brain is a Max Research Preview, and Portable local mode excludes Brain and saved memory. Availability: unknown Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=Current Enterprise memory; Enterprise Max Brain Research Preview, not general availability for the whole criterion; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Hosted functions use Perplexity cloud services; Portable local execution is device-local on supported NVIDIA hardware. Portable is not a self-hosted Enterprise backend. - The schema has no public/research-preview state. Mixed memory availability remains unknown at criterion level; Brain is explicitly Research Preview. - custom_instructions — Can users set persistent instructions? [supported]: Project instructions persist, with an 8,000-character limit. This does not establish organisation-wide instructions. Sources: perplexity:perplexity:p-projects. - cross_chat_memory — Does the product remember facts across chats? [supported]: History reference, saved memory and Project Brain are documented. Enterprise Brain is a Max research preview. Portable local mode excludes Brain and saved memory. Sources: perplexity:perplexity:p-memory, perplexity:perplexity:p-projects, perplexity:perplexity:p-local. - user_memory_controls — Can users view, edit and delete memories? [supported]: Users can disable, view, edit and delete saved memories. Deleted-memory logs may remain for 30 days. Sources: perplexity:perplexity:p-memory. - admin_memory_controls — Can admins turn memory off? [supported]: Admins control history reference and saved memory. Disabling organisation memory deletes existing memories and turns it off for users. Sources: perplexity:perplexity:p-memory. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-projects, perplexity:perplexity:p-memory, perplexity:perplexity:p-local ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer Skills and Projects package reusable instructions and context; managed Enterprise roles govern organization Skills and Plugins separately. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - create_assistants: Users create custom Skills with SKILL.md/ZIP instructions. Projects combine instructions, files and tools. These establish task packages; a separate assistant directory remains unverified. - creator_permissions: The sales-assisted Enterprise Roles & Permissions guide lists Manage organization skills for creation/modification/review. Plugin creation/publishing permissions are separate and depend on rollout. This does not establish identical self-serve controls or a universal assistant-creation role. - sharing_scope: Project owner/editor/viewer permissions and Enterprise organisation sharing apply to task context. Custom Skill publishing to groups or the organisation remains unverified. - catalogue: Computer offers Installed and Discover views with Skill search by name or description. It is a Skills catalogue; a complete directory of organization assistants with model/knowledge/tool versions was not established. Plugins arrive first on individual/self-serve Enterprise, while managed Enterprise continues Skills until its rollout. - prompt_library: Custom Skills store reusable instructions, and eligible managed Enterprise roles can manage organization Skills. This supplies reusable task instructions rather than a verified separate shared prompt-template library. - create_assistants — Can users create assistants with instructions, knowledge and tools? [partial]: Users create custom Skills with SKILL.md/ZIP instructions. Projects combine instructions, files and tools. These establish task packages; a separate assistant directory remains unverified. Sources: perplexity:perplexity:p-skills-20261026, perplexity:perplexity:p-projects-20261026. - creator_permissions — Can admins limit who creates them? [partial]: The sales-assisted Enterprise Roles & Permissions guide lists Manage organization skills for creation/modification/review. Plugin creation/publishing permissions are separate and depend on rollout. This does not establish identical self-serve controls or a universal assistant-creation role. Sources: perplexity:perplexity:p-roles-20261026. - sharing_scope — Can assistants be shared with users, groups or everyone? [partial]: Project owner/editor/viewer permissions and Enterprise organisation sharing apply to task context. Custom Skill publishing to groups or the organisation remains unverified. Sources: perplexity:perplexity:p-projects-20261026, perplexity:perplexity:p-skills-20261026. - catalogue — Is there an internal assistant directory? [partial]: Computer offers Installed and Discover views with Skill search by name or description. It is a Skills catalogue; a complete directory of organization assistants with model/knowledge/tool versions was not established. Plugins arrive first on individual/self-serve Enterprise, while managed Enterprise continues Skills until its rollout. Sources: perplexity:perplexity:p-skills-20261026, perplexity:perplexity:p-roles-20261026. - prompt_library — Are shared prompt templates available? [partial]: Custom Skills store reusable instructions, and eligible managed Enterprise roles can manage organization Skills. This supplies reusable task instructions rather than a verified separate shared prompt-template library. Sources: perplexity:perplexity:p-skills-20261026, perplexity:perplexity:p-roles-20261026. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-20. Sources: perplexity:perplexity:p-skills-20261026, perplexity:perplexity:p-projects-20261026, perplexity:perplexity:p-roles-20261026 ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer uses built-in tools and administratively controlled MCP connectors with several authentication modes. Availability: generally-available Delivery: official-integration Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Hosted functions use Perplexity cloud services; Portable local execution is device-local on supported NVIDIA hardware. Portable is not a self-hosted Enterprise backend. - builtin_tools — Which tools are built in? [supported]: Computer combines web research, code, data analysis, generated documents, browsers and connected apps. Portable adds local files and local MCP. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-local. - custom_actions — Can admins add API actions? [partial]: Customers add remote MCP tools and custom Skills. A standalone arbitrary API-action editor or schema was not established. Sources: perplexity:perplexity:p-mcp, perplexity:perplexity:p-skills. - mcp_client — Can it use remote MCP servers, and with what admin control? [supported]: HTTPS MCP supports SSE and streamable HTTP. Admins enable custom connectors and manage organisation connectors; managed plans can grant role-specific runtime access. Sources: perplexity:perplexity:p-mcp, perplexity:perplexity:p-connector-rbac. - tool_auth — Do tools act as the user or as a shared account? [supported]: OAuth2, API key or no authentication. Organisation OAuth can share an admin connection or require each member's login. Shared credentials do not automatically enforce each member's source ACLs. Sources: perplexity:perplexity:p-mcp, perplexity:perplexity:p-gmail. - tool_approval — Can admins approve or block tools, and can users confirm actions before they run? [partial]: Admins disable connectors; managed RBAC gates execution. Portable requires cloud-egress approval and Office previews edits. Universal cloud action confirmation remains unverified. Sources: perplexity:perplexity:p-connector-rbac, perplexity:perplexity:p-local, perplexity:perplexity:p-office. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-local, perplexity:perplexity:p-mcp, perplexity:perplexity:p-skills, perplexity:perplexity:p-connector-rbac, perplexity:perplexity:p-gmail, perplexity:perplexity:p-office ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Search and multi-step Deep Research are core functions; search routing geography is a gap. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: admin_toggle, search_provider. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - web_search — Is web search available? [supported]: Enterprise Ask and Computer search the web. Projects can combine files and web research. Sources: perplexity:perplexity:p-entpro, perplexity:perplexity:p-computer. - admin_toggle — Can admins disable it per organisation or group? [unknown]: Unknown for admin_toggle. The current help pages do not establish search-backend subprocessor geography or a group-level web-search off switch. - search_provider — Which search provider handles queries, and where? [unknown]: Unknown for search_provider. The current help pages do not establish search-backend subprocessor geography or a group-level web-search off switch. - deep_research — Is multi-step research with a report available? [supported]: Deep Research creates multi-source reports with charts, executed code and downloadable files. Models are selected automatically. Sources: perplexity:perplexity:p-research, perplexity:perplexity:p-models. - web_citations — Are web sources cited? [supported]: Deep Research and Office output cite web and connected sources; accuracy was not tested. Sources: perplexity:perplexity:p-research, perplexity:perplexity:p-office. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-entpro, perplexity:perplexity:p-computer, perplexity:perplexity:p-research, perplexity:perplexity:p-models, perplexity:perplexity:p-office ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer supports natural-language automation, scheduled jobs and condition-based triggers. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - workflow_builder — Is there a workflow or chain builder? [partial]: Users describe multi-step work in prompts and package it in Skills. A visual versioned chain builder was not established. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-skills. - scheduled_tasks — Can prompts or assistants run on a schedule? [supported]: Recurring Computer tasks run at most hourly, up to 15 per conversation. Unattended runs use isolated agents; insufficient credits cause skips and eventual pauses. Sources: perplexity:perplexity:p-tasks. - event_triggers — Can external events start a workflow? [partial]: Enterprise overview describes email, calendar, flight-status and file-condition triggers. Per-connector event coverage and limits remain unverified. Sources: perplexity:perplexity:p-computer. - builder_audience — Is building aimed at business users, IT or developers? [supported]: Scheduling and Skills use natural language. Custom MCP requires technical server and authentication setup. Sources: perplexity:perplexity:p-tasks, perplexity:perplexity:p-skills, perplexity:perplexity:p-mcp. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-skills, perplexity:perplexity:p-tasks, perplexity:perplexity:p-mcp ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer executes asynchronous multi-step tasks; universal confirmation and stopping behavior need a trial. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: visible_steps, stop_control. - agent_mode — Is there an agent mode for multi-step tasks? [supported]: Computer runs asynchronous multi-tool tasks combining research, analysis, documents, email and follow-ups. Sources: perplexity:perplexity:p-computer. - visible_steps — Are steps and tool calls shown? [unknown]: Unknown for visible_steps. No live task was run. A universal side-effect approval policy and exact stop/rollback semantics were not retrieved. - side_effect_confirmation — Must the user confirm actions with side effects? [partial]: Office promises review before edits; Portable asks before cloud steps. Mandatory confirmation for every cloud email/browser action remains unverified. Sources: perplexity:perplexity:p-office, perplexity:perplexity:p-local. - stop_control — Can the user stop a running task? [unknown]: Unknown for stop_control. No live task was run. A universal side-effect approval policy and exact stop/rollback semantics were not retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-office, perplexity:perplexity:p-local ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial The API is billed separately; Enterprise tenant/workspace programmability is unverified. Availability: unknown Delivery: unknown Scope: surfaces=Separately billed Perplexity API platform, not Enterprise seat workspace parity; version=not specified; plan=Separate API account/credits; Enterprise workspace parity unknown; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: knowledge_api, mcp_server. - chat_api — Is there an API for chat and assistants? [partial]: A separate API platform exists; Enterprise seats exclude API credits. This does not establish an API for Enterprise Projects or custom Skills. Sources: perplexity:perplexity:p-billing. - knowledge_api — Can documents be loaded through an API? [unknown]: Unknown for knowledge_api. Enterprise billing explicitly separates API usage. No authenticated Enterprise Projects/assistant/document API, inherited API governance matrix or Enterprise MCP-server export was retrieved. - api_governance — Do audit, budgets and model rules apply to API use? [partial]: Enterprise admins cannot manage other users' API credits through Enterprise billing. Inherited workspace audit, model and budget rules for API use remain unverified. Sources: perplexity:perplexity:p-billing. - mcp_server — Does the product expose itself to other agents over MCP? [unknown]: Unknown for mcp_server. Enterprise billing explicitly separates API usage. No authenticated Enterprise Projects/assistant/document API, inherited API governance matrix or Enterprise MCP-server export was retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-billing ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Web, desktop and mobile clients exist, with platform differences and separate browser products. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Perplexity Windows/macOS clients and local-file tools, Portable Computer local inference on supported NVIDIA Windows/Linux hardware, Perplexity iOS/Android clients; voice evidence scoped to iOS; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: browser_extension, managed_deployment. - web — Is a full web client available? [supported]: Enterprise Ask, Projects and Computer are available on the web. Sources: perplexity:perplexity:p-entpro, perplexity:perplexity:p-projects. - desktop_apps — Windows and macOS apps? [supported]: Native Windows/macOS apps support local files. macOS app control differs from Windows. Portable inference requires supported NVIDIA Windows/Linux hardware. Sources: perplexity:perplexity:p-desktop, perplexity:perplexity:p-local. - mobile_apps — iOS and Android apps with SSO? [partial]: Enterprise homepage links mobile access and iOS voice is documented. Mobile SSO and Android parity were not tested. Sources: perplexity:perplexity:p-home, perplexity:perplexity:p-voice. - browser_extension — Is there a browser extension or sidebar? [unknown]: Unknown for browser_extension. No managed-client MDM/configuration package or mobile SSO test was retrieved. Comet is a separate browser product and its full enterprise entitlement matrix was not reviewed. - managed_deployment — Can IT deploy and configure clients through MDM? [unknown]: Unknown for managed_deployment. No managed-client MDM/configuration package or mobile SSO test was retrieved. Comet is a separate browser product and its full enterprise entitlement matrix was not reviewed. - client_feature_gaps — Which features are missing on mobile? [partial]: Model Council is Max/Enterprise Max on web. Portable inference requires NVIDIA Windows/Linux; desktop app control differs by OS. A complete mobile gap inventory remains unknown. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-local, perplexity:perplexity:p-desktop. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-entpro, perplexity:perplexity:p-projects, perplexity:perplexity:p-desktop, perplexity:perplexity:p-local, perplexity:perplexity:p-home, perplexity:perplexity:p-voice, perplexity:perplexity:p-models ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer has Microsoft 365 add-ins plus Teams; this requires customer Microsoft access and deployment. Availability: generally-available Delivery: official-integration Scope: surfaces=Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: google_workspace_apps. - word_excel_powerpoint — Does it work inside Word, Excel and PowerPoint? [supported]: Computer add-ins draft, edit and research inside Word, Excel and PowerPoint. Enterprise Pro/Max are eligible; normal Computer credits apply. Sources: perplexity:perplexity:p-office. - outlook — Does it work inside Outlook? [supported]: Outlook add-in drafts and rewrites email using thread/attachment context. Vendor lists web, new/classic Outlook and Mac. Sources: perplexity:perplexity:p-office. - teams — Is there a Teams app or bot? [supported]: Teams app supports DMs, mentions and channel tasks, with permissioned Teams search and response posting. Sources: perplexity:perplexity:p-teams, perplexity:perplexity:p-office. - google_workspace_apps — Does it work inside Docs, Sheets or Gmail? [unknown]: Unknown for google_workspace_apps. Microsoft add-ins and Teams are documented. Equivalent in-app Google Docs/Sheets/Gmail add-ins and the complete Office version/consent matrix were not retrieved. - licence_prerequisites — Which licences or consents are needed? [partial]: Paid Perplexity Computer plan and Microsoft app access required. IT assigns Marketplace add-ins through M365 admin centre; Teams may require Entra consent. Full version/consent matrix remains unknown. Sources: perplexity:perplexity:p-office, perplexity:perplexity:p-teams. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-office, perplexity:perplexity:p-teams ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Office add-ins provide rewriting; a dedicated controlled document translation system was not established. Availability: generally-available Delivery: official-integration Scope: surfaces=Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: document_translation, translation_engine, glossaries, formality_and_variants. - document_translation — Can whole documents be translated with formatting kept? [unknown]: Unknown for document_translation. The Office integration documents rewriting, but no dedicated document-translation service preserving layout, named translation engine, managed glossary or de-CH control matrix was retrieved. - translation_engine — Which engine translates? [unknown]: Unknown for translation_engine. The Office integration documents rewriting, but no dedicated document-translation service preserving layout, named translation engine, managed glossary or de-CH control matrix was retrieved. - glossaries — Are company glossaries supported? [unknown]: Unknown for glossaries. The Office integration documents rewriting, but no dedicated document-translation service preserving layout, named translation engine, managed glossary or de-CH control matrix was retrieved. - formality_and_variants — Can formality and regional variants (de-CH) be set? [unknown]: Unknown for formality_and_variants. The Office integration documents rewriting, but no dedicated document-translation service preserving layout, named translation engine, managed glossary or de-CH control matrix was retrieved. - writing_tools — Are dedicated rewrite and proofreading tools available? [partial]: Word/Outlook add-ins draft, rewrite, summarise and format in place. A separate proofreading service and measured quality were not established. Sources: perplexity:perplexity:p-office. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-office ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Perplexity offers image generation with explicit enterprise commercial-use permission. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: admin_control. - image_generation — Can users generate images, with which models? [supported]: Guide lists GPT Image 1, Nano Banana, Seedream 4.5 and Auto; Nano Banana Pro on Max/Enterprise Max. Models and rolling limits may change. Sources: perplexity:perplexity:p-image. - image_editing — Can users edit uploaded images? [partial]: Follow-up edits and regeneration count as new generations. Exact uploaded-image editing operations were not tested. Sources: perplexity:perplexity:p-image. - admin_control — Can admins restrict image generation? [unknown]: Unknown for admin_control. Image generation and enterprise commercial use are documented. Exact admin image-feature permissions and every uploaded-image edit operation were not tested. - usage_terms — What usage rights apply to output? [supported]: Guide allows commercial use of Enterprise images. Terms assign output rights to the customer where law permits; third-party model terms can apply. Sources: perplexity:perplexity:p-image, perplexity:perplexity:p-terms-gb. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-image, perplexity:perplexity:p-terms-gb ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise voice-conversation entitlement remains unknown. Uploaded recordings separately support transcription and queries; automatic meeting capture remains unverified. Availability: unknown Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Perplexity iOS/Android clients; voice evidence scoped to iOS; version=not specified; plan=Enterprise Pro / Max; consumer iOS voice does not establish Enterprise entitlement; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: dictation, read_aloud, voice_conversation, swiss_german_speech. - The consumer iOS guide is not evidence of Enterprise Pro/Max voice entitlement or Enterprise SSO parity. - dictation — Can users dictate prompts? [unknown]: Unknown for dictation. iOS voice and file transcription are documented. Enterprise-specific voice entitlement, read-aloud controls and Swiss German recognition were not tested. - read_aloud — Can answers be read aloud? [unknown]: Unknown for read_aloud. iOS voice and file transcription are documented. Enterprise-specific voice entitlement, read-aloud controls and Swiss German recognition were not tested. - voice_conversation — Is a live voice mode available? [unknown]: Unknown. The public iOS Voice Assistant guide does not establish Enterprise Pro/Max voice-conversation or Enterprise SSO entitlement, and no Enterprise voice fixture was run. - meeting_summaries — Are meetings transcribed and summarised? [partial]: Uploaded audio/video can be transcribed with speaker recognition and queried. Automatic meeting capture and Swiss German quality remain unverified. Sources: perplexity:perplexity:p-files. - swiss_german_speech — Is Swiss German speech recognised? [unknown]: Unknown for swiss_german_speech. iOS voice and file transcription are documented. Enterprise-specific voice entitlement, read-aloud controls and Swiss German recognition were not tested. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-files ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer and assets create Office files with previews, version history and prompt-based iteration. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - data_analysis — Can it analyse spreadsheets with executed code? [partial]: Computer/Deep Research execute analysis code; Office add-in reads/writes Excel. Correctness and formula preservation were not benchmarked. Sources: perplexity:perplexity:p-research, perplexity:perplexity:p-computer, perplexity:perplexity:p-office. - charts — Can it produce charts? [partial]: Deep Research generates charts; assets insert visuals/tables and PowerPoint can use workbook context. Chart accuracy was not observed. Sources: perplexity:perplexity:p-research, perplexity:perplexity:p-assets, perplexity:perplexity:p-office, perplexity:perplexity:p-models. - office_file_output — Can it create Word, Excel or PowerPoint files? [supported]: DOCX, PDF, XLSX, PPTX and HTML output; Google Drive export when connected. Sources: perplexity:perplexity:p-assets. - canvas_editing — Is there a document or canvas editor for iterating on output? [supported]: Preview, follow-up edits and version history support iteration. Specific templates and direct manual editing require downloaded files and external software. Sources: perplexity:perplexity:p-assets. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-research, perplexity:perplexity:p-computer, perplexity:perplexity:p-office, perplexity:perplexity:p-assets, perplexity:perplexity:p-models ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Projects and organisation links enable collaboration; answer-sharing can cross source ACLs. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation, Computer Microsoft 365 add-ins and Teams; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - share_chats — Can chats be shared inside the organisation? [supported]: Organisation-only and public links exist. Turning public sharing off does not revoke existing public links. Sources: perplexity:perplexity:p-security-hub. - team_spaces — Are shared projects or workspaces available? [supported]: Private-by-default Projects share files, sessions, tasks and instructions through owner/editor/viewer roles. Sources: perplexity:perplexity:p-projects. - group_chat — Can several people chat together with the AI? [partial]: Teams supports Computer in chats and channels. Concurrent multi-user AI conversation in the Perplexity web client remains unverified. Sources: perplexity:perplexity:p-teams. - share_permission_boundary — Does sharing respect the recipient's access to sources? [supported]: Shared answers can reveal connector content without permission to open the original file. Static Project copies use Project membership; source ACLs alone do not protect shared answers. Sources: perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-security-hub, perplexity:perplexity:p-projects, perplexity:perplexity:p-teams, perplexity:perplexity:p-connectors, perplexity:perplexity:p-connectfaq ### 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. #### 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 #### Perplexity Enterprise 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. ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Paid Enterprise SSO and DNS-verified domains exist; enforcement details need a tenant check. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: mfa, conditional_access. - sso_protocols — Which SSO protocols and identity providers work? [partial]: Enterprise material names SAML SSO; setup permits one identity provider by default. Exact protocol versions and OIDC support matrix were not retrieved. Sources: perplexity:perplexity:p-hub-faq, perplexity:perplexity:p-sso. - sso_plan — Which plan includes SSO? [supported]: SSO is available for paid organisations, scoped here to Enterprise Pro/Max. Sources: perplexity:perplexity:p-sso. - mfa — Can MFA be enforced? [unknown]: Unknown for mfa. Paid SSO and DNS domain verification are documented. Exact supported protocol versions, customer-enforced MFA and Entra conditional-access behavior were not verified. - conditional_access — Do Entra conditional-access policies apply? [unknown]: Unknown for conditional_access. Paid SSO and DNS domain verification are documented. Exact supported protocol versions, customer-enforced MFA and Entra conditional-access behavior were not verified. - domain_capture — Can the company claim its email domain? [partial]: Admins verify domains by DNS TXT. Users must be invited for SSO; verification does not establish capture of every personal account on that domain. Sources: perplexity:perplexity:p-sso. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-hub-faq, perplexity:perplexity:p-sso ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Core SCIM provisioning and legacy role mapping are documented separately from the gradually rolled-out managed Roles & Permissions directory-group controls. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Legacy SCIM route: 50 seats or one Enterprise Max seat per SCIM guide; new directory groups/custom roles only on eligible sales-assisted managed plans after UI upgrade; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: jit_provisioning. - New directory-group/custom-role capability is not inferred from the older numeric SCIM threshold. The guides describe different UI generations; no rollout completion is assumed. - scim — Is SCIM provisioning supported? [partial]: The SCIM guide documents provisioning for organizations with at least 50 seats or one Max seat. This is not evidence that self-serve Pro/Max includes the newer custom-role or directory-group controls; those depend on eligible sales-assisted plans and UI upgrade. Sources: perplexity:perplexity:p-scim, perplexity:perplexity:p-roles-rollout-correction. - group_sync — Are identity-provider groups synced? [partial]: The new Roles & Permissions guide supports upstream, read-only SCIM directory groups on eligible managed plans. Its explicit gradual-upgrade notice reconciles this with the legacy guide's Admin/Member role mapping; entitlement and UI generation must be checked for a specific tenant. Sources: perplexity:perplexity:p-scim, perplexity:perplexity:p-roles-rollout-correction. - jit_provisioning — Are users created at first login? [unknown]: Unknown for jit_provisioning. SCIM and roles pages describe different plan generations. JIT behaviour and complete departing-user/shared-asset reassignment were not verified. - deprovisioning — What happens to a removed user's data and shared assets? [partial]: SCIM manages account lifecycle; departing members lose organisation memory and credits do not transfer. Shared Project ownership and data reassignment remain unverified. Sources: perplexity:perplexity:p-scim, perplexity:perplexity:p-memory, perplexity:perplexity:p-credits. - seat_assignment — Can admins assign and reclaim seats? [supported]: Admins add/remove users. Removal frees a seat but does not lower the paid seat count or refund the current term; billing reductions apply next period. Sources: perplexity:perplexity:p-billing. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-scim, perplexity:perplexity:p-roles, perplexity:perplexity:p-memory, perplexity:perplexity:p-credits, perplexity:perplexity:p-billing, perplexity:perplexity:p-roles-rollout-correction ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Sales-assisted Roles & Permissions provides delegated roles and group-based feature grants. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Sales-assisted Enterprise; custom roles/groups and SCIM sync depend on contracted plan; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: multi_entity. - admin_roles — Which admin roles exist, and can admin rights be delegated? [supported]: Admin, Member and Billing Admin base roles plus custom roles and delegated permissions. Member applies to everyone; grants are additive. Sources: perplexity:perplexity:p-roles. - groups — Can permissions be set per group? [supported]: Custom roles assign users/groups; SCIM groups are read-only in Perplexity. Availability depends on the managed contract. Sources: perplexity:perplexity:p-roles. - feature_toggles — Which features can be switched on or off per group? [partial]: Organisation master switches bound Computer/Comet grants; connector RBAC enforces runtime permissions. Full group matrix and group model settings remain unverified. Sources: perplexity:perplexity:p-roles, perplexity:perplexity:p-connector-rbac. - multi_entity — Can subsidiaries or departments be separated within one contract? [unknown]: Unknown for multi_entity. New Roles & Permissions are sales-assisted and staged. One-contract multi-entity isolation and the complete group feature matrix were not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-roles, perplexity:perplexity:p-connector-rbac ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise Insights offers adoption and per-user usage exports for eligible organisations. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise with 50 seats or at least one Enterprise Max; admins; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: privacy_modes. - adoption_dashboard — Is there an adoption dashboard? [supported]: Eligible admins with 50 seats or one Max see Insights users, monthly active users, monthly queries and weekly feature use. Sources: perplexity:perplexity:p-analytics. - breakdowns — Can usage be broken down by group, model, feature and assistant? [partial]: Feature, internal-files/web and per-user 7/30-day queries documented. Group, model and assistant dimensions remain unverified. Sources: perplexity:perplexity:p-analytics. - export — Can usage data be exported? [partial]: Usage tables can be filtered and exported. Exact download format/schema was not retrieved. Sources: perplexity:perplexity:p-analytics. - privacy_modes — Can per-person reporting be limited or pseudonymised? [unknown]: Unknown for privacy_modes. Insights exports and per-user reporting are documented, but a group/model/assistant breakdown and customer pseudonymisation controls were not retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-analytics ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Computer credits have user/group caps and organisation funding limits, with asynchronous authorization refresh. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=Named usage-limit and funding controls; purchased-pool expiry unverified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: chargeback. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Purchased-pool expiry is explicitly excluded from the confirmed budget-control finding. Monthly seat grants separately expire at cycle end. - cost_visibility — Can admins see cost or consumption per user and group? [partial]: Credits page shows user grants/use/remainder, group allocations, pool usage and applied limits. This is credit reporting, not a complete currency chargeback ledger. Sources: perplexity:perplexity:p-credits. - budgets — Can budgets be set per user or group? [supported]: Named pool caps assign users/groups. Highest group limit wins; personal override precedes group, organisation default and legacy fallback. Auto-refill has a monthly reload limit. Sources: perplexity:perplexity:p-credits. - budget_enforcement — Does reaching a budget alert, block or downgrade? [partial]: An empty pool or applicable cap blocks further use; funding or raising limits restores access, subject to asynchronous authorization/SCIM refresh. Purchased-pool expiry is unknown: the guide body says 12 months of inactivity and its FAQ says no current expiry. No non-expiry guarantee or overshoot bound is asserted. Sources: perplexity:perplexity:p-credits. - chargeback — Can costs be exported per cost centre? [unknown]: Unknown for chargeback. Credit limits are documented, but no complete cost-centre chargeback export schema or measured enforcement/cache latency was retrieved. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-credits ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Eligible enterprises can stream content-bearing audit events to a SIEM; this enables admin access to prompts and answers. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise with 50 seats or one Enterprise Max; audit webhook enabled; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: ediscovery. - admin_events — Are admin and security events logged? [supported]: Events cover login, settings, membership, roles/groups, files, connectors and Computer tasks/actions/errors. Sources: perplexity:perplexity:p-audit. - content_logging — Can prompts and answers be retained for compliance, and is it configurable? [partial]: Query payload includes text; answer payload includes full answer and model. Audit configuration enables export. Fine-grained content exclusions remain unverified; admin-private chat cannot be assumed. Sources: perplexity:perplexity:p-audit, perplexity:perplexity:p-roles. - siem_export — Can logs stream to a SIEM or be exported? [supported]: Realtime HTTP POST JSON with bearer/custom auth; Splunk HEC supported. Slack truncates metadata to 500 characters/value and 2,500 total, so it is not a full-content archive. Sources: perplexity:perplexity:p-audit. - ediscovery — Are eDiscovery and legal hold supported? [unknown]: Unknown for ediscovery. Audit webhooks are documented. Vendor log retention, replay guarantees, tamper resistance, legal hold and an eDiscovery integration were not retrieved. - log_retention — How long are logs kept? [partial]: Guide tells customers to retain/export logs long term. Vendor retention, replay window and immutability were not retrieved. Sources: perplexity:perplexity:p-audit. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-audit, perplexity:perplexity:p-roles ### 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. #### 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 #### Perplexity Enterprise 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. ### 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. #### 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 #### Perplexity Enterprise 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. ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial AWS storage is named for connector copies; a full cloud residency commitment is unavailable. Availability: unknown Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: backups_logs_region, swiss_hosting, residency_plan. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - Hosted functions use Perplexity cloud services; Portable local execution is device-local on supported NVIDIA hardware. Portable is not a self-hosted Enterprise backend. - storage_region — Where are chats, files and indexes stored? [partial]: FAQ names AWS S3 for connector copies without a region. Cloud chat/index residency and EU/Swiss SKU remain unknown; Portable local files/models can remain on the customer's device. Sources: perplexity:perplexity:p-connectfaq, perplexity:perplexity:p-local. - inference_region — Where do model calls run, per provider? [partial]: Portable local inference runs on the customer's device; approved cloud steps leave it. Cloud per-provider inference countries remain unknown. Sources: perplexity:perplexity:p-local. - backups_logs_region — Where are backups, logs and telemetry? [unknown]: Unknown for backups_logs_region. Cloud connector copies use AWS S3, but no binding Enterprise storage/inference/backups/logs/support region matrix or Swiss/EU residency SKU was retrieved. Portable local execution is scoped separately. - support_access_region — From where can vendor staff access data? [partial]: Security material describes just-in-time scoped staff production access, without access countries or customer region restrictions. Sources: perplexity:perplexity:p-security. - swiss_hosting — Is Swiss hosting available? [unknown]: Unknown for swiss_hosting. Cloud connector copies use AWS S3, but no binding Enterprise storage/inference/backups/logs/support region matrix or Swiss/EU residency SKU was retrieved. Portable local execution is scoped separately. - residency_plan — Which plan or option provides residency? [unknown]: Unknown for residency_plan. Cloud connector copies use AWS S3, but no binding Enterprise storage/inference/backups/logs/support region matrix or Swiss/EU residency SKU was retrieved. Portable local execution is scoped separately. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectfaq, perplexity:perplexity:p-local, perplexity:perplexity:p-security ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Cloud Enterprise and Portable local execution coexist; local mode is not a complete hosted Enterprise replacement. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Computer cloud tasks and scheduled automation, Portable Computer local inference on supported NVIDIA Windows/Linux hardware; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=not specified; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: dedicated_instance, customer_cloud. - multi_tenant_saas — Is a shared SaaS offered? [partial]: Enterprise is vendor-hosted. Computer cloud tasks have isolated per-session environments; complete SaaS multi-tenancy architecture was not published in the inspected guide. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-computer. - dedicated_instance — Is a dedicated single-tenant instance offered, from what size? [unknown]: Unknown for dedicated_instance. Portable Computer supports local execution, but no whole-Enterprise single-tenant, customer-cloud, on-prem or air-gap deployment terms or seat floor were retrieved. - customer_cloud — Can it run in the customer's own cloud account, from what size? [unknown]: Unknown for customer_cloud. Portable Computer supports local execution, but no whole-Enterprise single-tenant, customer-cloud, on-prem or air-gap deployment terms or seat floor were retrieved. - on_premise — Can the whole platform run on customer infrastructure, from what size? [partial]: Portable runs model, agent, scheduler, queue, local index and sandbox on customer hardware. Whole Enterprise control plane/Projects/SSO hosting and seat minimum remain unverified. Sources: perplexity:perplexity:p-local. - air_gapped — Can it run without internet access? [partial]: Local tasks do not need a cloud round trip after setup. Sign-in, model/engine downloads and cloud steps need internet. Fully air-gapped Enterprise operation and offline licence lifetime remain unknown. Sources: perplexity:perplexity:p-local. - mode_feature_gaps — Which features are missing outside SaaS? [supported]: Local mode excludes Brain/saved memory and loads one smaller model at a time. Web research, frontier models or cloud tools may require approved, credit-consuming escalation. Sources: perplexity:perplexity:p-local. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-computer, perplexity:perplexity:p-local ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise terms prohibit model training; per-provider retention and review are unverified. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: provider_retention. - vendor_training — Does the vendor train on customer content? [supported]: Enterprise terms 1.3.3 prohibit using customer content to train, retrain, fine-tune or improve generative AI. Nonpersonal/aggregated usage data can improve operations. Specific product terms control conflicts. Sources: perplexity:perplexity:p-terms-gb. - provider_training — Do model providers train on it under this product's contracts? [supported]: Same clause prohibits authorising third parties to train on customer content. Provider contracts and retention exceptions were not inspected. Sources: perplexity:perplexity:p-terms-gb. - provider_retention — How long do model providers keep prompts, including for abuse monitoring? [unknown]: Unknown for provider_retention. Enterprise no-training terms are explicit. Per-model abuse-monitoring retention, zero-retention add-ons and provider human-review rules were not retrieved. - zero_retention — Is zero data retention available, and on which plan? [partial]: Enforced Incognito retains sessions/attachments for 24 hours. Provider-level zero-retention contracts or add-ons were not established. Sources: perplexity:perplexity:p-security-hub. - human_review — Can provider staff review content? [partial]: Vendor documents just-in-time staff production access. Model-provider human-review rules remain unknown; absolute no-staff-access cannot be claimed. Sources: perplexity:perplexity:p-security. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-security-hub, perplexity:perplexity:p-security ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial The cited English DPA describes personal-data deletion/return within 30 days after service end, subject to its exceptions. This does not establish the terms of a French-language or individually negotiated agreement. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=English en-GB DPA August 13, 2026 and Enterprise terms August 3, 2026; French edition not included in contractual finding; plan=Enterprise agreement incorporating the cited English DPA; executed agreement and alternate-language contract terms unverified; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - The July 2025 French Annex uses later-of wording. It is not treated as an equivalent translation or superseded contract. Applicable language/version for a particular customer remains unknown; this claim is restricted to the named English documents. - default_retention — What is retained and for how long by default? [partial]: Session files default to seven days; My Files/Projects persist under their own deletion policies. Enforced Incognito retains sessions/attachments for 24 hours. Ordinary default session duration remains unknown. Sources: perplexity:perplexity:p-retention, perplexity:perplexity:p-security-hub. - admin_retention — Can admins set retention periods? [supported]: Custom session retention requires 50 seats or one Max, measured from last activity. Shortening hides older data immediately and deletes within seven days; pre-join personal sessions excluded. Sources: perplexity:perplexity:p-retention. - user_deletion — Can users delete their chats and files permanently? [partial]: Under the cited August 13 English DPA, Annex 1 uses the earlier of customer deletion or 30 days after service end. This is an English-document finding only; application retention policies apply and backup completion was not tested. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-retention. - contract_end_deletion — What is deleted at contract end, and when? [supported]: Section 10 of the cited English DPA requires personal-data deletion/return within 30 days after service end, with legal retention exceptions. The English Enterprise terms allow automated backups under standard deletion procedures. The finding applies only where those documents govern. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-terms-gb. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-retention, perplexity:perplexity:p-security-hub, perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-terms-gb ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial The DPA defines subprocessors and change notices; full current country inventory remains a gap. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: subprocessor_countries. - subprocessor_list — Is a dated sub-processor list published? [partial]: DPA links the Trust Center list; full current dated rows were not extractable. Sources: perplexity:perplexity:p-dpa-gb. - subprocessor_countries — Which countries do sub-processors operate in? [unknown]: Unknown for subprocessor_countries. The DPA links the Trust Center subprocessor list, whose full current dated contents were not extractable. Parent structure and each subprocessor country remain unverified. - change_notification — Are customers notified of sub-processor changes? [supported]: Nonmodel subprocessors have ten business days' prior notice via list/in-product/email; email requires subscription, objections within five business days. Model changes get notice/list update; remedy is stop using that model. Sources: perplexity:perplexity:p-dpa-gb. - parent_jurisdiction — Which jurisdiction governs the vendor and its parent? [partial]: Counterparty is Perplexity AI, Inc.; contract law is California. Ultimate parent and incorporation jurisdiction were not sourced. Sources: perplexity:perplexity:p-terms-gb. - transfer_mechanism — Which transfer mechanism applies to non-EU/CH processing? [partial]: DPA incorporates EU SCC modules 2/3 and UK addendum, with Irish SCC law/courts and Irish DPC. Swiss-specific adaptations were not retrieved. Sources: perplexity:perplexity:p-dpa-gb. - government_access_policy — Is there a published government-access or transparency policy? [partial]: DPA requires notice of binding law-enforcement requests where legally permitted. Transparency statistics and a broader challenge policy were not retrieved. Sources: perplexity:perplexity:p-dpa-gb. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-terms-gb ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial A public DPA and California Enterprise terms exist; DACH-specific regulatory packages are unknown. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: ai_act_materials. - dpa — Is a DPA available, and is it negotiable? [partial]: Public English DPA updated August 13, 2026, incorporated into Enterprise terms. Negotiability unknown. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-terms-gb. - revdsg_gdpr — Does the DPA cover revDSG and GDPR? [partial]: DPA expressly covers GDPR, UK privacy, SCCs and generic applicable privacy laws. Explicit revised Swiss DSG adaptation was not located. Sources: perplexity:perplexity:p-dpa-gb. - governing_law — Which law and court govern the contract? [supported]: Enterprise agreement 11.1 chooses California law and San Francisco County state/federal courts. EU SCCs separately choose Irish law/courts. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-dpa-gb. - ai_act_materials — Is EU AI Act documentation provided? [unknown]: Unknown for ai_act_materials. Current English Enterprise terms and DPA were retrieved. Negotiation terms, explicit revDSG addendum, EU AI Act package and FINMA sector materials were not retrieved. - sector_materials — Are FINMA or other sector materials provided? [partial]: Security material describes HIPAA alignment. Full BAA/regulatory scope and FINMA material were not retrieved; alignment does not establish blanket healthcare suitability. Sources: perplexity:perplexity:p-security. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-security ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial SOC 2 Type II and independent testing are vendor claims, not inspected attestations. Availability: unknown Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: iso_27001, c5, other_certifications. - iso_27001 — ISO 27001 with scope and validity? [unknown]: Unknown for iso_27001. Public security material claims SOC 2 Type II. Auditor, coverage dates, full reports, ISO scope/validity, BSI C5 and independent penetration-test results were not retrieved. - soc2 — SOC 2 type, period and covered service? [partial]: Vendor claims SOC 2 Type II. Auditor, report period, covered systems, exceptions and current validity were not inspected. Sources: perplexity:perplexity:p-security. - c5 — BSI C5 attestation? [unknown]: Unknown for c5. Public security material claims SOC 2 Type II. Auditor, coverage dates, full reports, ISO scope/validity, BSI C5 and independent penetration-test results were not retrieved. - other_certifications — Which other certificates (27701, 42001, TISAX)? [unknown]: Unknown for other_certifications. Public security material claims SOC 2 Type II. Auditor, coverage dates, full reports, ISO scope/validity, BSI C5 and independent penetration-test results were not retrieved. - report_access — How can customers obtain reports? [partial]: Security page directs documentation requests to Trust Center. Reports were not downloaded and access conditions remain unverified. Sources: perplexity:perplexity:p-security. - pentest — Are independent penetration test summaries available? [partial]: Vendor states annual independent penetration testing. Scope, report date, findings and remediation were not retrieved. Sources: perplexity:perplexity:p-security. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-security ### 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). #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Encrypted connector credentials and isolated task environments are documented; customer keys are a gap. Availability: unknown Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: customer_managed_keys. - Capabilities apply only to the surface named in each atomic answer. Computer, Office/Teams and Portable do not establish feature parity in Ask/Search. - encryption_at_rest — Is data encrypted at rest? [partial]: FAQ says connector credentials are encrypted at rest/in transit. Full chat/file cipher and key matrix were not retrieved. Sources: perplexity:perplexity:p-connectfaq, perplexity:perplexity:p-security. - customer_managed_keys — Can the customer manage or hold the keys? [unknown]: Unknown for customer_managed_keys. The FAQ describes encrypted connector credentials and the security page describes access control. Customer-managed keys, SaaS private networking and detailed tenant-key isolation were not retrieved. - private_networking — Is private connectivity or IP restriction available? [partial]: MCP can use Cloudflare Access credentials for protected tools. This does not establish private connectivity or IP restrictions for the whole Enterprise app. Sources: perplexity:perplexity:p-mcp. - tenant_isolation — How are customers separated in shared SaaS? [partial]: Computer isolates each task's cloud filesystem/browser/sandbox from other users and organisation networks. SaaS database/key isolation remains unverified. Sources: perplexity:perplexity:p-computer. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-connectfaq, perplexity:perplexity:p-security, perplexity:perplexity:p-mcp, perplexity:perplexity:p-computer ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Profession-specific secrecy undertaking and add-on remain unknown; general confidentiality and scoped content-access controls do not establish §203 StGB or Art.321 StGB coverage. Availability: unknown Delivery: unknown Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=Enterprise Pro/Max; cloud Enterprise, with optional customer audit export; add_ons=none stated; deployment_mode=multi-tenant-saas; region=No profession-specific DE/CH contractual scope verified; deployment/provider regions follow the other scoped claims.; os=not specified. Limitations: - Contract facts only; no legal suitability assessment. No profession-specific commitment or paid option inferred from generic confidentiality, hosting, encryption or no-training terms. - Public, unauthenticated source pass only; no sales contact, NDA request or authenticated access-control test. - secrecy_undertaking — Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? [unknown]: Unknown. Reviewed current English Enterprise terms, August13 DPA, Security Hub, security page and targeted first-party professional-secrecy searches. No §203 StGB or Art.321 StGB contract template or dedicated secrecy SKU was retrieved. No NDA or sales request was made. A DPA or no-training clause alone does not answer whether a profession-specific undertaking is signed. - subprocessor_coverage — Does the undertaking extend to its sub-processors, and is that documented? [unknown]: Unknown. No retrieved §203/Art.321 undertaking establishes flow-down to all relevant subcontractors/model providers. General DPA confidentiality is not equivalent. - secrecy_offering — Is it a dedicated offering or add-on, and on which plan? [unknown]: Unknown. No documented profession-specific plan, dedicated instance option or paid secrecy add-on and its entitlements/pricing were established. - content_access — Who can access content in plain text: vendor staff, sub-processors, model providers? [partial]: Security material describes just-in-time vendor production access; DPA4.d requires confidentiality for people processing personal data. Eligible Enterprise audit exports include full queries/answers to customer endpoints. Per-provider plaintext access/retention and any profession-specific staff/subprocessor restrictions remain unverified. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-security, perplexity:perplexity:p-audit. - secrecy_documentation — Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? [unknown]: Unknown. Reviewed current English Enterprise terms, August13 DPA, Security Hub, security page and targeted first-party professional-secrecy searches. No §203 StGB or Art.321 StGB contract template or dedicated secrecy SKU was retrieved. No NDA or sales request was made. General data-flow/security pages are available but do not document such a secrecy offering. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-dpa-gb, perplexity:perplexity:p-security, perplexity:perplexity:p-audit ## 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise seats have public USD prices; Computer extras use credits with unpriced conversion. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - pricing_unit — What is the pricing unit? [supported]: Per-seat monthly/annual subscription plus Computer credits and optional pool; API billed separately. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits. - list_prices — What are list prices per plan, with date and currency? [supported]: Retrieved October 21, 2026: Enterprise Pro USD40/seat/month or USD400/year; Max USD325/month or USD3,250/year, excl tax. Potential 250+ discounts not assumed. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-terms-gb. - included_usage — What usage is included? [supported]: Computer includes 500 credits/Pro seat/month or 15,000/Max, expiring each cycle. Ask/standard Search do not use these credits; session/file limits still apply. Sources: perplexity:perplexity:p-credits, perplexity:perplexity:p-entpro, perplexity:perplexity:p-filelimits. - add_ons — Which features cost extra? [partial]: Admins purchase pooled credits/auto-refill after billing consent; API credits separate. Advanced roles/connector RBAC depend on managed contracts; separate prices unknown. Sources: perplexity:perplexity:p-credits, perplexity:perplexity:p-billing, perplexity:perplexity:p-roles. - overage — What do usage beyond limits and premium models cost? [partial]: After individual credits, use draws purchased pool within the applicable cap. Dollar-per-credit/task tariff was not established; currency overage remains unknown. Sources: perplexity:perplexity:p-credits. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-entpro, perplexity:perplexity:p-filelimits, perplexity:perplexity:p-roles ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Annual Pro-seat floors are calculable; total shared-scenario cost remains a floor plus unknown extras. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=All seats Enterprise Pro at USD400/year; optional Max and managed features excluded from baseline; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - cost_200 — Year-one cost at 200 users? [partial]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Twelve months, excl VAT, no discounts; mix averages 330 messages/user/month. All 200 seats Enterprise Pro at USD400/year: USD80,000.00 = EUR71,333.04 = CHF65,890.33, using ECB 2026-10-20 EUR1=USD1.1215=CHF0.9237. Total is this floor plus unknown Computer extras, managed-plan features, support and implementation. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-entpro, perplexity:perplexity:fx-ecb. - cost_1000 — Year-one cost at 1,000 users? [partial]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Twelve months, excl VAT, no discounts; mix averages 330 messages/user/month. All 1,000 seats Enterprise Pro at USD400/year: USD400,000.00 = EUR356,665.18 = CHF329,451.63, using ECB 2026-10-20 EUR1=USD1.1215=CHF0.9237. Total is this floor plus unknown Computer extras, managed-plan features, support and implementation. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-entpro, perplexity:perplexity:fx-ecb. - cost_5000 — Year-one cost at 5,000 users? [partial]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Twelve months, excl VAT, no discounts; mix averages 330 messages/user/month. All 5,000 seats Enterprise Pro at USD400/year: USD2,000,000.00 = EUR1,783,325.90 = CHF1,647,258.14, using ECB 2026-10-20 EUR1=USD1.1215=CHF0.9237. Total is this floor plus unknown Computer extras, managed-plan features, support and implementation. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-entpro, perplexity:perplexity:fx-ecb. - variable_share — Which part depends on usage? [partial]: Ask/standard Search are outside Computer credits; 330 messages do not have a fixed Computer-credit conversion. Task cost and currency tariff remain unknown; no model/token proxy is used for proprietary credits. Sources: perplexity:perplexity:p-entpro, perplexity:perplexity:p-credits. - unknown_parts — Which costs could not be priced? [partial]: Unknown credit tariff/task consumption, managed entitlements, optional Max mix, premium data contracts, local hardware, implementation and support. No invented discounts or complete total. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-roles. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-entpro, perplexity:perplexity:fx-ecb, perplexity:perplexity:p-roles ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Enterprise self-serve subscriptions are available, but the vendor explicitly offers no self-serve trial. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - free_tier — Is there a free tier for business use? [partial]: Individual Free access exists; Enterprise is paid. Free business governance entitlements were not established. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-sso. - self_serve_trial — Is a self-serve business trial available? [unsupported]: FAQ expressly says no self-serve Enterprise Pro/Max trials. Assisted evaluation may be offered through sales; no contact made. Sources: perplexity:perplexity:p-billing. - trial_scope — Do trials include SSO, connectors and admin features? [partial]: No self-serve trial. Assisted evaluation SSO, connector and admin entitlements remain unknown; individual Free cannot verify them. Sources: perplexity:perplexity:p-billing. - sales_gate — Does meaningful evaluation require sales contact? [partial]: Paid self-serve purchase exists. Free Enterprise evaluation needs assistance per FAQ; advanced managed roles are sales-assisted. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-roles. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-models, perplexity:perplexity:p-sso, perplexity:perplexity:p-billing, perplexity:perplexity:p-roles ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public USD monthly/annual plans coexist with managed contract pricing. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - minimum_commitment — What seat or spend minimum applies? [partial]: Terms refer minimum seats to ordering documentation/account; no numeric minimum retrieved. The 50-seat feature qualifier is not a subscription minimum. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-billing. - contract_length — What contract lengths are offered? [supported]: Monthly and annual billing; annual Pro USD400 and Max USD3,250 per seat. Sources: perplexity:perplexity:p-billing. - cancellation — How can the contract be cancelled or reduced? [supported]: Removing users does not reduce billing. Admin reduces paid seats in Billing for next month/annual renewal without current-term refund; seat increases prorated immediately. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-terms-gb. - local_invoicing — Can it be invoiced in CHF or EUR from a European entity? [partial]: Invoices/wire available. Terms specify USD and Perplexity AI, Inc.; European-entity EUR/CHF invoicing was not established. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-terms-gb. - transparency_class — Is pricing transparent, partial, quote-only or unknown? [supported]: Partial. Seat prices and quotas public; advanced managed entitlements, Computer variable cost and premium partner costs unpriced here. Sources: perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-roles. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-billing, perplexity:perplexity:p-credits, perplexity:perplexity:p-roles ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial The Enterprise service is proprietary with a business-use subscription licence. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - The partial atomic answers state their documentation or verification limits. - licence_type — Which licence applies to each component? [partial]: Nonexclusive, nontransferable, nonsublicensable business-use service licence; Perplexity/licensors retain IP. Complete component/model licence inventory not retrieved. Sources: perplexity:perplexity:p-terms-gb. - branding_restrictions — Do licence terms restrict branding or user counts? [partial]: Named accounts limited to purchased seats; sharing accounts forbidden. White-label rights were not established. Sources: perplexity:perplexity:p-terms-gb. - enterprise_features_closed — Are enterprise features in a separate closed edition? [partial]: Hosted Enterprise administration falls under the proprietary service agreement. This does not establish that every component is closed. Sources: perplexity:perplexity:p-terms-gb. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-terms-gb ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Audit events and files provide some exits, but complete tenant and assistant export is unverified. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client, Enterprise Computer cloud tasks and scheduled automation; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - chat_export: Eligible audit webhooks stream queries/full answers prospectively. A retrospective complete tenant-chat export was not established. - assistant_export: Custom Skills accept SKILL.md/ZIP. Export of installed Skills, Project instructions and connections was not established. - knowledge_export: Download files is a current permission for downloadable user uploads, including session and Project files; connector files retain source permissions. This is not a bulk export of all indexed content, metadata or ACLs. The retired organization-repository ZIP procedure is only lifecycle evidence. - export_format: Audit JSON and DOCX/PDF/XLSX/PPTX/HTML assets are documented. A complete machine-readable tenant/knowledge-state export was not established. - post_termination_window: DPA gives 30-day personal-data delete/return deadline with legal exceptions. A customer retrieval UI or guaranteed window was not established. - chat_export — Can admins export all chats? [partial]: Eligible audit webhooks stream queries/full answers prospectively. A retrospective complete tenant-chat export was not established. Sources: perplexity:perplexity:p-audit. - assistant_export — Can assistants and prompts be exported in a reusable format? [partial]: Custom Skills accept SKILL.md/ZIP. Export of installed Skills, Project instructions and connections was not established. Sources: perplexity:perplexity:p-skills-20261026. - knowledge_export — Can knowledge bases and their sources be exported? [partial]: Download files is a current permission for downloadable user uploads, including session and Project files; connector files retain source permissions. This is not a bulk export of all indexed content, metadata or ACLs. The retired organization-repository ZIP procedure is only lifecycle evidence. Sources: perplexity:perplexity:p-security-hub-20261026, perplexity:perplexity:p-roles-20261026. - export_format — Are formats documented and machine-readable? [partial]: Audit JSON and DOCX/PDF/XLSX/PPTX/HTML assets are documented. A complete machine-readable tenant/knowledge-state export was not established. Sources: perplexity:perplexity:p-audit, perplexity:perplexity:p-assets. - post_termination_window — How long can data be retrieved after termination? [partial]: DPA gives 30-day personal-data delete/return deadline with legal exceptions. A customer retrieval UI or guaranteed window was not established. Sources: perplexity:perplexity:p-dpa-gb-20261026. Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-20. Sources: perplexity:perplexity:p-audit, perplexity:perplexity:p-skills-20261026, perplexity:perplexity:p-assets, perplexity:perplexity:p-dpa-gb-20261026, perplexity:perplexity:p-security-hub-20261026, perplexity:perplexity:p-roles-20261026 ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Public help, support contact and status exist; contractual service levels remain unknown. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: support_languages, regional_presence, uptime_sla. - support_channels — Which support channels are available on each plan? [partial]: Help/contact support and Enterprise email; Portable guide mentions in-product live chat. Response times and languages remain unverified. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-local. - support_languages — Is support available in German, French or Italian? [unknown]: Unknown for support_languages. Public help and status exist, but contracted uptime credits, support languages and a Swiss/DACH delivery entity were not retrieved. - regional_presence — Is there a DACH or Swiss entity, team or partner? [unknown]: Unknown for regional_presence. Public help and status exist, but contracted uptime credits, support languages and a Swiss/DACH delivery entity were not retrieved. - uptime_sla — Is there an uptime SLA with credits? [unknown]: Unknown for uptime_sla. Public help and status exist, but contracted uptime credits, support languages and a Swiss/DACH delivery entity were not retrieved. - status_page — Is there a public status page with history? [partial]: Public status covers website, app, Computer and API with a calendar. History completeness and contracted SLA were not audited. Sources: perplexity:perplexity:p-status-web. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-terms-gb, perplexity:perplexity:p-local, perplexity:perplexity:p-status-web ### 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. #### 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 #### Perplexity Enterprise Verification status: Agent cross-checked (agent-cross-checked) Support: partial Vendor guides and business task examples exist; included adoption services remain unpriced. Availability: generally-available Delivery: native Scope: surfaces=Enterprise Ask, Projects and Search web client; version=not specified; plan=Enterprise Pro/Max; sales-assisted roles or connector RBAC only where stated; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Cloud region and residency option unverified; local device location customer-controlled; os=not specified. Limitations: - Remaining atomic gaps: onboarding_service, user_training, adoption_programme, service_cost. - onboarding_service — Is guided onboarding included? [unknown]: Unknown for onboarding_service. Public examples and help guides exist. Included onboarding, language-specific user training, champion programmes and separately priced adoption services were not established. - user_training — Is end-user training offered, in which languages? [unknown]: Unknown for user_training. Public examples and help guides exist. Included onboarding, language-specific user training, champion programmes and separately priced adoption services were not established. - use_case_library — Are role-based use cases and templates provided? [supported]: Computer and Microsoft integration guides give research, analysis, document and email examples. Skills provide reusable task instructions. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-office, perplexity:perplexity:p-skills. - adoption_programme — Is there a champion or adoption programme? [unknown]: Unknown for adoption_programme. Public examples and help guides exist. Included onboarding, language-specific user training, champion programmes and separately priced adoption services were not established. - service_cost — Which services cost extra? [unknown]: Unknown for service_cost. Public examples and help guides exist. Included onboarding, language-specific user training, champion programmes and separately priced adoption services were not established. Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: perplexity:perplexity:p-computer, perplexity:perplexity:p-office, perplexity:perplexity:p-skills ## Sources ### 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 ### perplexity:perplexity:p-models Advanced AI models included in subscriptions. Lists current Enterprise Search models and user/automatic routing; availability depends on settings, rollout and region. - URL: https://www.perplexity.ai/help-center/en/articles/10354919-what-advanced-ai-models-are-included-in-my-subscription - Locator: Enterprise table; modes and availability notes; snapshot October 17, 2026 - Evidence kind: documented - Source date: 2026-10-17 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-local What is Portable Computer?. Portable runs local models on supported NVIDIA hardware, including Enterprise plans; cloud escalation needs approval, memory remains cloud-only. - URL: https://www.perplexity.ai/help-center/en/articles/20260915-what-is-portable-computer - Locator: Requirements; local/cloud routing; controls and offline FAQ - Evidence kind: documented - Source date: 2026-09-15 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-files File uploads. Files, images and audio/video transcription are documented; long documents use selected parts. Generic size limits are not substituted for Enterprise. - URL: https://www.perplexity.ai/help-center/en/articles/10354807-file-uploads - Locator: Supported input and long-file processing - Evidence kind: documented - Source date: 2026-09-07 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-filelimits Enterprise file limits. Ask permits 30 files of 50 MB per upload; Computer 200 MB/file; Projects up to 10,000 files, 5 GB total and 100 MB/file. Organisation repository retirement is stated. - URL: https://www.perplexity.ai/help-center/en/articles/12009761-enterprise-file-limits - Locator: Ask, Computer, weekly sessions and Projects tables - Evidence kind: documented - Source date: 2026-10-08 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-computer Computer for Enterprise. Multi-step tasks use tools and generated files, inherited governance, per-task isolated cloud environment and per-step models. - URL: https://www.perplexity.ai/help-center/en/articles/13901210-computer-for-enterprise - Locator: Task orchestration, triggers, isolation and model settings - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-audit Audit logs. 50seats or oneMax can stream query/answer/admin/Computer events as JSON; Splunk HEC supported; Slack payloads truncate content. - URL: https://www.perplexity.ai/help-center/en/articles/11652747-audit-logs - Locator: Eligibility, event taxonomy, full query/answer payload and SIEM webhooks - Evidence kind: documented - Source date: Not stated - 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 ### perplexity:perplexity:p-changelog Perplexity changelog. Dated product/model releases are public; these are arrival dates, not a three-release provider-lag dataset. - URL: https://www.perplexity.ai/changelog - Locator: October 19, October 5, September 21 and August 2026 releases - 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 ### perplexity:perplexity:p-credits Enterprise credits admin guide. Monthly Computer allocations are 500/Pro and 15,000/Max credits; user/group pool caps and auto-refill exist. The page conflicts about pool-credit expiry. - URL: https://www.perplexity.ai/help-center/en/articles/13901296-how-credits-work-for-enterprise-organizations-admin-guide - Locator: Individual/pool allocations; named usage limits; FAQ - Evidence kind: documented - Source date: 2026-09-09 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-tasks Perplexity Tasks. Recurring natural-language tasks minimum hourly, up to15 per conversation; no credits causes skipped runs and repeated skips pause them. - URL: https://www.perplexity.ai/help-center/en/articles/11521526-perplexity-tasks - Locator: Scheduled Computer runs, cadence, unattended tasks and credits - Evidence kind: documented - Source date: 2026-09-21 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-roles Enterprise roles and permissions. Managed-plan Admin/Member/BillingAdmin, custom roles and synced groups; feature grants additive; model settings remain organisation-wide in inspected text. - URL: https://www.perplexity.ai/help-center/en/articles/11187754-enterprise-roles-and-permissions - Locator: Sales-assisted availability; base/custom roles; groups and master switches - 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 ### perplexity:perplexity:p-office Perplexity Computer in Microsoft Office. Computer add-ins support Word/Excel/PowerPoint/Outlook plus Teams; Microsoft admin centre assigns users/groups; Enterprise Pro/Max use normal Computer credits. - URL: https://www.perplexity.ai/en-GB/hub/products/integrations/microsoft - Locator: App capabilities, supported plans, deployment and Outlook clients - Evidence kind: vendor-claimed - 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 ### perplexity:perplexity:p-projects What are Projects?. Persistent workspaces with instructions, files, tasks and owner/editor/viewer access; Brain updates can spend owner credits. - URL: https://www.perplexity.ai/help-center/en/articles/10352961-what-are-projects - Locator: Instructions, sharing permissions, files and Brain - 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 ### perplexity:perplexity:p-connectors File connectors for Enterprise organisations. Live search uses source queries; Project import makes static copies. Shared answers can reveal connected content to recipients without original-file permission. - URL: https://www.perplexity.ai/help-center/en/articles/10672063-introduction-to-file-connectors-for-enterprise-organizations - Locator: Live search, attachments, Project imports and sharing boundary - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-gmail Gmail and Google Calendar connection. Personal OAuth reads mailbox/calendar, with send/edit scopes for actions; source permissions differ from shared-answer visibility. - URL: https://www.perplexity.ai/help-center/en/articles/12168040-connecting-perplexity-with-gmail-and-google-calendar - Locator: OAuth scopes, primary calendar and Comet actions - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-mcp Adding custom remote connectors. Custom HTTPS MCP via SSE/streamable HTTP supports OAuth2, API key or no auth; admin shared OAuth and per-member auth are separate options. - URL: https://www.perplexity.ai/help-center/en/articles/13915507-adding-custom-remote-connectors - Locator: Transport, authentication and organisation settings - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-teams Using Perplexity in Microsoft Teams. Computer runs in Teams DMs/channels and can search Teams content within granted permissions; Teams license and Entra consent may be required. - URL: https://www.perplexity.ai/help-center/en/articles/14855210-using-perplexity-in-microsoft-teams - Locator: Requirements, installation and channel/chat interaction - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### 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 ### perplexity:perplexity:p-connectfaq Perplexity connectors for Enterprise FAQ. Copied files are stored on AWS S3; live source changes and static Project imports differ. Format statements conflict with connector overview. - URL: https://www.perplexity.ai/help-center/en/articles/10673197-perplexity-connectors-for-enterprise-frequently-asked-questions - Locator: Storage, formats, permissions and manual reimport - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-connector-rbac Role-based access control for connectors. Sales-assisted role grants and master enable switch enforce connector access before task runtime and credits; group entitlement is plan-dependent. - URL: https://www.perplexity.ai/help-center/en/articles/2026100201-role-based-access-control-for-connectors - Locator: Managed-plan availability and runtime authorization - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-research What is new in advanced Deep Research?. Deep Research performs multi-step web/file research with citations, charts and downloadable reports. Older named models are not used as the current Enterprise inventory. - URL: https://www.perplexity.ai/help-center/en/articles/13600190-what-s-new-in-advanced-deep-research - Locator: Reports, source research, code execution and files - Evidence kind: documented - Source date: 2026-09-15 - 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 ### perplexity:perplexity:p-memory Memory for Enterprise organisations. Users can manage memory; admins can disable it and delete organisation memories; deleted memory logs may remain30days. - URL: https://www.perplexity.ai/help-center/en/articles/13654357-memory-for-enterprise-organizations - Locator: Saved memory, history and admin controls - Evidence kind: documented - Source date: 2026-09-01 - 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 ### perplexity:perplexity:p-roles-20261026 Enterprise roles and permissions. Managed-plan Admin/Member/BillingAdmin, custom roles and synced groups; feature grants additive; model settings remain organisation-wide in inspected text. - URL: https://www.perplexity.ai/help-center/en/articles/11187754-enterprise-roles-and-permissions - Locator: Sales-assisted availability; base/custom roles; groups and master switches; public web-reader representation retrieved 2026-10-26, representation SHA256 06fe5a476f097c102d380d35bf9db56348d1e4e3e89633e6017163cada5e6538 - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### perplexity:perplexity:p-skills-20261026 How to use Computer Skills. Computer selects task Skills; users create or upload SKILL.md/zip instruction packages. - URL: https://www.perplexity.ai/help-center/en/articles/13914413-how-to-use-computer-skills - Locator: Built-in/custom Skills; creation and upload; public web-reader representation retrieved 2026-10-26, representation SHA256 f582e50af86ba66a0b7f4ba097202e67618a8d8aa3b4b93c7b5652833085eeb1 - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### perplexity:perplexity:p-projects-20261026 What are Projects?. Persistent workspaces with instructions, files, tasks and owner/editor/viewer access; Brain updates can spend owner credits. - URL: https://www.perplexity.ai/help-center/en/articles/10352961-what-are-projects - Locator: Instructions, sharing permissions, files and Brain; public web-reader representation retrieved 2026-10-26, representation SHA256 30fa9a960823ef5efa0ac26cb0ffc1e69256a5e6d2d8b07acd1b32e04b661acb - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-26 ### perplexity:perplexity:p-skills How to use Computer Skills. Computer selects task Skills; users create or upload SKILL.md/zip instruction packages. - URL: https://www.perplexity.ai/help-center/en/articles/13914413-how-to-use-computer-skills - Locator: Built-in/custom Skills; creation and upload - 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 ### perplexity:perplexity:p-entpro What is Enterprise Pro?. Ask and standard search do not consume Computer credits; cloud Computer uses included and pooled credits. - URL: https://www.perplexity.ai/help-center/en/articles/10352973-what-is-enterprise-pro - Locator: Computer, Ask, data protections and retention sections - Evidence kind: documented - Source date: 2026-10-06 - 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 ### 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 ### 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 ### perplexity:perplexity:p-billing Enterprise pricing and billing FAQ. Pro costs USD40/month or400/year; Max325/month or3250/year. No self-serve Enterprise trial; API billed separately. - URL: https://www.perplexity.ai/help-center/en/articles/10352986-enterprise-pricing-and-billing-frequently-asked-questions - Locator: Pricing, API exclusion, trials, invoicing and seat reductions - Evidence kind: documented - Source date: 2026-10-08 - 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 ### perplexity:perplexity:p-home Perplexity Enterprise. Enterprise offers cloud Search/Computer, business connectors and administration. - URL: https://www.perplexity.ai/enterprise - Locator: Product overview and security FAQ - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-desktop About the Perplexity desktop app. Windows/macOS clients have local-file access; macOS app control and remote access are distinct from on-device inference. - URL: https://www.perplexity.ai/help-center/en/articles/19800001-about-the-app - Locator: Desktop platforms, local folders and app control - Evidence kind: documented - Source date: 2026-09-15 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-voice Perplexity Voice Assistant for iOS. iOS voice conversations are documented; Enterprise SSO and Swiss German quality were not tested. - URL: https://www.perplexity.ai/help-center/en/articles/11132456-how-to-use-the-perplexity-voice-assistant-for-ios - Locator: Voice activation and conversation history - Evidence kind: documented - Source date: 2026-09-11 - 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 ### 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 ### perplexity:perplexity:p-image Generating images with Perplexity. GPT Image1, Nano Banana, Seedream4.5; Nano Banana Pro on Max. Enterprise image commercial use allowed. - URL: https://www.perplexity.ai/help-center/en/articles/10354781-generating-images-with-perplexity - Locator: Image models, edits and enterprise use rights - Evidence kind: documented - Source date: 2026-08-31 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-terms-gb Perplexity Enterprise terms and conditions. Perplexity AI, Inc. contracts under California law with USD fees, no model training and customer output ownership; specific product terms govern conflicts. - URL: https://www.perplexity.ai/en-GB/hub/legal/enterprise-terms-of-service - Locator: Sections1–3,5,7,9,11; August3,2026 English edition - Evidence kind: documented - Source date: 2026-08-03 - Retrieved: 2026-10-21 ### 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 ### perplexity:perplexity:p-assets Creating assets with Perplexity. DOCX/PDF/XLSX/PPTX/HTML outputs, previews and version history are documented; exact templates require external editing. - URL: https://www.perplexity.ai/help-center/en/articles/12528830-creating-assets-with-perplexity-overview - Locator: Output formats, preview, follow-up editing and exports - Evidence kind: documented - Source date: 2026-09-01 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-security-hub Enterprise Security Hub settings. Disabling public sharing leaves existing public links live; enforced incognito retains attachments/sessions24h. - URL: https://www.perplexity.ai/help-center/en/articles/10517443-enterprise-security-hub-settings - Locator: Organisation/public links and Enforce Incognito - Evidence kind: documented - Source date: 2026-09-07 - 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 ### perplexity:perplexity:p-sso SSO integration getting started. Paid Enterprise SSO needs verified domains and invited users; one IdP by default. Generic standards examples are not a full protocol matrix. - URL: https://www.perplexity.ai/help-center/en/articles/11200832-sso-integration-getting-started - Locator: Paid organisation requirement, DNS domains and invitations - Evidence kind: documented - Source date: 2026-09-14 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-hub-faq Perplexity product FAQ. Vendor identifies SAML SSO and SCIM for Enterprise and lists web, mobile, Comet and API access. - URL: https://www.perplexity.ai/hub - Locator: FAQ, information protection and client access - Evidence kind: vendor-claimed - Source date: Not stated - Retrieved: 2026-10-21 ### perplexity:perplexity:p-scim SCIM-based user account management. SCIM needs50seats or oneMax; Okta/Entra/Google/customSCIM. Older basic role-group statement differs from newer managed roles rollout. - URL: https://www.perplexity.ai/help-center/en/articles/11652604-scim-based-user-account-management - Locator: Eligibility, supported providers and UI authority - Evidence kind: documented - Source date: 2026-09-05 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-roles-rollout-correction Enterprise roles and permissions. The new Roles & Permissions UI rolls out gradually and requires eligible sales-assisted plans for custom roles and directory groups; legacy UI settings carry over. - URL: https://www.perplexity.ai/help-center/en/articles/11187754-enterprise-roles-and-permissions - Locator: Overview availability and gradual upgrades; Groups - 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 ### 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 ### perplexity:perplexity:p-analytics Enterprise usage analytics. Insights requires50seats or oneMax and provides adoption, feature and per-user query reporting with export. - URL: https://www.perplexity.ai/help-center/en/articles/11844346-enterprise-usage-analytics - Locator: Eligibility, Insights metrics, user table and export - Evidence kind: documented - Source date: 2026-09-29 - 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 ### 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 ### 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 ### perplexity:perplexity:p-security Perplexity security. Vendor claims SOC2TypeII and annual independent testing; staff JIT access and production segregation described, reports not inspected. - URL: https://www.perplexity.ai/enterprise/security - Locator: Enterprise controls, access management and penetration tests - Evidence kind: vendor-claimed - Source date: 2026-08-21 - 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 ### 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 ### perplexity:perplexity:p-retention Data retention for Enterprise. Session-file default7days; custom session retention50seats or oneMax uses last activity and deletes outside-window data within7days. - URL: https://www.perplexity.ai/help-center/en/articles/11652701-data-retention-for-enterprise - Locator: Session-file default, custom windows and deletion - Evidence kind: documented - Source date: 2026-09-07 - Retrieved: 2026-10-21 ### perplexity:perplexity:p-dpa-gb Perplexity data processing addendum. DPA provides employee confidentiality, subprocessor notices, SCCs and 30-day personal-data deletion/return at service end with legal exceptions. - URL: https://www.perplexity.ai/en-GB/hub/legal/dpa - Locator: August13,2026 English edition; sections4,6,10,11 andAnnex1 - Evidence kind: documented - Source date: 2026-08-13 - 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 ### 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 ### 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 ### 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 ### perplexity:perplexity:fx-ecb ECB historical euro reference exchange rates. EUR1=USD1.1215=CHF0.9237 on2026-10-20; conversion arithmetic is an analyst calculation. - 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 ### perplexity:perplexity:p-security-hub-20261026 Enterprise Security Hub settings. Disabling public sharing leaves existing public links live; enforced incognito retains attachments/sessions24h. - URL: https://www.perplexity.ai/help-center/en/articles/10517443-enterprise-security-hub-settings - Locator: Organisation/public links and Enforce Incognito; public web-reader representation retrieved 2026-10-26, representation SHA256 11f7eb441cbc7708f8686e2b8862ba5030d0ab3c2ebb39f22903c3296806004f - Evidence kind: documented - Source date: 2026-09-07 - Retrieved: 2026-10-26 ### perplexity:perplexity:p-dpa-gb-20261026 Perplexity data processing addendum. DPA provides employee confidentiality, subprocessor notices, SCCs and 30-day personal-data deletion/return at service end with legal exceptions. - URL: https://www.perplexity.ai/en-GB/hub/legal/dpa - Locator: August13,2026 English edition; sections4,6,10,11 andAnnex1; public web-reader representation retrieved 2026-10-26, representation SHA256 9e139f0ef944a998aca7167ce408fc9f27611a18703995d720c0a773535e5462 - Evidence kind: documented - Source date: 2026-08-13 - Retrieved: 2026-10-26 ### 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 ### perplexity:perplexity:p-status-web Perplexity status. Public operational status and calendar are available; no contracted SLA inferred. - URL: https://status.perplexity.com/ - Locator: Website/App/Computer/API and calendar - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21 ### 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 ### perplexity:perplexity:p-repo-retire Download and move your organisation files. Remaining organisation repository files are deleted after October 1, 2026; customers must manually move needed files to Projects or connectors. - URL: https://www.perplexity.ai/help-center/en/articles/20260902-download-and-move-your-organization-files - Locator: Repository retirement and migration steps - Evidence kind: documented - Source date: Not stated - Retrieved: 2026-10-21