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Copilot

Copilot, connected to
your live portfolio.

Connect Microsoft Copilot to Accessly and talk to your portfolio in plain English. Ask about properties, compliance, jobs, contractors and spend, get work done, and build reports and tools of your own, all from your live data.

Set it up
What it can do

Talk to your data. Get work done. Build on it.

Ask anything

Properties, compliance, jobs, contractors, spend, documents, inspections and assets. Plain-English questions, answered from your live data.

Get work done

Draft and send work orders, chase contractors, approve invoices, award quotes, raise hazards and more, once your admin turns changes on.

Build on it

Turn the answers into reports, summaries and tools of your own, right inside Copilot.

Set it up

Connected in a couple of minutes.

Who can use it

Organisations with Microsoft Copilot Studio. Your IT team sets it up once, then everyone connects with their own Accessly login.

Accessly is a verified Microsoft publisher.

Comes with AccesslyOS, and on for every AccesslyOS account unless your admin switches it off. Each person connects with their own Accessly login, and can disconnect any time from Settings → Integrations → AI tools.

  1. In Accessly, go to Settings → Integrations → AI tools and press Copy.

  2. In Copilot Studio, create or open an agent, then go to Tools → Add a tool → Model Context Protocol.

  3. Paste the address and choose OAuth 2.0 with dynamic discovery.

  4. Press Connect, sign in to Accessly and press Allow.

Try asking

Questions your team asks every week.

  • “Which compliance items are overdue, and who's the contractor on each?”
  • “Show me the open work orders at 12 Smith Street.”
  • “What did we spend on maintenance last quarter, by property?”
  • “Which contractors have insurance expiring in the next 60 days?”
  • “Draft my monthly owner report for 12 Smith Street.”

And once your admin turns on changes

  • “Draft a work order for the leaking tap on Level 3 at 12 Smith Street and send it to our plumber.”
  • “Chase every contractor with an overdue job.”

Copilot shows you exactly what it will send and asks before it goes.

Stays in your control

It does what you could do. Nothing more.

You confirm first
Before anything that emails a contractor or tenant, approves money or can't easily be undone, Copilot shows you exactly what Accessly will do and asks.
Your permissions
It sees only what you see in Accessly. Same buildings, same access, and financials only if you can see them in the app.
Your admin decides
Changes stay off until your account admin turns them on, and you choose whether to allow them when you connect. Admins see who has connected and can switch it off for the whole account.
Every change is yours
Each change is recorded as yours, made through Copilot. Nothing is ever deleted in bulk.
Your data

Where your questions and data go.

  • Your questions and Copilot's answers go to Microsoft, under your own agreement with Microsoft, and may be handled outside Australia. Accessly's data itself stays in Australia.
  • Accessly keeps a record of each read and change (which tool, what was asked for or changed, and when) so your admins can see how it's used.
  • Limits stop any one connection from pulling your whole account out in bulk.
  • Allie, the assistant built into Accessly, is separate and works as described in our privacy policy.

Read more in our privacy policy and terms.

Already on AccesslyOS?

Copy your address from Settings → Integrations → AI tools and connect Copilot today. Not on Accessly yet? See it working on your portfolio.

Need help connecting? support@accessly.com.au or our contact page.