> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/view-plan-items-on-record.md).

# Validate and Configure the Copilot Agent

After importing the solution, you need to validate and configure the **InoWiz Copilot Agent** to ensure it works correctly. Follow the steps below:

 

* Go to your imported solutions in Dynamics 365 or Power Platform.
* Locate **InoWiz Agent**.
* Click to open the agent.
* From the left navigation panel, select **Managed Solutions**.
* Find the solution named **SharePoint Knowledge AI Search**.
* Open the solution to view its details.
* Within the solution, select the Agent tab from the left menu.
* Open the agent for **configuration**.
* If the agent is not set up properly, you may see the message:\
  \&#xNAN;**“Configuration Required.”**

<div data-with-frame="true"><figure><img src="/files/6bpL3VZ8zvNKdVvyAvbD" alt=""><figcaption></figcaption></figure></div>

**Resolve Configuration Issues**&#x20;

* This error typically occurs when one or more cloud flows are turned off during the import process.
* The most common reason is that the imported flows cannot find a valid connection for the connection reference.

To fix this, reconfigure the connection references and enable the required flows.

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions
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