# Setting up and managing AI Tools

Configure AI Tools and its content to ensure AI Tools users can fully benefit from it without interruptions.

To start configuring AI Tools:

* Review the AI Tools technical prerequisites outlined in the [#before-you-begin](#before-you-begin "mention") section on this page.
* Refer to [Configuring AI tools](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools.md).
* Refer to [Configuring Microsoft Copilot using API credentials](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools/configuring-microsoft-copilot-using-api-credentials.md).
* Refer to [Modifying campaign setups for AI tools](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/modifying-campaign-setups-for-ai-tools.md) to set up campaing target exclusion or change sender information.

{% hint style="info" %}
After configuration is complete in your Nexthink instance, [manage AI tools content](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/managing-ai-tools.md).
{% endhint %}

## Before you begin

Complete the following prerequisites to ensure the correct configuration and monitoring of AI tools, and facilitate a smooth onboarding:

{% stepper %}
{% step %}
**Deploy the Nexthink browser extension for data collection**

Install and deploy Nexthink [browser extension](/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/deploying-nexthink-in-non-vdi-environment/installing-the-nexthink-browser-extension.md)—`25.8.1` or newer—across all employee devices to allow Nexthink to collect data for AI tool web usage.

Nexthink browser extension cannot track the web usage of AI tools on Mozilla Firefox
{% endstep %}

{% step %}
**Validate Collector version for the deployment of built-in campaigns**

Ensure all employee devices have Collector version `25.5.1` or newer. This guarantees the correct deployment of built-in Nexthink campaigns, which you should enable from the specific [AI tool configuration](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools.md#configuring-ai-tools-for-nexthink-monitoring), to collect employee feedback on AI usage, necessary for monitoring employees' perceptions of AI tools.

Run the following query in the Investigations module to list devices with an unsupported Collector version:

```
devices
| where collector.version < v25.5.1
```

{% endstep %}

{% step %}
**Enable the `focus_time` field for monitoring desktop AI tools**

Make sure to opt in and activate the `focus_time` field for `execution.events` , by using the *Set Collector Configuration* remote action from the [library pack](https://nexthink.com/library/collector-configuration#set-collector-configuration) from Nexthink Library.

The system estimates **AI usage** on **Desktop**-type applications using the `focus_time` field. Without `focus_time`, Nexthink cannot monitor AI-tool interactions on desktop applications.
{% endstep %}

{% step %}
**Set up connector credentials and Entra ID connector for Microsoft Copilot**

The system uses API-based configuration for Microsoft Copilot, which requires the configuration of **connector credentials** and **Entra ID connector** in Nexthink.

<details>

<summary>Configure connector credentials</summary>

{% hint style="info" %}
This section references external sources. Nexthink does not control the accuracy of third-party documentation or any external updates or changes that might create inconsistencies with the information presented on this page. Please report any errors or inconsistencies to [Nexthink Support](https://support.nexthink.com/).
{% endhint %}

**Step 1 - Configure the Azure application**

Configure the application from the [Azure](https://azure.microsoft.com/es-es/free/search/?ef_id=_k_EAIaIQobChMIodqLx8ichgMVu5xQBh2GnA_UEAAYASAAEgJxevD_BwE_k_\&OCID=AIDcmm68ejnsa0_SEM__k_EAIaIQobChMIodqLx8ichgMVu5xQBh2GnA_UEAAYASAAEgJxevD_BwE_k_\&gad_source=1\&gclid=EAIaIQobChMIodqLx8ichgMVu5xQBh2GnA_UEAAYASAAEgJxevD_BwE) page to retrieve AI-employee interaction data:

1. Sign in using your Azure credentials.
2. Register a new application.
   * During the registration process, select the **Single tenant** option.
3. For the **Redirect URL**, select **Web**.
   * If the application already exists in the Azure portal, you can reuse the application to assign the permissions to retrieve AI-employee interaction data.
4. **Register** the application.
5. Access the **API Permissions** option from the left-side menu.
6. Add permission for **Microsoft Graph**.

   * Select **`AiEnterpriseInteraction.Read.All`** and add the API permission. See the images below.

   ![](https://docs.nexthink.com/platform/~gitbook/image?url=https%3A%2F%2F268444917-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FxJSUDk9NTtCHYPG5EWs3%252Fuploads%252Fgit-blob-699a770de28efc3c13fd30d8f74674caf0148341%252FUntitled-1.png%3Falt%3Dmedia\&width=768\&dpr=3\&quality=100\&sign=cdcb3f0b\&sv=2) ![](https://docs.nexthink.com/platform/~gitbook/image?url=https%3A%2F%2F268444917-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FxJSUDk9NTtCHYPG5EWs3%252Fuploads%252Fgit-blob-013f34c3f37c80bfc4687f6ecd52bd826f2db926%252Fimage.png%3Falt%3Dmedia\&width=768\&dpr=3\&quality=100\&sign=3aaa7f39\&sv=2)

   The **Status** column on the permissions list indicates if the Azure account you are using lacks proper privileges. Refer to the [Register an application with the Microsoft identity platform](https://learn.microsoft.com/en-us/graph/auth-register-app-v2) documentation from Microsoft for more information on the steps listed above.
7. Access the **Overview** section of the configured application to copy and save Azure AD credentials for the Nexthink connector configuration.

   * **Application (client) ID**
   * **Directory (tenant) ID**

   ![](https://docs.nexthink.com/platform/~gitbook/image?url=https%3A%2F%2F268444917-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FxJSUDk9NTtCHYPG5EWs3%252Fuploads%252Fgit-blob-7cd429a17763db4a6b3e6b0164ef9db75c449a33%252Fimage.png%3Falt%3Dmedia\&width=768\&dpr=3\&quality=100\&sign=bfec0836\&sv=2)

   * Generate and copy the client secret Value in the Azure portal using the **Certificates** and **secret** option for the Nexthink tool configuration.

     * Select **New client secret**.
     * Fill in the **Description** and **Expiration values**.
     * Select **Add** and copy the **Value**.

     ![](https://docs.nexthink.com/platform/~gitbook/image?url=https%3A%2F%2F268444917-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FxJSUDk9NTtCHYPG5EWs3%252Fuploads%252Fgit-blob-151927d2f371ced064bcd54cc51048576164ea26%252Fimage.png%3Falt%3Dmedia\&width=768\&dpr=3\&quality=100\&sign=4dd3c756\&sv=2)

After the expiration date, you need to update the client secret in the Azure portal and for the Nexthink connector credentials.

**Step 2 - Configure the Microsoft Copilot connector credentials in Nexthink**

From the [connector credential](https://docs.nexthink.com/platform/integrations/outbound-connectors/connector-credentials) configuration page, fill out the fields using the information from the connection you created in Azure.

1. Choose the **HTTPS** option from the **Protocol** drop-down.
2. Paste the Microsoft API `https://graph.microsoft.com` into the **URL address** field.
3. Choose the `OAuth 2.0 - Client Credentials` option from the **Authorization** drop-down.
4. Copy the **Directory (tenant) ID** from the Copilot connection and paste it into the **Access token URL** field—include the whole URL string:
   * `https://login.microsoftonline.com/<<`**`Tenant ID`**`>>/oauth2/v2.0/token`
   * Example: `https://login.microsoftonline.com/2efa03d5-62e6-XXXX-XXXX-XXXXXXXXXXXX/oauth2/v2.0/token`
5. Enter the **Client ID** and **Client secret** you obtained from configuring the Azure application.
6. Add `https://graph.microsoft.com/.default` in the **Scope** field.
7. Select **Header** under **Authorization information**. Nexthink advises against selecting **Body** based on Request for Comments (RFC) standards.
8. **Save** the credential.

<figure><img src="https://docs.nexthink.com/platform/~gitbook/image?url=https%3A%2F%2F268444917-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FxJSUDk9NTtCHYPG5EWs3%252Fuploads%252Fgit-blob-2f96b03e174ef769795a1bc820e7e8505329ec80%252Fimage.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=9da71646&#x26;sv=2" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Set up the Entra ID connector</summary>

The system uses the **Entra ID connector**—that you must configure—to collect user-license data and tag interaction events based on whether the employee uses a free or licensed version of Microsoft Copilot.

Refer to [Microsoft Entra ID (Azure AD) connector](/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/integrating-nexthink-with-third-party-tools/inbound-connectors/connector-for-microsoft-entra-id-azure-ad.md) for configuration steps.

</details>

{% hint style="warning" %}
Nexthink AI Tools collects user-license data for Microsoft Copilot by default, even if you do not configure Microsoft Copilot in AI Tools. Refer to [Configuring Microsoft Copilot using API credentials](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools/configuring-microsoft-copilot-using-api-credentials.md#configuring-the-tool-in-the-nexthink-web-interface) for more details.
{% endhint %}
{% endstep %}

{% step %}
**Configure user organization fields for usage breakdowns tailored to your organization.**

Nexthink **User organization fields** enable custom dashboard filters that align with your organization structure and employee groups.

Depending on the data field enrichment method, you may use the **Entra ID connector** configured in step 4.

Refer to [Product configuration](/platform/user-guide/administration/system-configuration/product-configuration.md#configuring-user-organization) documentation to create and enrich user organization fields.
{% endstep %}

{% step %}
**Grant permissions for AI Tools**

Enable permissions for the **AI Tools** module as an administrator.

1. Select **Administration >** [Roles](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles) from the main navigation panel.
2. Create a **New Role** or edit an existing role by hovering over it.
3. Under the **Permissions** section, scroll down to the **AI Tools** section and enable:
   * **Manage all AI tools** to create and manage AI tools configured by your organization.
   * **View all AI tool dashboards** to monitor **AI Tool** dashboards and insights.
4. Ensure you grant **Data Model Visibility** into **AI Tools** to the specific user role. Refer to [Roles](/platform/user-guide/administration/account-management/roles.md#data-model-visibility) for more information.
   {% endstep %}
   {% endstepper %}

## Key AI Tools configuration concepts

### AI-tool application types: Desktop and Web

Nexthink supports the following types of application configurations for AI tools:

* **Desktop** AI applications require their respective **Binaries** running the AI tool interaction.
* **Web** AI applications relies on the URL for the **Conversation endpoint** path used to detect interactions with the AI tool.

Refer to [Configuring AI tools](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools.md#configuring-ai-tools-for-nexthink-monitoring).

{% hint style="warning" %}
The **API**-based setup is only available for Microsoft **Copilot.** Refer to [Configuring Microsoft Copilot using API credentials](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/configuring-ai-tools/configuring-microsoft-copilot-using-api-credentials.md).
{% endhint %}

***

### User-target exclusions for built-in campaigns

Built-in campaigns for AI Tools have uneditable content, deployed under specific conditions. However, if needed, you can modify AI-tool campaign settings to exclude specific users from campaigns and change campaing sender information details.

Refer to [Modifying campaign setups for AI tools](/platform/user-guide/ai-tools/setting-up-and-managing-ai-tools/modifying-campaign-setups-for-ai-tools.md).

{% hint style="info" %}
To learn about the AI Tools campaign content, deployment conditions and interpretation, refer to [Monitoring employee experience with AI tools](/platform/user-guide/ai-tools/working-with-ai-tools/monitoring-employee-experience-with-ai-tools.md).
{% endhint %}

<figure><img src="/files/UDpPByvqh3EVmnCybYtG" alt=""><figcaption></figcaption></figure>


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